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Security record

MLPA

Global X - MLP ETF · Financial Services · Asset Management

53.97 -0.6% mkt cap $2.03B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
48Tracked holders
0Δ holders
17.07MShares held
$906.13MReported value
+2New positions
−2Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 48 0 17.07M $906.13M +2 −2
Q1 2026 49 +4 17.11M $921.56M +5 −1
Q4 2025 45 +1 13.71M $663.46M +1 —
Q3 2025 6 -2 4.56M $220.75M — −2
Q2 2025 6 0 107.38K $5.39M — —
Q1 2025 4 +3 32.18K $1.71M +3 —
Q4 2024 1 +1 22.12K $1.09M +1 —
Q2 2024 2 — 53.29K $2.58M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 4.88M +1.3% $258.77M 0.0% ▲ Add 4 SEC ↗ ×3
2 UBS Group AG 3.35M +1.3% $177.74M 0.0% ▲ Add 3 SEC ↗ ×3
3 Creative Planning 1.78M -3.3% $94.23M 0.1% ▼ Trim 3 SEC ↗ ×2
4 Wells Fargo & Company/Mn 1.13M -2.1% $59.89M 0.0% ▼ Trim 3 SEC ↗ ×4
5 Bank Of America Corp /De/ 1.03M +4.8% $54.69M 0.0% ▲ Add 3 SEC ↗ ×3
6 LPL Financial LLC 922.22K -4.1% $48.95M 0.0% ▼ Trim 3 SEC ↗
7 Raymond James Financial Inc 661.39K -5.1% $35.11M 0.0% ▼ Trim 3 SEC ↗ ×3
8 UBS AM, a distinct business unit of… 546.03K -0.1% $28.98M 0.0% ▼ Trim 3 SEC ↗
9 Royal Bank Of Canada 373.65K -7.4% $19.83M 0.0% ▼ Trim 3 SEC ↗ ×3
10 Envestnet Asset Management Inc 368.13K -12.2% $19.54M 0.0% ▼ Trim 3 SEC ↗
11 Cetera Investment Advisers 282.31K -12.3% $14.99M 0.0% ▼ Trim 3 SEC ↗
12 Rockefeller Capital Management L.P. 279.38K +3.0% $14.83M 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 212.18K +11.9% $11.26M 0.0% ▲ Add 3 SEC ↗ ×3
14 Sei Investments Co 192.24K +4.4% $10.20M 0.0% ▲ Add 3 SEC ↗
15 Focus Partners Wealth 175.67K +13.1% $9.32M 0.0% ▲ Add 3 SEC ↗
16 Ameriprise Financial Inc 129.98K +38.3% $6.90M 0.0% ▲ Add 3 SEC ↗ ×2
17 Fifth Third Bancorp 108.25K -0.9% $5.75M 0.0% ▼ Trim 2 SEC ↗
18 Stifel Financial Corp 104.62K +3.6% $5.55M 0.0% ▲ Add 3 SEC ↗
19 Wealth Enhancement Advisory… 76.44K +21.1% $4.14M 0.0% ▲ Add 3 SEC ↗
20 HighTower Advisors, LLC 63.63K +6.7% $3.38M 0.0% ▲ Add 3 SEC ↗
21 Qube Research & Technologies Ltd 51.31K +30.0% $2.72M 0.0% ▲ Add 3 SEC ↗
22 Cerity Partners LLC 48.57K +3.0% $2.58M 0.0% ▲ Add 3 SEC ↗ ×2
23 Blair William & Co/Il 34.96K +0.1% $1.86M 0.0% ▲ Add 3 SEC ↗
24 Wealthfront Advisers LLC 32.76K -5.2% $1.74M 0.0% ▼ Trim 3 SEC ↗
25 Commonwealth Equity Services, Llc 31.67K +2.5% $1.68M 0.0% ▲ Add 3 SEC ↗
26 Mercer Global Advisors Inc /Adv 27.43K +1.5% $1.46M 0.0% ▲ Add 3 SEC ↗
27 Jones Financial Companies Lllp 26.28K +6.7% $1.39M 0.0% ▲ Add 3 SEC ↗
28 Mariner, LLC 23.84K -9.0% $1.27M 0.0% ▼ Trim 3 SEC ↗
29 Lido Advisors, LLC 21.16K -1.9% $1.12M 0.0% ▼ Trim 3 SEC ↗ ×2
30 Gotham Asset Management ✦ 13.30K +15.8% $706,017 0.0% ▲ Add 6 SEC ↗
31 Susquehanna International Group, Llp 12.87K +34.9% $683,193 0.0% ▲ Add 2 SEC ↗
32 Corient Private Wealth LP 12.26K -30.1% $650,974 0.0% ▼ Trim 3 SEC ↗
33 BlackRock ✦ (passive) 11.56K +105.4% $613,655 0.0% ▲ Add 5 SEC ↗ ×2
34 Jane Street Group, Llc 11.50K -38.3% $610,314 0.0% ▼ Trim 3 SEC ↗
35 Truist Financial Corp 9.83K +34.5% $521,883 0.0% ▲ Add 3 SEC ↗
36 Sumitomo Mitsui Trust Group, Inc. 9.00K New $477,720 0.0% New 1 SEC ↗
37 Mirae Asset Global Investments Co.… 6.30K -51.5% $334,404 0.0% ▼ Trim 3 SEC ↗
38 Northwestern Mutual Wealth… 6.29K +22.9% $333,979 0.0% ▲ Add 3 SEC ↗
39 Baird Financial Group, Inc. 6.11K 0.0% $324,531 0.0% Held 3 SEC ↗
40 JPMorgan Chase ✦ 5.91K -46.7% $313,449 0.0% ▼ Trim 4 SEC ↗ ×3
41 Fidelity (FMR) ✦ 5.48K +66.6% $291,023 0.0% ▲ Add 5 SEC ↗
42 Pnc Financial Services Group, Inc. 3.25K 0.0% $172,510 0.0% Held 3 SEC ↗
43 Citigroup Inc 3.10K +103333.3% $164,707 0.0% ▲ Add 3 SEC ↗
44 Us Bancorp \De\ 625 +22.8% $33,175 0.0% ▲ Add 2 SEC ↗
45 Allspring Global Investments… 273 New $14,482 0.0% New 1 SEC ↗
46 Bank Of Montreal /Can/ 218 +0.9% $11,565 0.0% ▲ Add 3 SEC ↗ ×2
47 Group One Trading Llc 100 0.0% $5,308 0.0% Held 2 SEC ↗
48 Assetmark, Inc 25 0.0% $1,327 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Goldman Sachs Group $1.54M was 0.0%
Renaissance Technologies $387,864 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 235 holders, 24.47M shares, $1.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API