Global X MLP ETFMLPAETF

13F holders, Q2 2025 (June 30)
226holders −5
23new positions
27sold out
4famous investors
$50.21avg. 13F price*

At the end of Q2 2025, 226 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, down 5 from Q1 2025. 23 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($218.8M), Creative Planning ($96.6M) and Bank of America Corp. ($57.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$13.0M
Exits27$17.3M

All 13F filers, Q1 2025 → Q2 2025: 1,121,469 shares bought and 848,413 shares sold, net +273,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 226 holders

Morgan Stanley 0.01% Add +4.7% 4,357,708 $218.8M
Creative Planning 0.08% Reduce -1.3% 1,924,187 $96.6M
Bank of America Corp. 0.00% Reduce -0.2% 1,144,995 $57.5M
Wells Fargo & Company 0.01% Add +2.9% 1,124,061 $56.4M
UBS Group AG 0.01% Add +2.1% 1,117,628 $56.1M
LPL Financial LLC 0.02% Add +5.4% 933,327 $46.9M
Raymond James Financial Inc. 0.01% Reduce -1.5% 739,869 $37.1M
Envestnet Asset Management Inc. 0.01% Add +3.6% 494,993 $24.8M
Evergreen Capital Management LLC 0.73% Add +1.6% 480,988 $24.1M
Gradient Investments LLC 0.40% Add +1.1% 435,103 $21.8M
Cetera Investment Advisers 0.03% Add +4.0% 389,422 $19.5M
Madrid Financial Services 11.66% Add +6.5% 342,959 $17.2M
Rockefeller Capital Management L.P. 0.03% Reduce -2.7% 305,504 $15.3M
Tectonic Advisors LLC 0.79% Add +9.2% 272,364 $13.7M
Columbus Macro, LLC 1.67% Add +4.3% 271,864 $13.6M
Royal Bank of Canada 0.00% Reduce -0.8% 268,185 $13.5M
Advisors Management Group Inc. 2.37% Add +0.2% 250,841 $12.6M
Jaffetilchin Investment Partners, LLC 0.73% Reduce -1.3% 222,177 $11.2M
Madison Asset Management, LLC 0.12% No change 217,710 $10.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.1% 209,852 $10.6M
Barry Investment Advisors, LLC 2.43% Add +6.7% 194,681 $9.8M
Legacy Wealth Asset Management, LLC 2.47% Add +13.2% 193,665 $9.7M
Exchange Traded Concepts, LLC 0.09% New 133,147 $6.7M
Almanack Investment Partners, LLC. 1.01% Add +3.0% 126,452 $6.3M
MBL Wealth, LLC 0.59% Add +5.3% 122,993 $6.2M
Capital Advisors Wealth Management, LLC 0.93% Reduce -9.9% 117,535 $5.9M
Sei Investments Co. 0.01% Add +19.4% 112,476 $5.6M
Stephens Inc. 0.08% Add +2.0% 110,886 $5.6M
Sonora Investment Management Group, LLC 0.39% Add +8.3% 104,453 $5.2M
Comerica Bank 0.02% Add +5.6% 103,800 $5.2M
Cascade Financial Partners, LLC 0.63% Reduce -2.4% 103,636 $5.2M
Global Retirement Partners, LLC 0.13% — 100,490 $5.0M
Matrix Private Capital Group LLC 2.84% Add +6.9% 96,060 $4.8M
Stifel Financial Corp. 0.00% Add +38.7% 93,689 $4.7M
Advisors Asset Management, Inc. 0.08% Add +36.3% 90,787 $4.6M
NewEdge Advisors, LLC 0.02% Add +8.5% 89,230 $4.5M
Pinnacle Associates Ltd. 0.06% Reduce -3.7% 79,000 $4.0M
Ashton Thomas Private Wealth, LLC 0.14% Add +7.2% 77,526 $3.9M
Advisory Services Network, LLC 0.06% Add +19.7% 71,370 $3.7M
Ethos Financial Group, LLC 0.31% Add +8.5% 72,375 $3.6M
Trivium Point Advisory, LLC 0.36% Reduce -0.0% 65,586 $3.3M
Pekin Hardy Strauss, Inc. 0.37% Add +0.6% 64,854 $3.3M
Private Advisor Group, LLC 0.02% Reduce -35.1% 62,247 $3.1M
Ameriprise Financial Inc. 0.00% Reduce -9.2% 60,342 $3.0M
Beacon Pointe Advisors, LLC 0.03% Add +3.1% 59,267 $3.0M
HighTower Advisors, LLC 0.00% Add +0.7% 57,107 $2.9M
Guild Investment Management, Inc. 2.20% Reduce -2.3% 50,410 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +15.2% 49,734 $2.5M
AlphaCore Capital LLC 0.09% Add +28.1% 49,440 $2.5M
Farther Finance Advisors, LLC 0.05% Add +227.3% 48,598 $2.4M
Strong Tower Advisory Services 0.46% Add +6.1% 46,311 $2.3M
RFG Advisory, LLC 0.05% Reduce -72.4% 46,156 $2.3M
Renaissance Technologies 0.00% Add +109.0% 43,900 $2.2M
Black Swift Group, LLC 0.44% Add +1.8% 43,550 $2.2M
D.A. Davidson & Co. 0.02% Reduce -45.6% 42,687 $2.1M
Sykon Capital LLC 0.78% Reduce -21.6% 42,502 $2.1M
Osaic Holdings, Inc. 0.00% Add +21.3% 42,485 $2.1M
Cerity Partners LLC 0.00% Add +17.1% 41,365 $2.1M
Tocqueville Asset Management L.P. 0.03% Add +8.9% 41,294 $2.1M
Citadel Advisors 0.00% Add +1734.6% 40,764 $2.0M
Global Wealth Management Investment Advisory, Inc. 0.38% Add +8.0% 40,736 $2.0M
Thor Investment Management Inc. /Oh/ 1.27% Add +0.2% 37,370 $1.9M
Financial Advocates Investment Management 0.15% Add +2.0% 37,318 $1.9M
Owen LaRue, LLC 0.71% Add +142.3% 33,163 $1.7M
Charles Schwab Trust Co 0.12% No change 32,621 $1.6M
Equitable Holdings, Inc. 0.01% Reduce -12.3% 31,996 $1.6M
Private Advisory Group LLC 0.15% New 31,065 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +6.8% 30,331 $1.5M
Principia Wealth Advisory, LLC 1.26% Reduce -8.9% 29,540 $1.5M
Moneco Advisors, LLC 0.13% Reduce -1.6% 28,721 $1.4M
&partners 0.01% Add +463.3% 28,576 $1.4M
Blair William & Co. 0.00% Add +1.6% 28,210 $1.4M
Adams Asset Advisors, LLC 0.19% Add +293.6% 25,975 $1.3M
Burk Holdings LLC 0.80% Add +60.8% 25,455 $1.3M
Astoria Portfolio Advisors LLC. 0.34% Add +134.8% 24,272 $1.2M
Lido Advisors, LLC 0.01% Add +20.0% 24,037 $1.2M
Focus Partners Wealth 0.00% Add +2.6% 23,317 $1.2M
Independent Financial Group, LLC 0.03% Reduce -1.5% 23,115 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -4.4% 22,854 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +23.5% 22,600 $1.1M
Naviter Wealth, LLC 0.14% Reduce -25.2% 22,549 $1.1M
Americana Partners, LLC 0.04% No change 22,317 $1.1M
J.W. Cole Advisors, Inc. 0.02% Add +10.9% 21,985 $1.1M
Flaharty Asset Management, LLC 0.15% New 21,937 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -2.9% 21,405 $1.1M
Collaborative Wealth Managment Inc. 0.47% Add +0.1% 21,384 $1.1M
Ausdal Financial Partners, Inc. 0.07% Add +6.2% 21,219 $1.1M
Jones Financial Companies LLLP 0.00% Add +9.9% 20,686 $1.0M
Silver Oak Securities, Incorporated 0.08% Reduce -0.1% 20,002 $1.0M
Harbour Investments, Inc. 0.02% Reduce -2.1% 19,609 $984K
Fermata Advisors, LLC 0.26% Add +62.1% 19,148 $961K
LYNX Capital Group Ltd. 0.44% Add +0.0% 18,328 $920K
Sunbelt Securities, Inc. 0.08% Add +144.0% 18,046 $892K
LGL Partners, LLC 0.37% Add +1.9% 16,876 $834K
Sigma Planning Corp 0.03% Add +5.5% 16,572 $832K
Pension & Wealth Management Advisors, Inc. 0.28% Reduce -0.3% 16,563 $831K
Mariner, LLC 0.00% Reduce -49.4% 16,445 $826K
Rockland Trust Co. 0.04% Reduce -3.8% 15,988 $803K
Apollon Wealth Management, LLC 0.01% Reduce -1.5% 14,806 $743K
Ascentis Independent Advisors 0.13% Reduce -0.6% 14,479 $727K

"% 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 226 holders