Security record · archived quarter
DMLP
name pending profile ingest
39Tracked holders
+5Δ holders
3.07MShares held
$83.16MReported value
+8New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +14.7% ·
share flow +11.6% ·
net new positions +12.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -1 | 2.62M | $66.24M | +4 | −7 |
| Q1 2026 | 39 | +5 | 3.07M | $83.16M | +8 | −3 |
| Q4 2025 | 34 | 0 | 2.75M | $61.47M | n/a | n/a |
| Q3 2025 | 6 | -1 | 1.12M | $28.98M | n/a | −1 |
| Q2 2025 | 4 | 0 | 149.45K | $4.16M | n/a | n/a |
| Q1 2025 | 2 | -1 | 197.89K | $5.95M | n/a | −1 |
| Q4 2024 | 3 | +1 | 100.75K | $3.36M | +1 | n/a |
| Q3 2024 | 2 | 0 | 43.78K | $1.32M | n/a | n/a |
| Q2 2024 | 2 | n/a | 73.93K | $2.28M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | +14.0% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | First Trust Advisors Lp | 173.03K | +24.6% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 148.85K | -3.5% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 125.72K | +1.5% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 122.60K | +14.9% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Hrt Financial Lp | 95.45K | +251.0% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 82.70K | -10.5% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 80.80K | +31.5% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 55.14K | +65.1% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 46.30K | New | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 33.22K | -75.6% | $900,181 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 29.47K | 0.0% | $798,718 | 0.0% | Held | 8 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 28.04K | -4.4% | $759,745 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 24.91K | +4.7% | $675,204 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 23.74K | -62.5% | $643,435 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 23.66K | +11.9% | $641,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 21.73K | +10.0% | $588,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 21.32K | +1.8% | $577,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 16.39K | 0.0% | $444,114 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Amundi | 15.54K | New | $421,188 | 0.0% | New | 1 | SEC ↗ |
| 21 | Citigroup Inc | 15.03K | +24941.7% | $407,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 13.06K | +33.8% | $353,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.53K | New | $339,428 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Tidal Investments LLC | 11.78K | +23.6% | $319,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 9.81K | +1.0% | $265,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 9.48K | -0.7% | $256,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 9.47K | New | $256,610 | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 7.78K | New | $210,702 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 7.71K | New | $208,980 | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 6.58K | 0.0% | $178,182 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 5.07K | 0.0% | $137,397 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 32 | Jones Financial Companies Lllp | 4.43K | 0.0% | $124,262 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 2.00K | 0.0% | $54,200 | 0.0% | Held | 2 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 1.87K | New | $51,097 | 0.0% | New | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 1.70K | -50.2% | $46,178 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | BlackRock ✦ (passive) | 1.39K | 0.0% | $37,710 | 0.0% | Held | 4 | SEC ↗ |
| 37 | Barclays Plc | 904 | +278.2% | $24,498 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 500 | 0.0% | $13,940 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Group One Trading Llc | 13 | New | $352 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Invesco Ltd. | $1.25M | 0.0% |
| Amundi | $421,188 | 0.0% |
| Rockefeller Capital… | $339,428 | 0.0% |
| Mercer Global Advisors Inc… | $256,610 | 0.0% |
| Corient Private Wealth LP | $210,702 | 0.0% |
| Bank of New York Mellon Corp | $208,980 | 0.0% |
| TD Waterhouse Canada Inc. | $51,097 | 0.0% |
| Group One Trading Llc | $352 | 0.0% |
Exited
| Susquehanna International… | $539,122 | was 0.0% |
| Bnp Paribas Financial Markets | $61,960 | was 0.0% |
| Simplex Trading, Llc | $37,698 | 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.
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: Q1 2026 ·
Methodology ·
Get this via the API