SMC · Summit Midstream Corp · Shareholders & Ownership

$30.13 -0.10 (-0.33%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$611.88M

20.31M

Volume · Oct 20 215.88K Avg daily vol (3M) 81.14K

Every disclosed holder of SMC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SMC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	74	5,637,147	27.76%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	8,365,137	41.19%	Yes
Remaining	—	6,305,801	31.05%	Rest
Registered funds (N-PORT, not summed)	99	2,745,339	13.52%	No

Shares outstanding: 20,308,085, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SMC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Connect Midstream, LLC Insider CIK 2045908 · Mar 31, 2026 10% Owner, issuer-wide, not summed	1,367,397	6.73%	+1,220,918	Mar 31, 2026	10% Owner, issuer-wide, not summed
1.1	Connect Midstream, LLC 13D CIK 2045908 · Unknown · Mar 31, 2026	7,891,864	38.86%	+1,220,918	Mar 31, 2026
2	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	967,503	4.76%	-1,896	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Invesco SteelPath MLP Income Fund Fund S000064700 · Registered fund · May 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	738,629	3.64%	0	May 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
2.2	Invesco SteelPath MLP Select 40 Fund Fund S000064698 · Registered fund · May 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	214,723	1.06%	0	May 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
2.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,253	0.05%	-1,096	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
3	Deltroit Asset Management (UK) LLP 13F CIK 2104766 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	815,000	4.01%	+107,944	Jun 30, 2026	carried, not yet filed for the newest quarter
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	658,624	3.24%	+9,233	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	210,824	1.04%	+238	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	74,237	0.37%	-443	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	29,801	0.15%	+8,048	Jun 30, 2026	iShares Trust, not summed
4.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	17,687	0.09%	+4,015	Jun 30, 2026	Quantitative Master Series LLC, not summed
4.5	iShares U.S. Infrastructure ETF Fund S000061314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	12,263	0.06%	+2,771	Jun 30, 2026	iShares Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	511,424	2.52%	+5,253	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Tall Oak Midstream Investments, LLC 13G CIK 2045464 · Unknown · Jun 2, 2025 Rule 13d-1(c), passive investor	473,273	2.33%	-473,268	Jun 2, 2025	Rule 13d-1(c), passive investor
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	379,197	1.87%	+4,075	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Deneke J Heath Insider CIK 1555671 · Mar 13, 2026 Chairman, President and CEO, issuer-wide, not summed	354,350	1.74%	+63,642	Mar 13, 2026	Chairman, President and CEO, issuer-wide, not summed
9	EAGLE GLOBAL ADVISORS LLC 13F CIK 1130787 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,086	1.30%	+36,288	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	247,637	1.22%	+14,615	Jun 30, 2026	carried, not yet filed for the newest quarter
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	184,546	0.91%	+5,939	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,100	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	205	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12	Flat Footed LLC 13F CIK 1799456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,517	0.78%	+34,239	Jun 30, 2026	carried, not yet filed for the newest quarter
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,119	0.76%	+32,698	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	130,007	0.64%	+50,431	May 31, 2026	American Century ETF Trust, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,853	0.60%	-51,472	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,088	0.52%	-40,293	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,933	0.11%	+3,002	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,969	0.10%	-8,292	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	4,783	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab Fundamental U.S. Broad Market ETF Fund S000040876 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,145	0.01%	-145	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	120,876	0.60%	+1,374	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,553	0.59%	+1,757	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	28,000	0.14%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	118,636	0.58%	-35,904	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Eagle Energy Infrastructure Fund Fund S000036854 · Registered fund · Jul 31, 2026 Northern Lights Fund Trust, not summed	96,560	0.48%	+1,560	Jul 31, 2026	Northern Lights Fund Trust, not summed
20	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,553	0.45%	+1,757	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	91,553	0.45%	+1,757	Jun 30, 2026	EA Series Trust, not summed
21	Mault William J. Insider CIK 1911803 · Mar 13, 2026 Executive VP and CFO, issuer-wide, not summed	88,694	0.44%	+18,106	Mar 13, 2026	Executive VP and CFO, issuer-wide, not summed
22	Liberty Mutual Group Asset Management Inc. 13F CIK 1533497 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	84,840	0.42%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	80,761	0.40%	-15,483	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	75,675	0.37%	+5,384	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,407	0.02%	0	Jun 30, 2026	Northern Funds, not summed
25	Johnston James David Insider CIK 1823482 · Oct 1, 2026 Executive VP, GC, CCO and Secy, issuer-wide, not summed	72,757	0.36%	-2,600	Oct 1, 2026	Executive VP, GC, CCO and Secy, issuer-wide, not summed
26	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	68,641	0.34%	-2,766	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,910	0.31%	+54,677	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,760	0.29%	+10,100	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FARALLON CAPITAL MANAGEMENT LLC 13F CIK 909661 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,214	0.29%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,553	0.28%	+10,842	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,433	0.27%	-1,100	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Summit Financial, LLC 13F CIK 1765536 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	52,985	0.26%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	47,858	0.24%	+24,741	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Jacobe James Lee Insider CIK 1774293 · Mar 16, 2026 Director, issuer-wide, not summed	45,686	0.23%	+3,733	Mar 16, 2026	Director, issuer-wide, not summed
35	Fractal Investments LLC 13F CIK 1843590 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,000	0.22%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	44,520	0.22%	-2,280	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
37	ARK & TLK INVESTMENTS, LLC 13F CIK 2013188 · Registered investment adviser · Sep 30, 2026	44,234	0.22%	-11,471	Sep 30, 2026
38	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,720	0.20%	+19,400	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Sicinski Matthew B. Insider CIK 1911802 · Mar 13, 2026 Senior VP and CAO, issuer-wide, not summed	39,505	0.19%	+8,158	Mar 13, 2026	Senior VP and CAO, issuer-wide, not summed
40	CLEARY JAMES J Insider CIK 1326432 · Mar 16, 2026 Director, issuer-wide, not summed	37,004	0.18%	+3,733	Mar 16, 2026	Director, issuer-wide, not summed
41	McNally Robert Joseph Insider CIK 1351732 · Mar 16, 2026 Director, issuer-wide, not summed	37,004	0.18%	+3,733	Mar 16, 2026	Director, issuer-wide, not summed
42	Woung-Chapman Marguerite Insider CIK 1531214 · Mar 14, 2025 Director, issuer-wide, not summed	33,271	0.16%	+3,062	Mar 14, 2025	Director, issuer-wide, not summed
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,286	0.14%	+6,137	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Oates Rommel Insider CIK 1975204 · Mar 16, 2026 Director, issuer-wide, not summed	26,170	0.13%	—	Mar 16, 2026	Director, issuer-wide, not summed
45	JB CAPITAL PARTNERS LP 13F CIK 1138532 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	26,165	0.13%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	26,037	0.13%	+4,274	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	24,505	0.12%	+2,728	Jun 30, 2026	carried, not yet filed for the newest quarter
48	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	22,506	0.11%	+22,506	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Oates Rommel M. Insider CIK 1916097 · Mar 14, 2025 Director, issuer-wide, not summed	22,437	0.11%	+3,062	Mar 14, 2025	Director, issuer-wide, not summed
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,370	0.11%	+1,019	Jun 30, 2026	carried, not yet filed for the newest quarter

3 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 150 holders

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Key facts CIK 2024218 CUSIP 86614G101 13F (30d) 4 filings 4 filers Visit website Investor relations