Global X MLP ETFMLPAETF

13F holders, Q4 2025 (December 31)
235holders +9
19new positions
16sold out
2famous investors
$48.40avg. 13F price*

At the end of Q4 2025, 235 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 9 from Q3 2025. 19 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($212.1M), Creative Planning ($90.4M) and Bank of America Corp. ($51.8M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$15.4M
Exits16$9.3M

All 13F filers, Q3 2025 → Q4 2025: 1,850,142 shares bought and 1,122,441 shares sold, net +727,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Morgan Stanley 0.01% Reduce -3.1% 4,382,044 $212.1M
Creative Planning 0.06% Reduce -2.1% 1,866,919 $90.4M
Bank of America Corp. 0.00% Reduce -9.9% 1,070,130 $51.8M
UBS Group AG 0.01% Add +3.6% 1,047,656 $50.7M
Wells Fargo & Company 0.01% Reduce -7.0% 1,019,123 $49.3M
LPL Financial LLC 0.01% Reduce -22.6% 809,467 $39.2M
Raymond James Financial Inc. 0.01% Reduce -8.4% 660,725 $32.0M
Evergreen Capital Management LLC 0.53% Add +0.7% 489,625 $23.7M
Gradient Investments LLC 0.35% Add +2.4% 458,127 $22.2M
Madrid Financial Services 14.46% Reduce -0.1% 415,648 $20.1M
Rockefeller Capital Management L.P. 0.03% Add +31.1% 399,223 $19.3M
Envestnet Asset Management Inc. 0.01% Reduce -4.5% 399,117 $19.3M
Royal Bank of Canada 0.00% Add +22.2% 376,409 $18.2M
Cetera Investment Advisers 0.02% Add +0.8% 314,557 $15.2M
Tectonic Advisors LLC 0.65% Reduce -10.6% 256,164 $12.4M
Foundations Investment Advisors, LLC 0.16% Add +4705.6% 254,505 $12.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +6.3% 241,378 $11.6M
Greenspring Advisors, LLC 0.70% Add +5502.1% 236,859 $11.5M
Advisors Management Group Inc. 2.08% Reduce -6.6% 236,296 $11.4M
Jaffetilchin Investment Partners, LLC 0.65% Reduce -2.2% 230,065 $11.1M
Legacy Wealth Asset Management, LLC 2.56% Add +0.3% 215,439 $10.4M
Barry Investment Advisors, LLC 2.20% Reduce -0.3% 204,424 $9.9M
Madison Asset Management, LLC 0.11% Reduce -3.0% 196,210 $9.5M
Exchange Traded Concepts, LLC 0.08% Add +5.7% 186,220 $9.0M
Sei Investments Co. 0.01% Add +23.6% 172,554 $8.4M
Columbus Macro, LLC 0.88% Reduce -7.4% 165,606 $8.0M
Quadrature Capital Ltd 0.08% Add +2831.8% 160,544 $7.8M
Focus Partners Wealth 0.01% Add +562.5% 148,850 $7.2M
MBL Wealth, LLC 0.54% Add +4.4% 137,817 $6.7M
Advisors Asset Management, Inc. 0.11% Add +8.0% 134,351 $6.5M
Naviter Wealth, LLC 0.85% Add +389.1% 134,287 $6.5M
Ameriprise Financial Inc. 0.00% Add +24.2% 126,525 $6.1M
Matrix Private Capital Group LLC 3.10% Add +9.9% 126,417 $6.1M
Stephens Inc. 0.07% Add +4.0% 123,766 $6.0M
Almanack Investment Partners, LLC. 0.96% Reduce -10.0% 116,497 $5.6M
Comerica Bank 0.02% Reduce -0.2% 110,328 $5.3M
NewEdge Advisors, LLC 0.02% Add +9.5% 110,010 $5.3M
Stifel Financial Corp. 0.00% Add +6.8% 103,920 $5.0M
Cascade Financial Partners, LLC 0.49% Reduce -0.6% 99,187 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 96,890 $4.7M
Advisory Services Network, LLC 0.06% Add +16.0% 84,549 $4.1M
Private Advisory Group LLC 0.32% Add +23.7% 83,140 $4.0M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -0.6% 75,959 $3.7M
Pinnacle Associates Ltd. 0.05% Reduce -4.1% 74,759 $3.6M
Global Retirement Partners, LLC 0.06% Reduce -32.6% 70,165 $3.4M
Strong Tower Advisory Services 0.60% Add +38.0% 68,877 $3.3M
Pekin Hardy Strauss, Inc. 0.31% Add +4.8% 68,150 $3.3M
Private Advisor Group, LLC 0.02% Add +2.5% 66,207 $3.2M
Trivium Point Advisory, LLC 0.32% Reduce -3.6% 65,696 $3.2M
Capital Advisors Wealth Management, LLC 0.37% Add +14.0% 56,649 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.7% 54,908 $2.7M
HighTower Advisors, LLC 0.00% Reduce -2.0% 54,051 $2.6M
Beacon Pointe Advisors, LLC 0.02% Add +5.7% 53,326 $2.6M
Ethos Financial Group, LLC 0.18% Reduce -30.9% 51,038 $2.5M
RFG Advisory, LLC 0.05% Add +19.1% 50,909 $2.5M
Guild Investment Management, Inc. 1.80% Reduce -2.9% 50,160 $2.4M
Anfield Capital Management, LLC 0.76% New 50,058 $2.4M
Adams Asset Advisors, LLC 0.32% Add +34.0% 48,888 $2.4M
Global Wealth Management Investment Advisory, Inc. 0.37% Add +9.0% 48,126 $2.3M
Farther Finance Advisors, LLC 0.02% Reduce -2.4% 47,923 $2.3M
AlphaCore Capital LLC 0.05% No change 47,740 $2.3M
Tocqueville Asset Management L.P. 0.03% Add +0.2% 46,348 $2.2M
Herbst Group, LLC 1.30% New 45,600 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -26.8% 42,720 $2.1M
Americana Partners, LLC 0.06% Add +73.2% 41,945 $2.0M
IHT Wealth Management, LLC 0.05% Add +628.0% 40,574 $2.0M
Qube Research & Technologies Ltd 0.00% Add +12123.8% 39,605 $1.9M
Thor Investment Management Inc. /Oh/ 1.05% Add +0.5% 37,748 $1.8M
Krilogy Financial LLC 0.06% Reduce -3.7% 35,810 $1.8M
D.A. Davidson & Co. 0.01% Reduce -5.8% 35,729 $1.7M
Cerity Partners LLC 0.00% Reduce -12.7% 34,276 $1.7M
Checchi Capital Advisers, LLC 0.10% New 31,568 $1.5M
Wealthfront Advisers LLC 0.00% Add +30.9% 31,531 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -6.5% 29,758 $1.4M
Blair William & Co. 0.00% Add +5.6% 29,687 $1.4M
Charles Schwab Trust Co 0.09% No change 29,621 $1.4M
&partners 0.01% Add +1.6% 29,481 $1.4M
Janney Montgomery Scott LLC 0.00% Add +3.5% 28,443 $1.4M
Mariner, LLC 0.00% Add +78.5% 27,945 $1.4M
Point Nemo Capital, LLC 1.33% — 27,786 $1.3M
Asset Allocation Strategies LLC 0.25% Add +38.7% 27,447 $1.3M
Moneco Advisors, LLC 0.11% Reduce -3.7% 27,433 $1.3M
Wiser Advisor Group LLC 1.44% Reduce -1.8% 26,036 $1.3M
Flaharty Asset Management, LLC 0.15% Add +10.0% 25,301 $1.2M
Centurion Wealth Management LLC 0.26% Add +1.9% 24,492 $1.2M
Advisory Alpha, LLC 0.03% Add +6.3% 24,188 $1.2M
Jones Financial Companies LLLP 0.00% Add +10.2% 23,829 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +4.3% 23,801 $1.2M
Lido Advisors, LLC 0.00% No change 23,335 $1.1M
Independent Financial Group, LLC 0.02% Reduce -3.2% 22,091 $1.1M
LFG Wealth Partners, LLC 0.68% — 22,065 $1.1M
Harbour Investments, Inc. 0.02% Add +5.0% 21,739 $1.1M
FWL Investment Management, LLC 0.25% Add +340.9% 21,353 $1.0M
EP Wealth Advisors, LLC 0.01% — 21,319 $1.0M
Collaborative Wealth Managment Inc. 0.35% Reduce -3.2% 20,740 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -23.1% 20,451 $990K
J.W. Cole Advisors, Inc. 0.02% Add +8.5% 25,211 $960K
Sigma Planning Corp 0.03% Add +7.8% 19,390 $939K
Silver Oak Securities, Incorporated 0.06% Reduce -0.1% 19,155 $928K
APS Management Group, Inc. 0.79% Add +6.9% 18,997 $920K
LYNX Capital Group Ltd. 0.40% Add +0.0% 18,225 $882K
Mills Wealth Advisors LLC 0.34% New 18,055 $874K
Demars Financial Group, LLC 0.29% Add +28.3% 17,974 $870K
LGL Partners, LLC 0.36% Add +2.0% 17,542 $849K
AdvisorNet Financial, Inc 0.04% Add +951.2% 17,114 $828K
TT Capital Management LLC 0.65% New 16,800 $813K
Valley National Advisers Inc. 0.11% Reduce -29.6% 16,750 $810K
JPMorgan Chase & Co. 0.00% Add +124.4% 16,315 $790K
Rockland Trust Co. 0.03% Reduce -1.1% 15,739 $762K
Alpine Bank Wealth Management 0.11% Add +12.8% 15,572 $754K
Endowment Wealth Management, Inc. 0.34% Add +2.8% 15,297 $741K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -20.9% 14,400 $697K
Fermata Advisors, LLC 0.17% Reduce -5.5% 14,226 $689K
International Assets Investment Management, LLC 0.05% New 14,153 $685K
O'shaughnessy Asset Management, LLC 0.00% No change 13,455 $651K
HB Wealth Management, LLC 0.00% No change 13,409 $649K
Corient Private Wealth LP 0.00% Add +13.6% 13,176 $638K
Principal Securities, Inc. 0.01% Add +3.9% 13,019 $630K
Principia Wealth Advisory, LLC 0.39% Reduce -21.9% 12,897 $624K
D. E. Shaw & Co. 0.00% Add +12.2% 12,647 $612K
Morton Capital Management LLC 0.09% No change 12,626 $611K
Puff Wealth Management, LLC 0.79% New 12,464 $608K
Future Financial Wealth Managment LLC 0.41% Reduce -3.9% 12,035 $606K
Twin Focus Capital Partners, LLC 0.07% Reduce -7.5% 12,384 $600K
Pension & Wealth Management Advisors, Inc. 0.17% Reduce -16.8% 12,014 $582K
Jane Street Group, LLC 0.00% No change 11,498 $557K
Gotham Asset Management 0.00% Add +149.0% 11,490 $556K
Friedenthal Financial 0.28% Reduce -2.8% 11,272 $546K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.2% 11,011 $533K
Belpointe Asset Management LLC 0.02% No change 10,300 $499K
Chilton Capital Management LLC 0.02% Reduce -0.7% 10,088 $488K
Naples Global Advisors, LLC 0.03% Reduce -0.3% 9,628 $466K
M3 Advisory Group, LLC 0.28% No change 9,443 $457K
Inscription Capital, LLC 0.05% Reduce -0.7% 9,438 $457K
Apollon Wealth Management, LLC 0.01% Add +0.3% 9,324 $451K
Madison Park Capital Advisors, LLC 0.37% New 9,312 $451K
Venture Visionary Partners LLC 0.01% Reduce -6.5% 9,290 $450K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.2% 9,170 $444K
CCG Wealth Management, LLC 0.18% No change 8,903 $431K
Goldman Sachs Group Inc. 0.00% New 8,653 $419K
Latitude Advisors, LLC 0.18% Add +26.4% 8,583 $416K
Choreo, LLC 0.01% Reduce -49.2% 8,349 $404K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Add +2.0% 7,990 $387K
IFP Advisors, Inc 0.01% Reduce -0.3% 7,931 $384K
Alteri Wealth LLC 0.12% Add +8.6% 7,715 $373K
SFI Advisors, LLC 0.24% Reduce -36.3% 7,684 $372K
Chicago Partners Investment Group LLC 0.01% Add +2.0% 7,300 $370K
Nwam LLC 0.02% Add +55.0% 7,317 $360K
Truist Financial Corp. 0.00% Add +8.8% 7,339 $360K
Badgley Phelps Wealth Managers, LLC 0.01% No change 7,437 $360K
Total Clarity Wealth Management, Inc. 0.08% Add +23.2% 7,197 $348K
Black Diamond Financial, LLC 0.04% New 7,000 $339K
Baird Financial Group, Inc. 0.00% No change 6,840 $331K
Institute for Wealth Management, LLC. 0.03% No change 6,786 $329K
McGowan Group Asset Management, Inc. 0.04% Add +28.7% 6,431 $311K
Flagship Harbor Advisors, LLC 0.01% Add +51.8% 6,300 $305K
Mercer Global Advisors Inc. 0.00% Reduce -17.6% 6,116 $296K
Eagle Strategies LLC 0.04% Reduce -6.3% 6,086 $295K
Sanctuary Advisors, LLC 0.00% Reduce -2.1% 5,904 $286K
Kraft, Davis & Associates, LLC 0.06% No change 5,668 $285K
FF Advisors,LLC 0.13% Add +40.5% 5,883 $285K
Kestra Advisory Services, LLC 0.00% Add +5.3% 5,790 $280K
ProVise Management Group, LLC 0.02% Add +7.7% 5,730 $277K
Sunbelt Securities, Inc. 0.02% Reduce -32.2% 5,581 $270K
Redwood Family Wealth LLC 0.26% — 5,500 $266K
Comprehensive Money Management Services LLC 0.18% New 5,425 $263K
WBH Advisory Inc. 0.02% Reduce -15.4% 5,300 $257K
Keystone Financial Group 0.02% Add +1.2% 5,298 $256K
Blue Trust, Inc. 0.00% Add +1479.9% 5,261 $255K
Atlas Capital Advisors Inc. 0.03% — 5,244 $254K
Heartwood Wealth Advisors LLC 0.02% No change 5,167 $250K
BlackRock, Inc. 0.00% Add +542.0% 5,155 $250K
Legacy Wealth Management, LLC / MS 0.06% No change 4,706 $228K
Entelevest, LLC 0.24% — 4,699 $227K
Everstar Asset Management, LLC 0.12% No change 4,555 $221K
OneDigital Investment Advisors LLC 0.00% No change 4,502 $218K
Sykon Capital LLC 0.07% Reduce -44.5% 4,482 $217K
Smartleaf Asset Management LLC 0.01% Add +367.3% 4,397 $213K
Attessa Capital LLC 0.11% Reduce -28.4% 4,212 $204K
PNC Financial Services Group, Inc. 0.00% No change 3,250 $157K
FMR LLC 0.00% Reduce -8.2% 3,232 $156K
NFSG Corp 0.02% Add +1461.2% 3,060 $148K
Northwestern Mutual Wealth Management Co. 0.00% Add +541.4% 2,957 $143K
Lanark Financial, Inc. 0.01% Add +9.7% 2,683 $130K
SageView Advisory Group, LLC 0.00% New 2,417 $117K
FAS Wealth Partners, Inc. 0.01% Add +2.0% 2,277 $110K
Bogart Wealth, LLC 0.00% Add +2.0% 2,269 $110K
2UniFi Bank 0.05% No change 2,250 $109K
MAI Capital Management 0.00% Add +1.7% 1,712 $83K
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% Add +2.0% 1,663 $81K
Montag A & Associates Inc. 0.00% No change 1,236 $60K
Private Trust Co. NA 0.00% Reduce -0.8% 1,057 $51K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.0% 966 $47K
Wealth Enhancement Trust Services, Inc. 0.01% — 962 $47K
Beaird Harris Wealth Management, LLC 0.00% No change 821 $40K
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
SHP Wealth Management 0.00% — 492 $24K
Blueline Advisors LLC 0.02% — 421 $20K
Parallel Advisors, LLC 0.00% No change 400 $19K
Register Financial Advisors LLC 0.01% Reduce -72.2% 385 $19K
AE Wealth Management LLC 0.00% Add +1.2% 330 $16K
Ancora Advisors LLC 0.00% No change 300 $15K
Financial Consulate, Inc. 0.00% New 250 $12K
Cwm, LLC 0.00% Reduce -33.9% 170 $8K
Westside Investment Management, Inc. 0.00% No change 158 $8K
Smallwood Wealth Investment Management, LLC 0.00% No change 153 $7K
Aptus Capital Advisors, LLC 0.00% No change 150 $7K
Versant Capital Management, Inc 0.00% No change 136 $7K
First Community Trust NA 0.00% New 132 $6K
CoreCap Advisors, LLC 0.00% No change 126 $6K
Avion Wealth 0.00% No change 141 $6K
CX Institutional 0.00% New 125 $6K
Bank of Montreal 0.00% No change 116 $6K
Creative Financial Designs Inc. 0.00% Reduce -29.3% 106 $5K
Fortis Group Advisors, LLC 0.00% No change 93 $5K
Sound Income Strategies, LLC 0.00% No change 84 $4K
UMB Bank, n.a. 0.00% New 65 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 51 $2K
Triumph Capital Management 0.00% New 50 $2K
Anchor Investment Management, LLC 0.00% Add +2.4% 42 $2K
Citigroup Inc. 0.00% Reduce -99.4% 32 $2K
Crews Bank & Trust 0.00% No change 30 $1K
Elevated Capital Advisors, LLC 0.00% New 27 $1K
Turning Point Benefit Group, Inc. 0.00% No change 26 $1K
Assetmark, Inc. 0.00% Reduce -89.1% 25 $1K
Spire Wealth Management 0.00% Add +4.5% 23 $1K
New England Capital Financial Advisors LLC 0.00% No change 7 $339
Golden State Wealth Management, LLC 0.00% No change 6 $296
SBI Securities Co., Ltd. 0.00% No change 6 $290
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.