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Security record

DMLP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
-1Δ holders
2.66MShares held
$67.23MReported value
+4New positions
−5Exits
Falling How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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.

Insider transactions

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 · Get this via the API