MLPA Institutional Ownership
Global X - MLP ETF
1W: -1.1%
1M: -6.2%
3M: +1.2%
YTD: +12.8%
1Y: +13.5%
3Y: +43.0%
5Y: +114.8%
$53.94
+0.27 (+0.50%)
Weekly Expected Move ±1.3%
$52
$53
$54
$55
$55
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — MLPA
266
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
27
New Positions
101
Increased
81
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (286 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,875,179 | $263M | +61,132 | +1.3% | 25Q | SEC ↗ |
| 2 | UBS Group AG | 3,348,455 | $181M | +43,228 | +1.3% | 25Q | SEC ↗ |
| 3 | Creative Planning | 1,775,266 | $96M | -60,230 | -3.3% | 25Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 1,128,270 | $61M | -24,785 | -2.1% | 25Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,030,318 | $56M | +46,951 | +4.8% | 15Q | SEC ↗ |
| 6 | LPL Financial LLC | 922,223 | $50M | -39,272 | -4.1% | 25Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 661,393 | $36M | -35,835 | -5.1% | 7Q | SEC ↗ |
| 8 | UBS AM, a distinct business unit of UB | 546,034 | $29M | -655 | -0.1% | 3Q | SEC ↗ |
| 9 | Madrid Financial Services | 488,670 | $26M | +17,967 | +3.8% | 7Q | SEC ↗ |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | 478,511 | $26M | +3,074 | +0.6% | 7Q | SEC ↗ |
| 11 | Gradient Investments LLC | 436,144 | $24M | +14,343 | +3.4% | 25Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 373,651 | $20M | -29,740 | -7.4% | 25Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 368,127 | $20M | -51,241 | -12.2% | 25Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 282,310 | $15M | -39,617 | -12.3% | 23Q | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 279,377 | $15M | +8,264 | +3.0% | 25Q | SEC ↗ |
| 16 | TECTONIC ADVISORS LLC | 277,970 | $15M | +7,706 | +2.9% | 23Q | SEC ↗ |
| 17 | Jaffetilchin Investment Partners, LLC | 272,694 | $15M | +42,629 | +18.5% | 17Q | SEC ↗ |
| 18 | Greenspring Advisors, LLC | 250,248 | $13M | +1,965 | +0.8% | 4Q | SEC ↗ |
| 19 | Legacy Wealth Asset Management, LLC | 227,634 | $12M | -178 | -0.1% | 23Q | SEC ↗ |
| 20 | ADVISORS MANAGEMENT GROUP INC /ADV | 218,447 | $12M | +42 | +0.0% | 2Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 212,176 | $11M | +22,608 | +11.9% | 25Q | SEC ↗ |
| 22 | Barry Investment Advisors, LLC | 205,167 | $11M | +153 | +0.1% | 25Q | SEC ↗ |
| 23 | Naviter Wealth, LLC | 201,119 | $11M | +68,819 | +52.0% | 9Q | SEC ↗ |
| 24 | SEI INVESTMENTS CO | 192,242 | $10M | +8,076 | +4.4% | 14Q | SEC ↗ |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | 191,084 | $10M | +13,860 | +7.8% | 5Q | SEC ↗ |
| 26 | Focus Partners Wealth | 175,672 | $9M | +20,390 | +13.1% | 11Q | SEC ↗ |
| 27 | Private Advisory Group LLC | 157,059 | $8M | +58,908 | +60.0% | 5Q | SEC ↗ |
| 28 | MBL Wealth, LLC | 155,692 | $8M | +9,433 | +6.4% | 16Q | SEC ↗ |
| 29 | Advisors Asset Management, Inc. | 152,983 | $8M | +4,885 | +3.3% | 8Q | SEC ↗ |
| 30 | MATRIX PRIVATE CAPITAL GROUP LLC | 149,900 | $8M | +8,059 | +5.7% | 2Q | SEC ↗ |
| 31 | Madison Asset Management, LLC | 138,095 | $7M | -48,000 | -25.8% | 11Q | SEC ↗ |
| 32 | AMERIPRISE FINANCIAL INC | 129,984 | $7M | +35,997 | +38.3% | 16Q | SEC ↗ |
| 33 | STEPHENS INC /AR | 124,690 | $7M | +255 | +0.2% | 16Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 121,318 | $7M | +2,298 | +1.9% | 19Q | SEC ↗ |
| 35 | Columbus Macro, LLC | 117,458 | $6M | -55,109 | -31.9% | 7Q | SEC ↗ |
| 36 | Almanack Investment Partners, LLC. | 108,309 | $6M | -321 | -0.3% | 23Q | SEC ↗ |
| 37 | FIFTH THIRD BANCORP | 108,246 | $6M | -1,019 | -0.9% | 2Q | SEC ↗ |
| 38 | Clear Trail Advisors, LLC | 106,513 | $6M | +14,140 | +15.3% | 2Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 104,618 | $6M | +3,622 | +3.6% | 25Q | SEC ↗ |
| 40 | Point Nemo Capital, LLC | 98,478 | $5M | +28,685 | +41.1% | 3Q | SEC ↗ |
| 41 | Cascade Financial Partners, LLC | 91,846 | $5M | -3,074 | -3.2% | 10Q | SEC ↗ |
| 42 | Advisory Services Network, LLC | 89,755 | $5M | +2,379 | +2.7% | 24Q | SEC ↗ |
| 43 | PINNACLE ASSOCIATES LTD | 80,236 | $4M | +1,250 | +1.6% | 15Q | SEC ↗ |
| 44 | Global Retirement Partners, LLC NEW | 78,469 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Pekin Hardy Strauss, Inc. | 76,775 | $4M | +4,115 | +5.7% | 18Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 76,439 | $4M | +13,325 | +21.1% | 12Q | SEC ↗ |
| 47 | Ashton Thomas Private Wealth, LLC | 74,845 | $4M | +1,731 | +2.4% | 19Q | SEC ↗ |
| 48 | Beacon Pointe Advisors, LLC | 73,929 | $4M | +6,127 | +9.0% | 25Q | SEC ↗ |
| 49 | Strong Tower Advisory Services | 70,782 | $4M | +1,213 | +1.7% | 9Q | SEC ↗ |
| 50 | Trivium Point Advisory, LLC NEW | 69,436 | $4M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 78,469 | $4M |
| Trivium Point Advisory, LLC | 69,436 | $4M |
| Janney Montgomery Scott LLC | 30,592 | $2M |
| Modern Wealth Management, LLC | 25,587 | $1M |
| Arax Advisory Partners | 17,277 | $932K |
| Leisure Capital Management | 14,271 | $770K |
| Sumitomo Mitsui Trust Group, Inc. | 9,000 | $485K |
| EQUITABLE TRUST CO | 7,808 | $421K |
| Integrated Wealth Concepts LLC | 6,787 | $366K |
| PFG Investments, LLC | 6,429 | $347K |
| Hudock, Inc. | 5,842 | $315K |
| Value Investment Professionals, LLC | 5,532 | $298K |
| Rossby Financial, LCC | 5,395 | $291K |
| Ryan Investment Management, Inc. | 5,171 | $279K |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,709 | $254K |
| Capital Investment Advisors, LLC | 4,589 | $248K |
| LifeGoal Investments, LLC | 4,039 | $218K |
| Pasadena Private Wealth, LLC | 3,926 | $212K |
| NBH Bank | 2,250 | $121K |
| Luminist Capital LLC | 1,903 | $103K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Quadrature Capital Ltd | 160,544 | $9M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 153,980 | $8M |
| HERBST GROUP, LLC | 45,600 | $2M |
| GOLDMAN SACHS GROUP INC | 28,653 | $2M |
| Flaharty Asset Management, LLC | 26,706 | $1M |
| Collaborative Wealth Managment Inc. | 20,740 | $1M |
| Mills Wealth Advisors LLC | 18,055 | $974K |
| CreativeOne Wealth, LLC | 15,006 | $809K |
| D. E. Shaw & Co., Inc. | 12,647 | $682K |
| Owen LaRue, LLC | 11,007 | $594K |
| Latitude Advisors, LLC | 8,583 | $463K |
| SFI Advisors, LLC | 7,684 | $414K |
| RENAISSANCE TECHNOLOGIES LLC | 7,200 | $388K |
| Black Diamond Financial, LLC | 7,000 | $378K |
| Concurrent Investment Advisors, LLC | 5,823 | $314K |
| Worth Asset Management, LLC | 4,946 | $267K |
| CARY STREET PARTNERS FINANCIAL LLC | 4,855 | $262K |
| Entelevest, LLC | 4,699 | $253K |
| Attessa Capital LLC | 4,212 | $227K |
| Stillwater Private Wealth, LLC | 3,731 | $201K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Naviter Wealth, LLC | +68,819 | +52.0% | 201,119 |
| MORGAN STANLEY | +61,132 | +1.3% | 4,875,179 |
| Private Advisory Group LLC | +58,908 | +60.0% | 157,059 |
| BANK OF AMERICA CORP /DE | +46,951 | +4.8% | 1,030,318 |
| UBS Group AG | +43,228 | +1.3% | 3,348,455 |
| Jaffetilchin Investment Partners, L | +42,629 | +18.5% | 272,694 |
| Madison Park Capital Advisors, LLC | +39,884 | +591.4% | 46,628 |
| AMERIPRISE FINANCIAL INC | +35,997 | +38.3% | 129,984 |
| Point Nemo Capital, LLC | +28,685 | +41.1% | 98,478 |
| OSAIC HOLDINGS, INC. | +22,608 | +11.9% | 212,176 |
| Focus Partners Wealth | +20,390 | +13.1% | 175,672 |
| Madrid Financial Services | +17,967 | +3.8% | 488,670 |
| Gradient Investments LLC | +14,343 | +3.4% | 436,144 |
| Clear Trail Advisors, LLC | +14,140 | +15.3% | 106,513 |
| EXCHANGE TRADED CONCEPTS, LLC | +13,860 | +7.8% | 191,084 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +13,325 | +21.1% | 76,439 |
| Meixler Investment Management, Ltd. | +12,945 | +25.7% | 63,228 |
| Qube Research & Technologies Ltd | +11,849 | +30.0% | 51,306 |
| D.A. DAVIDSON & CO. | +9,484 | +26.1% | 45,850 |
| MBL Wealth, LLC | +9,433 | +6.4% | 155,692 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | -261,913 | -97.6% | 6,416 |
| Creative Planning | -60,230 | -3.3% | 1,775,266 |
| Columbus Macro, LLC | -55,109 | -31.9% | 117,458 |
| ENVESTNET ASSET MANAGEMENT INC | -51,241 | -12.2% | 368,127 |
| Madison Asset Management, LLC | -48,000 | -25.8% | 138,095 |
| Cetera Investment Advisers | -39,617 | -12.3% | 282,310 |
| LPL Financial LLC | -39,272 | -4.1% | 922,223 |
| RAYMOND JAMES FINANCIAL INC | -35,835 | -5.1% | 661,393 |
| ROYAL BANK OF CANADA | -29,740 | -7.4% | 373,651 |
| Private Advisor Group, LLC | -28,375 | -42.8% | 37,898 |
| WELLS FARGO & COMPANY/MN | -24,785 | -2.1% | 1,128,270 |
| AdvisorNet Financial, Inc | -15,700 | -89.7% | 1,809 |
| Independent Advisor Alliance | -12,928 | -68.6% | 5,911 |
| JANE STREET GROUP, LLC | -7,127 | -38.3% | 11,498 |
| Cambridge Investment Research Advis | -6,981 | -13.6% | 44,450 |
| Mirae Asset Global Investments Co., | -6,700 | -51.5% | 6,300 |
| Corient Private Wealth LP | -5,270 | -30.1% | 12,264 |
| JPMORGAN CHASE & CO | -5,184 | -46.7% | 5,910 |
| &PARTNERS | -4,945 | -16.9% | 24,357 |
| PENSION & WEALTH MANAGEMENT ADVISOR | -4,931 | -39.4% | 7,579 |