Global X MLP ETFMLPAETF

13F holders, Q2 2026 (June 30)
248holders +4
24new positions
16sold out
1famous investor
$53.01avg. 13F price*

At the end of Q2 2026, 248 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 4 from Q1 2026. 24 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($258.8M), UBS Group AG ($177.7M) and Creative Planning ($94.2M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Global X MLP ETF
CUSIP
37954Y343
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 214Q1 2024Q2 2024: 215Q2 2024Q3 2024: 204Q3 2024Q4 2024: 220Q4 2024Q1 2025: 231Q1 2025Q2 2025: 226Q2 2025Q3 2025: 226Q3 2025Q4 2025: 235Q4 2025Q1 2026: 244Q1 2026Q2 2026: 248Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$11.9M
Exits16$14.3M

All 13F filers, Q1 2026 → Q2 2026: 932,157 shares bought and 1,050,676 shares sold, net −118,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 248 holders

Morgan Stanley 0.01% Add +1.3% 4,875,179 $258.8M
UBS Group AG 0.03% Add +1.3% 3,348,455 $177.7M
Creative Planning 0.06% Reduce -3.3% 1,775,266 $94.2M
Wells Fargo & Company 0.01% Reduce -2.1% 1,128,270 $59.9M
Bank of America Corp. 0.00% Add +4.8% 1,030,318 $54.7M
LPL Financial LLC 0.01% Reduce -4.1% 922,223 $49.0M
Raymond James Financial Inc. 0.01% Reduce -5.1% 661,393 $35.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.1% 546,034 $29.0M
Madrid Financial Services 13.73% Add +3.8% 488,670 $25.9M
Evergreen Capital Management LLC 0.45% Add +0.7% 478,511 $25.4M
Gradient Investments LLC 0.32% Add +3.4% 436,144 $23.2M
Royal Bank of Canada 0.00% Reduce -7.4% 373,651 $19.8M
Envestnet Asset Management Inc. 0.00% Reduce -12.2% 368,127 $19.5M
Cetera Investment Advisers 0.01% Reduce -12.3% 282,310 $15.0M
Rockefeller Capital Management L.P. 0.02% Add +3.0% 279,377 $14.8M
Tectonic Advisors LLC 0.71% Add +2.9% 277,970 $14.8M
Greenspring Advisors, LLC 0.74% Add +0.8% 250,248 $13.3M
Legacy Wealth Asset Management, LLC 2.65% Reduce -0.1% 227,634 $12.1M
Advisors Management Group Inc. 1.92% Add +0.0% 218,447 $11.6M
Osaic Holdings, Inc. 0.01% Add +11.9% 212,176 $11.3M
Barry Investment Advisors, LLC 2.28% Add +0.1% 205,167 $10.9M
Naviter Wealth, LLC 0.97% Add +52.0% 201,119 $10.7M
Sei Investments Co. 0.01% Add +4.4% 192,242 $10.2M
Exchange Traded Concepts, LLC 0.05% Add +7.8% 191,084 $10.1M
Focus Partners Wealth 0.01% Add +13.1% 175,672 $9.3M
Private Advisory Group LLC 0.46% Add +60.0% 157,059 $8.3M
MBL Wealth, LLC 0.56% Add +6.5% 155,692 $8.3M
Advisors Asset Management, Inc. 0.12% Add +3.3% 152,983 $8.1M
Matrix Private Capital Group LLC 3.46% Add +5.7% 149,900 $8.0M
Madison Asset Management, LLC 0.09% Reduce -25.8% 138,095 $7.3M
Ameriprise Financial Inc. 0.00% Add +38.3% 129,984 $6.9M
Stephens Inc. 0.07% Add +0.2% 124,690 $6.6M
NewEdge Advisors, LLC 0.02% Add +1.9% 121,318 $6.4M
Columbus Macro, LLC 0.61% Reduce -31.9% 117,458 $6.2M
Almanack Investment Partners, LLC. 0.73% Reduce -0.3% 108,309 $5.7M
Fifth Third Bancorp 0.01% Reduce -0.9% 108,246 $5.7M
Clear Trail Advisors, LLC 0.86% Add +15.3% 106,513 $5.7M
Stifel Financial Corp. 0.00% Add +3.6% 104,618 $5.6M
Point Nemo Capital, LLC 2.65% Add +41.1% 98,478 $5.2M
Cascade Financial Partners, LLC 0.42% Reduce -3.2% 91,846 $4.9M
Advisory Services Network, LLC 0.05% Add +2.7% 89,755 $4.8M
Pinnacle Associates Ltd. 0.05% Add +1.6% 80,236 $4.3M
Global Retirement Partners, LLC 0.06% — 78,469 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +21.1% 76,439 $4.1M
Pekin Hardy Strauss, Inc. 0.36% Add +5.7% 76,775 $4.1M
Ashton Thomas Private Wealth, LLC 0.08% Add +2.4% 74,845 $4.0M
Beacon Pointe Advisors, LLC 0.02% Add +9.0% 73,929 $3.9M
Strong Tower Advisory Services 0.67% Add +1.7% 70,782 $3.8M
Trivium Point Advisory, LLC 0.33% New 69,436 $3.7M
Adams Asset Advisors, LLC 0.40% Add +5.4% 65,919 $3.5M
Capital Advisors Wealth Management, LLC 0.40% Add +12.5% 64,160 $3.4M
HighTower Advisors, LLC 0.00% Add +6.7% 63,634 $3.4M
Meixler Investment Management, Ltd. 1.85% Add +25.7% 63,228 $3.4M
Tocqueville Asset Management L.P. 0.04% Add +2.1% 54,751 $2.9M
Qube Research & Technologies Ltd 0.00% Add +30.0% 51,306 $2.7M
AlphaCore Capital LLC 0.05% Reduce -1.7% 48,900 $2.6M
Cerity Partners LLC 0.00% Add +3.0% 48,573 $2.6M
RFG Advisory, LLC 0.04% Reduce -1.1% 48,086 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.36% Reduce -1.4% 47,911 $2.5M
Ethos Financial Group, LLC 0.17% Reduce -7.0% 45,166 $2.5M
D.A. Davidson & Co. 0.01% Add +26.1% 45,850 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.6% 44,450 $2.4M
Farther Finance Advisors, LLC 0.02% Add +0.4% 42,304 $2.2M
Guild Investment Management, Inc. 1.49% Add +0.4% 41,120 $2.2M
Krilogy Financial LLC 0.06% Add +15.7% 40,637 $2.2M
IHT Wealth Management, LLC 0.05% Reduce -2.2% 40,019 $2.1M
Americana Partners, LLC 0.05% No change 39,725 $2.1M
Asset Allocation Strategies LLC 0.31% Add +13.2% 38,422 $2.0M
Private Advisor Group, LLC 0.01% Reduce -42.8% 37,898 $2.0M
Wiser Advisor Group LLC 2.11% Add +0.8% 36,302 $1.9M
Blair William & Co. 0.00% Add +0.1% 34,960 $1.9M
Harbour Investments, Inc. 0.02% Add +2.5% 33,213 $1.8M
Thor Investment Management Inc. /Oh/ 0.99% Add +0.9% 32,839 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -5.2% 32,763 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +2.5% 31,669 $1.7M
Janney Montgomery Scott LLC 0.00% New 30,592 $1.6M
Demars Financial Group, LLC 0.43% Add +32.5% 29,292 $1.6M
Moneco Advisors, LLC 0.09% Add +0.0% 27,856 $1.5M
Checchi Capital Advisers, LLC 0.09% Reduce -2.0% 27,653 $1.5M
Mercer Global Advisors Inc. 0.00% Add +1.5% 27,428 $1.5M
LFG Wealth Partners, LLC 0.66% Add +16.8% 26,477 $1.4M
J.W. Cole Advisors, Inc. 0.02% Add +0.9% 26,348 $1.4M
Jones Financial Companies LLLP 0.00% Add +6.7% 26,276 $1.4M
Charles Schwab Trust Co 0.08% No change 26,021 $1.4M
EP Wealth Advisors, LLC 0.01% Add +21.6% 25,914 $1.4M
Modern Wealth Management, LLC 0.02% New 25,587 $1.4M
Stratos Wealth Partners, LTD. 0.01% Reduce -1.9% 24,679 $1.3M
&partners 0.01% Reduce -16.9% 24,357 $1.3M
Centurion Wealth Management LLC 0.31% Add +1.2% 24,348 $1.3M
FWL Investment Management, LLC 0.24% Reduce -0.7% 24,208 $1.3M
Mariner, LLC 0.00% Reduce -9.0% 23,844 $1.3M
Independent Financial Group, LLC 0.02% Add +4.7% 23,134 $1.2M
Lido Advisors, LLC 0.00% Reduce -1.9% 21,164 $1.1M
Alpine Bank Wealth Management 0.14% Add +26.6% 20,220 $1.1M
LYNX Capital Group Ltd. 0.43% Add +1.7% 19,840 $1.1M
Sigma Planning Corp 0.03% Add +0.7% 19,687 $1.0M
International Assets Investment Management, LLC 0.06% Add +20.1% 19,515 $1.0M
Rockland Trust Co. 0.04% Reduce -7.3% 19,330 $1.0M
APS Management Group, Inc. 0.78% Reduce -1.9% 19,203 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -0.8% 18,776 $997K

"% of holder's portfolio" is MLPA's weight in each manager's 13F, not the share of Global X MLP ETF the manager owns.

Show all 248 holders