GLOBAL X FDS (MLPA)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
242
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $258.8M | 4,875,179 | 0.01% | 25q | +1.3%+$3.2M |
| UBS Group AG | $177.7M | 3,348,455 | 0.02% | 25q | +1.3%+$2.3M |
| Creative Planning | $94.2M | 1,775,266 | 0.06% | 25q | -3.3%-$3.2M |
| WELLS FARGO & COMPANY/MN | $59.9M | 1,128,270 | 0.01% | 25q | -51.1%-$62.5M |
| BANK OF AMERICA CORP /DE/ | $54.7M | 1,030,318 | 0.00% | 25q | +4.8%+$2.5M |
| LPL Financial LLC | $49.0M | 922,223 | 0.01% | 25q | -4.1%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $35.1M | 661,393 | 0.01% | 7q | -5.1%-$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.0M | 546,034 | 0.01% | 3q | HELD |
| Madrid Financial Services | $25.9M | 488,670 | 13.73% | 7q | +3.8%+$953.7K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $25.4M | 478,511 | 0.45% | 7q | +0.6%+$163.2K |
| Gradient Investments LLC | $23.2M | 436,144 | 0.32% | 25q | +3.4%+$761.3K |
| EXCHANGE TRADED CONCEPTS, LLC | $20.3M | 382,168 | 0.05% | 5q | +115.6%+$10.9M |
| ROYAL BANK OF CANADA | $19.8M | 373,651 | 0.00% | 25q | -7.4%-$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $19.5M | 368,127 | 0.00% | 25q | -12.2%-$2.7M |
| Cetera Investment Advisers | $15.0M | 282,310 | 0.01% | 23q | -12.3%-$2.1M |
| Rockefeller Capital Management L.P. | $14.8M | 279,377 | 0.02% | 25q | +3.0%+$438.7K |
| TECTONIC ADVISORS LLC | $14.8M | 277,970 | 0.71% | 23q | +2.9%+$409.0K |
| Greenspring Advisors, LLC | $13.3M | 250,248 | 0.74% | 6q | +0.8%+$104.3K |
| Legacy Wealth Asset Management, LLC | $12.1M | 227,634 | 2.65% | 23q | HELD |
| OSAIC HOLDINGS, INC. | $11.3M | 212,176 | 0.01% | 25q | +11.9%+$1.2M |
| Barry Investment Advisors, LLC | $10.9M | 205,167 | 2.28% | 25q | HELD |
| Naviter Wealth, LLC | $10.7M | 201,119 | 0.97% | 9q | +52.0%+$3.7M |
| SEI INVESTMENTS CO | $10.2M | 192,242 | 0.01% | 14q | +4.4%+$428.7K |
| Focus Partners Wealth | $9.3M | 175,672 | 0.01% | 11q | +13.1%+$1.1M |
| Private Advisory Group LLC | $8.3M | 157,059 | 0.45% | 5q | +60.0%+$3.1M |
| MBL Wealth, LLC | $8.3M | 155,692 | 0.56% | 16q | +6.4%+$500.7K |
| Advisors Asset Management, Inc. | $8.1M | 152,983 | 0.12% | 8q | +3.3%+$259.3K |
| MATRIX PRIVATE CAPITAL GROUP LLC | $8.0M | 149,900 | 3.46% | 24q | +5.7%+$427.8K |
| Madison Asset Management, LLC | $7.3M | 138,095 | 0.09% | 11q | -25.8%-$2.5M |
| AMERIPRISE FINANCIAL INC | $6.9M | 129,984 | 0.00% | 25q | -30.9%-$3.1M |
| STEPHENS INC /AR/ | $6.6M | 124,690 | 0.07% | 23q | HELD |
| NewEdge Advisors, LLC | $6.4M | 121,318 | 0.02% | new | NEW |
| Columbus Macro, LLC | $6.2M | 117,458 | 0.61% | 7q | -31.9%-$2.9M |
| Almanack Investment Partners, LLC. | $5.7M | 108,309 | 0.73% | 23q | HELD |
| FIFTH THIRD BANCORP | $5.7M | 108,246 | 0.01% | 2q | -0.9%-$54.1K |
| Clear Trail Advisors, LLC | $5.7M | 106,513 | 0.86% | 2q | +15.3%+$750.5K |
| STIFEL FINANCIAL CORP | $5.6M | 104,618 | 0.00% | 25q | +3.6%+$192.3K |
| Point Nemo Capital, LLC | $5.2M | 98,478 | 2.65% | 3q | +41.1%+$1.5M |
| Cascade Financial Partners, LLC | $4.9M | 91,846 | 0.42% | 10q | -3.2%-$163.2K |
| Advisory Services Network, LLC | $4.8M | 89,755 | 0.05% | 24q | +2.7%+$126.3K |
| PINNACLE ASSOCIATES LTD | $4.3M | 80,236 | 0.05% | 25q | +1.6%+$66.4K |
| Global Retirement Partners, LLC | $4.2M | 78,469 | 0.06% | 15q | +11.8%+$440.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.1M | 76,439 | 0.01% | 12q | +21.1%+$720.9K |
| Pekin Hardy Strauss, Inc. | $4.1M | 76,775 | 0.36% | 18q | +5.7%+$218.4K |
| Ashton Thomas Private Wealth, LLC | $4.0M | 74,845 | 0.08% | 19q | +2.4%+$91.9K |
| Beacon Pointe Advisors, LLC | $3.9M | 73,929 | 0.02% | 25q | +9.0%+$325.2K |
| Strong Tower Advisory Services | $3.8M | 70,782 | 0.67% | 9q | +1.7%+$64.4K |
| Trivium Point Advisory, LLC | $3.7M | 69,436 | 0.33% | new | NEW |
| Adams Asset Advisors, LLC | $3.5M | 65,919 | 0.40% | 22q | +5.4%+$179.6K |
| Capital Advisors Wealth Management, LLC | $3.4M | 64,160 | 0.40% | 22q | +12.5%+$377.7K |
| HighTower Advisors, LLC | $3.4M | 63,634 | 0.00% | 25q | +6.7%+$213.0K |
| Meixler Investment Management, Ltd. | $3.4M | 63,228 | 1.85% | 2q | +25.7%+$687.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.9M | 54,856 | 0.00% | 25q | +102.9%+$1.5M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $2.9M | 54,751 | 0.04% | 10q | +2.1%+$59.8K |
| Qube Research & Technologies Ltd | $2.7M | 51,306 | 0.00% | 6q | +30.0%+$628.9K |
| AlphaCore Capital LLC | $2.6M | 48,900 | 0.05% | 6q | -1.7%-$44.6K |
| Cerity Partners LLC | $2.6M | 48,573 | 0.00% | 12q | +3.0%+$75.2K |
| RFG Advisory, LLC | $2.6M | 48,086 | 0.04% | 18q | -1.1%-$28.7K |
| Global Wealth Management Investment Advisory, Inc. | $2.5M | 47,911 | 0.36% | 25q | -1.4%-$35.0K |
| Ethos Financial Group, LLC | $2.5M | 45,166 | 0.17% | 15q | -7.0%-$189.9K |
| D.A. DAVIDSON & CO. | $2.4M | 45,850 | 0.01% | 17q | +26.1%+$503.4K |
| Farther Finance Advisors, LLC | $2.2M | 42,304 | 0.02% | 8q | HELD |
| Guild Investment Management, Inc. | $2.2M | 41,120 | 1.49% | 15q | HELD |
| Krilogy Financial LLC | $2.2M | 40,637 | 0.06% | 5q | +15.7%+$292.0K |
| IHT Wealth Management, LLC | $2.1M | 40,019 | 0.05% | 5q | -2.2%-$47.8K |
| Americana Partners, LLC | $2.1M | 39,725 | 0.05% | 19q | HELD |
| Asset Allocation Strategies LLC | $2.0M | 38,422 | 0.31% | 5q | +13.2%+$237.9K |
| Private Advisor Group, LLC | $2.0M | 37,898 | 0.01% | 21q | -42.8%-$1.5M |
| Wiser Advisor Group LLC | $1.9M | 36,302 | 2.11% | 4q | +0.8%+$15.6K |
| BLAIR WILLIAM & CO/IL | $1.9M | 34,960 | 0.00% | 18q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.8M | 33,213 | 0.02% | 11q | +2.5%+$43.3K |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $1.7M | 32,839 | 0.99% | 11q | +0.9%+$15.1K |
| Wealthfront Advisers LLC | $1.7M | 32,763 | 0.00% | 18q | -5.2%-$96.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 31,669 | 0.00% | 23q | +2.5%+$41.0K |
| Demars Financial Group, LLC | $1.6M | 29,292 | 0.43% | 6q | +32.5%+$381.2K |
| MONECO ADVISORS, LLC | $1.5M | 27,856 | 0.09% | 11q | HELD |
| Checchi Capital Advisers, LLC | $1.5M | 27,653 | 0.07% | 3q | -2.0%-$29.6K |
| LFG Wealth Partners, LLC | $1.4M | 26,477 | 0.66% | 2q | +20.0%+$234.2K |
| J.W. COLE ADVISORS, INC. | $1.4M | 26,348 | 0.02% | 19q | +0.9%+$12.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 26,276 | 0.00% | 9q | +6.7%+$86.8K |
| Charles Schwab Trust Co | $1.4M | 26,021 | 0.08% | 6q | HELD |
| EP Wealth Advisors, LLC | $1.4M | 25,914 | 0.01% | 3q | +21.6%+$243.9K |
| Modern Wealth Management, LLC | $1.4M | 25,587 | 0.02% | new | NEW |
| Stratos Wealth Partners, LTD. | $1.3M | 24,679 | 0.01% | 16q | -1.9%-$25.3K |
| Corient Private Wealth LP | $1.3M | 24,528 | 0.00% | 14q | +39.9%+$371.2K |
| &PARTNERS | $1.3M | 24,357 | 0.01% | 8q | -16.9%-$262.5K |
| Centurion Wealth Management LLC | $1.3M | 24,348 | 0.31% | 4q | +1.2%+$15.3K |
| FWL INVESTMENT MANAGEMENT, LLC | $1.3M | 24,208 | 0.24% | 12q | -0.7%-$8.8K |
| Mariner, LLC | $1.3M | 23,844 | 0.00% | 19q | -9.0%-$124.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 23,134 | 0.02% | 6q | +4.7%+$55.4K |
| Lido Advisors, LLC | $1.1M | 21,164 | 0.00% | 24q | -2.0%-$22.4K |
| Alpine Bank Wealth Management | $1.1M | 20,220 | 0.14% | 5q | +26.6%+$225.5K |
| LYNX CAPITAL GROUP LTD /ADV | $1.1M | 19,840 | 0.43% | 11q | +1.7%+$17.6K |
| Sigma Planning Corp | $1.0M | 19,687 | 0.03% | 15q | +0.7%+$6.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.0M | 19,515 | 0.06% | 3q | +20.1%+$172.7K |
| ROCKLAND TRUST CO | $1.0M | 19,330 | 0.04% | 24q | -7.3%-$80.5K |
| APS Management Group, Inc. | $1.0M | 19,203 | 0.78% | 4q | -1.9%-$20.0K |
| Equitable Holdings, Inc. | $996.6K | 18,776 | 0.01% | 11q | -0.8%-$7.7K |
| LGL PARTNERS, LLC | $966.9K | 18,215 | 0.35% | 25q | +1.9%+$17.8K |
| Kestra Advisory Services, LLC | $922.9K | 17,387 | 0.00% | 11q | +13.5%+$109.6K |
Showing the largest 100 of 248 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 242 | $1.3B | 24,259,549 | 25 | 92 | 59 | 0.0% |
| Q1 2026 | 234 | $1.4B | 25,522,289 | 29 | 87 | 58 | 0.0% |
| Q4 2025 | 227 | $1.0B | 21,034,690 | 19 | 87 | 59 | 0.0% |
| Q3 2025 | 220 | $976.5M | 20,156,851 | 21 | 79 | 64 | 0.1% |
| Q2 2025 | 217 | $1.0B | 20,513,364 | 22 | 89 | 54 | 0.0% |
| Q1 2025 | 221 | $1.0B | 19,581,292 | 26 | 72 | 64 | 0.1% |
| Q4 2024 | 211 | $899.1M | 18,194,457 | 17 | 84 | 46 | 0.0% |
| Q3 2024 | 195 | $766.5M | 15,980,760 | 14 | 70 | 47 | 0.0% |
| Q2 2024 | 203 | $800.9M | 16,502,233 | 26 | 63 | 54 | 0.1% |
| Q1 2024 | 200 | $1.1B | 22,746,936 | 28 | 74 | 48 | 0.1% |
| Q4 2023 | 193 | $809.9M | 18,256,550 | 25 | 63 | 46 | 0.1% |
| Q3 2023 | 170 | $674.9M | 15,120,514 | 20 | 60 | 48 | 0.0% |
| Q2 2023 | 163 | $692.1M | 16,090,305 | 15 | 50 | 48 | 0.2% |
| Q1 2023 | 162 | $710.0M | 17,041,675 | 15 | 62 | 49 | 0.1% |
| Q4 2022 | 148 | $648.9M | 15,702,493 | 21 | 56 | 33 | 0.1% |
| Q3 2022 | 164 | $632.8M | 16,023,770 | 21 | 53 | 49 | 0.1% |
| Q2 2022 | 161 | $575.1M | 15,577,210 | 25 | 58 | 38 | 0.2% |
| Q1 2022 | 158 | $602.4M | 14,926,516 | 38 | 54 | 37 | 0.2% |
| Q4 2021 | 137 | $568.7M | 16,232,551 | 18 | 44 | 37 | 0.1% |
| Q3 2021 | 129 | $500.3M | 14,167,629 | 11 | 44 | 37 | 0.1% |
| Q2 2021 | 132 | $514.1M | 13,328,403 | 20 | 49 | 37 | 0.1% |
| Q1 2021 | 126 | $415.4M | 12,547,595 | 27 | 39 | 33 | 0.1% |
| Q4 2020 | 103 | $311.1M | 11,375,633 | 19 | 23 | 38 | 0.0% |
| Q3 2020 | 93 | $346.5M | 15,770,103 | 18 | 24 | 24 | 0.0% |
| Q2 2020 | 96 | $448.3M | 16,453,930 | 89 | 0 | 6 | 0.1% |
| Q1 2020 | 13 | $9.6M | 3,035,927 | 11 | 0 | 2 | 0.0% |
| Q4 2019 | 3 | $20.0M | 2,533,227 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $3.7M | 443,170 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $3.9M | 446,478 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 2 | $4.1M | 457,669 | 2 | 0 | 0 | 0.0% |