DMLP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -6.2% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 2.66M | $67.23M | +4 | −5 |
| Q1 2026 | 39 | +5 | 3.07M | $83.16M | +8 | −3 |
| Q4 2025 | 34 | 0 | 2.75M | $61.47M | — | — |
| Q3 2025 | 6 | -1 | 1.12M | $28.98M | — | −1 |
| Q2 2025 | 4 | 0 | 149.45K | $4.16M | — | — |
| Q1 2025 | 2 | -1 | 197.89K | $5.95M | — | −1 |
| Q4 2024 | 3 | +1 | 100.75K | $3.36M | +1 | — |
| Q3 2024 | 2 | 0 | 43.78K | $1.32M | — | — |
| Q2 2024 | 2 | — | 73.93K | $2.28M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.01M | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.01M | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.01M | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.01M | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.01M | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 46.30K | -5.9% | $1.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 35.49K | — | $918,888 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 28.29K | -70.8% | $732,532 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.60K | — | $67,314 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 2.60K | — | $67,314 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.39K | -50.0% | $36,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Fidelity (FMR) | $11,144 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 148 holders, 10.56M shares, $282.41M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · Chief Financial… · 5.20K sh @ 28.30 · $147,075
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology