— Know what they know.
Not Investment Advice

DKL Institutional Ownership

Delek Logistics Partners, LP
1W: -0.7% 1M: +5.9% 3M: -1.4% YTD: +23.5% 1Y: +28.6% 3Y: +68.2% 5Y: +69.3%
$56.92
-0.48 (-0.84%)
 
Weekly Expected Move ±2.7%
$54 $56 $57 $59 $61
NYSE · Energy · Oil & Gas Midstream · Tech Score Strong Buy · Power 70 · $3.3B mcap · 22M float · 0.702% daily turnover · Short 59% of daily vol
Credit Risk of going bust: lower than 58% of companies Debt: 42.3% of company value Bonds: $195.5M held by 267 funds, 236 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.23 (down 96%), Delek Logistics Partners, LP would be worth roughly what it owes.
Total debt $2.41B against a stock market value of $3.29B.
Distance to default 6.02 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.19B (short-term plus half of long-term), stock volatility 29.8%; Altman Z'' 0.68. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — DKL

88
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$590M
Total Invested
7
New Positions
29
Increased
26
Reduced
7
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (92 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ALPS ADVISORS INC 4,384,141 $250M -191,526 -4.2% 16Q SEC ↗
2 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,630,692 $93M +32,990 +2.1% 9Q SEC ↗
3 Invesco Ltd. 1,515,208 $86M +16 +0.0% 29Q SEC ↗
4 MORGAN STANLEY 528,545 $30M +428,181 +426.6% 55Q SEC ↗
5 GOLDMAN SACHS GROUP INC 490,801 $28M -150,634 -23.5% 15Q SEC ↗
6 Clearbridge Investments, LLC 489,458 $28M +99,300 +25.5% 55Q SEC ↗
7 JPMORGAN CHASE & CO 328,315 $19M -49,378 -13.1% 31Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 275,718 $16M +20,488 +8.0% 7Q SEC ↗
9 COHEN & STEERS, INC. 190,528 $11M — +0.0% 7Q SEC ↗
10 NEOS Investment Management LLC 173,361 $10M +62,267 +56.0% 3Q SEC ↗
11 WESTWOOD HOLDINGS GROUP INC 160,185 $9M -439 -0.3% 2Q SEC ↗
12 KORNITZER CAPITAL MANAGEMENT INC /KS 140,000 $8M — +0.0% 55Q SEC ↗
13 INFRASTRUCTURE CAPITAL ADVISORS, LLC 139,812 $8M -16,664 -10.6% 15Q SEC ↗
14 Blackstone Inc. 132,175 $8M -6,150 -4.4% 25Q SEC ↗
15 UBS Group AG 117,955 $7M -9 -0.0% 47Q SEC ↗
16 Castellan Group 93,263 $5M +2,101 +2.3% 12Q SEC ↗
17 FIRST TRUST ADVISORS LP 78,338 $4M +7,332 +10.3% 20Q SEC ↗
18 CITADEL ADVISORS LLC 70,654 $4M +52,765 +295.0% 16Q SEC ↗
19 Adams Asset Advisors, LLC 70,288 $4M — +0.0% 7Q SEC ↗
20 GraniteShares Advisors LLC 61,632 $4M +8,075 +15.1% 7Q SEC ↗
21 HRT FINANCIAL LP 52,937 $3M +1,211 +2.3% 6Q SEC ↗
22 SHARPEPOINT LLC 40,461 $2M +1,982 +5.2% 6Q SEC ↗
23 IFG Advisory, LLC 36,364 $2M +1,883 +5.5% 2Q SEC ↗
24 LPL Financial LLC 34,357 $2M +1,880 +5.8% 30Q SEC ↗
25 Bramshill Investments, LLC 29,668 $2M +445 +1.5% 11Q SEC ↗
26 NOVEM GROUP 22,819 $1M +17 +0.1% 7Q SEC ↗
27 EXCHANGE TRADED CONCEPTS, LLC 18,288 $1M -1,016 -5.3% 13Q SEC ↗
28 Private Advisor Group, LLC 17,537 $998K +1,500 +9.4% 5Q SEC ↗
29 AMERICAN FINANCIAL GROUP INC 17,000 $968K — +0.0% 9Q SEC ↗
30 PFG Investments, LLC 16,800 $956K -6,000 -26.3% 5Q SEC ↗
31 Strategic Financial Concepts, LLC NEW 16,129 $918K — +0.0% 1Q SEC ↗
32 Cetera Investment Advisers 16,061 $914K -43 -0.3% 11Q SEC ↗
33 Cerity Partners LLC 15,413 $877K — +0.0% 4Q SEC ↗
34 Sanctuary Advisors, LLC 14,902 $848K +1,711 +13.0% 9Q SEC ↗
35 Allspring Global Investments Holdings, 14,700 $837K — +0.0% 7Q SEC ↗
36 Focus Financial Network, Inc. 13,724 $781K +300 +2.2% 10Q SEC ↗
37 GSA CAPITAL PARTNERS LLP 13,492 $768K -14,201 -51.3% 3Q SEC ↗
38 WELLS FARGO & COMPANY/MN 13,131 $747K +132 +1.0% 54Q SEC ↗
39 Fractal Investments LLC 10,559 $601K — +0.0% 19Q SEC ↗
40 Mariner, LLC 10,421 $593K +225 +2.2% 15Q SEC ↗
41 ROYAL BANK OF CANADA 10,052 $572K -604 -5.7% 26Q SEC ↗
42 Abel Hall, LLC 10,000 $569K — +0.0% 5Q SEC ↗
43 Apollon Wealth Management, LLC 9,641 $549K — +0.0% 8Q SEC ↗
44 KESTRA PRIVATE WEALTH SERVICES, LLC 9,139 $520K -149 -1.6% 6Q SEC ↗
45 BNP PARIBAS FINANCIAL MARKETS 7,425 $423K +4,506 +154.4% 5Q SEC ↗
46 Tidal Investments LLC 7,363 $419K +2,786 +60.9% 3Q SEC ↗
47 HighTower Advisors, LLC 7,114 $405K +14 +0.2% 4Q SEC ↗
48 GUGGENHEIM CAPITAL LLC 6,238 $355K +1,851 +42.2% 2Q SEC ↗
49 DAVIDSON TRUST CO 6,100 $347K — +0.0% 20Q SEC ↗
50 STIFEL FINANCIAL CORP 6,082 $346K — +0.0% 8Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +428,181 +426.6% 528,545
Clearbridge Investments, LLC +99,300 +25.5% 489,458
NEOS Investment Management LLC +62,267 +56.0% 173,361
CITADEL ADVISORS LLC +52,765 +295.0% 70,654
MIRAE ASSET GLOBAL ETFS HOLDINGS Lt +32,990 +2.1% 1,630,692
RAYMOND JAMES FINANCIAL INC +20,488 +8.0% 275,718
GraniteShares Advisors LLC +8,075 +15.1% 61,632
FIRST TRUST ADVISORS LP +7,332 +10.3% 78,338
BNP PARIBAS FINANCIAL MARKETS +4,506 +154.4% 7,425
Tidal Investments LLC +2,786 +60.9% 7,363
Castellan Group +2,101 +2.3% 93,263
SHARPEPOINT LLC +1,982 +5.2% 40,461
IFG Advisory, LLC +1,883 +5.5% 36,364
LPL Financial LLC +1,880 +5.8% 34,357
GUGGENHEIM CAPITAL LLC +1,851 +42.2% 6,238
Sanctuary Advisors, LLC +1,711 +13.0% 14,902
Private Advisor Group, LLC +1,500 +9.4% 17,537
HRT FINANCIAL LP +1,211 +2.3% 52,937
Bramshill Investments, LLC +445 +1.5% 29,668
MGO ONE SEVEN LLC +306 +6.1% 5,291
Biggest Decreases (19)
HolderReducedChange %Total Shares
ALPS ADVISORS INC -191,526 -4.2% 4,384,141
GOLDMAN SACHS GROUP INC -150,634 -23.5% 490,801
JPMORGAN CHASE & CO -49,378 -13.1% 328,315
INFRASTRUCTURE CAPITAL ADVISORS, LL -16,664 -10.6% 139,812
GSA CAPITAL PARTNERS LLP -14,201 -51.3% 13,492
FMR LLC -7,130 -57.6% 5,250
Blackstone Inc. -6,150 -4.4% 132,175
PFG Investments, LLC -6,000 -26.3% 16,800
BARCLAYS PLC -4,076 -90.9% 410
Tower Research Capital LLC (TRC) -1,335 -90.6% 138
EXCHANGE TRADED CONCEPTS, LLC -1,016 -5.3% 18,288
ROYAL BANK OF CANADA -604 -5.7% 10,052
JONES FINANCIAL COMPANIES LLLP -443 -24.8% 1,340
WESTWOOD HOLDINGS GROUP INC -439 -0.3% 160,185
KESTRA PRIVATE WEALTH SERVICES, LLC -149 -1.6% 9,139
Cetera Investment Advisers -43 -0.3% 16,061
State of Wyoming -31 -2.3% 1,317
Cambridge Investment Research Advis -27 -0.7% 4,101
UBS Group AG -9 -0.0% 117,955

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms