13FBOX
SUMMIT MIDSTREAM CORPORATION · 13F Institutional Holdings
Options Calculator Rankings
S

SUMMIT MIDSTREAM CORPORATION

SMC
Institutions
75
Combined AUM (Q2 2026)
$163.1M
Combined Shares (Q2 2026)
5.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+467,626
40 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-451,626
32 · 12 Exit · ≈
⚖️ Net
+16,000
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$163.1M
Institutions
75
New Buys
12
Adds
28
Reduces
20
Exits
12
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Invesco Ltd.
<0.01%<0.01%#20$27.6M967,503$29.3M969,399-1,896-0.20%Reduce
Deltroit Asset Management (UK) LLP
3.34%3.43%#1$23.2M815,000$21.4M707,056+107,944+15.27%Add
BlackRock, Inc.
<0.01%<0.01%#34$18.8M658,624$19.6M649,391+9,233+1.42%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#33$14.6M511,424$15.3M506,171+5,253+1.04%Add
EAGLE GLOBAL ADVISORS LLC
0.25%0.25%#4$7.5M263,086$6.9M226,798+36,288+16.00%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#30$7.1M247,637$7.0M233,022+14,615+6.27%Add
STATE STREET CORP
<0.01%<0.01%#47$5.3M184,546$5.4M178,607+5,939+3.33%Add
Flat Footed LLC
0.35%0.41%#3$4.5M158,517$3.8M124,278+34,239+27.55%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#21$4.4M155,119$3.7M122,421+32,698+26.71%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#28$3.5M122,853$5.3M174,325-51,472-29.53%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.06%0.07%#9$3.4M119,553$3.6M117,796+1,757+1.49%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#39$3.4M118,636$4.7M154,540-35,904-23.23%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#32$2.9M100,510$3.6M120,433-19,923-16.54%Reduce
Empowered Funds, LLC
0.01%0.02%#12$2.6M91,553$2.7M89,796+1,757+1.96%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#41$2.6M89,758$5.0M164,317-74,559-45.38%Reduce
Liberty Mutual Group Asset Management Inc.
0.21%0.21%#5$2.4M84,840$2.6M84,84000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#51$2.3M80,761$938,88545,710+35,051+76.68%Add
NORTHERN TRUST CORP
<0.01%<0.01%#36$2.2M75,675$2.1M70,291+5,384+7.66%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#29$2.0M68,641$2.2M71,407-2,766-3.87%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#56$1.7M59,760$1.5M49,660+10,100+20.34%Add
FARALLON CAPITAL MANAGEMENT, L.L.C.
0.01%0.01%#14$1.7M58,214$1.8M58,21400.00%Unchanged
ALGERT GLOBAL LLC
0.02%0.02%#10$1.6M57,553$1.4M46,711+10,842+23.21%Add
ARK & TLK INVESTMENTS, LLC
0.39%0.89%#2$1.6M55,705$3.3M109,234-53,529-49.00%Reduce
Cetera Investment Advisers
<0.01%<0.01%#22$1.6M55,433$1.7M56,533-1,100-1.95%Reduce
Summit Financial, LLC
0.02%0.02%#11$1.5M52,985$1.6M52,98500.00%Unchanged
Fractal Investments LLC
0.15%0.16%#6$1.3M45,000$1.4M45,00000.00%Unchanged
FRANKLIN RESOURCES INC
<0.01%<0.01%#37$1.2M40,720$644,71721,320+19,400+90.99%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#60$829,08629,286$719,47123,149+6,137+26.51%Add
JB CAPITAL PARTNERS LP
0.12%0.14%#7$745,17926,165$791,23026,16500.00%Unchanged
D. E. Shaw & Co., Inc.
<0.01%<0.01%#31$741,53426,037$658,11321,763+4,274+19.64%Add
CITIGROUP INC
<0.01%<0.01%#38$697,90324,505$658,53621,777+2,728+12.53%Add
XTX Topco Ltd
0.01%#13$640,97122,506$00+22,506New Buy
Bank of New York Mellon Corp
<0.01%<0.01%#53$637,09622,370$645,65321,351+1,019+4.77%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#45$626,13221,985$668,66722,112-127-0.57%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%#44$508,59617,858$00+17,858New Buy
Point72 Asset Management, L.P.
<0.01%<0.01%#25$508,19717,844$557,65618,441-597-3.24%Reduce
Odyssean, LLC
0.07%#8$447,62015,717$00+15,717New Buy
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#42$410,88114,427$496,90416,432-2,005-12.20%Reduce
Nuveen, LLC
<0.01%<0.01%#55$355,08912,468$573,19918,955-6,487-34.22%Reduce
Voleon Capital Management LP
0.01%0.01%#16$320,05811,238$404,00613,360-2,122-15.88%Reduce
MARTINGALE ASSET MANAGEMENT L P
0.01%#15$308,66710,838$00+10,838New Buy
Engineers Gate Manager LP
<0.01%#18$305,04910,711$00+10,711New Buy
RHUMBLINE ADVISERS
<0.01%<0.01%#40$283,1699,943$217,8407,204+2,739+38.02%Add
Valeo Financial Advisors, LLC
0.01%#17$268,2259,418$00+9,418New Buy
BARCLAYS PLC
<0.01%<0.01%#59$266,8869,371$290,3969,603-232-2.42%Reduce
DEUTSCHE BANK AG\
<0.01%<0.01%#57$249,5138,761$54,0391,787+6,974+390.26%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#61$246,0008,658$248,0008,200+458+5.59%Add
Squarepoint Ops LLC
<0.01%#35$237,8938,353$00+8,353New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#62$214,1697,520$98,8543,269+4,251+130.04%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#46$203,6887,152$23,194767+6,385+832.46%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow