Global X MLP ETFMLPAETF

13F holders, Q1 2025 (March 31)
231holders +11
28new positions
16sold out
4famous investors
$53.19avg. 13F price*

At the end of Q1 2025, 231 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 11 from Q4 2024. 28 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($221.7M), Creative Planning ($103.8M) and Bank of America Corp. ($61.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$18.1M
Exits16$2.2M

All 13F filers, Q4 2024 → Q1 2025: 2,106,117 shares bought and 402,049 shares sold, net +1,704,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 231 holders

Morgan Stanley 0.02% Add +11.0% 4,164,236 $221.7M
Creative Planning 0.10% Reduce -1.8% 1,949,370 $103.8M
Bank of America Corp. 0.01% Add +2.1% 1,147,205 $61.1M
UBS Group AG 0.01% Add +15.0% 1,094,966 $58.3M
Wells Fargo & Company 0.01% Add +7.6% 1,092,488 $58.2M
LPL Financial LLC 0.02% Add +15.9% 885,205 $47.1M
Raymond James Financial Inc. 0.02% Add +9.7% 751,173 $40.0M
Envestnet Asset Management Inc. 0.01% Reduce -2.8% 477,560 $25.4M
Evergreen Capital Management LLC 0.85% Reduce -5.0% 473,562 $25.2M
Gradient Investments LLC 0.46% Add +4.0% 430,352 $22.9M
Cetera Investment Advisers 0.04% Add +4.0% 374,434 $19.9M
Madrid Financial Services 12.48% Reduce -20.1% 321,960 $17.1M
Rockefeller Capital Management L.P. 0.04% Reduce -0.3% 313,861 $16.7M
Royal Bank of Canada 0.00% Add +8.7% 270,212 $14.4M
Columbus Macro, LLC 1.83% Add +4.2% 260,561 $13.9M
Advisors Management Group Inc. 2.90% Add +2.3% 250,379 $13.3M
Tectonic Advisors LLC 0.83% Add +7.6% 249,364 $13.3M
Jaffetilchin Investment Partners, LLC 0.87% Add +3801.3% 225,106 $12.0M
Madison Asset Management, LLC 0.13% Add +20.3% 217,710 $11.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +12.5% 212,275 $11.3M
Barry Investment Advisors, LLC 2.58% Add +4.3% 182,522 $9.7M
Legacy Wealth Asset Management, LLC 2.52% Add +2.1% 171,016 $9.1M
RFG Advisory, LLC 0.24% Add +5.6% 167,122 $8.9M
Capital Advisors Wealth Management, LLC 1.23% Add +494.7% 130,429 $6.9M
Almanack Investment Partners, LLC. 1.29% Add +2.3% 122,727 $6.5M
MBL Wealth, LLC 0.63% Reduce -2.3% 116,778 $6.2M
Stephens Inc. 0.08% Add +5.2% 108,731 $5.8M
Cascade Financial Partners, LLC 0.71% Reduce -1.8% 106,182 $5.7M
Comerica Bank 0.02% Add +2.0% 98,291 $5.2M
Assetmark, Inc. 0.01% Add +222165.9% 97,797 $5.2M
Sonora Investment Management Group, LLC 0.41% Add +18.3% 96,399 $5.1M
Private Advisor Group, LLC 0.03% Add +186.7% 95,919 $5.1M
Sei Investments Co. 0.01% Add +14.3% 94,209 $5.0M
Matrix Private Capital Group LLC 2.86% Add +0.1% 89,869 $4.8M
NewEdge Advisors, LLC 0.03% Add +8.6% 82,220 $4.4M
Pinnacle Associates Ltd. 0.06% Add +0.8% 82,012 $4.4M
D.A. Davidson & Co. 0.03% Add +26.6% 78,493 $4.2M
Ashton Thomas Private Wealth, LLC 0.15% Reduce -10.4% 72,326 $3.8M
Stifel Financial Corp. 0.00% Reduce -14.8% 67,549 $3.6M
Advisors Asset Management, Inc. 0.07% Add +104.0% 66,605 $3.5M
Ameriprise Financial Inc. 0.00% Add +42.6% 66,465 $3.5M
Trivium Point Advisory, LLC 0.43% Add +6.1% 65,615 $3.5M
Pekin Hardy Strauss, Inc. 0.42% Add +6.1% 64,464 $3.4M
Ethos Financial Group, LLC 0.32% No change 66,731 $3.3M
Advisory Services Network, LLC 0.06% Add +10.3% 59,629 $3.2M
Tradewinds Capital Management, LLC 0.82% New 57,804 $3.1M
Beacon Pointe Advisors, LLC 0.03% Add +7.2% 57,491 $3.1M
HighTower Advisors, LLC 0.00% Reduce -4.1% 56,687 $3.0M
Sykon Capital LLC 1.10% Reduce -4.5% 54,237 $2.9M
Guild Investment Management, Inc. 2.89% Reduce -1.0% 51,610 $2.7M
Attessa Capital LLC 1.74% Reduce -1.2% 50,065 $2.7M
Beck Capital Management, LLC 0.73% Add +1.0% 46,380 $2.5M
Whalen Wealth Management Inc. 1.59% Reduce -25.8% 44,869 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.7% 43,191 $2.3M
Black Swift Group, LLC 0.52% Reduce -1.1% 42,800 $2.3M
Strong Tower Advisory Services 0.52% Add +12.8% 43,642 $2.1M
AlphaCore Capital LLC 0.17% New 38,600 $2.1M
Tocqueville Asset Management L.P. 0.03% Reduce -0.0% 37,904 $2.0M
Global Wealth Management Investment Advisory, Inc. 0.40% Add +4.0% 37,720 $2.0M
Thor Investment Management Inc. /Oh/ 1.46% Add +0.1% 37,301 $2.0M
Financial Advocates Investment Management 0.14% Add +0.4% 36,589 $1.9M
Equitable Holdings, Inc. 0.02% Add +156.4% 36,505 $1.9M
Cerity Partners LLC 0.00% Reduce -14.2% 35,332 $1.9M
Osaic Holdings, Inc. 0.00% Add +12.8% 35,019 $1.9M
Belpointe Asset Management LLC 0.10% New 34,787 $1.9M
Charles Schwab Trust Co 0.15% New 32,621 $1.7M
Advisory Alpha, LLC 0.06% Reduce -12.8% 32,509 $1.7M
Mariner, LLC 0.00% Add +57.7% 32,468 $1.7M
Naviter Wealth, LLC 0.20% No change 30,144 $1.6M
Principia Wealth Advisory, LLC 1.51% Reduce -50.6% 32,423 $1.6M
Empowered Funds, LLC 0.02% New 29,213 $1.6M
Moneco Advisors, LLC 0.16% Add +287.0% 29,200 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +6.3% 28,401 $1.5M
Blair William & Co. 0.00% Reduce -3.8% 27,774 $1.5M
Truist Financial Corp. 0.00% New 25,118 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.6% 23,898 $1.3M
Independent Financial Group, LLC 0.04% No change 23,464 $1.2M
Focus Partners Wealth 0.00% Reduce -5.6% 22,731 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -4.0% 22,665 $1.2M
Americana Partners, LLC 0.05% Add +9.1% 22,317 $1.2M
Wealthfront Advisers LLC 0.00% Add +9.0% 22,049 $1.2M
Collaborative Wealth Managment Inc. 0.53% No change 21,357 $1.1M
Renaissance Technologies 0.00% New 21,000 $1.1M
Silver Oak Securities, Incorporated 0.10% Add +40.3% 20,019 $1.1M
Lido Advisors, LLC 0.01% Reduce -3.2% 20,030 $1.1M
Harbour Investments, Inc. 0.03% Add +2.3% 20,027 $1.1M
Ausdal Financial Partners, Inc. 0.08% Add +29.1% 19,976 $1.1M
Wiser Advisor Group LLC 1.56% Add +47.9% 19,825 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +29.1% 19,816 $1.1M
Jones Financial Companies LLLP 0.00% Add +23.9% 18,815 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -7.6% 18,300 $979K
LYNX Capital Group Ltd. 0.50% Add +0.3% 18,326 $976K
Rockland Trust Co. 0.04% Reduce -25.9% 16,614 $884K
Pension & Wealth Management Advisors, Inc. 0.33% Add +0.9% 16,611 $884K
LGL Partners, LLC 0.43% Add +1.8% 16,566 $882K
Burk Holdings LLC 0.64% Add +3.5% 15,831 $843K
Sigma Planning Corp 0.03% Reduce -0.6% 15,704 $836K
Inscription Capital, LLC 0.13% — 16,733 $807K
Apollon Wealth Management, LLC 0.02% Reduce -4.9% 15,035 $800K
Farther Finance Advisors, LLC 0.02% Reduce -7.3% 14,850 $799K
Ascentis Independent Advisors 0.15% Add +0.3% 14,559 $775K
Goldman Sachs Group Inc. 0.00% New 14,300 $761K
Future Financial Wealth Managment LLC 0.55% Reduce -47.0% 14,020 $746K
Owen LaRue, LLC 0.36% Add +142.8% 13,686 $729K
SFI Advisors, LLC 0.54% Add +43.3% 13,654 $727K
HB Wealth Management, LLC 0.01% Reduce -3.1% 13,409 $714K
Twin Focus Capital Partners, LLC 0.11% No change 13,384 $712K
Choreo, LLC 0.01% Add +1.5% 13,300 $708K
Corient Private Wealth LP 0.00% Add +2.0% 13,098 $697K
O'shaughnessy Asset Management, LLC 0.01% New 13,050 $695K
Prevail Innovative Wealth Advisors, LLC 0.18% New 12,860 $685K
Morton Capital Management LLC 0.13% No change 12,626 $672K
Principal Securities, Inc. 0.01% No change 13,078 $646K
Fermata Advisors, LLC 0.11% Add +0.6% 11,812 $629K
Friedenthal Financial 0.37% Reduce -2.7% 11,497 $612K
Demars Financial Group, LLC 0.26% New 11,432 $609K
Chilton Capital Management LLC 0.03% No change 11,204 $596K
U.S. Capital Wealth Advisors, LLC 0.02% Add +160.7% 11,152 $594K
Endowment Wealth Management, Inc. 0.37% Add +2.7% 10,844 $577K
Comprehensive Financial Planning, Inc. 0.56% Reduce -0.8% 10,751 $572K
Watershed Private Wealth LLC 0.22% No change 10,187 $542K
JPMorgan Chase & Co. 0.00% Reduce -35.7% 9,840 $524K
Venture Visionary Partners LLC 0.02% Add +0.0% 9,830 $523K
Naples Global Advisors, LLC 0.05% Reduce -2.3% 9,809 $522K
Lifeworks Advisors, LLC 0.09% No change 9,730 $518K
Astoria Portfolio Advisors LLC. 0.18% Add +77.8% 10,338 $516K
WBH Advisory Inc. 0.05% Reduce -3.1% 9,217 $491K
CCG Wealth Management, LLC 0.28% No change 8,903 $474K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -7.3% 8,844 $471K
M3 Advisory Group, LLC 0.36% No change 8,580 $457K
Avantax Advisory Services, Inc. 0.00% Add +10.5% 7,919 $422K
Spectrum Asset Management, Inc. (NB/CA) 0.18% Add +1.7% 7,549 $402K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -5.1% 7,437 $396K
Sunbelt Securities, Inc. 0.04% Reduce -59.0% 7,397 $394K
Worth Asset Management, LLC 0.21% Reduce -6.1% 7,103 $378K
Susquehanna International Group, LLP 0.00% New 6,949 $370K
Cadence Bank 0.03% No change 6,791 $361K
Eagle Strategies LLC 0.06% Reduce -0.3% 6,678 $355K
Adams Asset Advisors, LLC 0.05% No change 6,599 $351K
Baird Financial Group, Inc. 0.00% Reduce -32.1% 6,340 $337K
Austin Wealth Management, LLC 0.07% Reduce -1.9% 6,571 $334K
Chicago Partners Investment Group LLC 0.01% Add +1.8% 6,894 $332K
West Coast Financial LLC 0.04% No change 6,033 $321K
Citigroup Inc. 0.00% Add +18832.3% 5,869 $312K
Atlas Capital Advisors Inc. 0.04% No change 5,744 $306K
Hibernia Wealth Partners, LLC 0.22% Add +0.0% 5,715 $304K
Mercer Global Advisors Inc. 0.00% Reduce -22.3% 5,511 $293K
IFP Advisors, Inc 0.01% Reduce -8.6% 5,479 $292K
L.M. Kohn & Company 0.08% Add +12.4% 5,445 $290K
Qube Research & Technologies Ltd 0.00% New 5,357 $285K
Kraft, Davis & Associates, LLC 0.09% No change 5,668 $282K
D. E. Shaw & Co. 0.00% Reduce -76.6% 5,172 $275K
Heartwood Wealth Advisors LLC 0.03% No change 5,167 $275K
&partners 0.00% Reduce -38.5% 5,073 $271K
Good Life Advisors, LLC 0.02% Reduce -25.2% 5,035 $268K
FWL Investment Management, LLC 0.10% Add +32.5% 4,999 $266K
Kestra Advisory Services, LLC 0.00% Reduce -61.4% 4,975 $265K
Sanctuary Advisors, LLC 0.00% New 4,930 $262K
Nwam LLC 0.02% Reduce -20.1% 4,719 $251K
Legacy Wealth Management, LLC / MS 0.08% No change 4,706 $251K
CreativeOne Wealth, LLC 0.01% Reduce -6.2% 4,637 $247K
Mattson Financial Services, LLC 0.07% Reduce -33.1% 4,621 $246K
Wolverine Trading, LLC 0.01% New 4,564 $244K
OneDigital Investment Advisors LLC 0.00% Add +0.0% 4,502 $240K
Greenspring Advisors, LLC 0.06% Reduce -0.5% 4,456 $237K
Stevens Capital Partners 0.11% Add +1.4% 4,433 $236K
SWS Partners 0.08% Reduce -12.1% 4,431 $236K
ProVise Management Group, LLC 0.02% No change 4,422 $235K
Keystone Financial Group 0.02% Reduce -13.7% 4,278 $228K
FMR LLC 0.00% Add +63.5% 4,260 $227K
Arete Wealth Advisors, LLC 0.02% Reduce -9.4% 4,170 $222K
FF Advisors,LLC 0.13% Reduce -3.9% 4,603 $222K
Alteri Wealth LLC 0.09% New 4,026 $214K
Berger Financial Group, Inc 0.01% New 4,019 $214K
Beaumont Financial Advisors, LLC 0.02% New 3,987 $212K
Everstar Asset Management, LLC 0.14% Reduce -20.6% 3,855 $205K
Flagship Harbor Advisors, LLC 0.01% New 3,850 $205K
Gotham Asset Management 0.00% New 3,788 $202K
PNC Financial Services Group, Inc. 0.00% Add +2.5% 3,330 $177K
GeoWealth Management, LLC 0.01% Reduce -16.5% 2,798 $149K
MAI Capital Management 0.00% No change 2,549 $136K
2UniFi Bank 0.08% Reduce -4.3% 2,250 $120K
Citadel Advisors 0.00% New 2,222 $118K
FAS Wealth Partners, Inc. 0.01% Add +1.8% 2,151 $114K
Bogart Wealth, LLC 0.01% Add +1.8% 2,143 $114K
AdvisorNet Financial, Inc 0.01% New 1,921 $102K
Capital Advisors, Ltd. LLC 0.01% No change 1,666 $89K
Wilmington Savings Fund Society, FSB 0.00% No change 1,666 $89K
MGB Wealth Management, LLC 0.03% Add +22.6% 1,630 $87K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.3% 1,472 $78K
Register Financial Advisors LLC 0.04% New 1,385 $74K
Montag A & Associates Inc. 0.00% No change 1,236 $66K
SouthState Bank Corp 0.00% New 975 $52K
First Horizon Advisors, Inc. 0.00% Reduce -6.6% 951 $51K
Beaird Harris Wealth Management, LLC 0.00% No change 821 $44K
Glass Jacobson Investment Advisors llc 0.01% No change 867 $43K
Cwm, LLC 0.00% New 792 $42K
Private Trust Co. NA 0.00% Reduce -20.7% 766 $41K
Continuum Advisory, LLC 0.01% No change 755 $40K
BlackRock, Inc. 0.00% No change 742 $39K
Flagship Wealth Advisors, LLC 0.02% No change 741 $39K
PSI Advisors, LLC 0.01% No change 712 $38K
Community Bank, N.A. 0.00% No change 680 $36K
Hara Capital LLC 0.02% Reduce -45.1% 675 $36K
Lanark Financial, Inc. 0.00% — 640 $34K
Rothschild Investment LLC 0.00% No change 610 $32K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -88.7% 510 $27K
ORG Partners LLC 0.01% New 442 $24K
EverSource Wealth Advisors, LLC 0.00% No change 442 $24K
Smartleaf Asset Management LLC 0.00% No change 406 $22K
Blue Trust, Inc. 0.00% New 333 $18K
Ancora Advisors LLC 0.00% No change 300 $16K
Beacon Capital Management, LLC 0.00% No change 231 $12K
Creative Financial Designs Inc. 0.00% Reduce -91.4% 167 $9K
Westside Investment Management, Inc. 0.00% No change 158 $8K
Smallwood Wealth Investment Management, LLC 0.01% New 153 $8K
Aptus Capital Advisors, LLC 0.00% No change 150 $8K
Versant Capital Management, Inc 0.00% No change 136 $7K
CoreCap Advisors, LLC 0.00% Reduce -98.8% 135 $7K
AE Wealth Management LLC 0.00% No change 119 $6K
Bank of Montreal 0.00% No change 116 $6K
Avion Wealth 0.00% No change 141 $6K
Fortis Group Advisors, LLC 0.00% No change 93 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 51 $3K
Transce3nd, LLC 0.00% No change 30 $2K
Crews Bank & Trust 0.00% No change 30 $2K
Raleigh Capital Management Inc. 0.00% Reduce -28.6% 25 $1K
Spire Wealth Management 0.00% Reduce -70.4% 21 $1K
Simplex Trading, LLC 0.00% Reduce -14.3% 30 $1K
SBI Securities Co., Ltd. 0.00% No change 6 $319
Howe & Rusling Inc. 0.00% No change 1 $54

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