GLOBAL X FDS (MLPX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
327
Reporting holders
$2.3B
Reported value
1.4%
Held as options
-4
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 | $818.6M | 11,112,678 | 0.04% | 25q | +3.0%+$23.7M |
| BANK OF AMERICA CORP /DE/ | $170.4M | 2,313,901 | 0.01% | 25q | -0.9%-$1.5M |
| LPL Financial LLC | $105.5M | 1,431,595 | 0.02% | 25q | +12.8%+$12.0M |
| UBS Group AG | $57.4M | 778,880 | 0.01% | 25q | +2.9%+$1.6M |
| WELLS FARGO & COMPANY/MN | $55.6M | 754,742 | 0.01% | 25q | -53.4%-$63.7M |
| RATIONAL ADVISORS, INC. | $49.2M | 667,709 | 4.51% | 6q | -0.8%-$404.4K |
| RAYMOND JAMES FINANCIAL INC | $40.4M | 549,091 | 0.01% | 7q | +17.5%+$6.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38.8M | 95,502 | 0.00% | 17q | +560.3%+$32.9M |
| PNC Financial Services Group, Inc. | $37.9M | 514,296 | 0.02% | 25q | HELD |
| JPMORGAN CHASE & CO | $31.2M | 420,875 | 0.00% | 21q | +5.7%+$1.7M |
| Payne Capital Management, LLC | $31.0M | 420,592 | 8.26% | 7q | +0.6%+$177.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $30.1M | 408,329 | 0.04% | 9q | +2.5%+$737.6K |
| Fund Evaluation Group, LLC | $30.0M | 406,672 | 0.81% | new | NEW |
| Advisory Alpha, LLC | $29.8M | 404,310 | 0.73% | 7q | -2.0%-$607.7K |
| ROYAL BANK OF CANADA | $29.6M | 401,465 | 0.00% | 25q | -1.6%-$491.4K |
| GenTrust, LLC | $28.2M | 382,918 | 1.08% | 25q | +2.8%+$758.8K |
| Decker Wealth Management LLC | $27.3M | 371,036 | 5.80% | 3q | -1.0%-$264.1K |
| AMERIPRISE FINANCIAL INC | $25.8M | 349,682 | 0.01% | 25q | -55.4%-$32.0M |
| Curran Financial Partners, LLC | $24.6M | 333,537 | 3.66% | 21q | +7.9%+$1.8M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $24.4M | 330,585 | 8.77% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $24.1M | 326,689 | 0.01% | 25q | +3.1%+$713.0K |
| Presidio Capital Management, LLC | $21.6M | 293,435 | 5.40% | 6q | +30.5%+$5.0M |
| STIFEL FINANCIAL CORP | $21.5M | 292,323 | 0.02% | 19q | +3.0%+$617.4K |
| Cresset Asset Management, LLC | $19.6M | 266,570 | 0.07% | 25q | +108.2%+$10.2M |
| HighTower Advisors, LLC | $16.6M | 225,513 | 0.02% | 11q | +14.6%+$2.1M |
| Cetera Investment Advisers | $16.6M | 225,494 | 0.02% | 10q | +19.3%+$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 199,210 | 0.02% | 18q | +3.8%+$543.5K |
| Baird Financial Group, Inc. | $13.8M | 187,687 | 0.02% | 25q | -1.8%-$252.7K |
| Focus Partners Wealth | $13.8M | 187,651 | 0.01% | 9q | -1.2%-$165.4K |
| MAI Capital Management | $13.5M | 183,569 | 0.05% | 19q | HELD |
| OSAIC HOLDINGS, INC. | $12.6M | 171,531 | 0.01% | 25q | +7.8%+$915.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $11.5M | 156,042 | 0.20% | 7q | HELD |
| Cerity Partners LLC | $11.3M | 154,059 | 0.01% | 11q | -3.6%-$429.1K |
| Apollon Wealth Management, LLC | $10.1M | 136,453 | 0.12% | 6q | +2.7%+$265.0K |
| Equitable Holdings, Inc. | $9.7M | 131,899 | 0.06% | 20q | +5.9%+$539.3K |
| Warner Group LLC | $9.5M | 129,447 | 2.35% | 4q | +75.9%+$4.1M |
| Fiduciary Alliance LLC | $9.0M | 122,022 | 0.61% | 15q | +1.3%+$112.8K |
| Baker Avenue Asset Management, LP | $8.9M | 121,160 | 0.17% | 16q | +6.7%+$557.7K |
| Advisors Asset Management, Inc. | $8.8M | 119,986 | 0.13% | 8q | -1.5%-$131.5K |
| Madrid Financial Services | $8.5M | 115,817 | 4.51% | 6q | -10.4%-$992.3K |
| Farther Finance Advisors, LLC | $8.3M | 113,093 | 0.07% | 7q | +1.7%+$136.1K |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $8.2M | 110,989 | 4.65% | 11q | +4.9%+$379.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 103,263 | 0.00% | 20q | +37.7%+$2.1M |
| NewEdge Advisors, LLC | $6.8M | 92,724 | 0.02% | new | NEW |
| NOTTINGHAM ADVISORS, INC. | $6.7M | 88,072 | 0.80% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $6.6M | 89,900 | 0.00% | 4q | -81.1%-$28.4M |
| Integrated Wealth Concepts LLC | $6.6M | 89,501 | 0.03% | 2q | +7.9%+$481.1K |
| BTG Pactual Asset Management US LLC | $6.3M | 85,522 | 0.39% | 8q | +1.2%+$73.9K |
| Sageworth Trust Co | $6.3M | 85,268 | 0.25% | 15q | HELD |
| CIBC Bancorp USA Inc. | $5.8M | 79,029 | 0.01% | 3q | +2.7%+$150.5K |
| Trinity Legacy Partners, LLC | $5.8M | 75,974 | 1.16% | 16q | HELD |
| Fortis Advisors, LLC | $5.5M | 74,252 | 2.56% | 25q | HELD |
| Rooted Wealth Advisors, Inc. | $5.3M | 72,498 | 1.31% | 6q | +1.7%+$89.6K |
| KMG FIDUCIARY PARTNERS, LLC | $5.3M | 71,576 | 0.49% | 18q | +4.8%+$239.2K |
| MML INVESTORS SERVICES, LLC | $5.2M | 71,005 | 0.01% | 25q | HELD |
| Corient Private Wealth LP | $5.1M | 69,340 | 0.00% | 15q | +17.0%+$742.5K |
| Naviter Wealth, LLC | $4.7M | 63,402 | 0.42% | 7q | +403.1%+$3.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 62,075 | 0.00% | 2q | +111.2%+$2.4M |
| Ironsides Asset Advisors, LLC | $4.5M | 61,408 | 1.06% | 17q | HELD |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.4M | 59,072 | 0.16% | 16q | -1.4%-$59.9K |
| DDFG, Inc | $4.3M | 58,507 | 0.86% | 2q | -57.2%-$5.8M |
| Proficio Capital Partners LLC | $4.2M | 56,686 | 0.15% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $4.2M | 55,573 | 0.00% | 9q | +21.0%+$725.3K |
| FIFTH THIRD BANCORP | $4.1M | 55,358 | 0.01% | 5q | -3.2%-$134.6K |
| CIBC WORLD MARKET INC. | $4.0M | 54,072 | 0.01% | 10q | -6.4%-$272.4K |
| Glassy Mountain Advisors, Inc. | $3.8M | 52,107 | 1.05% | 13q | -2.9%-$114.5K |
| Collaborative Wealth Managment Inc. | $3.8M | 51,863 | 1.60% | 19q | +30.5%+$892.6K |
| Blume Capital Management, Inc. | $3.8M | 51,362 | 0.55% | 11q | HELD |
| Old Port Advisors | $3.7M | 50,693 | 0.74% | 18q | -35.7%-$2.1M |
| Essex LLC | $3.7M | 50,204 | 0.56% | 20q | -4.8%-$185.7K |
| MONECO ADVISORS, LLC | $3.7M | 50,114 | 0.23% | 4q | +9.2%+$311.1K |
| Bleakley Financial Group, LLC | $3.7M | 49,800 | 0.05% | 2q | +29.2%+$830.1K |
| Rockefeller Capital Management L.P. | $3.7M | 49,781 | 0.01% | 10q | +6.5%+$225.0K |
| TRUIST FINANCIAL CORP | $3.7M | 49,657 | 0.00% | 19q | +25.9%+$753.1K |
| Clear Trail Advisors, LLC | $3.5M | 47,413 | 0.53% | 3q | +19.2%+$561.4K |
| WealthCare Investment Partners, LLC | $3.4M | 46,665 | 0.83% | 7q | +30.6%+$805.3K |
| Teamwork Financial Advisors, LLC | $3.4M | 45,538 | 0.30% | 8q | +3.0%+$97.7K |
| Vectors Research Management, LLC | $3.3M | 45,477 | 0.87% | 5q | -0.7%-$22.6K |
| Stamos Capital Partners, L.P. | $3.3M | 45,113 | 0.51% | 14q | -1.0%-$32.4K |
| Cordoba Advisory Partners LLC | $3.3M | 44,876 | 0.70% | 3q | +0.9%+$30.3K |
| HBW ADVISORY SERVICES LLC | $3.3M | 44,309 | 0.30% | 11q | +19.7%+$536.0K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $3.3M | 44,183 | 0.19% | 22q | -1.2%-$40.8K |
| Private Advisor Group, LLC | $3.2M | 42,959 | 0.01% | 25q | +12.4%+$349.1K |
| Wealthcare Advisory Partners LLC | $3.1M | 42,024 | 0.06% | 6q | +7.9%+$226.7K |
| NAPLES GLOBAL ADVISORS, LLC | $3.1M | 41,647 | 0.19% | 25q | +1.3%+$39.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 38,745 | 0.00% | 12q | +10.1%+$265.5K |
| HORIZON FINANCIAL SERVICES, LLC | $2.8M | 38,101 | 1.08% | 6q | +3.4%+$92.3K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.8M | 38,034 | 0.14% | 15q | -4.4%-$130.1K |
| Snowden Capital Advisors LLC | $2.8M | 37,982 | 0.07% | 14q | +10.6%+$267.8K |
| OARSMAN CAPITAL, INC. | $2.8M | 37,492 | 0.29% | 8q | HELD |
| Kestra Advisory Services, LLC | $2.7M | 36,091 | 0.01% | 18q | HELD |
| Global Retirement Partners, LLC | $2.6M | 34,698 | 0.04% | 16q | -33.8%-$1.3M |
| Financial Partners Group, Inc | $2.5M | 33,726 | 0.25% | 9q | +3.2%+$78.1K |
| Midwest Professional Planners, LTD. | $2.4M | 32,777 | 0.47% | 5q | +13.2%+$280.9K |
| Strategic Wealth Investment Group, LLC | $2.4M | 32,459 | 0.29% | 5q | -4.1%-$103.4K |
| Venturi Wealth Management, LLC | $2.4M | 32,351 | 0.09% | 24q | HELD |
| Spinnaker Investment Group, LLC | $2.3M | 31,704 | 0.37% | 3q | +30.9%+$551.7K |
| Summit Financial, LLC | $2.3M | 31,693 | 0.03% | 3q | +303.8%+$1.8M |
| SHARPEPOINT LLC | $2.3M | 30,981 | 1.14% | 7q | -3.4%-$79.9K |
| Advisor Resource Council | $2.2M | 30,556 | 0.63% | 3q | +1.4%+$29.8K |
Showing the largest 100 of 347 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 | 327 | $2.3B | 31,086,699 | 37 | 120 | 79 | 1.4% |
| Q1 2026 | 331 | $2.4B | 31,833,994 | 52 | 118 | 88 | 1.4% |
| Q4 2025 | 299 | $1.8B | 29,832,288 | 39 | 104 | 78 | 0.9% |
| Q3 2025 | 281 | $1.8B | 29,284,560 | 26 | 105 | 82 | 0.8% |
| Q2 2025 | 290 | $1.9B | 29,296,262 | 38 | 100 | 81 | 1.0% |
| Q1 2025 | 284 | $1.8B | 28,331,347 | 55 | 91 | 66 | 0.9% |
| Q4 2024 | 252 | $1.7B | 27,118,041 | 52 | 73 | 61 | 0.8% |
| Q3 2024 | 210 | $1.3B | 23,936,521 | 40 | 69 | 52 | 0.2% |
| Q2 2024 | 178 | $1.1B | 21,067,414 | 24 | 60 | 35 | 0.3% |
| Q1 2024 | 166 | $895.8M | 18,265,389 | 24 | 45 | 52 | 0.1% |
| Q4 2023 | 165 | $708.0M | 15,834,614 | 16 | 58 | 40 | 0.2% |
| Q3 2023 | 154 | $536.4M | 12,632,581 | 16 | 48 | 45 | 0.2% |
| Q2 2023 | 155 | $529.6M | 12,758,932 | 15 | 43 | 56 | 0.1% |
| Q1 2023 | 156 | $525.2M | 13,121,761 | 15 | 53 | 47 | 0.2% |
| Q4 2022 | 148 | $621.1M | 15,231,209 | 25 | 44 | 39 | 0.2% |
| Q3 2022 | 163 | $518.2M | 13,813,636 | 18 | 53 | 49 | 0.1% |
| Q2 2022 | 160 | $529.9M | 13,910,066 | 25 | 51 | 50 | 0.2% |
| Q1 2022 | 157 | $559.7M | 13,430,896 | 35 | 52 | 37 | 0.2% |
| Q4 2021 | 133 | $449.1M | 12,669,144 | 17 | 49 | 31 | 0.2% |
| Q3 2021 | 119 | $418.9M | 11,580,157 | 17 | 39 | 45 | 0.3% |
| Q2 2021 | 117 | $416.6M | 11,434,860 | 17 | 48 | 24 | 0.3% |
| Q1 2021 | 113 | $462.5M | 14,639,079 | 21 | 36 | 29 | 0.1% |
| Q4 2020 | 102 | $398.3M | 14,466,692 | 23 | 35 | 25 | 1.9% |
| Q3 2020 | 90 | $295.7M | 13,340,190 | 11 | 28 | 32 | 0.0% |
| Q2 2020 | 100 | $343.3M | 13,825,657 | 96 | 0 | 3 | 0.0% |
| Q1 2020 | 8 | $2.3M | 192,205 | 5 | 0 | 1 | 0.0% |
| Q4 2019 | 3 | $3.1M | 179,112 | 1 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $1.4M | 40,896 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $1.4M | 41,596 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $1.4M | 41,596 | 1 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $75.3K | 6,889 | 0 | 0 | 1 | 0.0% |