Institutional Holders (2026 Q1)
42 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMLP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | KIM, LLC | 0.28% | 1,002,819 | $2.8M |
| 2 | De Lisle Partners LLP | 0.11% | 335,434 | $901K |
| 3 | NEXPOINT ASSET MANAGEMENT, L.P. | 0.08% | 408,240 | $1.1M |
| 4 | NOMURA HOLDINGS INC | 0.03% | 3,564,619 | $9.8M |
| 5 | AGP FRANKLIN, LLC | 0.02% | 14,693 | $41K |
| 6 | Annis Gardner Whiting Capital Advisors, LLC | 0.02% | 43,794 | $121K |
| 7 | Meriwether Wealth & Planning, LLC | 0.02% | 10,374 | $29K |
| 8 | LEVIN CAPITAL STRATEGIES, L.P. | 0.01% | 55,000 | $152K |
| 9 | Blackstone Inc. | 0.01% | 975,081 | $2.7M |
| 10 | Pettinga Financial Advisors LLC | 0.01% | 12,525 | $35K |
| 11 | Confluence Wealth Services, Inc. | 0.00% | 32,526 | $90K |
| 12 | BARCLAYS PLC | 0.00% | 1,500,000 | $4.1M |
| 13 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.00% | 28,016 | $77K |
| 14 | Artisan Partners Limited Partnership | 0.00% | 114,935 | $317K |
| 15 | Independent Advisor Alliance | 0.00% | 12,347 | $34K |
| 16 | OSAIC HOLDINGS, INC. | 0.00% | 45,348 | $125K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | 872 | $2K |
| 18 | TSFG, LLC | 0.00% | 400 | — |
| 19 | MORGAN STANLEY | 0.00% | 845,852 | $2.3M |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 35,776 | $99K |
| 21 | Spire Wealth Management | 0.00% | 1,077 | $3K |
| 22 | US BANCORP \DE\ | 0.00% | 9,000 | $25K |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 94,523 | $261K |
| 24 | HARBOUR INVESTMENTS, INC. | 0.00% | 400 | $1K |
| 25 | UBS Group AG | 0.00% | 28,981 | $80K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|