Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
148 institutional managers reported holding DMLP for the quarter ended Mar 31, 2026. Together they hold about 22% of shares outstanding; the top 10 hold 14%. 26 opened new positions; 15 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Morgan Stanley | 1.78M | 3.69% | $48.7M | added +14% | ≤2013 |
| Adams Asset Advisors, LLC | 888.3k | 1.84% | $24.3M | added +9% | ≤2013 |
| Horizon Kinetics Asset Management LLC | 860.2k | 1.78% | $23.6M | trimmed -1.8% | 2019 Q2 |
| Hollow Brook Wealth Management LLC | 803.0k | 1.66% | $22.0M | unchanged | 2025 Q3 |
| ArchPoint Investors | 499.9k | 1.04% | $13.7M | trimmed -10.6% | ≤2013 |
| MidFirst Bank | 494.2k | 1.02% | $13.5M | unchanged | 2025 Q4 |
| Meixler Investment Management, LTD. | 384.8k | 0.80% | $10.5M | trimmed -7.2% | 2021 Q4 |
| Royce & Associates | 338.6k | 0.70% | $9.3M | unchanged | 2015 Q1 |
| Delta Investment Management, LLC | 285.0k | 0.59% | $7.8M | trimmed -2.2% | 2018 Q4 |
| Natixis Advisors, LLC | 234.4k | 0.49% | $6.4M | unchanged | 2022 Q3 |
| Texas Yale Capital CORP. | 207.5k | 0.43% | $5.7M | added +3% | 2022 Q1 |
| &partners | 187.2k | 0.39% | $5.1M | added +9.2% | 2024 Q3 |
| Freestone Capital Holdings, LLC | 187.0k | 0.39% | $5.1M | added +117.4% | 2022 Q3 |
| First Trust Advisors LP | 173.0k | 0.36% | $4.7M | added +24.6% | 2021 Q2 |
| Kingsview Wealth Management, LLC | 171.3k | 0.35% | $4.7M | trimmed -3.7% | 2021 Q3 |
| Bank OF America CORP /DE/ | 148.8k | 0.31% | $4.1M | trimmed -3.5% | ≤2013 |
| ING Groep NV | 131.5k | 0.27% | $3.6M | unchanged | 2025 Q2 |
| Stifel Financial CORP | 125.7k | 0.26% | $3.4M | added +1.5% | 2015 Q4 |
| Royal Bank OF Canada | 122.6k | 0.25% | $3.4M | added +14.9% | ≤2013 |
| GraniteShares Advisors LLC | 109.9k | 0.23% | $3.0M | trimmed -10.3% | 2023 Q1 |
| Geneos Wealth Management INC. | 109.3k | 0.23% | $3.0M | added +11.5% | 2016 Q1 |
| HRT Financial LP | 95.4k | 0.20% | $2.6M | added +251% | 2023 Q2 |
| Independent Advisor Alliance | 85.0k | 0.18% | $2.3M | added +2.7% | 2017 Q4 |
| UBS | 82.7k | 0.17% | $2.3M | trimmed -10.5% | ≤2013 |
| Moors & Cabot, INC. | 82.7k | 0.17% | $2.3M | added +2.4% | 2019 Q4 |
| LPL Financial LLC | 80.8k | 0.17% | $2.2M | added +31.5% | 2017 Q3 |
| Everett Harris & CO /CA/ | 77.4k | 0.16% | $2.1M | unchanged | 2013 Q4 |
| Inscription Capital, LLC | 75.0k | 0.15% | $2.1M | unchanged | 2020 Q3 |
| Beacon Pointe Advisors, LLC | 66.8k | 0.14% | $1.8M | added +37.6% | 2023 Q3 |
| Canton Hathaway, LLC | 66.7k | 0.14% | $1.8M | trimmed -2.2% | 2024 Q4 |
| Americana Partners, LLC | 56.1k | 0.12% | $1.5M | unchanged | 2024 Q1 |
| Resolute Capital, LLC | 55.7k | 0.12% | $1.5M | added +17.6% | 2025 Q4 |
| Goldman Sachs | 55.1k | 0.11% | $1.5M | added +65.1% | 2018 Q2 |
| Glenmede Trust CO NA | 54.5k | 0.11% | $1.5M | added +58% | 2025 Q2 |
| Mcdaniel Terry & CO | 52.4k | 0.11% | $1.4M | unchanged | ≤2013 |
| Howard Financial Services, LTD. | 51.6k | 0.11% | $1.4M | added +1.3% | 2018 Q4 |
| Community Bank, N.a. | 50.0k | 0.10% | $1.4M | unchanged | 2020 Q2 |
| Invesco | 46.3k | 0.10% | $1.3M | opened | 2024 Q4 |
| Cresset Asset Management, LLC | 43.0k | 0.09% | $1.2M | unchanged | 2025 Q4 |
| Mraz, Amerine & Associates, INC. | 42.7k | 0.09% | $1.2M | unchanged | 2016 Q1 |
| Holt Capital Advisors, L.l.c. dba Holt Capital Partners, L.p. | 39.3k | 0.08% | $1.1M | unchanged | 2013 Q4 |
| Autumn Glory Partners, LLC | 34.0k | 0.07% | $931k | added +54.5% | 2023 Q1 |
| Citadel Advisors | 33.2k | 0.07% | $909k | trimmed -75.6% | 2022 Q4 |
| Highlander Partners, L.p. (focused) | 33.1k | 0.07% | $906k | unchanged | 2025 Q1 |
| Burford Brothers, INC. | 29.9k | 0.06% | $819k | trimmed -17.3% | 2024 Q4 |
| Geode Capital | 29.5k | 0.06% | $807k | unchanged | 2014 Q3 |
| Wells Fargo & COMPANY/MN | 28.0k | 0.06% | $768k | trimmed -4.4% | ≤2013 |
| Jump Financial | 26.9k | 0.06% | $737k | trimmed -45.1% | 2025 Q1 |
| Lee Financial CO | 26.6k | 0.06% | $728k | added +3.9% | 2016 Q4 |
| Raymond James Financial INC | 24.9k | 0.05% | $682k | added +4.7% | 2017 Q3 |
Largest 50 of 148 shown; the full ranked, searchable register is at boothcheck.com/holders/DMLP. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.