DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (MLPA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
252
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -2.1%-$1.3M |
| 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 |
| 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 |
| Jaffetilchin Investment Partners, LLC | $14.5M | 273,639 | 0.77% | 18q | HELD |
| 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 |
| ADVISORS MANAGEMENT GROUP INC /ADV | $11.6M | 218,447 | 1.92% | 18q | 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $10.1M | 191,084 | 0.05% | 5q | +7.8%+$735.7K |
| 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 | +38.3%+$1.9M |
| STEPHENS INC /AR/ | $6.6M | 124,690 | 0.07% | 23q | HELD |
| NewEdge Advisors, LLC | $6.4M | 121,318 | 0.02% | 19q | +1.9%+$122.0K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $4.7M | 88,900 | 0.01% | 18q | +72.9%+$2.0M |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | $1.6M | 30,592 | 0.00% | new | NEW |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 27,428 | 0.00% | 25q | +1.5%+$21.1K |
| LFG Wealth Partners, LLC | $1.4M | 26,477 | 0.66% | 3q | +16.8%+$201.9K |
| 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 |
| &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% | 20q | +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 |
Showing the largest 100 of 252 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 98 | $225.0M | 4,326,989 | 15 | 43 | 14 | 0.0% |
| Q2 2026 | 252 | $1.3B | 24,633,366 | 25 | 93 | 61 | 0.0% |
| Q1 2026 | 246 | $1.3B | 24,704,449 | 28 | 89 | 63 | 0.0% |
| Q4 2025 | 237 | $1.0B | 21,240,950 | 20 | 89 | 62 | 0.0% |
| Q3 2025 | 231 | $998.5M | 20,611,814 | 22 | 83 | 67 | 0.1% |
| Q2 2025 | 229 | $1.1B | 20,929,000 | 23 | 92 | 57 | 0.0% |
| Q1 2025 | 234 | $1.1B | 20,590,466 | 29 | 74 | 69 | 0.0% |
| Q4 2024 | 223 | $921.8M | 18,653,948 | 19 | 87 | 51 | 0.0% |
| Q3 2024 | 205 | $791.0M | 16,491,673 | 14 | 75 | 50 | 0.0% |
| Q2 2024 | 219 | $831.6M | 17,134,898 | 28 | 69 | 60 | 0.1% |
| Q1 2024 | 219 | $1.1B | 23,741,111 | 30 | 84 | 54 | 0.1% |
| Q4 2023 | 211 | $839.9M | 18,931,892 | 28 | 67 | 53 | 0.1% |
| Q3 2023 | 185 | $698.0M | 15,637,812 | 23 | 63 | 54 | 0.0% |
| Q2 2023 | 178 | $717.6M | 16,685,844 | 17 | 55 | 54 | 0.2% |
| Q1 2023 | 184 | $751.0M | 18,027,518 | 18 | 67 | 59 | 0.1% |
| Q4 2022 | 182 | $2.3B | 55,666,916 | 23 | 68 | 47 | 0.0% |
| Q3 2022 | 164 | $7.8B | 196,510,422 | 21 | 55 | 48 | 0.0% |
| Q2 2022 | 162 | $5.7B | 153,438,967 | 26 | 59 | 38 | 0.0% |
| Q1 2022 | 159 | $9.0B | 224,190,032 | 38 | 55 | 37 | 0.0% |
| Q4 2021 | 138 | $1.6B | 46,025,138 | 18 | 45 | 37 | 0.0% |
| Q3 2021 | 133 | $976.2M | 27,659,585 | 12 | 45 | 38 | 0.0% |
| Q2 2021 | 135 | $2.0B | 52,151,138 | 20 | 51 | 38 | 0.0% |
| Q1 2021 | 128 | $1.4B | 42,483,513 | 26 | 39 | 34 | 0.0% |
| Q4 2020 | 107 | $1.1B | 41,402,100 | 19 | 24 | 40 | 0.0% |
| Q3 2020 | 98 | $1.2B | 56,412,959 | 19 | 24 | 27 | 0.0% |
| Q2 2020 | 104 | $1.4B | 51,902,088 | 91 | 1 | 11 | 0.0% |
| Q1 2020 | 162 | $1.3B | 398,853,329 | 44 | 52 | 51 | 0.0% |
| Q4 2019 | 174 | $5.2B | 662,780,236 | 26 | 72 | 39 | 0.0% |
| Q3 2019 | 149 | $3.7B | 447,064,849 | 23 | 57 | 46 | 0.0% |
| Q2 2019 | 138 | $3.9B | 445,863,598 | 15 | 63 | 41 | 0.0% |
| Q1 2019 | 142 | $4.4B | 498,726,946 | 17 | 66 | 41 | 0.0% |
| Q4 2018 | 144 | $2.4B | 313,455,045 | 3 | 2 | 5 | 0.0% |