$SMC

$31.03 -$0.27 (0.86%) Close

$SMC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.8M shares outstanding

Who owns SMC?

By type of holder

Institutions 40.5% Insiders 5.6% Everyone else 53.8%

Concentration Top 10 holders own 309.7%

Connect Midstream, LLC 57.1% · Tailwater Energy Fund III LP 57.1%

Institutional ownership

40.5%

+1.0 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+138.3K

by institutions in Q2 2026

New / sold out

11 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Deltroit Asset Management (UK) LLP +107.9K
Citadel Advisors LLC +54.7K

Biggest sellers in Q2 2026

Ark & TLK Investments, LLC −53.5K
Charles Schwab Investment Management Inc −51.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$470K

2 notices from 2 people

Shares covered

15.2K

0.11% of the company

Arranged in advance

33%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Peters Jerry L Director $317K
James Johnston Officer 10b5-1 $153K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+17.4%

+8.36% a year

Each share's claim on the business

−14.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $22.9M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years76% Under 1 year24%

Quarterly turnover

7.6%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting SMC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
I Invesco Ltd.	967.5K	7.01%	−1.9K (−0.2%)	2024	0.0%
Shares held by quarter Peak holding971.1K (Q4'25) Change over 8 quarters+14.2K Share of the company7.010% Invesco Ltd.'s full portfolio →
DA Deltroit Asset Management (UK) LLP	815.0K	5.90%	+107.9K (+15.3%)	Q4 '25	3.3%
Shares held by quarter Peak holding815.0K (Q2'26) Change over 8 quarters+815.0K Share of the company5.900% Deltroit Asset Management (UK) LLP's full portfolio →

Invesco Ltd.

967.5K

% of company

7.01%

Change vs last qtr

−1.9K (−0.2%)

Held since

2024

Deltroit Asset Management (UK) LLP

815.0K

% of company

5.90%

Change vs last qtr

+107.9K (+15.3%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Summit Midstream Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMC on Form N-PORT; together they hold 19.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IS Invesco SteelPath MLP Income Fund AIM Investment Funds (Invesco Investment Funds)	$19.7M	738.6K	5.35%	0.44%	May 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$10.8M	379.2K	2.75%	0.00%	June 30, 2026

Invesco SteelPath MLP Income Fund

AIM Investment Funds (Invesco Investment Funds)

Position value

$19.7M

% of company

5.35%

% of the fund

0.44%

As of

May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$10.8M

% of company

2.75%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Summit Midstream Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CM Connect Midstream, LLC 5%+ holder 13D · 39.1%	7.9M	57.14%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company57.140% Disclosed stake13D · 39.1% View the 13D/G filing →
TE Tailwater Energy Fund III LP 5%+ holder 13D · 39.1%	7.9M	57.14%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company57.140% Disclosed stake13D · 39.1% View the 13D/G filing →

Connect Midstream, LLC

5%+ holder13D · 39.1%

7.9M

% of company

57.14%

Change vs last qtr

—

Held since

—

Tailwater Energy Fund III LP

5%+ holder13D · 39.1%

7.9M

% of company

57.14%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Summit Midstream Corp.

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