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
Endowment Wealth Management, Inc. 0.33% Add +24.9% 14,877 $720K
Pension & Wealth Management Advisors, Inc. 0.22% Reduce -12.8% 14,434 $699K
Demars Financial Group, LLC 0.24% Add +10.1% 14,013 $679K
Alpine Bank Wealth Management 0.09% Add +660.3% 13,800 $668K
Ascentis Independent Advisors 0.11% Reduce -6.7% 13,513 $654K
O'shaughnessy Asset Management, LLC 0.00% No change 13,455 $651K
HB Wealth Management, LLC 0.00% No change 13,409 $649K
Twin Focus Capital Partners, LLC 0.08% No change 13,384 $648K
Morton Capital Management LLC 0.10% No change 12,626 $611K
Principal Securities, Inc. 0.01% Reduce -6.5% 12,535 $607K
Future Financial Wealth Managment LLC 0.38% No change 12,520 $606K
SFI Advisors, LLC 0.37% Reduce -4.1% 12,061 $584K
Friedenthal Financial 0.29% Add +2.3% 11,600 $562K
Corient Private Wealth LP 0.00% Reduce -11.0% 11,597 $562K
Jane Street Group, LLC 0.00% New 11,498 $557K
D. E. Shaw & Co. 0.00% Reduce -18.9% 11,272 $546K
WCG Wealth Advisors LLC 0.03% Add +1.9% 11,232 $544K
U.S. Capital Wealth Advisors, LLC 0.01% No change 10,777 $522K
Belpointe Asset Management LLC 0.02% New 10,300 $499K
Chilton Capital Management LLC 0.02% Reduce -9.4% 10,155 $492K
Venture Visionary Partners LLC 0.02% Add +0.0% 9,935 $481K
Naples Global Advisors, LLC 0.04% Reduce -0.8% 9,659 $468K
Inscription Capital, LLC 0.05% Reduce -3.5% 9,508 $460K
M3 Advisory Group, LLC 0.29% Add +10.1% 9,443 $457K
Apollon Wealth Management, LLC 0.01% Reduce -37.2% 9,299 $450K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.5% 8,976 $435K
CCG Wealth Management, LLC 0.20% No change 8,903 $431K
Sunbelt Securities, Inc. 0.03% Reduce -54.4% 8,231 $399K
Sykon Capital LLC 0.13% Reduce -81.0% 8,080 $391K
IFP Advisors, Inc 0.01% Add +22.4% 7,951 $385K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Add +1.9% 7,832 $379K
Badgley Phelps Wealth Managers, LLC 0.01% No change 7,437 $360K
Mercer Global Advisors Inc. 0.00% Add +8.9% 7,418 $359K
JPMorgan Chase & Co. 0.00% Reduce -1.4% 7,270 $352K
Arlington Financial Advisors, LLC 0.05% New 7,200 $349K
Chicago Partners Investment Group LLC 0.01% Add +1.9% 7,156 $347K
Alteri Wealth LLC 0.12% Add +54.3% 7,104 $344K
Baird Financial Group, Inc. 0.00% Add +7.9% 6,840 $331K
Latitude Advisors, LLC 0.15% Add +18.8% 6,793 $329K
Cadence Bank 0.02% No change 6,791 $329K
Institute for Wealth Management, LLC. 0.03% No change 6,786 $329K
Truist Financial Corp. 0.00% Reduce -34.3% 6,745 $327K
Ausdal Financial Partners, Inc. 0.02% Reduce -68.9% 6,606 $320K
Eagle Strategies LLC 0.04% Add +1.9% 6,497 $315K
WBH Advisory Inc. 0.02% Reduce -23.9% 6,267 $303K
Sanctuary Advisors, LLC 0.00% Reduce -18.1% 6,034 $292K
Attessa Capital LLC 0.17% Reduce -49.0% 5,883 $285K
Total Clarity Wealth Management, Inc. 0.08% New 5,840 $283K
Kraft, Davis & Associates, LLC 0.07% No change 5,668 $271K
IHT Wealth Management, LLC 0.01% Reduce -2.7% 5,573 $270K
Citigroup Inc. 0.00% Reduce -0.1% 5,530 $268K
Kestra Advisory Services, LLC 0.00% Reduce -59.2% 5,498 $266K
Quadrature Capital Ltd 0.00% New 5,476 $266K
L.M. Kohn & Company 0.32% No change 5,445 $264K
ProVise Management Group, LLC 0.02% Add +13.1% 5,319 $258K
Foundations Investment Advisors, LLC 0.00% Reduce -4.0% 5,296 $256K
Keystone Financial Group 0.02% Add +6.1% 5,237 $254K
Heartwood Wealth Advisors LLC 0.02% No change 5,167 $250K
McGowan Group Asset Management, Inc. 0.03% New 4,996 $242K
Austin Wealth Management, LLC 0.04% Reduce -6.0% 4,895 $236K
FWL Investment Management, LLC 0.06% Reduce -15.1% 4,843 $235K
Nwam LLC 0.01% No change 4,719 $228K
Legacy Wealth Management, LLC / MS 0.07% No change 4,706 $228K
Gotham Asset Management 0.00% No change 4,615 $223K
Everstar Asset Management, LLC 0.13% No change 4,555 $221K
OneDigital Investment Advisors LLC 0.00% No change 4,502 $218K
SWS Partners 0.05% No change 4,431 $215K
Greenspring Advisors, LLC 0.04% — 4,228 $205K
FF Advisors,LLC 0.10% No change 4,188 $203K
Flagship Harbor Advisors, LLC 0.01% New 4,150 $201K
Comprehensive Financial Planning, Inc. 0.14% Reduce -64.6% 4,097 $198K
FMR LLC 0.00% Add +3.3% 3,519 $170K
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 3,250 $157K
Lanark Financial, Inc. 0.01% No change 2,445 $118K
2UniFi Bank 0.05% No change 2,250 $109K
FAS Wealth Partners, Inc. 0.01% Add +1.9% 2,232 $108K
Bogart Wealth, LLC 0.00% Add +1.9% 2,224 $108K
MAI Capital Management 0.00% Reduce -4.7% 1,683 $81K
Capital Advisors, Ltd. LLC 0.01% No change 1,666 $81K
Wilmington Savings Fund Society, FSB 0.00% No change 1,666 $81K
MGB Wealth Management, LLC 0.02% No change 1,630 $79K
AdvisorNet Financial, Inc 0.00% Reduce -16.2% 1,628 $79K
Register Financial Advisors LLC 0.03% No change 1,385 $67K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 1,238 $60K
Montag A & Associates Inc. 0.00% No change 1,236 $60K
Private Trust Co. NA 0.00% Add +39.2% 1,066 $52K
Wealthspire Advisors, LLC 0.00% New 1,039 $50K
Smartleaf Asset Management LLC 0.00% New 941 $46K
Beaird Harris Wealth Management, LLC 0.00% No change 821 $40K
BlackRock, Inc. 0.00% No change 803 $39K
Flagship Wealth Advisors, LLC 0.01% No change 741 $36K
Rothschild Investment LLC 0.00% No change 610 $30K
Community Bank, N.A. 0.00% No change 550 $27K
Clean Yield Group 0.01% New 539 $26K
Northwestern Mutual Wealth Management Co. 0.00% Add +188.1% 461 $22K
Parallel Advisors, LLC 0.00% New 400 $19K
Blue Trust, Inc. 0.00% Reduce -69.7% 333 $16K
AE Wealth Management LLC 0.00% Add +173.9% 326 $16K
Qube Research & Technologies Ltd 0.00% Reduce -96.9% 324 $16K
Ancora Advisors LLC 0.00% No change 300 $15K
Cwm, LLC 0.00% Reduce -64.2% 257 $12K
Assetmark, Inc. 0.00% Add +422.7% 230 $11K
NFSG Corp 0.00% No change 196 $9K
Westside Investment Management, Inc. 0.00% No change 158 $8K
Smallwood Wealth Investment Management, LLC 0.00% No change 153 $7K
Creative Financial Designs Inc. 0.00% No change 150 $7K
Aptus Capital Advisors, LLC 0.00% No change 150 $7K
Versant Capital Management, Inc 0.00% No change 136 $7K
CoreCap Advisors, LLC 0.00% No change 126 $6K
Avion Wealth 0.00% No change 141 $6K
Bank of Montreal 0.00% Reduce -46.5% 116 $6K
Pathway Financial Advisers, LLC 0.00% New 104 $5K
Fortis Group Advisors, LLC 0.00% No change 93 $5K
Sound Income Strategies, LLC 0.00% New 84 $4K
Quest 10 Wealth Builders, Inc. 0.00% No change 51 $2K
EverSource Wealth Advisors, LLC 0.00% No change 41 $2K
Anchor Investment Management, LLC 0.00% Add +2.5% 41 $2K
Crews Bank & Trust 0.00% No change 30 $1K
Lowe Wealth Advisors, LLC 0.00% New 29 $1K
Turning Point Benefit Group, Inc. 0.00% New 26 $1K
Spire Wealth Management 0.00% No change 22 $1K
New England Capital Financial Advisors LLC 0.00% No change 7 $339
Golden State Wealth Management, LLC 0.00% New 6 $291
SBI Securities Co., Ltd. 0.00% No change 6 $291
Howe & Rusling Inc. 0.00% No change 1 $49
St Germain D J Co. Inc. 0.00% No change 1 $48

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