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Institutional Ownership · SEC Form 13F

Who owns DMLP (DMLP)


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

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

149
Institutional holders
10,562,051
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on DMLP is one-sided between 2025-Q4 and 2026-Q1: 37 added or opened and 5 trimmed or exited — on balance accumulating.

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

DMLP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DMLP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DMLP 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 2025-Q4 and 2026-Q1, across 149 tracked filers holding DMLP, 72 increased or opened the position and 36 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 DMLP between the 2025-Q4 and 2026-Q1 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 2

  • Invesco Ltd.$1M
  • Larson Financial Group LLC$643K

Full exits 2

  • GLOBAL STRATEGIC MANAGEMENT INC$644K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$539K

Largest adds

  • MORGAN STANLEY$13M
  • Adams Asset Advisors, LLC$6M
  • Hollow Brook Wealth Management LLC$4M
  • HORIZON KINETICS ASSET MANAGEMENT LLC$4M
  • Freestone Capital Holdings, LLC$3M
  • MidFirst Bank$2M

Largest trims

  • CITADEL ADVISORS LLC$2M
  • JANE STREET GROUP, LLC$772K
  • Jump Financial, LLC$368K

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
MORGAN STANLEY added1,778,712$48M16.3%2026-Q1
Adams Asset Advisors, LLC added888,264$24M8.1%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC trimmed860,226$23M7.9%2026-Q1
Hollow Brook Wealth Management LLC803,023$22M7.3%2026-Q1
ArchPoint Investors trimmed499,898$14M4.6%2026-Q1
MidFirst Bank494,153$13M4.5%2026-Q1
Meixler Investment Management, Ltd. trimmed384,769$11M3.6%2026-Q1
ROYCE & ASSOCIATES LP338,629$9M3.1%2026-Q1
Delta Investment Management, LLC trimmed285,042$8M2.6%2026-Q1
NATIXIS234,400$6M2.1%2026-Q1
Texas Yale Capital Corp. added207,500$6M1.9%2026-Q1
&PARTNERS added187,177$5M1.7%2026-Q1
Freestone Capital Holdings, LLC added187,000$5M1.7%2026-Q1
FIRST TRUST ADVISORS LP added173,031$5M1.6%2026-Q1
Kingsview Wealth Management, LLC trimmed171,305$5M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed148,848$4M1.4%2026-Q1
ING GROEP NV131,500$4M1.2%2026-Q1
STIFEL FINANCIAL CORP added125,717$3M1.1%2026-Q1
ROYAL BANK OF CANADA added122,603$3M1.1%2026-Q1
GraniteShares Advisors LLC trimmed109,894$3M1.0%2026-Q1
Geneos Wealth Management Inc. added109,291$3M1.0%2026-Q1
HRT FINANCIAL LP added95,447$3M0.9%2026-Q1
Independent Advisor Alliance added85,000$2M0.8%2026-Q1
UBS Group AG trimmed82,704$2M0.8%2026-Q1
Moors & Cabot, Inc. added82,660$2M0.8%2026-Q1
LPL Financial LLC added80,795$2M0.7%2026-Q1
EVERETT HARRIS & CO /CA/77,389$2M0.7%2026-Q1
Inscription Capital, LLC75,000$2M0.7%2026-Q1
Beacon Pointe Advisors, LLC added66,799$2M0.6%2026-Q1
Canton Hathaway, LLC trimmed66,715$2M0.6%2026-Q1
Americana Partners, LLC56,126$2M0.5%2026-Q1
RESOLUTE CAPITAL, LLC added55,671$2M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added55,138$1M0.5%2026-Q1
GLENMEDE TRUST CO NA added54,502$1M0.5%2026-Q1
MCDANIEL TERRY & CO52,423$1M0.5%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. added51,643$1M0.5%2026-Q1
Community Bank, N.A.50,010$1M0.5%2026-Q1
Invesco Ltd. trimmed46,304$1M0.4%2026-Q1
Cresset Asset Management, LLC42,978$1M0.4%2026-Q1
Mraz, Amerine & Associates, Inc. added42,712$1M0.4%2026-Q1
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.39,260$1M0.4%2026-Q1
Autumn Glory Partners, LLC added34,000$921K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed33,217$900K0.3%2026-Q1
Highlander Partners, L.P.33,077$896K0.3%2026-Q1
Burford Brothers, Inc. trimmed29,896$810K0.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC29,473$799K0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed28,035$760K0.3%2026-Q1
Jump Financial, LLC trimmed26,932$730K0.2%2026-Q1
Lee Financial Co added26,605$721K0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added24,915$675K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed23,743$643K0.2%2026-Q1
Larson Financial Group LLC new23,729$643K0.2%2026-Q1
HighTower Advisors, LLC added23,657$641K0.2%2026-Q1
ALBERT D MASON INC added22,536$611K0.2%2026-Q1
PENN DAVIS MCFARLAND INC trimmed22,530$611K0.2%2026-Q1
Northside Capital Management, LLC21,860$592K0.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added21,728$589K0.2%2026-Q1
CWM, LLC added21,320$578K0.2%2026-Q1
BBR PARTNERS, LLC19,456$527K0.2%2026-Q1
AMERICAN NATIONAL BANK & TRUST trimmed19,190$520K0.2%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed18,531$502K0.2%2026-Q1
Apollon Wealth Management, LLC added18,363$498K0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added18,160$492K0.2%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP17,532$475K0.2%2026-Q1
SageGuard Financial Group, LLC new17,336$470K0.2%2026-Q1
Lido Advisors, LLC16,388$444K0.1%2026-Q1
Penbrook Management LLC16,225$440K0.1%2026-Q1
Amundi new15,542$421K0.1%2026-Q1
CITIGROUP INC added15,025$407K0.1%2026-Q1
Virtu Financial LLC added14,604$396K0.1%2026-Q1
Foundations Investment Advisors, LLC added14,495$393K0.1%2026-Q1
BAKER TILLY WEALTH MANAGEMENT, LLC added13,860$376K0.1%2026-Q1
Calydon Capital trimmed13,771$373K0.1%2026-Q1
Cetera Investment Advisers added13,057$354K0.1%2026-Q1
Advisory Services Network, LLC added12,650$343K0.1%2026-Q1
Rockefeller Capital Management L.P. new12,525$339K0.1%2026-Q1
REXFORD CAPITAL INC trimmed12,469$338K0.1%2026-Q1
O'Brien Greene & Co. Inc added12,000$325K0.1%2026-Q1
Fort Sheridan Advisors LLC11,912$323K0.1%2026-Q1
Tidal Investments LLC added11,776$319K0.1%2026-Q1
N.E.W. Advisory Services LLC11,599$314K0.1%2026-Q1
Essex Financial Services, Inc.11,244$305K0.1%2026-Q1
One Charles Private Wealth Services, LLC10,983$298K0.1%2026-Q1
Clarity Financial LLC added10,580$287K0.1%2026-Q1
Round Rock Advisors, LLC added309,817$9M2.9%2025-Q2 stale
Concorde Financial Corp trimmed41,141$1M0.4%2025-Q3 stale
Capital Advisory Group Advisory Services, LLC added26,520$798K0.3%2025-Q1 stale
Requisite Capital Management, LLC28,000$725K0.2%2025-Q3 stale
GLOBAL STRATEGIC MANAGEMENT INC new29,050$644K0.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added24,111$539K0.2%2025-Q4 stale
Quantinno Capital Management LP new17,492$487K0.2%2025-Q2 stale
Cambridge Investment Research Advisors, Inc. added14,796$445K0.2%2025-Q1 stale
TABLEAUX LLC added15,964$445K0.2%2025-Q2 stale
WEALTHEDGE INVESTMENT ADVISORS, LLC added14,791$412K0.1%2025-Q2 stale
Glenmede Investment Management, LP14,502$375K0.1%2025-Q3 stale
OneDigital Investment Advisors LLC added12,694$329K0.1%2025-Q3 stale
TRUST CO OF VERMONT13,766$308K0.1%2025-Q4 stale
MACQUARIE GROUP LTD trimmed11,736$304K0.1%2025-Q3 stale
MADDEN SECURITIES Corp trimmed11,575$300K0.1%2025-Q3 stale
INGALLS & SNYDER LLC9,397$283K0.1%2025-Q1 stale

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