MLPI Institutional Ownership
MLP & Energy Infrastructure High Income ETF
1W: +0.1%
1M: -5.7%
3M: -6.6%
YTD: +3.8%
$51.17
+0.51 (+1.01%)
Weekly Expected Move ±1.5%
$50
$50
$51
$52
$53
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — MLPI
52
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
52M
Total Invested
21
New Positions
21
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 222,302 | $11M | +8,076 | +3.8% | 2Q | SEC ↗ |
| 2 | MADDEN SECURITIES Corp | 180,755 | $9M | +19,557 | +12.1% | 3Q | SEC ↗ |
| 3 | Retirement Planning Group, LLC | 73,157 | $4M | +13,708 | +23.1% | 2Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 64,196 | $3M | +922 | +1.5% | 2Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 40,373 | $2M | -107,896 | -72.8% | 3Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 40,342 | $2M | +32,702 | +428.0% | 2Q | SEC ↗ |
| 7 | StoneCrest Wealth Management, Inc. NEW | 33,575 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | HUB Investment Partners, LLC | 29,803 | $2M | +2,505 | +9.2% | 2Q | SEC ↗ |
| 9 | Quotient Wealth Partners, LLC | 25,091 | $1M | +13,452 | +115.6% | 2Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC NEW | 22,985 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Delta Investment Management, LLC | 18,558 | $950K | +9,398 | +102.6% | 2Q | SEC ↗ |
| 12 | LPL Financial LLC NEW | 18,360 | $939K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MSH Capital Advisors LLC NEW | 16,063 | $822K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Keebeck Wealth Management | 15,900 | $814K | +10,900 | +218.0% | 2Q | SEC ↗ |
| 15 | HRT FINANCIAL LP | 15,662 | $801K | +10,202 | +186.8% | 2Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP NEW | 13,550 | $693K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Mariner, LLC NEW | 12,497 | $639K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CreativeOne Wealth, LLC NEW | 10,595 | $542K | — | +0.0% | 1Q | SEC ↗ |
| 19 | ENTREWEALTH, LLC NEW | 10,000 | $512K | — | +0.0% | 1Q | SEC ↗ |
| 20 | CAP Partners, LLC | 9,599 | $491K | +4,158 | +76.4% | 2Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 8,865 | $454K | +2,023 | +29.6% | 2Q | SEC ↗ |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 8,299 | $425K | — | +0.0% | 1Q | SEC ↗ |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 7,965 | $408K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Diversify Advisory Services, LLC NEW | 7,965 | $408K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Sunpointe, LLC NEW | 5,625 | $288K | — | +0.0% | 1Q | SEC ↗ |
| 26 | New England Private Wealth Advisors LL | 5,579 | $285K | +544 | +10.8% | 2Q | SEC ↗ |
| 27 | HB Wealth Management, LLC | 5,256 | $269K | — | +0.0% | 2Q | SEC ↗ |
| 28 | Naviter Wealth, LLC | 5,252 | $269K | -2,122 | -28.8% | 2Q | SEC ↗ |
| 29 | Worth Asset Management, LLC NEW | 3,955 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 3,951 | $202K | -246,952 | -98.4% | 3Q | SEC ↗ |
| 31 | Strategic Wealth Partners, Ltd. | 3,770 | $193K | +3,767 | +125566.7% | 2Q | SEC ↗ |
| 32 | NFSG Corp | 3,120 | $160K | +773 | +32.9% | 3Q | SEC ↗ |
| 33 | Steward Partners Investment Advisory, | 2,721 | $139K | +2,521 | +1260.5% | 2Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC NEW | 1,661 | $85K | — | +0.0% | 1Q | SEC ↗ |
| 35 | ADIRONDACK TRUST CO | 727 | $37K | +237 | +48.4% | 2Q | SEC ↗ |
| 36 | CWM, LLC NEW | 672 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Capital Investment Advisory Services, NEW | 400 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 38 | HARBOUR INVESTMENTS, INC. | 378 | $19K | +18 | +5.0% | 2Q | SEC ↗ |
| 39 | Global Retirement Partners, LLC NEW | 276 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 262 | $13K | +205 | +359.6% | 2Q | SEC ↗ |
| 41 | FINANCIAL CONSULATE, INC | 250 | $13K | — | +0.0% | 2Q | SEC ↗ |
| 42 | SALEM INVESTMENT COUNSELORS INC | 250 | $13K | +200 | +400.0% | 2Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN NEW | 113 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 44 | UBS Group AG NEW | 60 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Medallion Wealth Advisors, LLC NEW | 50 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 46 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 50 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV NEW | 47 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Lodestone Wealth Management LLC | 38 | $2K | +2 | +5.6% | 2Q | SEC ↗ |
| 49 | Atlantic Edge Private Wealth Managemen | 25 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Navis Wealth Advisors, LLC | 0 | $0K | -18,525 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| StoneCrest Wealth Management, Inc. | 33,575 | $2M |
| Farther Finance Advisors, LLC | 22,985 | $1M |
| LPL Financial LLC | 18,360 | $939K |
| MSH Capital Advisors LLC | 16,063 | $822K |
| TRUIST FINANCIAL CORP | 13,550 | $693K |
| Mariner, LLC | 12,497 | $639K |
| CreativeOne Wealth, LLC | 10,595 | $542K |
| ENTREWEALTH, LLC | 10,000 | $512K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 8,299 | $425K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7,965 | $408K |
| Diversify Advisory Services, LLC | 7,965 | $408K |
| Sunpointe, LLC | 5,625 | $288K |
| Worth Asset Management, LLC | 3,955 | $202K |
| Integrated Wealth Concepts LLC | 1,661 | $85K |
| CWM, LLC | 672 | $34K |
| Capital Investment Advisory Service | 400 | $20K |
| Global Retirement Partners, LLC | 276 | $14K |
| WELLS FARGO & COMPANY/MN | 113 | $6K |
| UBS Group AG | 60 | $3K |
| COMPASS FINANCIAL MANAGEMENT LLC | 50 | $3K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Navis Wealth Advisors, LLC | 18,525 | $948K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,708 | $701K |
| BRASADA CAPITAL MANAGEMENT, LP | 7,500 | $384K |
| Aptus Capital Advisors, LLC | 520 | $27K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +32,702 | +428.0% | 40,342 |
| MADDEN SECURITIES Corp | +19,557 | +12.1% | 180,755 |
| Retirement Planning Group, LLC | +13,708 | +23.1% | 73,157 |
| Quotient Wealth Partners, LLC | +13,452 | +115.6% | 25,091 |
| Keebeck Wealth Management | +10,900 | +218.0% | 15,900 |
| HRT FINANCIAL LP | +10,202 | +186.8% | 15,662 |
| Delta Investment Management, LLC | +9,398 | +102.6% | 18,558 |
| Gradient Investments LLC | +8,076 | +3.8% | 222,302 |
| CAP Partners, LLC | +4,158 | +76.4% | 9,599 |
| Strategic Wealth Partners, Ltd. | +3,767 | +125566.7% | 3,770 |
| Steward Partners Investment Advisor | +2,521 | +1260.5% | 2,721 |
| HUB Investment Partners, LLC | +2,505 | +9.2% | 29,803 |
| Cambridge Investment Research Advis | +2,023 | +29.6% | 8,865 |
| ROYAL BANK OF CANADA | +922 | +1.5% | 64,196 |
| NFSG Corp | +773 | +32.9% | 3,120 |
| New England Private Wealth Advisors | +544 | +10.8% | 5,579 |
| ADIRONDACK TRUST CO | +237 | +48.4% | 727 |
| OSAIC HOLDINGS, INC. | +205 | +359.6% | 262 |
| SALEM INVESTMENT COUNSELORS INC | +200 | +400.0% | 250 |
| HARBOUR INVESTMENTS, INC. | +18 | +5.0% | 378 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -246,952 | -98.4% | 3,951 |
| CITADEL ADVISORS LLC | -107,896 | -72.8% | 40,373 |
| Naviter Wealth, LLC | -2,122 | -28.8% | 5,252 |