Global X MLP ETFMLPAETF

13F holders, Q3 2024 (September 30)
204holders −11
14new positions
26sold out
$47.96avg. 13F price*

At the end of Q3 2024, 204 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, down 11 from Q2 2024. 14 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($165.5M), Creative Planning ($94.5M) and Bank of America Corp. ($54.6M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$3.8M
Exits26$32.3M

All 13F filers, Q2 2024 → Q3 2024: 819,803 shares bought and 1,467,324 shares sold, net −647,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 204 holders

Morgan Stanley 0.01% Add +4.2% 3,449,235 $165.5M
Creative Planning 0.09% Reduce -1.3% 1,969,411 $94.5M
Bank of America Corp. 0.00% Add +11.4% 1,137,833 $54.6M
UBS Group AG 0.01% Reduce -27.6% 962,294 $46.2M
Wells Fargo & Company 0.01% Add +4.1% 886,236 $42.5M
LPL Financial LLC 0.02% Add +4.4% 714,740 $34.3M
Gradient Investments LLC 0.67% Add +8.0% 665,897 $31.9M
Raymond James & Associates 0.01% Add +38.6% 465,116 $22.3M
Envestnet Asset Management Inc. 0.01% Reduce -32.5% 430,730 $20.7M
Cetera Investment Advisers 0.03% Add +7.9% 328,750 $15.8M
Rockefeller Capital Management L.P. 0.04% Add +0.3% 319,424 $15.3M
Advisors Management Group Inc. 2.66% Add +0.6% 234,459 $11.2M
Tectonic Advisors LLC 0.73% Add +9.3% 231,423 $11.1M
Royal Bank of Canada 0.00% Reduce -17.2% 180,798 $8.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +12.0% 174,367 $8.4M
Madison Asset Management, LLC 0.09% No change 170,521 $8.2M
Barry Investment Advisors, LLC 2.44% Add +4.5% 166,576 $8.0M
RFG Advisory, LLC 0.23% Add +1.6% 156,668 $7.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.0% 153,913 $7.4M
Legacy Wealth Asset Management, LLC 1.97% Reduce -2.5% 153,040 $7.3M
Almanack Investment Partners, LLC. 0.91% Reduce -0.3% 120,241 $5.8M
MBL Wealth, LLC 0.58% Add +4.6% 111,224 $5.3M
Cascade Financial Partners, LLC 0.65% Reduce -1.0% 108,614 $5.2M
Stephens Inc. 0.06% Add +11.6% 91,504 $4.4M
Comerica Bank 0.02% Add +6.2% 90,733 $4.4M
Matrix Private Capital Group LLC 2.37% Add +15.8% 85,755 $4.1M
Ashton Thomas Private Wealth, LLC 0.20% Reduce -2.3% 78,898 $3.8M
Stifel Financial Corp. 0.00% Add +0.7% 75,891 $3.6M
Pinnacle Associates Ltd. 0.06% Reduce -6.8% 77,948 $3.5M
Sei Investments Co. 0.00% Add +11.1% 67,489 $3.2M
NewEdge Advisors, LLC 0.02% Add +0.1% 65,141 $3.1M
Sonora Investment Management Group, LLC 0.23% Add +21.2% 64,389 $3.1M
Trivium Point Advisory, LLC 0.42% Add +14.1% 63,001 $3.0M
Global Retirement Partners, LLC 0.09% Reduce -2.6% 62,298 $3.0M
HighTower Advisors, LLC 0.00% Reduce -0.3% 62,026 $3.0M
Ameriprise Financial Inc. 0.00% Reduce -42.3% 60,953 $2.9M
Pekin Hardy Strauss, Inc. 0.37% Add +1.5% 60,114 $2.9M
Osaic Holdings, Inc. 0.01% Add +3.0% 59,827 $2.9M
Ethos Financial Group, LLC 0.47% Add +6.6% 59,334 $2.8M
Sykon Capital LLC 0.94% Add +4.7% 55,550 $2.7M
Edmonds Duncan Registered Investment Advisors, LLC 0.56% Add +4.3% 53,140 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 51,492 $2.5M
Beacon Pointe Advisors, LLC 0.03% Add +7.6% 50,401 $2.4M
Advisory Services Network, LLC 0.05% No change 48,348 $2.3M
Guild Investment Management, Inc. 2.50% Add +3.8% 47,350 $2.3M
Whalen Wealth Management Inc. 1.60% Reduce -2.8% 47,198 $2.3M
Beck Capital Management, LLC 0.59% Add +2.9% 45,743 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.1% 45,409 $2.2M
Private Advisor Group, LLC 0.01% Reduce -35.5% 41,889 $2.0M
Black Swift Group, LLC 0.44% Add +1.3% 41,155 $2.0M
Advisory Alpha, LLC 0.06% New 37,841 $1.8M
Cerity Partners LLC 0.00% Reduce -3.6% 37,152 $1.8M
Tocqueville Asset Management L.P. 0.03% Add +0.2% 37,045 $1.8M
Thor Investment Management Inc. /Oh/ 1.30% Add +0.0% 37,019 $1.8M
Strong Tower Advisory Services 0.49% Add +383.6% 36,420 $1.7M
D.A. Davidson & Co. 0.01% Reduce -5.4% 34,347 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.33% Add +12.0% 32,217 $1.5M
Future Financial Wealth Managment LLC 1.06% Add +5.2% 30,873 $1.5M
Blair William & Co. 0.00% No change 29,057 $1.4M
CCG Wealth Management, LLC 0.78% No change 28,917 $1.4M
Atria Wealth Solutions, Inc. 0.01% Add +9.8% 23,949 $1.1M
Focus Partners Wealth 0.00% Add +32.5% 23,913 $1.1M
Independent Financial Group, LLC 0.04% Add +0.8% 23,651 $1.1M
Fulcrum Equity Management 0.95% Reduce -3.4% 23,491 $1.1M
Rockland Trust Co. 0.05% Reduce -11.3% 22,449 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -13.4% 22,422 $1.1M
Capital Advisors Wealth Management, LLC 0.19% Reduce -4.9% 21,383 $1.0M
Collaborative Wealth Managment Inc. 0.46% No change 21,357 $1.0M
Lido Advisors, LLC 0.01% Reduce -7.0% 21,060 $1.0M
Financial Advocates Investment Management 0.06% Add +23.0% 20,943 $1.0M
Americana Partners, LLC 0.06% Reduce -0.6% 19,780 $949K
Harbour Investments, Inc. 0.03% Add +1.0% 19,699 $945K
LYNX Capital Group Ltd. 0.59% Reduce -0.4% 19,078 $915K
Mariner, LLC 0.00% Reduce -3.8% 18,560 $891K
Inscription Capital, LLC 0.12% No change 16,733 $803K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -20.4% 16,800 $801K
Ausdal Financial Partners, Inc. 0.08% Reduce -15.4% 16,664 $800K
Apollon Wealth Management, LLC 0.02% Reduce -3.7% 16,444 $789K
JPMorgan Chase & Co. 0.00% Add +32.0% 16,298 $782K
Wealthfront Advisers LLC 0.00% Reduce -21.1% 16,115 $773K
Sunbelt Securities, Inc. 0.08% Add +11.1% 16,046 $770K
LGL Partners, LLC 0.11% Add +2.0% 15,974 $766K
Sigma Planning Corp 0.02% No change 15,798 $758K
Good Life Advisors, LLC 0.05% Add +161.9% 15,678 $752K
Equitable Holdings, Inc. 0.01% Add +29.6% 14,533 $697K
HB Wealth Management, LLC 0.01% Add +3.1% 13,826 $663K
SWS Partners 0.21% Reduce -9.4% 13,721 $658K
J.W. Cole Advisors, Inc. 0.03% Add +5.5% 13,541 $650K
Twin Focus Capital Partners, LLC 0.10% No change 13,384 $642K
Silver Oak Securities, Incorporated 0.07% Reduce -26.8% 13,010 $620K
Wiser Advisor Group LLC 0.91% Add +3.0% 12,669 $608K
Morton Capital Management LLC 0.12% No change 12,626 $606K
Principal Securities, Inc. 0.01% Add +6.8% 12,200 $585K
Friedenthal Financial 0.34% Add +2.1% 12,060 $579K
Corient Private Wealth LP 0.00% Reduce -9.2% 11,661 $559K
Fermata Advisors, LLC 0.11% Add +11.8% 11,660 $559K
Choreo, LLC 0.01% Reduce -23.3% 11,600 $558K
Chilton Capital Management LLC 0.02% Add +0.1% 11,483 $551K
Kestra Advisory Services, LLC 0.00% Reduce -37.9% 11,428 $548K
Hibernia Wealth Partners, LLC 0.19% Add +0.2% 11,422 $548K

"% 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 204 holders