DaveManuel.com · Institutional Ownership · Who Owns It
SUMMIT MIDSTREAM CORPORATIONCOM (SMC)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
74
Reporting holders
$163.1M
Reported value
1.4%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $27.6M | 967,503 | 0.00% | 8q | HELD |
| Deltroit Asset Management (UK) LLP | $23.2M | 815,000 | 3.34% | 3q | +15.3%+$3.1M |
| BlackRock, Inc. | $18.8M | 658,624 | 0.00% | 8q | +1.4%+$263.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.6M | 511,424 | 0.00% | 2q | +1.0%+$149.6K |
| EAGLE GLOBAL ADVISORS LLC | $7.5M | 263,086 | 0.25% | 8q | +16.0%+$1.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.1M | 247,637 | 0.00% | 8q | +6.3%+$416.4K |
| STATE STREET CORP | $5.3M | 184,546 | 0.00% | 7q | +3.3%+$169.1K |
| Flat Footed LLC | $4.5M | 158,517 | 0.35% | 3q | +27.6%+$975.1K |
| AMERICAN CENTURY COMPANIES INC | $4.4M | 155,119 | 0.00% | 7q | +26.7%+$931.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.5M | 122,853 | 0.00% | 6q | -29.5%-$1.5M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.4M | 119,553 | 0.06% | 7q | +1.5%+$50.0K |
| BANK OF AMERICA CORP /DE/ | $3.4M | 118,636 | 0.00% | 8q | -23.2%-$1.0M |
| CITADEL ADVISORS LLC | $2.9M incl. $1.0M options CALL | 63,910 | 0.00% | 8q | +592.2%+$2.4M |
| Empowered Funds, LLC | $2.6M | 91,553 | 0.01% | 7q | +2.0%+$50.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M incl. $1.2M options CALL | 47,858 | 0.00% | 8q | +107.0%+$1.3M |
| Liberty Mutual Group Asset Management Inc. | $2.4M | 84,840 | 0.21% | 8q | HELD |
| MORGAN STANLEY | $2.3M | 80,761 | 0.00% | 8q | -16.1%-$441.0K |
| NORTHERN TRUST CORP | $2.2M | 75,675 | 0.00% | 8q | +7.7%+$153.3K |
| VANGUARD FIDUCIARY TRUST CO | $2.0M | 68,641 | 0.00% | 2q | -3.9%-$78.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 59,760 | 0.00% | 2q | +20.3%+$287.6K |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $1.7M | 58,214 | 0.01% | 8q | HELD |
| ALGERT GLOBAL LLC | $1.6M | 57,553 | 0.02% | 4q | +23.2%+$308.8K |
| ARK & TLK INVESTMENTS, LLC | $1.6M | 55,705 | 0.39% | 5q | -49.0%-$1.5M |
| Cetera Investment Advisers | $1.6M | 55,433 | 0.00% | 8q | -1.9%-$31.3K |
| Summit Financial, LLC | $1.5M | 52,985 | 0.02% | 4q | HELD |
| Fractal Investments LLC | $1.3M | 45,000 | 0.15% | 8q | HELD |
| FRANKLIN RESOURCES INC | $1.2M | 40,720 | 0.00% | 2q | +91.0%+$552.5K |
| JPMORGAN CHASE & CO | $829.1K | 29,286 | 0.00% | 7q | +26.5%+$173.7K |
| JB CAPITAL PARTNERS LP | $745.2K | 26,165 | 0.12% | 3q | HELD |
| D. E. Shaw & Co., Inc. | $741.5K | 26,037 | 0.00% | 2q | +19.6%+$121.7K |
| CITIGROUP INC | $697.9K | 24,505 | 0.00% | 8q | +12.5%+$77.7K |
| XTX Topco Ltd | $641.0K | 22,506 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $637.1K | 22,370 | 0.00% | 5q | +4.8%+$29.0K |
| RAYMOND JAMES FINANCIAL INC | $626.1K | 21,985 | 0.00% | 2q | -0.6%-$3.6K |
| MILLENNIUM MANAGEMENT LLC | $508.6K | 17,858 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $508.2K | 17,844 | 0.00% | 5q | -3.2%-$17.0K |
| Odyssean, LLC | $447.6K | 15,717 | 0.07% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $410.9K | 14,427 | 0.00% | 7q | -12.2%-$57.1K |
| Nuveen, LLC | $355.1K | 12,468 | 0.00% | 5q | -34.2%-$184.7K |
| Voleon Capital Management LP | $320.1K | 11,238 | 0.01% | 2q | -15.9%-$60.4K |
| MARTINGALE ASSET MANAGEMENT L P | $308.7K | 10,838 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $305.0K | 10,711 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $283.2K | 9,943 | 0.00% | 5q | +38.0%+$78.0K |
| Valeo Financial Advisors, LLC | $268.2K | 9,418 | 0.01% | new | NEW |
| BARCLAYS PLC | $266.9K | 9,371 | 0.00% | 8q | -2.4%-$6.6K |
| DEUTSCHE BANK AG\ | $249.5K | 8,761 | 0.00% | 3q | +390.3%+$198.6K |
| ROYAL BANK OF CANADA | $246.0K | 8,658 | 0.00% | 8q | +5.6%+$13.0K |
| Squarepoint Ops LLC | $237.9K | 8,353 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $214.2K | 7,520 | 0.00% | 5q | +130.0%+$121.1K |
| Russell Investments Group, Ltd. | $203.7K | 7,152 | 0.00% | 4q | +832.5%+$181.8K |
| MetLife Investment Management, LLC | $179.7K | 6,308 | 0.00% | 5q | HELD |
| Ancora Advisors LLC | $143.2K | 5,027 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $133.7K | 4,694 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $120.7K | 4,237 | 0.00% | 8q | +1.8%+$2.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | $111.1K | 3,900 | 0.00% | 5q | HELD |
| Police & Firemen's Retirement System of New Jersey | $65.0K | 2,283 | 0.00% | 5q | HELD |
| FMR LLC | $57.7K | 2,027 | 0.00% | 5q | +128.3%+$32.4K |
| Tower Research Capital LLC (TRC) | $35.3K | 1,238 | 0.00% | 8q | -2.7% |
| UBS Group AG | $34.1K | 1,199 | 0.00% | 8q | -20.8%-$8.9K |
| Legal & General Group Plc | $25.9K | 908 | 0.00% | 5q | +23.4%+$4.9K |
| Ameritas Investment Partners, Inc. | $20.2K | 708 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $8.9K | 312 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $8.5K | 297 | 0.00% | 4q | +36.9%+$2.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.0K | 280 | 0.00% | 4q | HELD |
| Sterling Capital Management LLC | $5.2K | 181 | 0.00% | 5q | -36.9%-$3.0K |
| ACADIAN ASSET MANAGEMENT LLC | $4.0K | 166 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.0K | 135 | 0.00% | 3q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.5K | 122 | 0.00% | 5q | -74.4%-$10.1K |
| GAMMA Investing LLC | $3.4K | 119 | 0.00% | 4q | -15.0% |
| Quarry LP | $2.4K | 83 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $427 | 15 | 0.00% | 2q | HELD |
| SIMPLEX TRADING, LLC | $398 | 14 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $199 | 7 | 0.00% | 3q | HELD |
| Allworth Financial LP | $29 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-19 | PETERS JERRY L | Director | Sold | 10,000 | $320.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $3.0M | 99,068 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 74 | $163.1M | 5,648,498 | 11 | 29 | 17 | 1.4% |
| Q1 2026 | 76 | $174.4M | 5,462,376 | 14 | 21 | 25 | 5.3% |
| Q4 2025 | 66 | $155.3M | 5,778,581 | 10 | 20 | 17 | 0.7% |
| Q3 2025 | 65 | $98.1M | 4,719,673 | 13 | 20 | 16 | 1.2% |
| Q2 2025 | 63 | $115.0M | 4,671,485 | 21 | 18 | 14 | 0.2% |
| Q1 2025 | 62 | $152.5M | 4,468,459 | 11 | 26 | 16 | 0.7% |
| Q4 2024 | 59 | $150.0M | 3,915,515 | 27 | 12 | 9 | 1.4% |
| Q3 2024 | 34 | $129.4M | 3,657,109 | 33 | 0 | 0 | 1.0% |