Global X MLP ETFMLPAETF
13F holders, Q2 2024 (June 30)215holders +1
27new positions
29sold out
2famous investors
$48.50avg. 13F price*
At the end of Q2 2024, 215 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 1 from Q1 2024. 27 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($160.6M), Creative Planning ($96.8M) and UBS Group AG ($64.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Global X MLP ETF
- CUSIP
- 37954Y343
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $31.5M |
| Exits | 29 | $49.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,611,219 shares bought and 1,897,782 shares sold, net −286,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Morgan Stanley | 0.01% | Add +9.1% | 3,310,518 | $160.6M |
| Creative Planning | 0.10% | Reduce -1.4% | 1,995,113 | $96.8M |
| UBS Group AG | 0.02% | Add +1.7% | 1,328,850 | $64.4M |
| Bank of America Corp. | 0.00% | Add +1.1% | 1,021,442 | $49.5M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 851,328 | $41.3M |
| LPL Financial LLC | 0.02% | Add +1.6% | 684,407 | $33.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -39.4% | 638,460 | $31.0M |
| Gradient Investments LLC | 0.67% | Add +18.6% | 616,720 | $29.9M |
| Evergreen Capital Management LLC | 0.83% | New | 474,797 | $23.0M |
| Raymond James & Associates | 0.01% | Reduce -4.3% | 335,667 | $16.3M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -4.3% | 318,580 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +3.1% | 304,763 | $14.8M |
| Advisors Management Group Inc. | 2.82% | Add +0.9% | 233,078 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 218,280 | $10.6M |
| Tectonic Advisors LLC | 0.74% | No change | 211,723 | $10.3M |
| Madison Asset Management, LLC | 0.10% | Add +30.1% | 170,521 | $8.3M |
| Barry Investment Advisors, LLC | 2.60% | Add +2.5% | 159,330 | $7.7M |
| Legacy Wealth Asset Management, LLC | 2.15% | Reduce -2.5% | 156,880 | $7.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.7% | 155,743 | $7.6M |
| RFG Advisory, LLC | 0.24% | Add +5.7% | 154,193 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +9.4% | 146,610 | $7.1M |
| Almanack Investment Partners, LLC. | 0.99% | Reduce -3.6% | 120,601 | $5.8M |
| Cascade Financial Partners, LLC | 0.70% | Reduce -2.2% | 109,715 | $5.3M |
| MBL Wealth, LLC | 0.58% | Add +24.8% | 106,330 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +45.2% | 105,579 | $5.1M |
| Comerica Bank | 0.02% | Add +10.4% | 85,473 | $4.1M |
| Pinnacle Associates Ltd. | 0.06% | Add +4.2% | 83,675 | $4.1M |
| Stephens Inc. | 0.06% | Add +7.7% | 81,968 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +1.1% | 80,758 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 75,348 | $3.7M |
| Matrix Private Capital Group LLC | 2.26% | Add +14.9% | 74,059 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +53.6% | 65,044 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +10.6% | 64,993 | $3.2M |
| Global Retirement Partners, LLC | 0.10% | Add +515.0% | 63,942 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 62,203 | $3.0M |
| Sei Investments Co. | 0.00% | Add +8.4% | 60,726 | $2.9M |
| Pekin Hardy Strauss, Inc. | 0.40% | Add +9.9% | 59,212 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +61.3% | 58,077 | $2.8M |
| Ethos Financial Group, LLC | 0.48% | Add +1.8% | 55,676 | $2.7M |
| Trivium Point Advisory, LLC | 0.40% | New | 55,203 | $2.7M |
| Sykon Capital LLC | 0.97% | Reduce -3.9% | 53,072 | $2.6M |
| Sonora Investment Management Group, LLC | 0.20% | No change | 53,121 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 51,678 | $2.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.60% | Reduce -0.5% | 50,948 | $2.5M |
| Whalen Wealth Management Inc. | 1.87% | Add +0.1% | 48,566 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +2.0% | 48,348 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.9% | 46,851 | $2.3M |
| Citadel Advisors | 0.00% | Add +508.5% | 46,686 | $2.3M |
| Guild Investment Management, Inc. | 2.53% | Add +33.2% | 45,600 | $2.2M |
| Beck Capital Management, LLC | 0.59% | Add +3.7% | 44,443 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.5% | 41,989 | $2.0M |
| Black Swift Group, LLC | 0.46% | Add +309.1% | 40,620 | $2.0M |
| Cerity Partners LLC | 0.01% | Add +17.3% | 38,559 | $1.9M |
| Thor Investment Management Inc. /Oh/ | 1.41% | Reduce -0.6% | 37,017 | $1.8M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -8.3% | 36,967 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.4% | 36,307 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.8% | 34,841 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 30,232 | $1.5M |
| Future Financial Wealth Managment LLC | 1.25% | Add +0.4% | 29,355 | $1.4M |
| Blair William & Co. | 0.00% | Add +735.0% | 29,057 | $1.4M |
| CCG Wealth Management, LLC | 0.79% | No change | 28,917 | $1.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.32% | Add +6.0% | 28,765 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -37.1% | 25,882 | $1.3M |
| Smartleaf Asset Management LLC | 0.20% | Add +0.4% | 25,370 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -8.2% | 25,318 | $1.2M |
| Fulcrum Equity Management | 1.06% | Reduce -5.8% | 24,327 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.1% | 23,464 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -1.2% | 22,643 | $1.1M |
| Capital Advisors Wealth Management, LLC | 0.22% | Reduce -5.6% | 22,493 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.6% | 21,805 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.51% | Reduce -0.9% | 21,357 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -5.5% | 21,100 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +26.5% | 20,418 | $990K |
| Americana Partners, LLC | 0.08% | Reduce -2.9% | 19,895 | $965K |
| Ausdal Financial Partners, Inc. | 0.10% | Add +4.3% | 19,689 | $955K |
| Harbour Investments, Inc. | 0.03% | Reduce -8.9% | 19,502 | $946K |
| Mariner, LLC | 0.00% | Reduce -0.0% | 19,299 | $936K |
| LYNX Capital Group Ltd. | 0.64% | Add +0.0% | 19,146 | $929K |
| Kestra Advisory Services, LLC | 0.01% | Add +38.7% | 18,402 | $892K |
| Focus Partners Wealth | 0.00% | Add +2.7% | 18,041 | $875K |
| Silver Oak Securities, Incorporated | 0.13% | Add +1.0% | 17,765 | $862K |
| Truist Financial Corp. | 0.00% | New | 17,282 | $838K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.0% | 17,083 | $829K |
| Financial Advocates Investment Management | 0.05% | Add +4.1% | 17,027 | $826K |
| Inscription Capital, LLC | 0.13% | No change | 16,733 | $812K |
| Sigma Planning Corp | 0.02% | Add +0.3% | 15,798 | $766K |
| LGL Partners, LLC | 0.11% | Add +1.9% | 15,665 | $760K |
| Choreo, LLC | 0.01% | Add +7.7% | 15,124 | $738K |
| SWS Partners | 0.22% | Reduce -0.3% | 15,147 | $735K |
| Sunbelt Securities, Inc. | 0.07% | Add +116.9% | 14,446 | $701K |
| HB Wealth Management, LLC | 0.01% | No change | 13,409 | $650K |
| Twin Focus Capital Partners, LLC | 0.10% | Add +47.3% | 13,384 | $649K |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 12,846 | $623K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +4.3% | 12,835 | $622K |
| LVZ, Inc. | 0.08% | Reduce -6.4% | 12,740 | $618K |
| Morton Capital Management LLC | 0.15% | No change | 12,626 | $612K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -60.4% | 12,408 | $602K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.3% | 12,345 | $599K |
| Wiser Advisor Group LLC | 0.94% | Add +13.6% | 12,296 | $596K |
| Friedenthal Financial | 0.36% | Reduce -5.2% | 11,809 | $573K |
| Chilton Capital Management LLC | 0.03% | Reduce -1.9% | 11,468 | $556K |
| Principal Securities, Inc. | 0.02% | Add +176.2% | 11,427 | $554K |
| Hibernia Wealth Partners, LLC | 0.19% | Add +100.4% | 11,399 | $553K |
| Equitable Holdings, Inc. | 0.01% | Add +14.0% | 11,215 | $544K |
| Endowment Wealth Management, Inc. | 0.39% | Reduce -3.4% | 11,070 | $537K |
| Fermata Advisors, LLC | 0.12% | Add +26.1% | 10,428 | $506K |
| WBH Advisory Inc. | 0.05% | Reduce -53.8% | 10,309 | $500K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -33.1% | 10,234 | $496K |
| Naples Global Advisors, LLC | 0.05% | Reduce -2.9% | 10,218 | $496K |
| Watershed Private Wealth LLC | 0.21% | No change | 10,187 | $494K |
| Venture Visionary Partners LLC | 0.02% | No change | 9,822 | $476K |
| Lifeworks Advisors, LLC | 0.13% | Reduce -3.8% | 9,730 | $472K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +71.2% | 9,253 | $449K |
| Waterloo Capital, L.P. | 0.05% | Add +0.1% | 8,779 | $426K |
| M3 Advisory Group, LLC | 0.34% | New | 8,580 | $416K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -3.1% | 8,552 | $415K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.7% | 8,277 | $401K |
| Strong Tower Advisory Services | 0.12% | New | 7,531 | $365K |
| CoreCap Advisors, LLC | 0.04% | Add +732.7% | 7,486 | $363K |
| Austin Wealth Management, LLC | 0.08% | Add +1.4% | 7,219 | $353K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.16% | Add +1.9% | 7,151 | $347K |
| Moneco Advisors, LLC | 0.05% | Reduce -4.7% | 6,994 | $339K |
| Cadence Bank | 0.02% | No change | 6,791 | $329K |
| Eagle Strategies LLC | 0.06% | New | 6,719 | $326K |
| Renaissance Technologies | 0.00% | Reduce -86.0% | 6,600 | $320K |
| Adams Asset Advisors, LLC | 0.04% | No change | 6,599 | $320K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 6,300 | $306K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,185 | $300K |
| MML Investors Services, LLC | 0.00% | Reduce -94.5% | 6,138 | $298K |
| West Coast Financial LLC | 0.03% | No change | 6,033 | $293K |
| Good Life Advisors, LLC | 0.02% | New | 5,986 | $290K |
| Foundations Investment Advisors, LLC | 0.01% | New | 5,956 | $289K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,934 | $287K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +2.2% | 5,802 | $281K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 5,744 | $279K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 5,668 | $277K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +32.4% | 5,705 | $277K |
| Owen LaRue, LLC | 0.17% | Reduce -7.5% | 5,537 | $269K |
| IFP Advisors, Inc | 0.01% | No change | 5,272 | $256K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,167 | $251K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -13.0% | 5,095 | $247K |
| Naviter Wealth, LLC | 0.04% | New | 4,861 | $236K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.6% | 4,860 | $236K |
| Mattson Financial Services, LLC | 0.08% | — | 4,788 | $232K |
| FF Advisors,LLC | 0.16% | No change | 4,788 | $232K |
| Empower Advisory Group, LLC | 0.00% | New | 4,718 | $229K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -78.6% | 4,706 | $228K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -52.5% | 4,673 | $227K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 4,670 | $226K |
| Jones Financial Companies LLLP | 0.00% | New | 4,618 | $224K |
| Lanark Financial, Inc. | 0.02% | No change | 4,618 | $223K |
| L.M. Kohn & Company | 0.06% | New | 4,545 | $220K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,500 | $218K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -66.0% | 4,297 | $208K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,284 | $208K |
| Madison Park Capital Advisors, LLC | 0.17% | New | 4,286 | $208K |
| Stevens Capital Partners | 0.11% | Add +1.5% | 4,240 | $206K |
| Prudential Financial Inc. | 0.00% | Reduce -87.3% | 4,171 | $202K |
| Prepared Retirement Institute LLC | 0.13% | No change | 4,149 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.9% | 3,628 | $176K |
| FMR LLC | 0.00% | Add +20.4% | 3,512 | $170K |
| GeoWealth Management, LLC | 0.01% | Reduce -35.6% | 3,467 | $168K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 2,643 | $128K |
| Bogart Wealth, LLC | 0.01% | No change | 2,067 | $100K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.9% | 2,034 | $99K |
| Creative Financial Designs Inc. | 0.01% | Add +786.9% | 1,898 | $92K |
| Centerpoint Advisors, LLC | 0.03% | New | 1,500 | $73K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,330 | $65K |
| Triad Wealth Partners, LLC | 0.03% | New | 1,306 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 1,236 | $60K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -18.7% | 1,154 | $56K |
| FWL Investment Management, LLC | 0.03% | Add +19.1% | 1,152 | $56K |
| Private Trust Co. NA | 0.01% | No change | 1,066 | $52K |
| Brown Financial Advisors | 0.02% | — | 882 | $43K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 821 | $40K |
| Continuum Advisory, LLC | 0.01% | No change | 755 | $37K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 750 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -95.3% | 715 | $35K |
| PSI Advisors, LLC | 0.01% | No change | 712 | $35K |
| Community Bank, N.A. | 0.00% | No change | 680 | $33K |
| St Germain D J Co. Inc. | 0.00% | No change | 671 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 610 | $30K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 555 | $27K |
| Flputnam Investment Management Co. | 0.00% | New | 456 | $22K |
| Beacon Capital Management, LLC | 0.00% | No change | 424 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 415 | $20K |
| Castleview Partners, LLC | 0.01% | Reduce -39.5% | 408 | $20K |
| Webster Bank, N. A. | 0.00% | New | 378 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -69.8% | 350 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 300 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 291 | $14K |
| Cultivar Capital, Inc. | 0.01% | New | 260 | $13K |
| Country Trust Bank | 0.00% | New | 253 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 158 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 150 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 136 | $7K |
| Arax Advisory Partners | 0.00% | No change | 125 | $6K |
| Lynx Investment Advisory | 0.00% | — | 124 | $6K |
| Bank of Montreal | 0.00% | Reduce -80.4% | 116 | $6K |
| Opal Wealth Advisors, LLC | 0.00% | New | 108 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 93 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | Add +2.3% | 91 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 84 | $4K |
| Spire Wealth Management | 0.00% | Reduce -99.2% | 68 | $3K |
| Unique Wealth Strategies, LLC | 0.00% | New | 56 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 54 | $3K |
| Balefire, LLC | 0.00% | No change | 45 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 21 | $1K |
| Park Place Capital Corp | 0.00% | Reduce -98.1% | 21 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -62.4% | 41 | $1K |
| Citigroup Inc. | 0.00% | New | 19 | $922 |
| Assetmark, Inc. | 0.00% | No change | 19 | $921 |
| Raleigh Capital Management Inc. | 0.00% | Add +11.1% | 10 | $465 |
| Blue Trust, Inc. | 0.00% | No change | 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.