AI Holders Summary · Q2 2026

159 institutions reported DMLP in Q2 2026. MORGAN STANLEY leads at 12.7% 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

$26M1.0M0.00%Q2 2026 02

Adams Asset Advisors, LLC

CIK 0001386929

$23M911K2.61%Q2 2026 03

HORIZON KINETICS ASSET MANAGEMENT LLC

CIK 0001056823

$22M853K0.24%Q2 2026 04

Turtle Creek Wealth Advisors, LLC

CIK 0002007171

$21M842K1.12%Q2 2026 05

Hollow Brook Wealth Management LLC

CIK 0001455251

$20M803K4.03%Q2 2026 06

MidFirst Bank

CIK 0002077076

$13M501K0.90%Q2 2026 07

Meixler Investment Management, Ltd.

CIK 0001911615

$9M369K5.15%Q2 2026 08

Pathstone Holdings, LLC

CIK 0002011612

$9M359K0.03%Q2 2026 09

ROYCE & ASSOCIATES LP

CIK 0000906304

$9M339K0.07%Q2 2026 10

ArchPoint Investors

CIK 0001483472

$8M314K1.68%Q2 2026 11

Freestone Capital Holdings, LLC

CIK 0001470876

$8M306K0.20%Q2 2026 12

NATIXIS

CIK 0001274981

$6M234K0.02%Q2 2026 13

Texas Yale Capital Corp.

CIK 0001332342

$5M213K0.12%Q2 2026 14

Delta Investment Management, LLC

CIK 0001757043

$4M176K0.73%Q2 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$4M169K0.00%Q2 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$4M166K0.00%Q2 2026 17

&PARTNERS

CIK 0000107136

$4M164K0.02%Q2 2026 18

ING GROEP NV

CIK 0001039765

$4M151K0.02%Q2 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M149K0.00%Q2 2026 20

Kingsview Wealth Management, LLC

CIK 0001791965

$4M142K0.04%Q2 2026

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