| 0.24% |
| 4 | Turtle Creek Wealth Advisors, LLC | 842K | $21.3M | — | 1.745% | 1.12% |
| 5 | Hollow Brook Wealth Management LLC | 803K | $20.3M | 0.0% | 1.664% | 4.03% |
| 6 | MidFirst Bank | 501K | $12.6M | +1.3% | 1.038% | 0.90% |
| 7 | Meixler Investment Management, Ltd. | 369K | $9.3M | -4.1% | 0.765% | 5.15% |
| 8 | Pathstone Holdings, LLC | 359K | $9.1M | +4139.1% | 0.745% | 0.03% |
| 9 | ROYCE & ASSOCIATES LP | 339K | $8.6M | 0.0% | 0.702% | 0.07% |
| 10 | ArchPoint Investors | 314K | $7.9M | -37.1% | 0.651% | 1.68% |
| 11 | Freestone Capital Holdings, LLC | 306K | $7.7M | +63.7% | 0.634% | 0.20% |
| 12 | NATIXIS | 234K | $5.9M | 0.0% | 0.486% | 0.02% |
| 13 | Texas Yale Capital Corp. | 213K | $5.4M | +2.6% | 0.441% | 0.12% |
| 14 | JANE STREET GROUP, LLC | 190K | $4.8M | +479.1% | 0.394% | 0.00% |
| 15 | Delta Investment Management, LLC | 176K | $4.5M | -38.1% | 0.366% | 0.73% |
| 16 | FIRST TRUST ADVISORS LP | 169K | $4.3M | -2.1% | 0.351% | 0.00% |
| 17 | CITADEL ADVISORS LLC | 166K | $4.2M | +164.5% | 0.343% | 0.00% |
| 18 | &PARTNERS | 164K | $4.1M | -12.4% | 0.340% | 0.02% |
| 19 | ING GROEP NV | 151K | $3.8M | +14.4% | 0.312% | 0.02% |
| 20 | BANK OF AMERICA CORP /DE/ | 149K | $3.8M | +0.1% | 0.309% | 0.00% |
| 21 | Kingsview Wealth Management, LLC | 142K | $3.6M | -17.1% | 0.294% | 0.04% |
| 22 | ROYAL BANK OF CANADA | 135K | $3.4M | +9.8% | 0.279% | 0.00% |
| 23 | STIFEL FINANCIAL CORP | 128K | $3.2M | +1.9% | 0.265% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 128K | $3.2M | +131.4% | 0.264% | 0.00% |
| 25 | GraniteShares Advisors LLC | 126K | $3.2M | +15.1% | 0.262% | 2.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DMLP — a direct measure of their conviction.
| 16.86% |
| +0.98 pp |
| $238M |
| 5.3% |
| Q4 2024 | 139 | +11% | 15.88% | +1.04 pp | $251M | +19% |
| Q3 2024 | 125 | — | 14.84% | — | $211M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
13 institutions opened new positions in DMLP during Q2 2026, while 12 fully exited. 27 added to existing positions and 107 trimmed.
DMLP institutional ownership rose by 1.41 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 57.0% of all reported 13F value in DMLP, and the top 25 account for 80.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.