DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (MLPX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
349
Reporting holders
$2.5B
Reported value
1.2%
Calls
0.1%
Puts
+2
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 | $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 |
| Treasurer of the State of North Carolina | $157.6M | 2,139,399 | 0.41% | new | NEW |
| 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 | -6.8%-$4.0M |
| 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 incl. $31.8M options CALL+PUT | 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 | -10.7%-$3.1M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $18.6M | 252,488 | 0.02% | 25q | +114.9%+$9.9M |
| 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 |
| Annandale Capital, LLC | $12.6M | 171,649 | 1.73% | 20q | -2.5%-$322.9K |
| 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 |
| MENLO ADVISORS LLC | $8.5M | 115,872 | 3.74% | 9q | +16.7%+$1.2M |
| 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% | 15q | HELD |
| 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 | $6.5M | 88,656 | 0.04% | 2q | +6.9%+$418.9K |
| Seascape Capital Management | $6.5M | 88,345 | 1.56% | 7q | -1.8%-$116.1K |
| 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 |
| Naviter Wealth, LLC | $4.7M | 63,402 | 0.42% | 7q | +403.1%+$3.7M |
| 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 |
| PARK AVENUE SECURITIES LLC | $3.8M | 52,034 | 0.02% | 6q | +30.0%+$884.6K |
| 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 |
| Bollard Group LLC | $3.5M | 47,622 | 0.11% | 22q | +1.0%+$35.0K |
| 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 |
| Capital Advisors, Ltd. LLC | $2.7M | 36,611 | 0.27% | 25q | +8.1%+$201.0K |
| 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 |
| Corient Private Wealth LP | $2.6M | 34,670 | 0.00% | 15q | -41.5%-$1.8M |
| Financial Partners Group, Inc | $2.5M | 33,726 | 0.25% | 9q | +3.2%+$78.1K |
Showing the largest 100 of 350 reported holders. The count of 349 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 111 | $215.6M | 3,083,690 | 13 | 42 | 25 | 0.0% |
| Q2 2026 | 349 | $2.5B | 34,004,605 | 41 | 123 | 85 | 1.3% |
| Q1 2026 | 347 | $2.4B | 31,390,347 | 51 | 124 | 93 | 1.5% |
| Q4 2025 | 319 | $1.9B | 30,978,492 | 41 | 115 | 79 | 0.9% |
| Q3 2025 | 298 | $1.9B | 30,078,148 | 28 | 113 | 86 | 0.8% |
| Q2 2025 | 311 | $1.9B | 30,378,045 | 38 | 110 | 90 | 1.0% |
| Q1 2025 | 309 | $1.9B | 29,447,667 | 60 | 103 | 70 | 0.8% |
| Q4 2024 | 272 | $1.7B | 28,100,545 | 54 | 81 | 67 | 0.8% |
| Q3 2024 | 230 | $1.4B | 24,888,845 | 41 | 76 | 58 | 0.2% |
| Q2 2024 | 202 | $1.1B | 22,177,591 | 27 | 71 | 40 | 0.2% |
| Q1 2024 | 189 | $944.9M | 19,268,915 | 26 | 58 | 55 | 0.1% |
| Q4 2023 | 186 | $741.9M | 16,595,357 | 18 | 65 | 48 | 0.2% |
| Q3 2023 | 175 | $569.3M | 13,409,924 | 17 | 54 | 51 | 0.2% |
| Q2 2023 | 181 | $573.6M | 13,817,737 | 20 | 50 | 66 | 0.1% |
| Q1 2023 | 180 | $563.8M | 14,091,317 | 18 | 63 | 54 | 0.1% |
| Q4 2022 | 183 | $671.8M | 16,486,850 | 30 | 53 | 56 | 0.2% |
| Q3 2022 | 162 | $1.8B | 47,462,057 | 18 | 52 | 50 | 0.0% |
| Q2 2022 | 160 | $2.2B | 57,076,941 | 26 | 52 | 50 | 0.0% |
| Q1 2022 | 158 | $2.0B | 47,616,336 | 35 | 53 | 37 | 0.1% |
| Q4 2021 | 133 | $1.6B | 45,175,605 | 17 | 49 | 31 | 0.0% |
| Q3 2021 | 120 | $2.2B | 62,468,457 | 17 | 40 | 45 | 0.1% |
| Q2 2021 | 118 | $1.9B | 52,111,316 | 17 | 48 | 25 | 0.1% |
| Q1 2021 | 113 | $920.6M | 29,135,568 | 21 | 36 | 29 | 0.1% |
| Q4 2020 | 103 | $3.1B | 115,053,095 | 23 | 35 | 25 | 0.2% |
| Q3 2020 | 92 | $343.5M | 15,504,940 | 11 | 27 | 33 | 0.0% |
| Q2 2020 | 103 | $396.5M | 15,963,530 | 95 | 0 | 7 | 0.0% |
| Q1 2020 | 111 | $354.3M | 57,726,960 | 28 | 36 | 26 | 0.0% |
| Q4 2019 | 126 | $676.8M | 55,045,744 | 24 | 39 | 38 | 0.0% |
| Q3 2019 | 112 | $504.4M | 40,952,286 | 18 | 35 | 41 | 0.0% |
| Q2 2019 | 116 | $920.0M | 71,047,423 | 17 | 37 | 35 | 0.0% |
| Q1 2019 | 115 | $822.7M | 62,296,511 | 29 | 43 | 23 | 0.0% |
| Q4 2018 | 98 | $574.4M | 52,448,357 | 0 | 1 | 5 | 0.0% |