MLPX Institutional Ownership
Global X - MLP & Energy Infrastructure ETF
1W: +0.2%
1M: -6.8%
3M: -2.4%
YTD: +17.5%
1Y: +15.2%
3Y: +86.1%
5Y: +149.7%
$71.07
+0.64 (+0.91%)
Weekly Expected Move ±1.8%
$69
$70
$71
$72
$74
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — MLPX
388
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
47
New Positions
136
Increased
136
Reduced
40
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (401 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,112,678 | $790M | +321,443 | +3.0% | 25Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,313,901 | $164M | -20,457 | -0.9% | 15Q | SEC ↗ |
| 3 | Treasurer of the State of North Caroli NEW | 2,139,399 | $152M | — | +0.0% | 1Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,431,595 | $102M | +162,847 | +12.8% | 25Q | SEC ↗ |
| 5 | UBS Group AG | 778,880 | $55M | +21,660 | +2.9% | 25Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 754,742 | $54M | -54,945 | -6.8% | 25Q | SEC ↗ |
| 7 | RATIONAL ADVISORS, INC. | 667,709 | $47M | -5,490 | -0.8% | 6Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 549,091 | $39M | +81,646 | +17.5% | 7Q | SEC ↗ |
| 9 | PNC Financial Services Group, Inc. | 514,296 | $37M | +1,221 | +0.2% | 15Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 420,875 | $30M | +22,877 | +5.7% | 21Q | SEC ↗ |
| 11 | Payne Capital Management, LLC | 420,592 | $30M | +2,413 | +0.6% | 7Q | SEC ↗ |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 408,329 | $29M | +10,013 | +2.5% | 9Q | SEC ↗ |
| 13 | Fund Evaluation Group, LLC NEW | 406,672 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Advisory Alpha, LLC | 404,310 | $29M | -8,250 | -2.0% | 7Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 401,465 | $29M | -6,671 | -1.6% | 25Q | SEC ↗ |
| 16 | GenTrust, LLC | 382,918 | $27M | +10,302 | +2.8% | 22Q | SEC ↗ |
| 17 | Decker Wealth Management LLC | 371,036 | $26M | -3,586 | -1.0% | 3Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 349,682 | $25M | -41,971 | -10.7% | 16Q | SEC ↗ |
| 19 | Curran Financial Partners, LLC | 333,537 | $24M | +24,313 | +7.9% | 21Q | SEC ↗ |
| 20 | SCHOOL EMPLOYEES RETIREMENT BOARD OF O | 330,585 | $23M | — | +0.0% | 2Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 326,689 | $23M | +9,679 | +3.1% | 25Q | SEC ↗ |
| 22 | Presidio Capital Management, LLC | 293,435 | $21M | +68,516 | +30.5% | 6Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 292,323 | $21M | +8,382 | +3.0% | 19Q | SEC ↗ |
| 24 | Cresset Asset Management, LLC | 266,570 | $19M | +138,560 | +108.2% | 25Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 225,513 | $16M | +28,773 | +14.6% | 11Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 225,494 | $16M | +36,444 | +19.3% | 10Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 199,210 | $14M | +7,379 | +3.8% | 18Q | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 187,687 | $13M | -3,431 | -1.8% | 25Q | SEC ↗ |
| 29 | Focus Partners Wealth | 187,651 | $13M | -2,246 | -1.2% | 9Q | SEC ↗ |
| 30 | MAI Capital Management | 183,569 | $13M | +273 | +0.1% | 7Q | SEC ↗ |
| 31 | Annandale Capital, LLC | 171,649 | $12M | -4,384 | -2.5% | 20Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 171,531 | $12M | +12,418 | +7.8% | 25Q | SEC ↗ |
| 33 | EVERGREEN CAPITAL MANAGEMENT LLC | 156,042 | $11M | +164 | +0.1% | 7Q | SEC ↗ |
| 34 | Cerity Partners LLC | 154,059 | $11M | -5,825 | -3.6% | 11Q | SEC ↗ |
| 35 | Apollon Wealth Management, LLC | 136,453 | $10M | +3,597 | +2.7% | 6Q | SEC ↗ |
| 36 | Equitable Holdings, Inc. | 131,899 | $9M | +7,321 | +5.9% | 20Q | SEC ↗ |
| 37 | Warner Group LLC | 129,447 | $9M | +55,849 | +75.9% | 4Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 126,244 | $9M | +8,761 | +7.5% | 25Q | SEC ↗ |
| 39 | Fiduciary Alliance LLC | 122,022 | $9M | +1,531 | +1.3% | 15Q | SEC ↗ |
| 40 | Baker Avenue Asset Management, LP | 121,160 | $9M | +7,571 | +6.7% | 16Q | SEC ↗ |
| 41 | Advisors Asset Management, Inc. | 119,986 | $9M | -1,785 | -1.5% | 8Q | SEC ↗ |
| 42 | Madrid Financial Services | 115,817 | $8M | -13,471 | -10.4% | 6Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 113,093 | $8M | +1,847 | +1.7% | 7Q | SEC ↗ |
| 44 | THOR INVESTMENT MANAGEMENT INC /OH/ /A | 110,989 | $8M | +5,157 | +4.9% | 11Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 103,263 | $7M | +28,266 | +37.7% | 20Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95,502 | $7M | +81,038 | +560.3% | 16Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC | 92,724 | $7M | -399 | -0.4% | 15Q | SEC ↗ |
| 48 | TWO SIGMA INVESTMENTS, LP | 89,900 | $6M | -385,500 | -81.1% | 4Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC | 88,656 | $6M | +5,687 | +6.9% | 2Q | SEC ↗ |
| 50 | Seascape Capital Management | 88,345 | $6M | -1,576 | -1.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Treasurer of the State of North Car | 2,139,399 | $152M |
| Fund Evaluation Group, LLC | 406,672 | $29M |
| Global Retirement Partners, LLC | 34,698 | $2M |
| TENET WEALTH PARTNERS, LLC | 25,841 | $2M |
| Golden State Wealth Management, LLC | 21,018 | $1M |
| Simplicity Wealth,LLC | 20,676 | $1M |
| GC Wealth Management RIA, LLC | 15,956 | $1M |
| GeoWealth Management, LLC | 15,956 | $1M |
| HRT FINANCIAL LP | 15,760 | $1M |
| Planning Strategies Inc. | 14,362 | $1M |
| Larson Financial Group LLC | 10,874 | $773K |
| VISTA INVESTMENT PARTNERS II, LLC | 9,949 | $707K |
| Legacy Wealth Managment, LLC/ID | 9,513 | $676K |
| Capital Group Private Client Servic | 8,324 | $592K |
| Betterment LLC | 5,530 | $393K |
| Third View Private Wealth, LLC | 3,915 | $278K |
| Sandbox Financial Partners, LLC | 3,833 | $272K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,797 | $270K |
| KDK Private Wealth Management, LLC | 3,711 | $264K |
| INSIGNEO ADVISORY SERVICES, LLC | 3,528 | $251K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 611,025 | $43M |
| Stratos Wealth Advisors, LLC | 144,733 | $10M |
| Thrivent Financial for Lutherans | 68,599 | $5M |
| MARSHALL WACE, LLP | 66,247 | $5M |
| SeaCrest Wealth Management, LLC | 54,316 | $4M |
| Ocean Park Asset Management, LLC | 52,001 | $4M |
| Journey Advisory Group, LLC | 31,400 | $2M |
| Navis Wealth Advisors, LLC | 30,600 | $2M |
| Ameraudi Asset Management, Inc. | 22,487 | $2M |
| TUDOR INVESTMENT CORP ET AL | 15,820 | $1M |
| SAGE PRIVATE WEALTH GROUP, LLC | 13,159 | $935K |
| Independent Advisor Alliance | 11,033 | $784K |
| Wakefield Asset Management LLLP | 10,845 | $771K |
| GOLDMAN SACHS GROUP INC | 10,002 | $711K |
| Cynosure Group, LLC | 8,635 | $614K |
| Kovack Advisors, Inc. | 6,550 | $466K |
| MILLENNIUM MANAGEMENT LLC | 5,385 | $383K |
| CHOREO, LLC | 5,200 | $370K |
| RENAISSANCE TECHNOLOGIES LLC | 5,100 | $362K |
| Embree Financial Group | 5,003 | $356K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +321,443 | +3.0% | 11,112,678 |
| LPL Financial LLC | +162,847 | +12.8% | 1,431,595 |
| Cresset Asset Management, LLC | +138,560 | +108.2% | 266,570 |
| RAYMOND JAMES FINANCIAL INC | +81,646 | +17.5% | 549,091 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +81,038 | +560.3% | 95,502 |
| Presidio Capital Management, LLC | +68,516 | +30.5% | 293,435 |
| Warner Group LLC | +55,849 | +75.9% | 129,447 |
| Naviter Wealth, LLC | +50,800 | +403.1% | 63,402 |
| Cetera Investment Advisers | +36,444 | +19.3% | 225,494 |
| HighTower Advisors, LLC | +28,773 | +14.6% | 225,513 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +28,266 | +37.7% | 103,263 |
| Curran Financial Partners, LLC | +24,313 | +7.9% | 333,537 |
| Summit Financial, LLC | +23,844 | +303.8% | 31,693 |
| JPMORGAN CHASE & CO | +22,877 | +5.7% | 420,875 |
| UBS Group AG | +21,660 | +2.9% | 778,880 |
| Arax Advisory Partners | +17,897 | +5717.9% | 18,210 |
| OSAIC HOLDINGS, INC. | +12,418 | +7.8% | 171,531 |
| Collaborative Wealth Managment Inc. | +12,118 | +30.5% | 51,863 |
| PARK AVENUE SECURITIES LLC | +12,009 | +30.0% | 52,034 |
| Bleakley Financial Group, LLC | +11,269 | +29.2% | 49,800 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -385,500 | -81.1% | 89,900 |
| DDFG, Inc | -78,062 | -57.2% | 58,507 |
| WELLS FARGO & COMPANY/MN | -54,945 | -6.8% | 754,742 |
| AMERIPRISE FINANCIAL INC | -41,971 | -10.7% | 349,682 |
| Visionary Wealth Advisors | -33,500 | -83.1% | 6,811 |
| Old Port Advisors | -28,100 | -35.7% | 50,693 |
| Corient Private Wealth LP | -24,590 | -41.5% | 34,670 |
| BANK OF AMERICA CORP /DE | -20,457 | -0.9% | 2,313,901 |
| Investors Research Corp | -13,565 | -58.5% | 9,612 |
| Madrid Financial Services | -13,471 | -10.4% | 115,817 |
| Advisory Alpha, LLC | -8,250 | -2.0% | 404,310 |
| ROYAL BANK OF CANADA | -6,671 | -1.6% | 401,465 |
| Cerity Partners LLC | -5,825 | -3.6% | 154,059 |
| Pinnacle Financial Partners, Inc. | -5,679 | -59.7% | 3,828 |
| RATIONAL ADVISORS, INC. | -5,490 | -0.8% | 667,709 |
| Annandale Capital, LLC | -4,384 | -2.5% | 171,649 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -3,765 | -12.5% | 26,385 |
| CIBC WORLD MARKET INC. | -3,698 | -6.4% | 54,072 |
| Decker Wealth Management LLC | -3,586 | -1.0% | 371,036 |
| Baird Financial Group, Inc. | -3,431 | -1.8% | 187,687 |