STOCK TITAN

ALPS Advisors (DKL) adviser role tied to two ~8% holdings in Delek Logistics

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Delek Logistics Partners LP schedules an amended beneficial ownership disclosure reporting large passive stakes held by two related reporting persons. ALPS Advisors, Inc. reports shared voting and dispositive power over 4,384,141 common units (8.25% of the class), and Alerian MLP ETF reports shared voting and dispositive power over 4,342,693 common units (8.17% of the class). The filing states the units are owned by investment funds advised by ALPS Advisors, and that ALPS Advisors disclaims beneficial ownership of the funds' securities. The statement is signed by Matthew Sutula, Chief Compliance Officer.

Positive

  • None.

Negative

  • None.

Insights

Two funds report ~8% passive stakes via shared voting/dispositive power.

The filing lists 4,384,141 units (8.25%) associated with ALPS Advisors' advisory role and 4,342,693 units (8.17%) held by the Alerian MLP ETF, both showing shared voting and dispositive authority. The disclosure frames these as fund holdings with the adviser disclaiming beneficial ownership.

Relevant dependencies include continued fund ownership and any future amendments. Subsequent filings would show changes to these percentages or transfers.

Amendment clarifies reporting mechanics and adviser disclaimers under Section 13(d).

The filing emphasizes that ALPS Advisors furnishes investment advice to registered funds and that the reported securities are owned by those funds; the adviser expressly disclaims beneficial ownership. The statement references the Investment Company Act framework for fund holdings.

Watch for further amendments if voting/dispositive arrangements change or if a Schedule 13D becomes required.

ALPS Advisors shared power 4,384,141 shares reported on Schedule 13G/A; <date>07/06/2026</date>
ALPS Advisors percent 8.25% percent of class as reported in the filing
Alerian MLP ETF shared power 4,342,693 shares reported on Schedule 13G/A; <date>07/06/2026</date>
Alerian MLP ETF percent 8.17% percent of class as reported in the filing
Signature date 07/06/2026 statement signed by Matthew Sutula, Chief Compliance Officer
beneficially owned regulatory
"Amount beneficially owned: ALPS Advisors, Inc.: 4384141"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
shared dispositive power financial
"Shared Dispositive Power 4,384,141.00"
disclaims beneficial ownership regulatory
"AAI disclaims beneficial ownership of such securities"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What ownership stake does ALPS Advisors report in Delek Logistics (DKL)?

ALPS Advisors reports shared voting and dispositive power over 4,384,141 common units (8.25%). The filing states these units are owned by funds advised by ALPS Advisors and that the adviser disclaims beneficial ownership.

How many Delek Logistics units does Alerian MLP ETF report owning?

Alerian MLP ETF reports shared voting and dispositive power over 4,342,693 common units (8.17%). The filing identifies the ETF as a fund advised by ALPS Advisors and lists the holding on the Schedule 13G/A.

Does ALPS Advisors claim to beneficially own the reported DKL units?

No. ALPS Advisors states it disclaims beneficial ownership of the securities and identifies the units as owned by investment funds to which it provides advice under the Investment Company Act.

Who signed the Schedule 13G/A amendment for these holdings?

The amendment is signed by Matthew Sutula, Chief Compliance Officer. The signature block includes the certification that the information is true, complete, and correct.





24664T103

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



ALPS Advisors, Inc.
Signature:/s/ Matthew Sutula
Name/Title:Matthew Sutula, Chief Compliance Officer
Date:07/06/2026
Alerian MLP ETF
Signature:/s/ Matthew Sutula
Name/Title:Matthew Sutula, Chief Compliance Officer
Date:07/06/2026

Comments accompanying signature: After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.