SCHEDULE: Delek Logistics Partners LP: Stakeholder Ownership Update

ALPS Advisors and Alerian MLP ETF report significant beneficial ownership of Delek Logistics Partners LP common units as of June 30, 2026.

Summary

• ALPS Advisors, Inc. and Alerian MLP ETF have filed a Schedule 13G, indicating their beneficial ownership of Delek Logistics Partners LP common units.
• As of June 30, 2026, ALPS Advisors, Inc. beneficially owns 4,384,141 common units, representing 8.25% of the class.
• Alerian MLP ETF beneficially owns 4,342,693 common units, representing 8.17% of the class.
• Both entities share voting and dispositive power over these units.
• ALPS Advisors, Inc. acts as an investment adviser to Alerian MLP ETF and other investment companies, holding voting and/or investment power over the reported securities.
• ALPS Advisors, Inc. disclaims beneficial ownership of these securities, stating they are owned by the Funds it advises.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports existing ownership stakes and does not contain new strategic information or performance data.

Positives

• Significant institutional ownership reported by ALPS Advisors, Inc. and Alerian MLP ETF, indicating confidence in Delek Logistics Partners LP.
• The filing is an amendment to a Schedule 13G, suggesting ongoing monitoring and reporting of ownership stakes.

Negatives

• ALPS Advisors, Inc. disclaims beneficial ownership, which could imply a complex ownership structure or a technicality in reporting.
• The filing does not provide details on the rationale behind the ownership levels or any recent changes in strategy.

Risks

• Potential for shifts in beneficial ownership by investment advisors or funds, which could impact market dynamics.
• The disclaimer of beneficial ownership by ALPS Advisors, Inc. might create ambiguity regarding ultimate control or influence over the securities.

Future Outlook

The filing does not contain forward-looking statements or guidance. It is a report of beneficial ownership as of a specific date.

Management Comments

• ALPS Advisors, Inc. disclaims beneficial ownership of such securities.
• The filing of this Schedule 13G shall not be construed as an admission that the reporting person or any of its affiliates is the beneficial owner of any securities covered by this Schedule 13G for any other purposes than Section 13(d) of the Securities Exchange Act of 1934.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and ETFs that acquire significant stakes in publicly traded companies. The reporting by ALPS Advisors, Inc. and Alerian MLP ETF reflects their role in managing investment portfolios within the energy infrastructure sector, specifically focusing on master limited partnerships (MLPs).

Comparison to Industry Standards

• The ownership percentages reported (8.25% and 8.17%) are substantial for institutional investors and are within the typical range for significant passive holdings in publicly traded partnerships.
• Many large MLP-focused ETFs and investment advisors hold similar or larger stakes in other MLPs, indicating this is a standard practice for portfolio management in this sector.

Stakeholder Impact

• Shareholders: The reported ownership by institutional investors can provide a degree of stability to the stock price, but also indicates potential for large block trades if these institutions decide to divest.
• Creditors: Stable institutional ownership can be viewed positively by creditors as it suggests a well-supported entity.
• Management: The significant stakes held by these entities may influence management's strategic decisions, particularly if the institutions engage in active dialogue.

Next Steps

• Continued monitoring of ownership changes by ALPS Advisors, Inc. and Alerian MLP ETF.
• Potential for future filings if ownership levels change significantly.

Key Dates

Keywords

Delek Logistics Partners LP, Schedule 13G, ALPS Advisors, Inc., Alerian MLP ETF, Common Units, Limited Partner Interests, Beneficial Ownership, Investment Adviser, SEC Filing