Global X MLP ETFMLPAETF

13F holders, Q1 2024 (March 31)
214holders
3famous investors
$48.21avg. 13F price*

At the end of Q1 2024, 214 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings. The largest holders were Morgan Stanley ($146.4M), Creative Planning ($97.6M) and UBS Group AG ($63.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024

InstitutionsTotal Value
New Positions31$16.0M
Exits23$27.3M

Ownership 214 holders

Morgan Stanley 0.01% Add +13.0% 3,035,720 $146.4M
Creative Planning 0.11% Reduce -1.7% 2,023,588 $97.6M
UBS Group AG 0.02% Add +18.0% 1,307,045 $63.0M
Envestnet Asset Management Inc. 0.02% Add +77.4% 1,052,827 $50.8M
Bank of America Corp. 0.00% Add +2.6% 1,010,403 $48.7M
Wells Fargo & Company 0.01% Reduce -0.1% 765,050 $36.9M
LPL Financial LLC 0.02% Add +26.0% 673,721 $32.5M
Gradient Investments LLC 0.58% Add +14.1% 519,868 $25.1M
McGowan Group Asset Management, Inc. 3.09% Reduce -0.4% 433,909 $20.9M
Raymond James & Associates 0.01% Reduce -3.6% 350,938 $16.9M
Deutsche Bank AG 0.01% Reduce -5.2% 347,460 $16.8M
Rockefeller Capital Management L.P. 0.05% Reduce -14.2% 332,795 $16.0M
Cetera Investment Advisers 0.03% Add +44.0% 295,725 $14.3M
Advisors Management Group Inc. 2.77% Add +3.8% 231,061 $11.1M
Royal Bank of Canada 0.00% Reduce -5.2% 213,501 $10.3M
Tectonic Advisors LLC 0.78% Add +9.5% 211,723 $10.2M
Legacy Wealth Asset Management, LLC 2.16% Add +35.3% 160,854 $7.8M
Barry Investment Advisors, LLC 2.50% Add +3.2% 155,483 $7.5M
Raymond James Financial Services Advisors, Inc. 0.01% Add +8.4% 154,736 $7.5M
RFG Advisory, LLC 0.24% Add +7.8% 145,887 $7.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +0.8% 133,992 $6.5M
Madison Asset Management, LLC 0.08% Add +23.9% 131,021 $6.3M
Almanack Investment Partners, LLC. 1.03% Add +1.3% 125,087 $6.0M
MML Investors Services, LLC 0.02% Add +381.2% 111,967 $5.4M
Cascade Financial Partners, LLC 0.76% — 112,195 $5.3M
MBL Wealth, LLC 0.47% Add +8.4% 85,232 $4.1M
JPMorgan Chase & Co. 0.00% Add +650.2% 84,294 $4.1M
Stifel Financial Corp. 0.00% Add +4.3% 80,584 $3.9M
Pinnacle Associates Ltd. 0.06% Add +3.0% 80,328 $3.9M
Ashton Thomas Private Wealth, LLC 0.22% Reduce -0.7% 79,880 $3.9M
Comerica Bank 0.02% Add +19.3% 77,442 $3.7M
Stephens Inc. 0.06% Add +8.6% 76,104 $3.7M
Ameriprise Financial Inc. 0.00% Add +30.4% 72,709 $3.5M
HighTower Advisors, LLC 0.01% Reduce -4.3% 64,837 $3.1M
Matrix Private Capital Group LLC 2.10% Add +27.5% 64,428 $3.1M
Private Advisor Group, LLC 0.02% Add +7.1% 58,766 $2.8M
Sei Investments Co. 0.00% Add +22.4% 56,020 $2.7M
Sykon Capital LLC 0.96% Add +19.0% 55,239 $2.7M
Ethos Financial Group, LLC 0.50% Add +2.4% 54,706 $2.6M
Pekin Hardy Strauss, Inc. 0.36% Add +18.3% 53,887 $2.6M
Kingsview Wealth Management, LLC 0.07% New 53,831 $2.6M
Sonora Investment Management Group, LLC 0.20% Add +11.3% 53,121 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +1.1% 52,813 $2.5M
Edmonds Duncan Registered Investment Advisors, LLC 0.62% Reduce -0.7% 51,197 $2.5M
Whalen Wealth Management Inc. 1.73% Add +50.6% 48,540 $2.3M
Advisory Services Network, LLC 0.05% Add +97.7% 47,408 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -4.6% 47,284 $2.3M
Renaissance Technologies 0.00% Reduce -9.9% 47,100 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% New 46,055 $2.2M
Beck Capital Management, LLC 0.59% Add +2.8% 42,848 $2.1M
NewEdge Advisors, LLC 0.02% Add +5.3% 42,343 $2.0M
Stratos Wealth Partners, LTD. 0.03% Add +21.3% 41,128 $2.0M
Tocqueville Asset Management L.P. 0.03% New 40,325 $1.9M
D.A. Davidson & Co. 0.02% Reduce -13.0% 37,967 $1.8M
Thor Investment Management Inc. /Oh/ 1.42% Reduce -3.2% 37,244 $1.8M
Janney Montgomery Scott LLC 0.01% Add +2.3% 37,005 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +35.1% 36,347 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -8.4% 36,017 $1.7M
Guild Investment Management, Inc. 2.11% Add +2.9% 34,230 $1.7M
Prudential Financial Inc. 0.00% New 32,974 $1.6M
Cerity Partners LLC 0.00% Add +4.8% 32,883 $1.6M
Park Avenue Securities LLC 0.02% New 32,642 $1.6M
Arete Wealth Advisors, LLC 0.14% Add +2.9% 31,294 $1.5M
Future Financial Wealth Managment LLC 1.09% Add +3.0% 29,244 $1.4M
CCG Wealth Management, LLC 0.84% New 28,917 $1.4M
Rockland Trust Co. 0.07% Reduce -23.5% 27,586 $1.3M
Global Wealth Management Investment Advisory, Inc. 0.32% Add +2.5% 27,128 $1.3M
Fulcrum Equity Management 1.47% Reduce -7.9% 25,813 $1.2M
Smartleaf Asset Management LLC 0.23% Add +17.1% 25,263 $1.2M
Atria Wealth Solutions, Inc. 0.01% Add +13.4% 23,848 $1.1M
Capital Advisors Wealth Management, LLC 0.24% Add +10.3% 23,834 $1.1M
Independent Financial Group, LLC 0.05% Add +6.3% 23,715 $1.1M
Lido Advisors, LLC 0.01% Reduce -3.9% 22,910 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +75.2% 22,335 $1.1M
WBH Advisory Inc. 0.11% Add +98.8% 22,313 $1.1M
Concourse Financial Group Securities, Inc. 0.07% Add +368.0% 21,965 $1.1M
Collaborative Wealth Managment Inc. 0.52% No change 21,557 $1.0M
Harbour Investments, Inc. 0.04% Add +0.7% 21,407 $1.0M
Americana Partners, LLC 0.08% Add +13.7% 20,495 $988K
Mariner, LLC 0.00% Reduce -3.4% 19,306 $931K
LYNX Capital Group Ltd. 0.62% Add +11.1% 19,144 $923K
Ausdal Financial Partners, Inc. 0.11% Add +5.0% 18,872 $910K
Silver Oak Securities, Incorporated 0.13% Reduce -23.4% 17,589 $848K
Focus Partners Wealth 0.01% Add +1.2% 17,570 $847K
Apollon Wealth Management, LLC 0.03% Add +0.2% 17,249 $832K
Inscription Capital, LLC 0.13% Add +69.7% 16,733 $807K
Financial Advocates Investment Management 0.05% Add +4.4% 16,354 $789K
Wealthfront Advisers LLC 0.00% Add +10.7% 16,137 $778K
Sigma Planning Corp 0.02% Add +227.2% 15,756 $760K
LGL Partners, LLC 0.12% Add +1.9% 15,371 $741K
Avantax Advisory Services, Inc. 0.01% Reduce -20.5% 15,305 $738K
SWS Partners 0.22% Reduce -1.6% 15,186 $732K
Pension & Wealth Management Advisors, Inc. 0.48% Add +119.4% 15,121 $729K
Family Asset Management, LLC 0.44% Add +249.7% 14,570 $703K
Choreo, LLC 0.02% No change 14,049 $677K
LVZ, Inc. 0.09% Reduce -22.6% 13,612 $656K
HB Wealth Management, LLC 0.01% No change 13,409 $647K
Kestra Advisory Services, LLC 0.00% Add +67.2% 13,271 $640K
Corient Private Wealth LP 0.00% Add +1.0% 13,080 $631K
U.S. Capital Wealth Advisors, LLC 0.02% No change 12,645 $610K

"% 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 214 holders