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SMC Institutional Ownership

Summit Midstream Corp.
1W: +2.8% 1M: +1.0% 3M: +2.0% YTD: +15.7% 1Y: +38.9% 3Y: +77.5% 5Y: -14.2%
$31.03
-0.27 (-0.86%)
 
Weekly Expected Move ±5.2%
$28 $30 $31 $33 $34
NYSE · Energy · Oil & Gas Midstream · Tech Score Neutral · Power 55 · $427.7M mcap · 10M float · 0.835% daily turnover · Short 29% of daily vol
Credit Risk of going bust: higher than 67% of companies Debt: 74.3% of company value Bonds: $83.6M held by 115 funds, 291 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.62 (down 88%), Summit Midstream Corp. would be worth roughly what it owes.
Total debt $1.24B against a stock market value of $427.7M.
Distance to default 3.62 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $619.0M (short-term plus half of long-term), stock volatility 35.1%; Altman Z'' 0.40. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — SMC

85
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$164M
Total Invested
13
New Positions
29
Increased
28
Reduced
10
Closed
0.33
Put/Call Ratio

Ownership Trends

Top Institutional Holders (89 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Invesco Ltd. 967,503 $30M -1,896 -0.2% 8Q SEC ↗
2 Deltroit Asset Management (UK) LLP 815,000 $25M +107,944 +15.3% 3Q SEC ↗
3 BlackRock, Inc. 658,624 $20M +9,233 +1.4% 8Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 511,424 $16M +5,253 +1.0% 2Q SEC ↗
5 EAGLE GLOBAL ADVISORS LLC 263,086 $8M +36,288 +16.0% 8Q SEC ↗
6 GEODE CAPITAL MANAGEMENT, LLC 247,637 $8M +14,615 +6.3% 8Q SEC ↗
7 STATE STREET CORP 184,546 $6M +5,939 +3.3% 7Q SEC ↗
8 Flat Footed LLC 158,517 $5M +34,239 +27.6% 3Q SEC ↗
9 AMERICAN CENTURY COMPANIES INC 155,119 $5M +32,698 +26.7% 7Q SEC ↗
10 CHARLES SCHWAB INVESTMENT MANAGEMENT I 122,853 $4M -51,472 -29.5% 6Q SEC ↗
11 Sixth Street Partners Management Compa NEW 122,853 $4M — +0.0% 1Q SEC ↗
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 119,553 $4M +1,757 +1.5% 7Q SEC ↗
13 BANK OF AMERICA CORP /DE 118,636 $4M -35,904 -23.2% 8Q SEC ↗
14 Empowered Funds, LLC 91,553 $3M +1,757 +2.0% 7Q SEC ↗
15 Liberty Mutual Group Asset Management 84,840 $3M — +0.0% 8Q SEC ↗
16 MORGAN STANLEY 80,761 $3M -15,483 -16.1% 8Q SEC ↗
17 NORTHERN TRUST CORP 75,675 $2M +5,384 +7.7% 8Q SEC ↗
18 VANGUARD FIDUCIARY TRUST CO 68,641 $2M -2,766 -3.9% 2Q SEC ↗
19 CITADEL ADVISORS LLC 63,910 $2M +54,677 +592.2% 8Q SEC ↗
20 VANGUARD PORTFOLIO MANAGEMENT LLC 59,760 $2M +10,100 +20.3% 2Q SEC ↗
21 FARALLON CAPITAL MANAGEMENT, L.L.C. 58,214 $2M — +0.0% 8Q SEC ↗
22 ALGERT GLOBAL LLC 57,553 $2M +10,842 +23.2% 4Q SEC ↗
23 ARK & TLK INVESTMENTS, LLC 55,705 $2M -53,529 -49.0% 5Q SEC ↗
24 Cetera Investment Advisers 55,433 $2M -1,100 -1.9% 8Q SEC ↗
25 Summit Financial, LLC 52,985 $2M — +0.0% 4Q SEC ↗
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,858 $1M +24,741 +107.0% 8Q SEC ↗
27 Fractal Investments LLC 45,000 $1M — +0.0% 8Q SEC ↗
28 FRANKLIN RESOURCES INC 40,720 $1M +19,400 +91.0% 2Q SEC ↗
29 JPMORGAN CHASE & CO 29,286 $909K +6,137 +26.5% 7Q SEC ↗
30 JB CAPITAL PARTNERS LP 26,165 $812K — +0.0% 3Q SEC ↗
31 D. E. Shaw & Co., Inc. 26,037 $808K +4,274 +19.6% 2Q SEC ↗
32 CITIGROUP INC 24,505 $760K +2,728 +12.5% 8Q SEC ↗
33 XTX Topco Ltd NEW 22,506 $698K — +0.0% 1Q SEC ↗
34 Bank of New York Mellon Corp 22,370 $694K +1,019 +4.8% 5Q SEC ↗
35 RAYMOND JAMES FINANCIAL INC 21,985 $682K -127 -0.6% 2Q SEC ↗
36 MILLENNIUM MANAGEMENT LLC NEW 17,858 $554K — +0.0% 1Q SEC ↗
37 Point72 Asset Management, L.P. 17,844 $554K -597 -3.2% 5Q SEC ↗
38 Odyssean, LLC NEW 15,717 $488K — +0.0% 1Q SEC ↗
39 BNP PARIBAS FINANCIAL MARKETS 14,427 $448K -2,005 -12.2% 7Q SEC ↗
40 Nuveen, LLC 12,468 $387K -6,487 -34.2% 5Q SEC ↗
41 Voleon Capital Management LP 11,238 $349K -2,122 -15.9% 2Q SEC ↗
42 MARTINGALE ASSET MANAGEMENT L P NEW 10,838 $336K — +0.0% 1Q SEC ↗
43 Engineers Gate Manager LP NEW 10,711 $332K — +0.0% 1Q SEC ↗
44 RHUMBLINE ADVISERS 9,943 $309K +2,739 +38.0% 5Q SEC ↗
45 Valeo Financial Advisors, LLC NEW 9,418 $292K — +0.0% 1Q SEC ↗
46 BARCLAYS PLC 9,371 $291K -232 -2.4% 8Q SEC ↗
47 DEUTSCHE BANK AG 8,761 $272K +6,974 +390.3% 3Q SEC ↗
48 ROYAL BANK OF CANADA 8,657 $269K +457 +5.6% 8Q SEC ↗
49 Squarepoint Ops LLC NEW 8,353 $259K — +0.0% 1Q SEC ↗
50 WELLS FARGO & COMPANY/MN 7,520 $233K +4,251 +130.0% 5Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Deltroit Asset Management (UK) LLP +107,944 +15.3% 815,000
CITADEL ADVISORS LLC +54,677 +592.2% 63,910
EAGLE GLOBAL ADVISORS LLC +36,288 +16.0% 263,086
Flat Footed LLC +34,239 +27.6% 158,517
AMERICAN CENTURY COMPANIES INC +32,698 +26.7% 155,119
SUSQUEHANNA INTERNATIONAL GROUP, LL +24,741 +107.0% 47,858
FRANKLIN RESOURCES INC +19,400 +91.0% 40,720
GEODE CAPITAL MANAGEMENT, LLC +14,615 +6.3% 247,637
ALGERT GLOBAL LLC +10,842 +23.2% 57,553
VANGUARD PORTFOLIO MANAGEMENT LLC +10,100 +20.3% 59,760
BlackRock, Inc. +9,233 +1.4% 658,624
DEUTSCHE BANK AG +6,974 +390.3% 8,761
Russell Investments Group, Ltd. +6,385 +832.5% 7,152
JPMORGAN CHASE & CO +6,137 +26.5% 29,286
STATE STREET CORP +5,939 +3.3% 184,546
NORTHERN TRUST CORP +5,384 +7.7% 75,675
VANGUARD CAPITAL MANAGEMENT LLC +5,253 +1.0% 511,424
D. E. Shaw & Co., Inc. +4,274 +19.6% 26,037
WELLS FARGO & COMPANY/MN +4,251 +130.0% 7,520
RHUMBLINE ADVISERS +2,739 +38.0% 9,943
Biggest Decreases (18)
HolderReducedChange %Total Shares
ARK & TLK INVESTMENTS, LLC -53,529 -49.0% 55,705
CHARLES SCHWAB INVESTMENT MANAGEMEN -51,472 -29.5% 122,853
BANK OF AMERICA CORP /DE -35,904 -23.2% 118,636
MORGAN STANLEY -15,483 -16.1% 80,761
Nuveen, LLC -6,487 -34.2% 12,468
VANGUARD FIDUCIARY TRUST CO -2,766 -3.9% 68,641
Voleon Capital Management LP -2,122 -15.9% 11,238
BNP PARIBAS FINANCIAL MARKETS -2,005 -12.2% 14,427
Invesco Ltd. -1,896 -0.2% 967,503
Cetera Investment Advisers -1,100 -1.9% 55,433
Point72 Asset Management, L.P. -597 -3.2% 17,844
CALIFORNIA STATE TEACHERS RETIREMEN -354 -74.4% 122
UBS Group AG -314 -20.8% 1,199
BARCLAYS PLC -232 -2.4% 9,371
RAYMOND JAMES FINANCIAL INC -127 -0.6% 21,985
Sterling Capital Management LLC -106 -36.9% 181
Tower Research Capital LLC (TRC) -34 -2.7% 1,238
GAMMA Investing LLC -21 -15.0% 119

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms