SCHEDULE: Delek Logistics Partners LP: Stakeholder Holdings Update

ALPS Advisors, Inc. and Alerian MLP ETF report significant beneficial ownership of Delek Logistics Partners LP common units as of March 31, 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 March 31, 2026, ALPS Advisors, Inc. beneficially owns 4,575,667 common units, representing 8.55% of the class.
• Alerian MLP ETF beneficially owns 4,536,265 common units, representing 8.48% 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, disclaiming beneficial ownership of the securities held by these funds.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It primarily reports ownership stakes and does not provide operational or financial performance data, thus having a limited immediate impact on sentiment.

Positives

• Significant investment by established financial entities (ALPS Advisors, Inc. and Alerian MLP ETF) in Delek Logistics Partners LP, suggesting confidence in the company's prospects.
• Clear disclosure of beneficial ownership, promoting transparency for investors.

Negatives

• The filing does not contain financial performance data or operational updates, limiting the assessment of the company's current health.
• The nature of the filing (Schedule 13G) primarily concerns ownership, not company performance, thus offering limited insight into business operations.

Risks

• Potential for future changes in beneficial ownership by ALPS Advisors, Inc. or Alerian MLP ETF, which could impact share price and market dynamics.
• As an investment adviser, ALPS Advisors, Inc. may exercise influence over the securities held by the funds it manages, which could have implications for corporate governance.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding future financial performance or strategic initiatives.

Management Comments

• ALPS Advisors, Inc. disclaims beneficial ownership of the securities reported, stating that all securities are owned by the Funds to which it provides investment advice.
• The filing of 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 entities. The reported holdings by ALPS Advisors, Inc. and Alerian MLP ETF indicate a substantial institutional presence in Delek Logistics Partners LP, a master limited partnership operating in the energy infrastructure sector.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership, potentially influencing market perception and trading activity.
• Creditors: The substantial investment by financial entities may be viewed positively, indicating stability and confidence in the partnership's long-term viability.
• Management: The reporting entities, as significant unitholders, may have influence on strategic decisions or corporate governance matters.

Next Steps

• Continued monitoring of ownership changes by ALPS Advisors, Inc. and Alerian MLP ETF.
• Observation of any future filings that may indicate changes in investment strategy or voting power.

Key Dates

Keywords

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