Security record · archived quarter
DMLP
name pending profile ingest
34Tracked holders
0Δ holders
2.75MShares held
$61.47MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.56M | +55.2% | $34.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.56M | +55.2% | $34.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.56M | +55.2% | $34.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.56M | +55.2% | $34.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 154.22K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 154.22K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | First Trust Advisors Lp | 138.84K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 135.94K | +380.4% | $3.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Stifel Financial Corp | 123.84K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 106.68K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 92.42K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 63.29K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 63.29K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 63.29K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 61.44K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 33.39K | -5.9% | $746,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 29.47K | -36.4% | $659,016 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 29.32K | — | $655,704 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 29.32K | — | $655,704 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 29.32K | — | $655,704 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 27.19K | — | $608,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 24.11K | — | $539,122 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 23.80K | — | $532,130 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 23.80K | — | $532,130 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 21.14K | — | $472,810 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 20.95K | — | $468,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 19.75K | — | $441,677 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 16.39K | — | $366,435 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 9.76K | — | $218,220 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 9.71K | — | $217,183 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 9.55K | — | $213,478 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Tidal Investments LLC | 9.53K | — | $213,068 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 6.58K | — | $147,017 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 5.07K | — | $113,365 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.07K | — | $113,365 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 4.43K | — | $99,055 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 3.42K | — | $76,492 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 3.42K | — | $76,492 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 2.77K | — | $61,960 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 2.00K | — | $44,720 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Simplex Trading, Llc | 1.69K | — | $37,698 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 1.39K | 0.0% | $31,114 | 0.0% | Held | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 500 | -80.8% | $11,180 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Barclays Plc | 239 | — | $5,344 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 60 | — | $1,342 | 0.0% | n/c | 1 | 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
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Aug 19
MORIYAMA LESLIE A
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
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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