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Security record · archived quarter

MLP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
33Tracked holders
0Δ holders
1.86MShares held
$31.43MReported value
+0New positions
−0Exits
Stable 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 0 1.63M $28.89M +1 −1
Q1 2026 33 0 1.68M $25.85M +3 −3
Q4 2025 33 0 1.86M $31.43M
Q3 2025 9 0 1.36M $25.34M
Q2 2025 7 0 1.35M $24.60M
Q1 2025 4 +1 407.91K $7.17M +1
Q4 2024 3 -1 378.89K $8.33M −1
Q3 2024 3 0 289.70K $6.50M
Q2 2024 3 288.75K $6.37M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 553.29K +0.8% $9.37M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 553.29K +0.8% $9.37M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 553.29K +0.8% $9.37M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 553.29K +0.8% $9.37M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 553.29K +0.8% $9.37M 0.0% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 395.26K +2.0% $6.70M 0.0% ▲ Add 3 SEC ↗
7 The Vanguard Group (passive) 395.26K +2.0% $6.70M 0.0% ▲ Add 3 SEC ↗
8 The Vanguard Group (passive) 395.26K +2.0% $6.70M 0.0% ▲ Add 3 SEC ↗
9 Dimensional Fund Advisors Lp 203.42K $3.45M 0.0% n/c 1 SEC ↗
10 Dimensional Fund Advisors Lp 203.42K $3.45M 0.0% n/c 1 SEC ↗
11 Dimensional Fund Advisors Lp 203.42K $3.45M 0.0% n/c 1 SEC ↗
12 Dimensional Fund Advisors Lp 203.42K $3.45M 0.0% n/c 1 SEC ↗
13 Geode Capital Management (passive) 161.89K +0.2% $2.74M 0.0% ▲ Add 7 SEC ↗
14 Geode Capital Management (passive) 161.89K +0.2% $2.74M 0.0% ▲ Add 7 SEC ↗
15 State Street Global Advisors (passive) 109.27K +0.3% $1.85M 0.0% ▲ Add 5 SEC ↗
16 Renaissance Technologies 100.85K -4.5% $1.71M 0.0% ▼ Trim 7 SEC ↗
17 Raymond James Financial Inc 74.61K $1.26M 0.0% n/c 1 SEC ↗
18 Raymond James Financial Inc 74.61K $1.26M 0.0% n/c 1 SEC ↗
19 Northern Trust Corp 53.31K $903,055 0.0% n/c 1 SEC ↗
20 Northern Trust Corp 53.31K $903,055 0.0% n/c 1 SEC ↗
21 Citadel Advisors 35.93K +57.2% $608,638 0.0% ▲ Add 4 SEC ↗
22 Citadel Advisors 35.93K +57.2% $608,638 0.0% ▲ Add 4 SEC ↗
23 Nuveen, LLC 28.55K $483,671 0.0% n/c 1 SEC ↗
24 Charles Schwab Investment… 21.83K $369,766 0.0% n/c 1 SEC ↗
25 UBS Group AG 15.96K $270,430 0.0% n/c 1 SEC ↗
26 UBS Group AG 15.96K $270,430 0.0% n/c 1 SEC ↗
27 UBS Group AG 15.96K $270,430 0.0% n/c 1 SEC ↗
28 Bank of New York Mellon Corp 15.62K $264,518 0.0% n/c 1 SEC ↗
29 Bank of New York Mellon Corp 15.62K $264,518 0.0% n/c 1 SEC ↗
30 Morgan Stanley 13.48K +32.6% $228,418 0.0% ▲ Add 2 SEC ↗
31 Morgan Stanley 13.48K +32.6% $228,418 0.0% ▲ Add 2 SEC ↗
32 Morgan Stanley 13.48K +32.6% $228,418 0.0% ▲ Add 2 SEC ↗
33 Morgan Stanley 13.48K +32.6% $228,418 0.0% ▲ Add 2 SEC ↗
34 Morgan Stanley 13.48K +32.6% $228,418 0.0% ▲ Add 2 SEC ↗
35 Jane Street Group, Llc 11.20K $189,643 0.0% n/c 1 SEC ↗
36 Jane Street Group, Llc 11.20K $189,643 0.0% n/c 1 SEC ↗
37 Barclays Plc 10.62K $179,835 0.0% n/c 1 SEC ↗
38 Bank Of America Corp /De/ 8.61K $145,853 0.0% n/c 1 SEC ↗
39 Bank Of America Corp /De/ 8.61K $145,853 0.0% n/c 1 SEC ↗
40 Bank Of America Corp /De/ 8.61K $145,853 0.0% n/c 1 SEC ↗
41 Wells Fargo & Company/Mn 7.48K $126,660 0.0% n/c 1 SEC ↗
42 Royal Bank Of Canada 5.85K $99,000 0.0% n/c 1 SEC ↗
43 Royal Bank Of Canada 5.85K $99,000 0.0% n/c 1 SEC ↗
44 Royal Bank Of Canada 5.85K $99,000 0.0% n/c 1 SEC ↗
45 Royal Bank Of Canada 5.85K $99,000 0.0% n/c 1 SEC ↗
46 Deutsche Bank Ag\ 5.26K $89,172 0.0% n/c 1 SEC ↗
47 Deutsche Bank Ag\ 5.26K $89,172 0.0% n/c 1 SEC ↗
48 Rhumbline Advisers 5.23K $88,589 0.0% n/c 1 SEC ↗
49 JPMorgan Chase 4.31K -66.7% $73,062 0.0% ▼ Trim 2 SEC ↗
50 JPMorgan Chase 4.31K -66.7% $73,062 0.0% ▼ Trim 2 SEC ↗
51 JPMorgan Chase 4.31K -66.7% $73,062 0.0% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 4.31K -66.7% $73,062 0.0% ▼ Trim 2 SEC ↗
53 MIRAE ASSET GLOBAL ETFS HOLDINGS… 3.19K $54,005 0.0% n/c 1 SEC ↗
54 New York State Common Retirement… 2.87K $48,550 0.0% n/c 1 SEC ↗
55 Osaic Holdings, Inc. 1.99K $33,693 0.0% n/c 1 SEC ↗
56 Fidelity (FMR) 1.61K +318.4% $27,293 0.0% ▲ Add 3 SEC ↗
57 Fidelity (FMR) 1.61K +318.4% $27,293 0.0% ▲ Add 3 SEC ↗
58 Bnp Paribas Financial Markets 1.48K $25,071 0.0% n/c 1 SEC ↗
59 Russell Investments Group, Ltd. 847 $14,348 0.0% n/c 1 SEC ↗
60 Russell Investments Group, Ltd. 847 $14,348 0.0% n/c 1 SEC ↗
61 Legal & General Group Plc 721 $12,214 0.0% n/c 1 SEC ↗
62 California State Teachers… 420 $7,115 0.0% n/c 1 SEC ↗
63 Citigroup Inc 173 $2,931 0.0% n/c 1 SEC ↗
64 Citigroup Inc 173 $2,931 0.0% n/c 1 SEC ↗
65 Optiver Holding B.V. 124 $2,101 0.0% n/c 1 SEC ↗
66 Cwm, Llc 102 $2,000 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): 64 holders, 3.62M shares, $55.67M 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.

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 · Get this via the API