Effectdossier · gearchiveerd kwartaal
MLPA
Global X - MLP ETF · Financial Services · Asset Management
49Gevolgde houders
+4Δ houders
17.11MGehouden aandelen
$921.56MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.9% ·
aandelenstroom +24.8% ·
netto nieuwe posities +8.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 78.13K | $4.24M | n/a | n/a |
| Q2 2026 | 47 | 0 | 17.01M | $902.75M | +2 | −3 |
| Q1 2026 | 49 | +4 | 17.11M | $921.56M | +5 | −1 |
| Q4 2025 | 45 | +1 | 13.71M | $663.46M | +1 | n/a |
| Q3 2025 | 6 | -2 | 4.56M | $220.75M | n/a | −2 |
| Q2 2025 | 6 | 0 | 107.38K | $5.39M | n/a | n/a |
| Q1 2025 | 4 | +3 | 32.18K | $1.71M | +3 | n/a |
| Q4 2024 | 1 | +1 | 22.12K | $1.09M | +1 | n/a |
| Q2 2024 | 2 | n/a | 53.29K | $2.58M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.81M | +9.9% | $259.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | UBS Group AG | 3.31M | +215.5% | $178.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Creative Planning | 1.84M | -1.7% | $98.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.15M | +13.1% | $62.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Bank Of America Corp /De/ | 983.37K | -8.1% | $52.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 961.50K | +18.8% | $51.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 697.23K | +5.5% | $37.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | UBS AM, a distinct business unit of… | 546.69K | +464.2% | $29.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 419.37K | +5.1% | $22.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 403.39K | +7.2% | $21.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Cetera Investment Advisers | 321.93K | +2.3% | $17.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 271.11K | -32.1% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 189.57K | +343.8% | $10.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Sei Investments Co | 184.17K | +6.7% | $9.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 155.28K | +4.3% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 109.27K | Nieuw | $5.89M | 0.0% | New | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 101.00K | -2.8% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 93.99K | -25.7% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Wealth Enhancement Advisory… | 63.11K | -73.8% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 59.62K | +10.3% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 47.16K | +37.6% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Qube Research & Technologies Ltd | 39.46K | -0.4% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Blair William & Co/Il | 34.91K | +17.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealthfront Advisers LLC | 34.57K | +9.6% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 30.90K | +3.8% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 28.65K | +231.1% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 27.03K | +342.0% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 26.19K | -6.3% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 24.63K | +3.4% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Lido Advisors, LLC | 21.59K | -7.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Jane Street Group, Llc | 18.62K | +62.0% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Corient Private Wealth LP | 17.53K | -25.8% | $927,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mirae Asset Global Investments Co.… | 13.00K | -9.7% | $700,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 11.49K | 0.0% | $618,966 | 0.0% | Held | 5 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 11.09K | -32.0% | $605,996 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 36 | Susquehanna International Group, Llp | 9.54K | Nieuw | $513,812 | 0.0% | New | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 7.31K | -0.4% | $393,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 7.20K | Nieuw | $387,864 | 0.0% | New | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 6.11K | -10.6% | $329,361 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 5.63K | +9.2% | $303,177 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 41 | Northwestern Mutual Wealth… | 5.12K | +73.2% | $275,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 3.29K | +1.8% | $177,305 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 3.25K | 0.0% | $175,078 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Cwm, Llc | 3.17K | +1764.7% | $170,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 509 | Nieuw | $27,420 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 216 | +86.2% | $11,636 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Group One Trading Llc | 100 | Nieuw | $5,387 | 0.0% | New | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 25 | 0.0% | $1,347 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Citigroup Inc | 3 | -90.6% | $162 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $5.89M | 0.0% |
| Susquehanna International… | $513,812 | 0.0% |
| Renaissance Technologies | $387,864 | 0.0% |
| Us Bancorp \De\ | $27,420 | 0.0% |
| Group One Trading Llc | $5,387 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $612,241 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 235 houders, 24.47M aandelen, $1.30B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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