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Institutional Ownership · SEC Form 13F

Who owns Delek Logistics Partners (DKL)


Which tracked institutional funds hold DKL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DKL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

77
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

13 tracked funds added or opened DKL while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DKL’s largest tracked holder by dollar value, ALPS ADVISORS INC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DKL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 77 tracked filers holding DKL, 36 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DKL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • Strategic Financial Concepts, LLC$831K

Full exits 5

  • COHEN & STEERS, INC.$9M
  • HRT FINANCIAL LP$3M
  • GSA CAPITAL PARTNERS LLP$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$949K
  • FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$537K

Largest adds

  • MORGAN STANLEY$22M
  • Altshuler Shaham Ltd$17M
  • Clearbridge Investments, LLC$6M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5M
  • NEOS Investment Management LLC$3M
  • Invesco Ltd.$3M

Largest trims

  • GOLDMAN SACHS GROUP INC$7M
  • JPMORGAN CHASE & CO$3M
  • ALPS ADVISORS INC$2M
  • INFRASTRUCTURE CAPITAL ADVISORS, LLC$580K
  • FMR LLC$345K
  • PFG Investments, LLC$269K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ALPS ADVISORS INC trimmed4,384,141$226M32.9%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,630,692$84M12.2%2026-Q2
Invesco Ltd. added1,515,208$78M11.4%2026-Q2
Altshuler Shaham Ltd added257,002$66M9.6%2026-Q2
MORGAN STANLEY added528,545$27M4.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed490,801$25M3.7%2026-Q2
Clearbridge Investments, LLC added489,458$25M3.7%2026-Q2
JPMORGAN CHASE & CO trimmed328,315$17M2.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added275,718$14M2.1%2026-Q2
NEOS Investment Management LLC added173,361$9M1.3%2026-Q2
WESTWOOD HOLDINGS GROUP INC trimmed160,185$8M1.2%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS140,000$7M1.1%2026-Q2
INFRASTRUCTURE CAPITAL ADVISORS, LLC trimmed139,812$7M1.0%2026-Q2
Blackstone Inc. trimmed132,175$7M1.0%2026-Q2
UBS Group AG trimmed117,955$6M0.9%2026-Q2
Castellan Group added93,263$5M0.7%2026-Q2
FIRST TRUST ADVISORS LP added78,338$4M0.6%2026-Q2
CITADEL ADVISORS LLC added70,654$4M0.5%2026-Q2
Adams Asset Advisors, LLC70,288$4M0.5%2026-Q2
GraniteShares Advisors LLC added61,632$3M0.5%2026-Q2
SHARPEPOINT LLC added40,461$2M0.3%2026-Q2
IFG Advisory, LLC added36,364$2M0.3%2026-Q2
LPL Financial LLC added34,357$2M0.3%2026-Q2
Pinnacle Holdings, LLC33,044$2M0.2%2026-Q2
Bramshill Investments, LLC added29,668$2M0.2%2026-Q2
NOVEM GROUP added22,819$1M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed18,288$943K0.1%2026-Q2
Private Advisor Group, LLC added17,537$904K0.1%2026-Q2
AMERICAN FINANCIAL GROUP INC17,000$876K0.1%2026-Q2
PFG Investments, LLC trimmed16,800$866K0.1%2026-Q2
Strategic Financial Concepts, LLC added16,129$831K0.1%2026-Q2
Cetera Investment Advisers trimmed16,061$828K0.1%2026-Q2
Cerity Partners LLC15,413$794K0.1%2026-Q2
Sanctuary Advisors, LLC added14,902$768K0.1%2026-Q2
Allspring Global Investments Holdings, LLC14,700$758K0.1%2026-Q2
Focus Financial Network, Inc. added13,724$707K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added13,131$677K0.1%2026-Q2
Fractal Investments LLC10,559$544K0.1%2026-Q2
Mariner, LLC added10,421$537K0.1%2026-Q2
ELCO Management Co., LLC added10,283$530K0.1%2026-Q2
ROYAL BANK OF CANADA trimmed10,052$518K0.1%2026-Q2
Abel Hall, LLC10,000$515K0.1%2026-Q2
Apollon Wealth Management, LLC9,641$497K0.1%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed9,139$471K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added7,425$383K0.1%2026-Q2
Tidal Investments LLC added7,363$379K0.1%2026-Q2
GUGGENHEIM CAPITAL LLC added6,238$322K0.0%2026-Q2
DAVIDSON TRUST CO6,100$314K0.0%2026-Q2
STIFEL FINANCIAL CORP6,082$313K0.0%2026-Q2
Clarity Financial LLC new6,000$309K0.0%2026-Q2
&PARTNERS5,800$299K0.0%2026-Q2
MGO ONE SEVEN LLC added5,291$273K0.0%2026-Q2
FMR LLC trimmed5,250$271K0.0%2026-Q2
DIVIDEND ASSETS CAPITAL, LLC4,639$239K0.0%2026-Q2
Arrow Investment Advisors, LLC new4,245$219K0.0%2026-Q2
Avior Wealth Management, LLC new4,000$206K0.0%2026-Q2
SITTNER & NELSON, LLC3,500$180K0.0%2026-Q2
FIFTH THIRD BANCORP2,450$126K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC new1,856$96K0.0%2026-Q2
Rockefeller Capital Management L.P.1,474$76K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP trimmed1,340$68K0.0%2026-Q2
Farther Finance Advisors, LLC1,320$68K0.0%2026-Q2
State of Wyoming trimmed1,317$68K0.0%2026-Q2
PNC Financial Services Group, Inc.1,030$53K0.0%2026-Q2
HUNTINGTON NATIONAL BANK795$41K0.0%2026-Q2
HM PAYSON & CO718$37K0.0%2026-Q2
OSAIC HOLDINGS, INC. added687$35K0.0%2026-Q2
Osbon Capital Management LLC new506$26K0.0%2026-Q2
GROUP ONE TRADING LLC trimmed478$25K0.0%2026-Q2
BARCLAYS PLC trimmed410$21K0.0%2026-Q2
North Star Investment Management Corp.200$10K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added174$9K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed138$7K0.0%2026-Q2
Allworth Financial LP131$7K0.0%2026-Q2
Triumph Capital Management125$6K0.0%2026-Q2
NewEdge Advisors, LLC added56$3K0.0%2026-Q2
TORONTO DOMINION BANK new21—0.0%2026-Q2
COHEN & STEERS, INC.190,528$9M1.4%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added51,726$3M0.4%2026-Q1 stale (1 quarter behind)
GSA CAPITAL PARTNERS LLP added27,693$1M0.2%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,074$949K0.1%2026-Q1 stale (1 quarter behind)
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added10,782$537K0.1%2026-Q1 stale (1 quarter behind)
SIMPLEX TRADING, LLC trimmed7,243$360K0.1%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC added7,100$353K0.1%2026-Q1 stale (1 quarter behind)
XTX Topco Ltd trimmed4,803$239K0.0%2026-Q1 stale (1 quarter behind)
Gateway Wealth Partners, LLC new4,470$222K0.0%2026-Q1 stale (1 quarter behind)
HB Wealth Management, LLC trimmed4,336$216K0.0%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. trimmed4,128$205K0.0%2026-Q1 stale (1 quarter behind)
Independent Advisor Alliance added12,453$556K0.1%2025-Q4 stale (2 quarters behind)
Plan Group Financial, LLC trimmed10,250$457K0.1%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC trimmed5,354$239K0.0%2025-Q4 stale (2 quarters behind)
REGIONS FINANCIAL CORP new22,492$1M0.1%2025-Q3 stale (3 quarters behind)
Virtu Financial LLC new11,136$507K0.1%2025-Q3 stale (3 quarters behind)
COMMONWEALTH EQUITY SERVICES, LLC added5,106$233K0.0%2025-Q3 stale (3 quarters behind)
CWA Asset Management Group, LLC new4,893$223K0.0%2025-Q3 stale (3 quarters behind)
BANK OF MONTREAL /CAN/ trimmed268,845$12M1.7%2025-Q2 stale (4 quarters behind)
WOLVERINE TRADING, LLC new15,119$651K0.1%2025-Q2 stale (4 quarters behind)
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed8,551$367K0.1%2025-Q2 stale (4 quarters behind)
Zuckerman Investment Group, LLC8,000$344K0.1%2025-Q2 stale (4 quarters behind)
Jump Financial, LLC trimmed4,809$207K0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership