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
Kestra Advisory Services, LLC 0.00% Add +12.8% 12,892 $637K
Corient Private Wealth LP 0.00% Add +10.2% 12,846 $635K
Morton Capital Management LLC 0.12% No change 12,626 $624K
Friedenthal Financial 0.34% Reduce -2.0% 11,813 $584K
Fermata Advisors, LLC 0.11% Add +0.7% 11,738 $580K
Chilton Capital Management LLC 0.02% Reduce -2.4% 11,204 $554K
CoreCap Advisors, LLC 0.02% Add +1152.7% 11,061 $547K
LVZ, Inc. 0.07% Add +2.2% 10,882 $538K
Comprehensive Financial Planning, Inc. 0.45% — 10,838 $536K
Endowment Wealth Management, Inc. 0.35% Add +2.2% 10,557 $522K
Watershed Private Wealth LLC 0.20% No change 10,187 $503K
Independent Advisor Alliance 0.01% New 10,149 $501K
Naples Global Advisors, LLC 0.05% Reduce -1.7% 10,041 $496K
Venture Visionary Partners LLC 0.02% Add +0.0% 9,828 $486K
Lifeworks Advisors, LLC 0.09% No change 9,730 $481K
Dorsey & Whitney Trust CO LLC 0.03% Add +1.0% 9,537 $471K
SFI Advisors, LLC 0.33% Reduce -0.4% 9,530 $471K
WBH Advisory Inc. 0.04% Reduce -3.2% 9,517 $470K
Baird Financial Group, Inc. 0.00% No change 9,340 $461K
CCG Wealth Management, LLC 0.24% Reduce -69.2% 8,903 $440K
M3 Advisory Group, LLC 0.30% No change 8,580 $424K
&partners 0.01% Add +47.7% 8,254 $414K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -6.1% 7,837 $387K
Worth Asset Management, LLC 0.20% New 7,564 $374K
Moneco Advisors, LLC 0.04% Add +4.0% 7,546 $373K
Spectrum Asset Management, Inc. (NB/CA) 0.16% Add +1.8% 7,421 $367K
Austin Wealth Management, LLC 0.07% Reduce -8.6% 6,696 $355K
Avantax Advisory Services, Inc. 0.00% Add +8.0% 7,166 $354K
Mercer Global Advisors Inc. 0.00% Reduce -11.2% 7,095 $351K
Chicago Partners Investment Group LLC 0.01% New 6,775 $341K
Cadence Bank 0.02% No change 6,791 $336K
Good Life Advisors, LLC 0.02% Reduce -57.0% 6,734 $333K
Mattson Financial Services, LLC 0.11% Add +44.4% 6,913 $332K
Eagle Strategies LLC 0.06% Reduce -0.8% 6,695 $331K
Adams Asset Advisors, LLC 0.04% No change 6,599 $326K
Concourse Financial Group Securities, Inc. 0.02% Add +29.6% 5,718 $304K
Astoria Portfolio Advisors LLC. 0.11% Add +2.9% 5,814 $302K
West Coast Financial LLC 0.03% No change 6,033 $298K
Kraft, Davis & Associates, LLC 0.08% No change 5,668 $297K
IFP Advisors, Inc 0.01% Reduce -6.3% 5,997 $296K
Nwam LLC 0.02% Reduce -9.2% 5,910 $292K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -0.5% 5,770 $285K
Atlas Capital Advisors Inc. 0.04% No change 5,744 $284K
Hibernia Wealth Partners, LLC 0.22% Reduce -50.0% 5,713 $282K
Owen LaRue, LLC 0.15% Add +0.9% 5,638 $279K
Clarendon Private LLC 0.27% — 5,233 $259K
Heartwood Wealth Advisors LLC 0.03% No change 5,167 $255K
SWS Partners 0.08% Reduce -63.3% 5,041 $249K
Keystone Financial Group 0.02% Reduce -1.8% 4,955 $245K
CreativeOne Wealth, LLC 0.01% Reduce -6.5% 4,942 $244K
FF Advisors,LLC 0.17% No change 4,788 $241K
Everstar Asset Management, LLC 0.17% Reduce -29.2% 4,855 $240K
L.M. Kohn & Company 0.06% Add +6.6% 4,845 $239K
Legacy Wealth Management, LLC / MS 0.09% New 4,706 $233K
Empower Advisory Group, LLC 0.00% No change 4,618 $228K
Arete Wealth Advisors, LLC 0.02% Reduce -51.6% 4,601 $227K
Northwestern Mutual Wealth Management Co. 0.00% Add +914.2% 4,513 $223K
OneDigital Investment Advisors LLC 0.00% No change 4,500 $222K
Greenspring Advisors, LLC 0.05% New 4,478 $221K
Signet Financial Management, LLC 0.03% Reduce -1.4% 4,476 $221K
Milestone Asset Management Group, LLC 0.20% — 4,462 $220K
ProVise Management Group, LLC 0.02% New 4,422 $218K
Stevens Capital Partners 0.10% Add +1.5% 4,371 $216K
U.S. Capital Wealth Advisors, LLC 0.01% No change 4,277 $211K
FWL Investment Management, LLC 0.07% Add +221.7% 3,773 $186K
GeoWealth Management, LLC 0.01% Reduce -29.8% 3,352 $166K
PNC Financial Services Group, Inc. 0.00% Reduce -2.8% 3,250 $161K
FMR LLC 0.00% Reduce -25.0% 2,605 $129K
MAI Capital Management 0.00% New 2,549 $126K
2UniFi Bank 0.08% — 2,351 $116K
FAS Wealth Partners, Inc. 0.01% Add +1.9% 2,113 $104K
Bogart Wealth, LLC 0.00% Add +1.9% 2,106 $104K
Creative Financial Designs Inc. 0.01% Reduce -0.3% 1,943 $96K
Wilmington Savings Fund Society, FSB 0.00% No change 1,666 $82K
Capital Advisors, Ltd. LLC 0.01% Add +54.4% 1,666 $82K
Steward Partners Investment Advisory, LLC 0.00% Reduce -38.5% 1,571 $78K
Centerpoint Advisors, LLC 0.03% No change 1,500 $74K
MGB Wealth Management, LLC 0.02% No change 1,330 $66K
Montag A & Associates Inc. 0.00% No change 1,236 $61K
Hara Capital LLC 0.04% No change 1,230 $61K
First Horizon Advisors, Inc. 0.00% Reduce -72.7% 1,018 $50K
Private Trust Co. NA 0.00% Reduce -18.3% 966 $48K
Glass Jacobson Investment Advisors llc 0.01% Reduce -24.9% 867 $43K
Beaird Harris Wealth Management, LLC 0.00% No change 821 $41K
Continuum Advisory, LLC 0.00% No change 755 $37K
BlackRock, Inc. 0.00% New 742 $37K
Flagship Wealth Advisors, LLC 0.02% — 741 $37K
PSI Advisors, LLC 0.01% No change 712 $35K
Community Bank, N.A. 0.00% No change 680 $34K
St Germain D J Co. Inc. 0.00% No change 671 $33K
Rothschild Investment LLC 0.00% No change 610 $30K
EverSource Wealth Advisors, LLC 0.00% New 442 $22K
Castleview Partners, LLC 0.01% Add +1.7% 423 $21K
CIBC Private Wealth Group LLC 0.00% No change 415 $21K
Smartleaf Asset Management LLC 0.00% New 406 $20K
Webster Bank, N. A. 0.00% No change 378 $19K
Plante Moran Financial Advisors, LLC 0.00% New 366 $18K
Ancora Advisors LLC 0.00% No change 300 $15K
Country Trust Bank 0.00% No change 253 $13K
Beacon Capital Management, LLC 0.00% No change 231 $11K
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
Avion Wealth 0.00% New 141 $6K
AE Wealth Management LLC 0.00% New 119 $6K
Bank of Montreal 0.00% No change 116 $6K
Van Hulzen Asset Management, LLC 0.00% New 111 $5K
Pathway Financial Advisers, LLC 0.00% Add +2.1% 95 $5K
Fortis Group Advisors, LLC 0.00% No change 93 $5K
Spire Wealth Management 0.00% Add +1.4% 71 $4K
Quest 10 Wealth Builders, Inc. 0.00% — 51 $3K
Assetmark, Inc. 0.00% Add +131.6% 44 $2K
Raleigh Capital Management Inc. 0.00% No change 35 $2K
Citigroup Inc. 0.00% Add +933.3% 31 $2K
Transce3nd, LLC 0.00% — 30 $1K
Crews Bank & Trust 0.00% — 30 $1K
Park Place Capital Corp 0.00% No change 21 $1K
Simplex Trading, LLC 0.00% Add +133.3% 35 $1K
SBI Securities Co., Ltd. 0.00% — 6 $296
Howe & Rusling Inc. 0.00% No change 1 $50

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