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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,778,712 | $48M | 16.3% | 2026-Q1 |
| Adams Asset Advisors, LLC added | 888,264 | $24M | 8.1% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 860,226 | $23M | 7.9% | 2026-Q1 |
| Hollow Brook Wealth Management LLC | 803,023 | $22M | 7.3% | 2026-Q1 |
| ArchPoint Investors trimmed | 499,898 | $14M | 4.6% | 2026-Q1 |
| MidFirst Bank | 494,153 | $13M | 4.5% | 2026-Q1 |
| Meixler Investment Management, Ltd. trimmed | 384,769 | $11M | 3.6% | 2026-Q1 |
| ROYCE & ASSOCIATES LP | 338,629 | $9M | 3.1% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 285,042 | $8M | 2.6% | 2026-Q1 |
| NATIXIS | 234,400 | $6M | 2.1% | 2026-Q1 |
| Texas Yale Capital Corp. added | 207,500 | $6M | 1.9% | 2026-Q1 |
| &PARTNERS added | 187,177 | $5M | 1.7% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 187,000 | $5M | 1.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 173,031 | $5M | 1.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 171,305 | $5M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 148,848 | $4M | 1.4% | 2026-Q1 |
| ING GROEP NV | 131,500 | $4M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 125,717 | $3M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 122,603 | $3M | 1.1% | 2026-Q1 |
| GraniteShares Advisors LLC trimmed | 109,894 | $3M | 1.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 109,291 | $3M | 1.0% | 2026-Q1 |
| HRT FINANCIAL LP added | 95,447 | $3M | 0.9% | 2026-Q1 |
| Independent Advisor Alliance added | 85,000 | $2M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 82,704 | $2M | 0.8% | 2026-Q1 |
| Moors & Cabot, Inc. added | 82,660 | $2M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 80,795 | $2M | 0.7% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ | 77,389 | $2M | 0.7% | 2026-Q1 |
| Inscription Capital, LLC | 75,000 | $2M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 66,799 | $2M | 0.6% | 2026-Q1 |
| Canton Hathaway, LLC trimmed | 66,715 | $2M | 0.6% | 2026-Q1 |
| Americana Partners, LLC | 56,126 | $2M | 0.5% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 55,671 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 55,138 | $1M | 0.5% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 54,502 | $1M | 0.5% | 2026-Q1 |
| MCDANIEL TERRY & CO | 52,423 | $1M | 0.5% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 51,643 | $1M | 0.5% | 2026-Q1 |
| Community Bank, N.A. | 50,010 | $1M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 46,304 | $1M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC | 42,978 | $1M | 0.4% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. added | 42,712 | $1M | 0.4% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,260 | $1M | 0.4% | 2026-Q1 |
| Autumn Glory Partners, LLC added | 34,000 | $921K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 33,217 | $900K | 0.3% | 2026-Q1 |
| Highlander Partners, L.P. | 33,077 | $896K | 0.3% | 2026-Q1 |
| Burford Brothers, Inc. trimmed | 29,896 | $810K | 0.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC | 29,473 | $799K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 28,035 | $760K | 0.3% | 2026-Q1 |
| Jump Financial, LLC trimmed | 26,932 | $730K | 0.2% | 2026-Q1 |
| Lee Financial Co added | 26,605 | $721K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 24,915 | $675K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 23,743 | $643K | 0.2% | 2026-Q1 |
| Larson Financial Group LLC new | 23,729 | $643K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 23,657 | $641K | 0.2% | 2026-Q1 |
| ALBERT D MASON INC added | 22,536 | $611K | 0.2% | 2026-Q1 |
| PENN DAVIS MCFARLAND INC trimmed | 22,530 | $611K | 0.2% | 2026-Q1 |
| Northside Capital Management, LLC | 21,860 | $592K | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 21,728 | $589K | 0.2% | 2026-Q1 |
| CWM, LLC added | 21,320 | $578K | 0.2% | 2026-Q1 |
| BBR PARTNERS, LLC | 19,456 | $527K | 0.2% | 2026-Q1 |
| AMERICAN NATIONAL BANK & TRUST trimmed | 19,190 | $520K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 18,531 | $502K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 18,363 | $498K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 18,160 | $492K | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 17,532 | $475K | 0.2% | 2026-Q1 |
| SageGuard Financial Group, LLC new | 17,336 | $470K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC | 16,388 | $444K | 0.1% | 2026-Q1 |
| Penbrook Management LLC | 16,225 | $440K | 0.1% | 2026-Q1 |
| Amundi new | 15,542 | $421K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 15,025 | $407K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 14,604 | $396K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 14,495 | $393K | 0.1% | 2026-Q1 |
| BAKER TILLY WEALTH MANAGEMENT, LLC added | 13,860 | $376K | 0.1% | 2026-Q1 |
| Calydon Capital trimmed | 13,771 | $373K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 13,057 | $354K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 12,650 | $343K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 12,525 | $339K | 0.1% | 2026-Q1 |
| REXFORD CAPITAL INC trimmed | 12,469 | $338K | 0.1% | 2026-Q1 |
| O'Brien Greene & Co. Inc added | 12,000 | $325K | 0.1% | 2026-Q1 |
| Fort Sheridan Advisors LLC | 11,912 | $323K | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 11,776 | $319K | 0.1% | 2026-Q1 |
| N.E.W. Advisory Services LLC | 11,599 | $314K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. | 11,244 | $305K | 0.1% | 2026-Q1 |
| One Charles Private Wealth Services, LLC | 10,983 | $298K | 0.1% | 2026-Q1 |
| Clarity Financial LLC added | 10,580 | $287K | 0.1% | 2026-Q1 |
| Round Rock Advisors, LLC added | 309,817 | $9M | 2.9% | 2025-Q2 stale |
| Concorde Financial Corp trimmed | 41,141 | $1M | 0.4% | 2025-Q3 stale |
| Capital Advisory Group Advisory Services, LLC added | 26,520 | $798K | 0.3% | 2025-Q1 stale |
| Requisite Capital Management, LLC | 28,000 | $725K | 0.2% | 2025-Q3 stale |
| GLOBAL STRATEGIC MANAGEMENT INC new | 29,050 | $644K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,111 | $539K | 0.2% | 2025-Q4 stale |
| Quantinno Capital Management LP new | 17,492 | $487K | 0.2% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. added | 14,796 | $445K | 0.2% | 2025-Q1 stale |
| TABLEAUX LLC added | 15,964 | $445K | 0.2% | 2025-Q2 stale |
| WEALTHEDGE INVESTMENT ADVISORS, LLC added | 14,791 | $412K | 0.1% | 2025-Q2 stale |
| Glenmede Investment Management, LP | 14,502 | $375K | 0.1% | 2025-Q3 stale |
| OneDigital Investment Advisors LLC added | 12,694 | $329K | 0.1% | 2025-Q3 stale |
| TRUST CO OF VERMONT | 13,766 | $308K | 0.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 11,736 | $304K | 0.1% | 2025-Q3 stale |
| MADDEN SECURITIES Corp trimmed | 11,575 | $300K | 0.1% | 2025-Q3 stale |
| INGALLS & SNYDER LLC | 9,397 | $283K | 0.1% | 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.
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.