Summit Midstream Corp - SMC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Added to | 971,063 | 25,907 | 0.0% | 0.0% | 1 | +2,983 | 0.31% | Q4 2025 | Feb 19, 2026 |
| Deltroit Asset Management (UK) LLP | History | New | 707,056 | 18,864 | 2.74% | — | 2 | +707,056 | New | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 668,277 | 17,829 | 0.0% | 0.0% | 3 | +16,811 | 2.58% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 630,040 | 16,809 | 0.0% | 0.0% | 4 | -11,078 | -1.73% | Q4 2025 | Jan 29, 2026 |
| Flat Footed LLC | History | New | 356,567 | 9,513 | 1.04% | — | 5 | +356,567 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 238,063 | 6,353 | 0.0% | 0.0% | 6 | +7,497 | 3.25% | Q4 2025 | Feb 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 223,525 | 5,963 | 1.64% | 0.73% | 7 | +111,441 | 99.43% | Q4 2025 | Feb 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 203,822 | 5,437 | 0.2% | 0.21% | 8 | -60,364 | -22.85% | Q4 2025 | Jan 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 200,926 | 5,360 | 0.0% | 0.0% | 9 | +53,733 | 36.51% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 164,760 | 4,395 | 0.0% | 0.0% | 10 | +5,837 | 3.67% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 156,348 | 4,171 | 0.0% | 0.0% | 11 | +22,505 | 16.81% | Q4 2025 | Feb 13, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 119,749 | 3,194 | 2.41% | 1.85% | 12 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 109,759 | 2,928 | 0.06% | 0.04% | 13 | +7,953 | 7.81% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 98,317 | 2,623 | 0.0% | 0.0% | 14 | -1,683 | -1.68% | Q4 2025 | Feb 17, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 84,840 | 2,263 | 0.22% | 0.55% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 81,759 | 2,181 | 0.04% | 0.02% | 16 | +7,953 | 10.78% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 76,003 | 2,027 | 0.0% | 0.0% | 17 | -5,228 | -6.44% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 69,100 | 1,843 | 0.0% | 0.0% | 18 | -7,367 | -9.63% | Q4 2025 | Feb 17, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 58,214 | 1,553 | 0.01% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | No change | 52,985 | 1,413 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventail Capital Group, LP | History | Reduced | 51,053 | 1,362 | 0.08% | 0.05% | 21 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 48,296 | 1,288 | 0.0% | 0.0% | 22 | -17,468 | -26.56% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 45,601 | 1,217 | 0.02% | 0.02% | 23 | -74 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Fractal Investments LLC | History | No change | 45,000 | 1,200 | 0.17% | 0.13% | 24 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 40,299 | 1,075 | 0.0% | 0.0% | 25 | +14,886 | 58.58% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 27,693 | 738 | 0.0% | 0.0% | 26 | +14,810 | 114.96% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 23,388 | 623 | 0.0% | 0.0% | 27 | -22,322 | -48.83% | Q4 2025 | Feb 13, 2026 |
| JB CAPITAL PARTNERS LP | History | New | 22,956 | 612 | 0.11% | — | 28 | +22,956 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,707 | 605 | 0.0% | 0.0% | 29 | -1,234 | -5.15% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 21,498 | 573 | 0.0% | 0.0% | 30 | +656 | 3.15% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 20,955 | 559 | 0.0% | 0.0% | 31 | +4,508 | 27.41% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 19,917 | 531 | 0.01% | — | 32 | +19,917 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 18,994 | 506 | 0.0% | 0.0% | 33 | +11,839 | 165.46% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,558 | 281 | 0.0% | 0.0% | 34 | +3,338 | 46.23% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,397 | 277 | 0.0% | 0.0% | 35 | +6,595 | 173.46% | Q4 2025 | Feb 11, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 10,027 | 267 | 0.01% | 0.01% | 36 | -2,130 | -17.52% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 9,350 | 250 | 0.0% | — | 37 | +9,350 | New | Q4 2025 | Mar 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,485 | 226 | 0.0% | — | 38 | +8,485 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,244 | 219 | 0.0% | 0.0% | 39 | -17,037 | -67.39% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,065 | 215 | 0.0% | — | 40 | +8,065 | New | Q4 2025 | Mar 25, 2026 |
| SEI INVESTMENTS CO | History | New | 7,589 | 202 | 0.0% | — | 41 | +7,589 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,264 | 193 | 0.0% | 0.0% | 42 | -1,983 | -21.44% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 6,959 | 185 | 0.0% | — | 43 | +6,959 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,308 | 168 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,002 | 160 | 0.0% | 0.0% | 45 | -4,814 | -44.51% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 5,027 | 134 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,482 | 119 | 0.0% | 0.0% | 47 | +7 | 0.16% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 4,431 | 118 | 0.0% | 0.0% | 48 | +4,121 | 1329.35% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 4,153 | 110 | 0.01% | 0.0% | 49 | +1,755 | 73.19% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,900 | 104 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,283 | 60 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 1,740 | 46 | 0.0% | — | 52 | +1,740 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,010 | 26 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 900 | 24 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 854 | 22 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 706 | 18 | 0.0% | 0.0% | 56 | +411 | 139.32% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 566 | 15 | 0.0% | 0.0% | 58 | -110 | -16.27% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 580 | 15 | 0.0% | 0.0% | 57 | -39 | -6.3% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 543 | 14 | 0.0% | 0.0% | 59 | -107 | -16.46% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 296 | 8 | 0.0% | 0.0% | 60 | -42 | -12.43% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 163 | 4 | 0.0% | 0.0% | 61 | +92 | 129.58% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 100 | 2 | 0.0% | — | 62 | +100 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 63 | -414 | -90.99% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 71 | 1 | 0.0% | — | 64 | +64 | 914.29% | Q4 2025 | Jan 05, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.2% | — | -96,723 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.23% | — | -58,972 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,646 | -100.0% | Q3 2025 | Nov 05, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,692 | -100.0% | Q3 2025 | Apr 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,859 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,368 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,948 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,908 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |