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
Morton Capital Management LLC 0.16% No change 12,626 $609K
Friedenthal Financial 0.37% Reduce -5.3% 12,462 $601K
J.W. Cole Advisors, Inc. 0.03% Reduce -1.8% 12,312 $594K
Chilton Capital Management LLC 0.03% Reduce -4.9% 11,693 $564K
Endowment Wealth Management, Inc. 0.41% Reduce -6.4% 11,455 $552K
Wiser Advisor Group LLC 0.82% Add +29.9% 10,822 $523K
Naples Global Advisors, LLC 0.05% Reduce -0.4% 10,518 $507K
Global Retirement Partners, LLC 0.02% Reduce -45.8% 10,397 $501K
Watershed Private Wealth LLC 0.22% No change 10,187 $491K
Lifeworks Advisors, LLC 0.14% Reduce -2.3% 10,119 $488K
Black Swift Group, LLC 0.12% New 9,930 $479K
Equitable Holdings, Inc. 0.01% Add +22.7% 9,834 $474K
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.6% 9,830 $474K
Venture Visionary Partners LLC 0.02% Add +0.0% 9,822 $474K
Claro Advisors Inc. 0.08% New 9,155 $441K
Twin Focus Capital Partners, LLC 0.08% Reduce -39.1% 9,084 $438K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -5.3% 8,825 $426K
Waterloo Capital, L.P. 0.05% No change 8,767 $423K
Fermata Advisors, LLC 0.09% Add +22.4% 8,271 $399K
Thrivent Financial for Lutherans 0.00% New 8,202 $396K
Spire Wealth Management 0.01% Add +2.3% 7,987 $385K
Stratos Wealth Advisors, LLC 0.02% New 7,731 $373K
Citadel Advisors 0.00% New 7,672 $370K
Moneco Advisors, LLC 0.06% Add +9.6% 7,336 $354K
Mercer Global Advisors Inc. 0.00% Reduce -1.4% 7,152 $345K
Spectrum Asset Management, Inc. (NB/CA) 0.15% No change 7,020 $339K
Austin Wealth Management, LLC 0.08% Add +6.2% 7,122 $336K
Cadence Bank 0.02% No change 6,791 $327K
Sunbelt Securities, Inc. 0.04% Reduce -5.3% 6,661 $321K
Adams Asset Advisors, LLC 0.04% No change 6,599 $318K
Northern Trust Corp. 0.00% No change 6,341 $306K
Buckingham Strategic Wealth, LLC 0.00% No change 6,300 $304K
Evanson Asset Management, LLC 0.02% No change 6,185 $298K
Freedom Investment Management, Inc. 0.02% New 6,054 $292K
West Coast Financial LLC 0.04% No change 6,033 $291K
Owen LaRue, LLC 0.18% Reduce -47.8% 5,988 $289K
Wolverine Trading, LLC 0.00% New 5,904 $285K
Legacy Capital Group California, Inc. 0.10% Reduce -42.1% 5,859 $283K
Atlas Capital Advisors Inc. 0.04% No change 5,744 $277K
Hibernia Wealth Partners, LLC 0.19% Add +0.2% 5,689 $274K
Magnus Financial Group LLC 0.03% New 5,686 $274K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -3.9% 5,677 $274K
Keystone Financial Group 0.04% Add +7.2% 5,599 $270K
Kraft, Davis & Associates, LLC 0.08% No change 5,668 $266K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.0% 5,406 $261K
GeoWealth Management, LLC 0.01% Add +47.8% 5,383 $260K
Lincoln National Corp. 0.00% New 5,308 $256K
IFP Advisors, Inc 0.01% No change 5,272 $254K
Sound View Wealth Advisors Group, LLC 0.03% No change 5,200 $251K
Heartwood Wealth Advisors LLC 0.03% No change 5,167 $249K
Allen Mooney & Barnes Investment Advisors LLC 0.05% No change 5,000 $238K
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -7.5% 4,930 $238K
Signet Financial Management, LLC 0.03% Add +0.3% 4,891 $236K
FF Advisors,LLC 0.16% No change 4,788 $231K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 4,628 $223K
Lanark Financial, Inc. 0.02% Reduce -0.7% 4,618 $222K
AE Wealth Management LLC 0.00% Reduce -85.0% 4,519 $218K
OneDigital Investment Advisors LLC 0.00% New 4,500 $217K
Greenspring Advisors, LLC 0.05% New 4,400 $212K
D. E. Shaw & Co. 0.00% New 4,208 $203K
Stevens Capital Partners 0.12% Reduce -27.8% 4,177 $201K
Astoria Portfolio Advisors LLC. 0.08% Reduce -5.7% 4,308 $201K
Prepared Retirement Institute LLC 0.15% New 4,149 $200K
Principal Securities, Inc. 0.01% Add +88.1% 4,138 $200K
Tradewinds Capital Management, LLC 0.05% New 3,751 $181K
First Horizon Advisors, Inc. 0.01% Add +3.1% 3,595 $173K
Blair William & Co. 0.00% No change 3,480 $168K
FMR LLC 0.00% Add +107.4% 2,918 $141K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 2,654 $128K
Bogart Wealth, LLC 0.01% No change 2,067 $100K
FAS Wealth Partners, Inc. 0.01% Add +1.9% 1,996 $96K
Glass Jacobson Investment Advisors llc 0.03% Reduce -26.2% 1,420 $68K
MGB Wealth Management, LLC 0.03% No change 1,330 $64K
Montag A & Associates Inc. 0.00% No change 1,236 $60K
Northwestern Mutual Wealth Management Co. 0.00% Add +37.5% 1,159 $56K
LGT Financial Advisors LLC 0.06% New 1,157 $56K
Park Place Capital Corp 0.02% New 1,095 $53K
Private Trust Co. NA 0.01% No change 1,066 $51K
FWL Investment Management, LLC 0.03% Reduce -10.4% 967 $47K
CoreCap Advisors, LLC 0.00% New 899 $43K
Baldwin Wealth Partners LLC 0.00% No change 750 $36K
Continuum Advisory, LLC 0.01% New 755 $36K
PSI Advisors, LLC 0.01% No change 712 $34K
Community Bank, N.A. 0.00% No change 680 $33K
Castleview Partners, LLC 0.02% Add +2.0% 674 $32K
St Germain D J Co. Inc. 0.00% No change 671 $32K
Rothschild Investment LLC 0.00% New 610 $29K
Bank of Montreal 0.00% Add +409.5% 591 $29K
Capital Advisors, Ltd. LLC 0.00% No change 555 $27K
Beacon Capital Management, LLC 0.00% No change 424 $20K
CIBC Private Wealth Group LLC 0.00% New 415 $20K
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.0% 375 $17K
Ancora Advisors LLC 0.00% No change 300 $14K
Mascoma Wealth Management LLC 0.00% No change 291 $14K
FRG Family Wealth Advisors LLC 0.00% New 269 $13K
Creative Financial Designs Inc. 0.00% Reduce -92.1% 214 $10K
Westside Investment Management, Inc. 0.00% No change 158 $8K
CENTRAL TRUST Co 0.00% No change 158 $8K
Aptus Capital Advisors, LLC 0.00% No change 150 $7K
Versant Capital Management, Inc 0.00% New 136 $7K
Arax Advisory Partners 0.00% No change 125 $6K
Simplex Trading, LLC 0.00% Reduce -88.1% 109 $5K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 93 $4K
Pathway Financial Advisers, LLC 0.00% Add +1.1% 89 $4K
FinTrust Capital Advisors, LLC 0.00% No change 54 $3K
Farther Finance Advisors, LLC 0.00% Reduce -62.0% 52 $3K
BlackRock Inc. 0.00% New 51 $2K
Crewe Advisors LLC 0.00% New 47 $2K
Balefire, LLC 0.00% Reduce -47.7% 45 $2K
Tyler-Stone Wealth Management 0.00% No change 21 $1K
Assetmark, Inc. 0.00% Reduce -100.0% 19 $916
Raleigh Capital Management Inc. 0.00% Reduce -98.7% 9 $453
Blue Trust, Inc. 0.00% Reduce -90.0% 5 $241
Howe & Rusling Inc. 0.00% No change 1 $49

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