Global X MLP ETFMLPAETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $18.1M |
| Exits | 16 | $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.