Among active 13F managers last quarter, 6 opened and 4 added, while 9 reduced; the largest holder to move was Valueworks LLC (+3.4%). No open-market insider trades in the last 180 days.
No leg leans either way.
66 tracked 13F filers disclose a position in MLP as of the latest SEC 13F filings, a combined $82.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Valueworks LLC | 1.2M | $22.0M | ▲+3.4% Added · +40K sh | Q2 2026 | |
| 2 | TSP Capital Management Group, LLC | 1.1M | $19.5M | ▼−0.3% Reduced · −3K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 562K | $10.0M | ▲+3.1% Added · +17K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 317K | $5.6M | ▼−2.7% Reduced · −9K sh | Q2 2026 | |
| 5 | Oppenheimer & Co Inc | 192K | $3.4M | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 6 | Nokomis Capital, L.L.C. | 176K | $3.1M | ▼−17% Reduced · −37K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 166K | $3.0M | ▲+8.6% Added · +13K sh | Q2 2026 | |
| 8 | Dimensional Fund Advisors LP | 166K | $2.5M | ▼−19% Reduced · −38K sh | Q1 2026 | |
| 9 | State Street Corp | 109K | $1.9M | ▼−0.7% Reduced · −772 sh | Q2 2026 | |
| 10 | Renaissance Technologies LLC | 97K | $1.5M | ▼−4.1% Reduced · −4K sh | Q1 2026 | |
| 11 | Crawford Fund Management, LLC | 78K | $1.4M | ▼−0.8% Reduced · −600 sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 76K | $1.2M | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 56K | $996K | ▲+6.3% Added · +3K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 55K | $848K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 15 | Lanark Financial, Inc. | 44K | $785K | —Held | Q2 2026 | |
| 16 | Vanguard Portfolio Management LLC | 44K | $781K | ▲+8.5% Added · +3K sh | Q2 2026 | |
| 17 | CastleKnight Management LP | 32K | $560K | —Held | Q2 2026 | |
| 18 | Nuveen, LLC | 29K | $444K | ▲+1.1% Added · +314 sh | Q1 2026 | |
| 19 | Cannell & Spears LLC | 23K | $405K | —Held | Q2 2026 | |
| 20 | Bridgeway Capital Management, LLC | 22K | $395K | —Held | Q2 2026 | |
| 21 | Charles Schwab Investment Management Inc | 18K | $280K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 22 | Steinberganna Wealth Management | 17K | $299K | ▲+3.2% Added · +523 sh | Q2 2026 | |
| 23 | Bank of New York Mellon Corp | 15K | $228K | ▼−5.2% Reduced · −807 sh | Q1 2026 | |
| 24 | UBS Group AG | 14K | $220K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 13K | $206K | ▲New +13K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in MLP and 4 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 25 funds | $69.9B |
| Apple IncAAPL | 25 funds | $56.4B |
| Amazon.com IncAMZN | 25 funds | $32.4B |
| Alphabet Inc-CL CGOOG | 25 funds | $21.9B |
| Tesla IncTSLA | 25 funds | $14.2B |
| Micron Technology IncMU | 25 funds | $7.0B |
| Advanced Micro DevicesAMD | 25 funds | $6.8B |
| Intel CorpINTC | 25 funds | $4.7B |
| Newmont CorpNEM | 25 funds | $1.8B |
| Microsoft CorpMSFT | 24 funds | $46.7B |
| Alphabet Inc-CL AGOOGL | 24 funds | $26.7B |
| Eli Lilly & CoLLY | 24 funds | $13.3B |
Ranked by how many of MLP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MLP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 12, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 300 | $5K |
| Dec 11, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 5K | $84K |
| Dec 9, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 450 | $7K |
| Dec 8, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 3K | $49K |
| Dec 3, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 3K | $42K |
| Dec 2, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 5K | $80K |
| Dec 1, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 5K | $80K |
| Nov 28, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 400 | $6K |
| Nov 26, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 2K | $33K |
| Nov 25, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 5K | $77K |
| Nov 24, 2025 | Case Stephen M | Director, 10% Owner | Buy (P) | 5K | $76K |
| Nov 21, 2025 | Randle Race A. | CEO | Buy (P) | 2K | $29K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 19 | 24 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MLP
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MLP/capital-change-brief"
Use Arkolith's capital_change_brief for MLP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MLP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.