AI Holders Summary · Q1 2026

155 institutions reported DMLP in Q1 2026. MORGAN STANLEY leads at 21.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$48M1.8M0.00%Q1 2026 02

HORIZON KINETICS ASSET MANAGEMENT LLC

CIK 0001056823

$23M860K0.25%Q1 2026 03

Adams Asset Advisors, LLC

CIK 0001386929

$23M911K2.61%Q2 2026 04

Hollow Brook Wealth Management LLC

CIK 0001455251

$22M803K5.55%Q1 2026 05

ArchPoint Investors

CIK 0001483472

$14M500K3.23%Q1 2026 06

MidFirst Bank

CIK 0002077076

$13M494K1.11%Q1 2026 07

Meixler Investment Management, Ltd.

CIK 0001911615

$11M385K5.79%Q1 2026 08

ROYCE & ASSOCIATES LP

CIK 0000906304

$9M339K0.09%Q1 2026 09

Delta Investment Management, LLC

CIK 0001757043

$8M285K1.38%Q1 2026 10

NATIXIS

CIK 0001274981

$6M234K0.02%Q1 2026 11

Texas Yale Capital Corp.

CIK 0001332342

$6M208K0.16%Q1 2026 12

&PARTNERS

CIK 0000107136

$5M187K0.03%Q1 2026 13

Freestone Capital Holdings, LLC

CIK 0001470876

$5M187K0.15%Q1 2026 14

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$5M173K0.00%Q1 2026 15

Kingsview Wealth Management, LLC

CIK 0001791965

$5M171K0.06%Q1 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M149K0.00%Q1 2026 17

CITADEL ADVISORS LLC

CIK 0001423053

$4M174K0.00%Q4 2025 18

ING GROEP NV

CIK 0001039765

$4M132K0.02%Q1 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$3M126K0.00%Q1 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$3M123K0.00%Q1 2026

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