Global X MLP ETFMLPAETF

13F holders, Q4 2024 (December 31)
220holders +16
18new positions
11sold out
1famous investor
$49.41avg. 13F price*

At the end of Q4 2024, 220 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 16 from Q3 2024. 18 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($185.3M), Creative Planning ($98.1M) and Bank of America Corp. ($55.5M). One famous investor held it 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$40.9M
Exits11$2.1M

All 13F filers, Q3 2024 → Q4 2024: 1,919,721 shares bought and 478,232 shares sold, net +1,441,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Morgan Stanley 0.01% Add +8.7% 3,750,109 $185.3M
Creative Planning 0.10% Add +0.8% 1,985,027 $98.1M
Bank of America Corp. 0.01% Reduce -1.3% 1,123,278 $55.5M
Wells Fargo & Company 0.01% Add +14.5% 1,014,936 $50.1M
UBS Group AG 0.01% Reduce -1.1% 952,154 $47.0M
LPL Financial LLC 0.02% Add +6.9% 763,739 $37.7M
Raymond James Financial Inc. 0.01% — 685,005 $33.8M
Evergreen Capital Management LLC 0.80% New 498,718 $24.6M
Envestnet Asset Management Inc. 0.01% Add +14.1% 491,460 $24.3M
Gradient Investments LLC 0.41% Reduce -37.9% 413,584 $20.4M
Madrid Financial Services 15.82% — 403,119 $19.9M
Cetera Investment Advisers 0.04% Add +9.6% 360,135 $17.8M
Rockefeller Capital Management L.P. 0.04% Reduce -1.4% 314,826 $15.6M
Columbus Macro, LLC 1.71% New 250,115 $12.4M
Royal Bank of Canada 0.00% Add +37.5% 248,522 $12.3M
Advisors Management Group Inc. 2.86% Add +4.4% 244,814 $12.1M
Tectonic Advisors LLC 0.75% Add +0.1% 231,764 $11.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +22.6% 188,752 $9.3M
Madison Asset Management, LLC 0.10% Add +6.1% 180,931 $8.9M
Madison Investment Advisors, LLC 0.10% — 180,931 $8.9M
Barry Investment Advisors, LLC 2.78% Add +5.1% 175,061 $8.6M
Legacy Wealth Asset Management, LLC 2.25% Add +9.4% 167,430 $8.3M
RFG Advisory, LLC 0.22% Add +1.0% 158,213 $7.8M
Almanack Investment Partners, LLC. 0.91% Reduce -0.2% 119,987 $5.9M
MBL Wealth, LLC 0.59% Add +7.4% 119,477 $5.9M
Cascade Financial Partners, LLC 0.70% Reduce -0.5% 108,114 $5.3M
Stephens Inc. 0.07% Add +13.0% 103,404 $5.1M
Global Retirement Partners, LLC 0.14% Add +59.5% 99,379 $4.9M
Comerica Bank 0.02% Add +6.2% 96,321 $4.8M
Matrix Private Capital Group LLC 2.53% Add +4.7% 89,779 $4.4M
Sei Investments Co. 0.01% Add +22.2% 82,460 $4.1M
Sonora Investment Management Group, LLC 0.31% Add +26.5% 81,479 $4.0M
Pinnacle Associates Ltd. 0.05% Add +4.4% 81,395 $4.0M
Ashton Thomas Private Wealth, LLC 0.16% Add +2.3% 80,715 $4.0M
Stifel Financial Corp. 0.00% Add +4.4% 79,237 $3.9M
NewEdge Advisors, LLC 0.02% Add +16.2% 75,686 $3.7M
Ethos Financial Group, LLC 0.43% Add +12.5% 66,731 $3.3M
Principia Wealth Advisory, LLC 3.05% — 65,654 $3.2M
D.A. Davidson & Co. 0.02% Add +80.5% 61,998 $3.1M
Trivium Point Advisory, LLC 0.39% Reduce -1.9% 61,827 $3.1M
Pekin Hardy Strauss, Inc. 0.38% Add +1.1% 60,749 $3.0M
Whalen Wealth Management Inc. 2.07% Add +28.0% 60,434 $3.0M
HighTower Advisors, LLC 0.00% Reduce -4.7% 59,123 $2.9M
Sykon Capital LLC 0.97% Add +2.3% 56,811 $2.8M
Advisory Services Network, LLC 0.05% Add +11.8% 54,042 $2.7M
Beacon Pointe Advisors, LLC 0.03% Add +6.4% 53,630 $2.6M
Guild Investment Management, Inc. 2.80% Add +10.1% 52,130 $2.6M
Attessa Capital LLC 1.71% — 50,669 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.1% 47,283 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -23.5% 46,612 $2.3M
Beck Capital Management, LLC 0.60% Add +0.4% 45,930 $2.3M
Black Swift Group, LLC 0.45% Add +5.1% 43,265 $2.1M
Cerity Partners LLC 0.00% Add +10.8% 41,170 $2.0M
Strong Tower Advisory Services 0.50% Add +6.2% 38,685 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +2.4% 37,914 $1.9M
Advisory Alpha, LLC 0.07% Reduce -1.4% 37,296 $1.8M
Thor Investment Management Inc. /Oh/ 1.42% Add +0.7% 37,258 $1.8M
Financial Advocates Investment Management 0.10% Add +74.0% 36,432 $1.8M
Global Wealth Management Investment Advisory, Inc. 0.37% Add +12.5% 36,253 $1.8M
Private Advisor Group, LLC 0.01% Reduce -20.1% 33,451 $1.7M
Advisors Asset Management, Inc. 0.03% Add +2304.5% 32,653 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -48.1% 31,049 $1.5M
Naviter Wealth, LLC 0.18% Add +385.8% 30,144 $1.5M
Blair William & Co. 0.00% Reduce -0.6% 28,873 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -48.1% 26,722 $1.3M
Future Financial Wealth Managment LLC 0.96% Reduce -14.3% 26,443 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +12.9% 25,320 $1.3M
Focus Partners Wealth 0.00% Add +0.7% 24,079 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -1.5% 23,600 $1.2M
Independent Financial Group, LLC 0.04% Reduce -0.8% 23,464 $1.2M
Rockland Trust Co. 0.06% Reduce -0.1% 22,430 $1.1M
D. E. Shaw & Co. 0.00% New 22,122 $1.1M
Capital Advisors Wealth Management, LLC 0.19% Add +2.6% 21,933 $1.1M
Collaborative Wealth Managment Inc. 0.48% No change 21,357 $1.1M
Lido Advisors, LLC 0.01% Reduce -1.7% 20,694 $1.0M
Mariner, LLC 0.00% Add +10.9% 20,589 $1.0M
Americana Partners, LLC 0.04% Add +3.5% 20,462 $1.0M
Wealthfront Advisers LLC 0.00% Add +25.6% 20,232 $1000K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +17.9% 19,800 $975K
Harbour Investments, Inc. 0.03% Reduce -0.6% 19,582 $968K
LYNX Capital Group Ltd. 0.52% Reduce -4.3% 18,262 $902K
Sunbelt Securities, Inc. 0.08% Add +12.5% 18,046 $889K
Pension & Wealth Management Advisors, Inc. 0.32% Add +2202.5% 16,463 $813K
LGL Partners, LLC 0.12% Add +1.9% 16,276 $804K
Farther Finance Advisors, LLC 0.03% Add +5560.8% 16,020 $792K
Apollon Wealth Management, LLC 0.02% Reduce -3.8% 15,812 $781K
Sigma Planning Corp 0.02% No change 15,798 $781K
Ausdal Financial Partners, Inc. 0.07% Reduce -7.1% 15,474 $765K
J.W. Cole Advisors, Inc. 0.03% Add +13.4% 15,351 $758K
JPMorgan Chase & Co. 0.00% Reduce -6.1% 15,308 $756K
Burk Holdings LLC 0.61% — 15,303 $756K
Jones Financial Companies LLLP 0.00% Add +79.0% 15,180 $750K
Ascentis Independent Advisors 0.14% New 14,514 $717K
Equitable Holdings, Inc. 0.01% Reduce -2.0% 14,236 $703K
Silver Oak Securities, Incorporated 0.07% Add +9.7% 14,271 $703K
HB Wealth Management, LLC 0.01% Add +0.1% 13,834 $684K
Wiser Advisor Group LLC 0.96% Add +5.8% 13,408 $662K
Twin Focus Capital Partners, LLC 0.10% No change 13,384 $661K
Principal Securities, Inc. 0.01% Add +7.2% 13,078 $646K
Choreo, LLC 0.01% Add +12.9% 13,100 $645K

"% 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 220 holders