Security record · archived quarter
DMLP
name pending profile ingest
37Tracked holders
-1Δ holders
2.66MShares held
$67.23MReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow -12.6% ·
net new positions -2.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.04M | -41.6% | $26.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.04M | -41.6% | $26.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.04M | -41.6% | $26.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.04M | -41.6% | $26.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.04M | -41.6% | $26.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | First Trust Advisors Lp | 169.40K | -2.1% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 148.95K | +0.1% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 137.18K | +477.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 137.18K | +477.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 134.57K | +9.8% | $3.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 128.24K | +286.1% | $3.24M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 12 | Stifel Financial Corp | 128.14K | +1.9% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 127.59K | +131.4% | $3.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Hrt Financial Lp | 109.48K | +14.7% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 106.67K | +29.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 106.67K | +29.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 84.44K | +4.5% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 37.74K | -18.5% | $952,834 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 34.17K | +172.8% | $862,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 34.17K | +172.8% | $862,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 30.37K | +21.9% | $766,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 30.37K | +21.9% | $766,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 29.47K | 0.0% | $744,193 | 0.0% | Held | 9 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 26.70K | -4.8% | $674,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 26.70K | -4.8% | $674,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 23.62K | -0.2% | $596,336 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 21.33K | -1.8% | $538,633 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 17.33K | +5.7% | $437,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Tidal Investments LLC | 15.86K | +34.6% | $400,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Amundi | 15.54K | 0.0% | $392,436 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 15.54K | +19.0% | $392,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 13.20K | New | $333,398 | 0.0% | New | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 12.05K | New | $304,364 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 10.78K | New | $272,246 | 0.0% | New | 1 | SEC ↗ |
| 35 | Creative Planning | 9.81K | 0.0% | $247,797 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 9.06K | -4.4% | $228,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 6.58K | 0.0% | $166,019 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 5.07K | 0.0% | $128,018 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 5.07K | 0.0% | $128,018 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 4.41K | -0.4% | $113,078 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Barclays Plc | 2.64K | +192.0% | $66,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 2.42K | +42.1% | $61,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 2.42K | +42.1% | $61,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Us Bancorp \De\ | 2.00K | 0.0% | $50,500 | 0.0% | Held | 3 | SEC ↗ |
| 45 | BlackRock ✦ (passive) | 1.39K | 0.0% | $35,135 | 0.0% | Held | 5 | SEC ↗ |
| 46 | Simplex Trading, Llc | 818 | New | $20,654 | 0.0% | New | 1 | SEC ↗ |
| 47 | Group One Trading Llc | 318 | +2346.2% | $8,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Citigroup Inc | 60 | -99.6% | $1,515 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $333,398 | 0.0% |
| Susquehanna International… | $304,364 | 0.0% |
| Bnp Paribas Financial Markets | $272,246 | 0.0% |
| Simplex Trading, Llc | $20,654 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $256,610 | was 0.0% |
| Corient Private Wealth LP | $210,702 | was 0.0% |
| Bank of New York Mellon Corp | $208,980 | was 0.0% |
| TD Waterhouse Canada Inc. | $51,097 | was 0.0% |
| JPMorgan Chase | $13,940 | 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: Q2 2026 ·
Methodology ·
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