Global X MLP ETFMLPAETF

13F holders, Q1 2026 (March 31)
244holders +9
28new positions
17sold out
2famous investors
$53.86avg. 13F price*

At the end of Q1 2026, 244 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 9 from Q4 2025. 28 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($259.3M), UBS Group AG ($178.1M) and Creative Planning ($98.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions28$30.7M
Exits17$18.7M

All 13F filers, Q4 2025 → Q1 2026: 4,724,823 shares bought and 1,060,075 shares sold, net +3,664,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

Morgan Stanley 0.02% Add +9.9% 4,814,047 $259.3M
UBS Group AG 0.03% Add +215.5% 3,305,227 $178.1M
Creative Planning 0.07% Reduce -1.7% 1,835,496 $98.9M
Wells Fargo & Company 0.01% Add +13.1% 1,153,055 $62.1M
Bank of America Corp. 0.00% Reduce -8.1% 983,367 $53.0M
LPL Financial LLC 0.01% Add +18.8% 961,495 $51.8M
Raymond James Financial Inc. 0.01% Add +5.5% 697,228 $37.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +464.2% 546,689 $29.5M
Evergreen Capital Management LLC 0.56% Reduce -2.9% 475,437 $25.6M
Madrid Financial Services 14.97% Add +13.3% 470,703 $25.4M
Gradient Investments LLC 0.35% Reduce -7.9% 421,801 $22.7M
Envestnet Asset Management Inc. 0.01% Add +5.1% 419,368 $22.6M
Royal Bank of Canada 0.00% Add +7.2% 403,392 $21.7M
Cetera Investment Advisers 0.02% Add +2.3% 321,927 $17.3M
Jaffetilchin Investment Partners, LLC 0.87% Add +18.5% 272,694 $14.7M
Rockefeller Capital Management L.P. 0.03% Reduce -32.1% 271,113 $14.6M
Tectonic Advisors LLC 0.77% Add +5.5% 270,264 $14.6M
Foundations Investment Advisors, LLC 0.18% Add +5.4% 268,329 $14.5M
Greenspring Advisors, LLC 0.82% Add +4.8% 248,283 $13.4M
Legacy Wealth Asset Management, LLC 2.99% Add +5.7% 227,812 $12.3M
Advisors Management Group Inc. 2.14% Reduce -7.6% 218,405 $11.8M
Barry Investment Advisors, LLC 2.43% Add +0.3% 205,014 $11.0M
Osaic Holdings, Inc. 0.01% Add +343.8% 189,568 $10.2M
Madison Asset Management, LLC 0.12% Reduce -5.2% 186,095 $10.0M
Sei Investments Co. 0.01% Add +6.7% 184,166 $9.9M
Exchange Traded Concepts, LLC 0.07% Reduce -4.8% 177,224 $9.5M
Columbus Macro, LLC 0.99% Add +4.2% 172,567 $9.3M
Focus Partners Wealth 0.01% Add +4.3% 155,282 $8.4M
Prevail Innovative Wealth Advisors, LLC 1.40% New 153,980 $8.3M
Advisors Asset Management, Inc. 0.13% Add +10.2% 148,098 $8.0M
MBL Wealth, LLC 0.60% Add +6.1% 146,259 $7.9M
Matrix Private Capital Group LLC 3.68% Add +12.2% 141,841 $7.6M
Naviter Wealth, LLC 0.89% Reduce -1.5% 132,300 $7.1M
Stephens Inc. 0.08% Add +0.5% 124,435 $6.7M
NewEdge Advisors, LLC 0.02% Add +8.2% 119,020 $6.4M
Fifth Third Bancorp 0.01% New 109,265 $5.9M
Almanack Investment Partners, LLC. 0.99% Reduce -6.8% 108,630 $5.9M
Stifel Financial Corp. 0.01% Reduce -2.8% 100,996 $5.4M
Private Advisory Group LLC 0.37% Add +18.1% 98,151 $5.3M
Cascade Financial Partners, LLC 0.53% Reduce -4.3% 94,920 $5.1M
Ameriprise Financial Inc. 0.00% Reduce -25.7% 93,987 $5.1M
Clear Trail Advisors, LLC 0.83% New 92,373 $5.0M
Advisory Services Network, LLC 0.06% Add +3.3% 87,376 $4.7M
Pinnacle Associates Ltd. 0.05% Add +5.7% 78,986 $4.3M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -3.8% 73,114 $3.9M
Pekin Hardy Strauss, Inc. 0.41% Add +6.6% 72,660 $3.9M
Point Nemo Capital, LLC 2.48% Add +151.2% 69,793 $3.8M
Strong Tower Advisory Services 0.71% Add +1.0% 69,569 $3.7M
Beacon Pointe Advisors, LLC 0.02% Add +27.1% 67,802 $3.7M
Private Advisor Group, LLC 0.02% Add +0.1% 66,273 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -73.8% 63,114 $3.4M
Adams Asset Advisors, LLC 0.39% Add +27.9% 62,536 $3.4M
HighTower Advisors, LLC 0.00% Add +10.3% 59,621 $3.2M
Capital Advisors Wealth Management, LLC 0.41% Add +0.7% 57,045 $3.1M
Anfield Capital Management, LLC 0.81% Add +9.4% 54,758 $2.9M
Tocqueville Asset Management L.P. 0.04% Add +15.7% 53,625 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.3% 51,431 $2.8M
Meixler Investment Management, Ltd. 1.46% New 50,283 $2.7M
AlphaCore Capital LLC 0.06% Add +4.2% 49,740 $2.7M
RFG Advisory, LLC 0.05% Reduce -4.5% 48,627 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.41% Add +0.9% 48,571 $2.6M
Ethos Financial Group, LLC 0.19% Reduce -4.8% 48,564 $2.6M
Cerity Partners LLC 0.00% Add +37.6% 47,156 $2.5M
Farther Finance Advisors, LLC 0.02% Reduce -12.1% 42,140 $2.3M
Guild Investment Management, Inc. 1.58% Reduce -18.3% 40,970 $2.2M
IHT Wealth Management, LLC 0.05% Add +0.8% 40,920 $2.2M
Americana Partners, LLC 0.06% Reduce -5.3% 39,725 $2.1M
Qube Research & Technologies Ltd 0.00% Reduce -0.4% 39,457 $2.1M
D.A. Davidson & Co. 0.01% Add +1.8% 36,366 $2.0M
Wiser Advisor Group LLC 2.35% Add +38.3% 36,009 $1.9M
Blair William & Co. 0.01% Add +17.6% 34,907 $1.9M
Krilogy Financial LLC 0.06% Reduce -1.9% 35,135 $1.9M
Wealthfront Advisers LLC 0.00% Add +9.6% 34,571 $1.9M
Asset Allocation Strategies LLC 0.32% Add +23.7% 33,941 $1.8M
Thor Investment Management Inc. /Oh/ 0.93% Reduce -13.8% 32,555 $1.8M
Harbour Investments, Inc. 0.03% Add +49.0% 32,397 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +3.8% 30,897 $1.7M
&partners 0.01% Reduce -0.6% 29,302 $1.6M
Goldman Sachs Group Inc. 0.00% Add +231.1% 28,653 $1.5M
Checchi Capital Advisers, LLC 0.10% Reduce -10.6% 28,210 $1.5M
Moneco Advisors, LLC 0.12% Add +1.5% 27,845 $1.5M
Mercer Global Advisors Inc. 0.00% Add +342.0% 27,031 $1.5M
Flaharty Asset Management, LLC 0.18% Add +5.5% 26,706 $1.4M
Mariner, LLC 0.00% Reduce -6.3% 26,192 $1.4M
J.W. Cole Advisors, Inc. 0.05% Add +3.6% 26,114 $1.4M
Charles Schwab Trust Co 0.09% Reduce -12.2% 26,021 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +5.7% 25,156 $1.4M
Jones Financial Companies LLLP 0.00% Add +3.4% 24,634 $1.4M
FWL Investment Management, LLC 0.29% Add +14.2% 24,374 $1.3M
Centurion Wealth Management LLC 0.29% Reduce -1.8% 24,060 $1.3M
LFG Wealth Partners, LLC 0.74% Add +2.8% 22,673 $1.2M
Demars Financial Group, LLC 0.39% Add +23.0% 22,111 $1.2M
Independent Financial Group, LLC 0.03% No change 22,091 $1.2M
Lido Advisors, LLC 0.00% Reduce -7.5% 21,586 $1.2M
EP Wealth Advisors, LLC 0.01% No change 21,319 $1.1M
Rockland Trust Co. 0.04% Add +32.5% 20,846 $1.1M
APS Management Group, Inc. 0.90% Add +3.1% 19,580 $1.1M
Sigma Planning Corp 0.03% Add +0.9% 19,557 $1.1M
LYNX Capital Group Ltd. 0.49% Add +7.0% 19,509 $1.1M
Independent Advisor Alliance 0.01% New 18,839 $1.0M

"% 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 244 holders