Global X MLP ETFMLPAETF

13F holders, Q3 2025 (September 30)
226holders
21new positions
19sold out
2famous investors
$48.42avg. 13F price*

At the end of Q3 2025, 226 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, unchanged from Q2 2025. 21 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($219.1M), Creative Planning ($92.3M) and Bank of America Corp. ($57.5M). 2 famous investors held it, including 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$8.8M
Exits19$10.1M

All 13F filers, Q2 2025 → Q3 2025: 1,135,502 shares bought and 889,016 shares sold, net +246,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 226 holders

Morgan Stanley 0.01% Add +3.8% 4,524,413 $219.1M
Creative Planning 0.07% Reduce -0.9% 1,906,299 $92.3M
Bank of America Corp. 0.00% Add +3.7% 1,187,268 $57.5M
Wells Fargo & Company 0.01% Reduce -2.5% 1,095,758 $53.1M
LPL Financial LLC 0.01% Add +12.0% 1,045,617 $50.6M
UBS Group AG 0.01% Reduce -9.5% 1,011,022 $49.0M
Raymond James Financial Inc. 0.01% Reduce -2.5% 721,021 $34.9M
Evergreen Capital Management LLC 0.56% Add +1.1% 486,475 $23.6M
Gradient Investments LLC 0.36% Add +2.8% 447,269 $21.7M
Envestnet Asset Management Inc. 0.01% Reduce -15.6% 418,028 $20.2M
Madrid Financial Services 12.60% Add +21.3% 415,974 $20.1M
Cetera Investment Advisers 0.02% Reduce -19.9% 311,932 $15.1M
Royal Bank of Canada 0.00% Add +14.9% 308,074 $14.9M
Rockefeller Capital Management L.P. 0.03% Reduce -0.3% 304,600 $14.7M
Tectonic Advisors LLC 0.76% Add +5.3% 286,664 $13.9M
Advisors Management Group Inc. 2.15% Add +0.9% 253,032 $12.3M
Jaffetilchin Investment Partners, LLC 0.68% Add +5.9% 235,254 $11.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.2% 227,080 $10.9M
Legacy Wealth Asset Management, LLC 2.53% Add +10.8% 214,685 $10.4M
Barry Investment Advisors, LLC 2.28% Add +5.3% 205,082 $9.9M
Madison Asset Management, LLC 0.11% Reduce -7.1% 202,210 $9.8M
Columbus Macro, LLC 0.99% Reduce -34.2% 178,808 $8.7M
Exchange Traded Concepts, LLC 0.08% Add +32.3% 176,132 $8.5M
Sei Investments Co. 0.01% Add +24.2% 139,646 $6.8M
MBL Wealth, LLC 0.56% Add +7.3% 132,014 $6.4M
Almanack Investment Partners, LLC. 0.97% Add +2.4% 129,461 $6.3M
Advisors Asset Management, Inc. 0.10% Add +37.0% 124,371 $6.0M
Stephens Inc. 0.07% Add +7.3% 118,961 $5.8M
Sonora Investment Management Group, LLC 0.40% Add +12.6% 117,624 $5.7M
Matrix Private Capital Group LLC 2.95% Add +19.7% 115,023 $5.6M
Comerica Bank 0.02% Add +6.5% 110,506 $5.4M
Global Retirement Partners, LLC 0.11% Add +3.6% 104,090 $5.0M
Ameriprise Financial Inc. 0.00% Add +68.8% 101,845 $4.9M
NewEdge Advisors, LLC 0.02% Add +12.6% 100,472 $4.9M
Cascade Financial Partners, LLC 0.55% Reduce -3.8% 99,737 $4.8M
Stifel Financial Corp. 0.00% Add +3.9% 97,303 $4.7M
Pinnacle Associates Ltd. 0.05% Reduce -1.3% 77,957 $3.8M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -1.5% 76,384 $3.7M
Ethos Financial Group, LLC 0.28% Add +2.1% 73,911 $3.6M
Advisory Services Network, LLC 0.05% Add +2.1% 72,894 $3.5M
Trivium Point Advisory, LLC 0.34% Add +3.9% 68,124 $3.3M
Private Advisory Group LLC 0.28% Add +116.4% 67,212 $3.3M
Pekin Hardy Strauss, Inc. 0.32% Add +0.2% 65,011 $3.1M
Private Advisor Group, LLC 0.02% Add +3.8% 64,612 $3.1M
Osaic Holdings, Inc. 0.00% Add +37.4% 58,356 $2.9M
HighTower Advisors, LLC 0.00% Reduce -3.4% 55,150 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.4% 52,432 $2.5M
Guild Investment Management, Inc. 1.99% Add +2.5% 51,660 $2.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -14.8% 50,476 $2.4M
Strong Tower Advisory Services 0.46% Add +7.7% 49,893 $2.4M
Capital Advisors Wealth Management, LLC 0.34% Reduce -57.7% 49,696 $2.4M
Farther Finance Advisors, LLC 0.04% Add +1.0% 49,098 $2.4M
AlphaCore Capital LLC 0.08% Reduce -3.4% 47,740 $2.3M
Tocqueville Asset Management L.P. 0.03% Add +12.0% 46,266 $2.2M
Global Wealth Management Investment Advisory, Inc. 0.36% Add +8.4% 44,143 $2.1M
RFG Advisory, LLC 0.04% Reduce -7.4% 42,754 $2.1M
Cerity Partners LLC 0.00% Reduce -5.1% 39,265 $1.9M
Black Swift Group, LLC 0.33% Reduce -12.0% 38,310 $1.9M
D.A. Davidson & Co. 0.01% Reduce -11.1% 37,937 $1.8M
Thor Investment Management Inc. /Oh/ 1.10% Add +0.5% 37,569 $1.8M
Krilogy Financial LLC 0.07% Add +188.7% 37,170 $1.8M
Adams Asset Advisors, LLC 0.23% Add +40.5% 36,487 $1.8M
GTS Securities LLC 0.06% New 31,885 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +5.0% 31,845 $1.5M
Burk Holdings LLC 0.82% Add +24.5% 31,691 $1.5M
Charles Schwab Trust Co 0.10% Reduce -9.2% 29,621 $1.4M
Astoria Portfolio Advisors LLC. 0.37% Add +22.6% 29,759 $1.4M
&partners 0.01% Add +1.5% 29,008 $1.4M
Moneco Advisors, LLC 0.12% Reduce -0.8% 28,489 $1.4M
Blair William & Co. 0.00% Reduce -0.3% 28,123 $1.4M
Janney Montgomery Scott LLC 0.00% Add +395.0% 27,469 $1.3M
Naviter Wealth, LLC 0.15% Add +21.8% 27,458 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -16.8% 26,608 $1.3M
Wiser Advisor Group LLC 1.60% New 26,520 $1.3M
Americana Partners, LLC 0.04% Add +8.5% 24,222 $1.2M
Wealthfront Advisers LLC 0.00% Add +12.6% 24,097 $1.2M
Centurion Wealth Management LLC 0.27% New 24,043 $1.2M
Valley National Advisers Inc. 0.18% New 23,794 $1.2M
Lido Advisors, LLC 0.00% Reduce -2.9% 23,335 $1.1M
J.W. Cole Advisors, Inc. 0.02% Add +5.7% 23,237 $1.1M
Flaharty Asset Management, LLC 0.14% Add +4.8% 23,000 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.1% 22,829 $1.1M
Independent Financial Group, LLC 0.03% Reduce -1.3% 22,815 $1.1M
Advisory Alpha, LLC 0.03% New 22,753 $1.1M
Focus Partners Wealth 0.00% Reduce -3.6% 22,468 $1.1M
Jones Financial Companies LLLP 0.00% Add +4.5% 21,624 $1.1M
Collaborative Wealth Managment Inc. 0.42% Add +0.2% 21,424 $1.0M
Harbour Investments, Inc. 0.02% Add +5.6% 20,703 $1.0M
Asset Allocation Strategies LLC 0.19% Add +98.5% 19,787 $958K
Silver Oak Securities, Incorporated 0.07% Reduce -4.1% 19,174 $928K
LYNX Capital Group Ltd. 0.41% Reduce -0.6% 18,223 $882K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -19.5% 18,200 $881K
Sigma Planning Corp 0.02% Add +8.5% 17,981 $871K
APS Management Group, Inc. 0.76% — 17,771 $860K
LGL Partners, LLC 0.35% Add +1.9% 17,194 $833K
Principia Wealth Advisory, LLC 0.57% Reduce -44.1% 16,505 $799K
Choreo, LLC 0.01% Add +15.9% 16,427 $795K
Rockland Trust Co. 0.03% Reduce -0.5% 15,907 $770K
Mariner, LLC 0.00% Reduce -4.8% 15,651 $758K
Fermata Advisors, LLC 0.18% Reduce -21.4% 15,053 $729K

"% 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