Vault-13

GLOBAL X FDS MLPA

GLBL X MLP ETF · ETP · CUSIP 37954Y343

227 institutional holders -5 vs Q1 2025
20,858,22220.9m shares reported held*
$1.0bnreported value*
23 new 96 added 60 reduced 28 sold out net bought ≈ $42.1m (+243.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($33.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.21.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 169Q4 22: 182Q1 23: 184Q2 23: 179Q3 23: 184Q4 23: 208Q1 24: 214Q2 24: 216Q3 24: 204Q4 24: 219Q1 25: 232Q2 25: 227227Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022169
Q4 2022182
Q1 2023184
Q2 2023179
Q3 2023184
Q4 2023208
Q1 2024214
Q2 2024216
Q3 2024204
Q4 2024219
Q1 2025232
Q2 2025227

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 92 bought or addedQ3 23: 75 cut or sold outQ4 23: 101 bought or addedQ4 23: 67 cut or sold outQ4 23Q1 24: 117 bought or addedQ1 24: 80 cut or sold outQ2 24: 101 bought or addedQ2 24: 94 cut or sold outQ2 24Q3 24: 95 bought or addedQ3 24: 83 cut or sold outQ4 24: 110 bought or addedQ4 24: 66 cut or sold outQ4 24Q1 25: 111 bought or addedQ1 25: 88 cut or sold outQ2 25: 119 bought or addedQ2 25: 88 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20239275
Q4 202310167
Q1 202411780
Q2 202410194
Q3 20249583
Q4 202411066
Q1 202511188
Q2 202511988

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $527.0kQ1 25 puts: $5.3kQ1 25P/C 0.01Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$527.0k$5.3k0.01
Q2 2025$0$0—

Biggest buyers

Rockefeller Capital Management L.P. Added +297,147+297.1k
ROYAL BANK OF CANADA Added +266,158+266.2k
MORGAN STANLEY Added +193,472+193.5k
EXCHANGE TRADED CONCEPTS, LLC New +133,147+133.1k
LPL Financial LLC Added +48,122+48.1k
CITADEL ADVISORS LLC Added +38,542+38.5k
Farther Finance Advisors, LLC Added +33,748+33.7k
WELLS FARGO & COMPANY/MN Added +31,573+31.6k
Private Advisory Group LLC New +31,065+31.1k
STIFEL FINANCIAL CORP Added +26,140+26.1k

Biggest sellers

Demars Financial Group, LLC Reduced -595,799-595.8k
RFG Advisory, LLC Reduced -120,966-121.0k
ASSETMARK, INC Reduced -97,753-97.8k
Tradewinds Capital Management, LLC Sold out -57,804-57.8k
BECK CAPITAL MANAGEMENT, LLC Sold out -46,380-46.4k
Attessa Capital LLC Reduced -38,527-38.5k
D.A. DAVIDSON & CO. Reduced -35,806-35.8k
Belpointe Asset Management LLC Sold out -34,787-34.8k
Private Advisor Group, LLC Reduced -33,672-33.7k
Whalen Wealth Management Inc. Reduced -32,671-32.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,357,7084.4m $218.8m $218.8m 0.01% Added +193.5k +193,472
2 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 1,924,1871.9m $96.6m $96.6m 0.08% Reduced -25.2k -25,183
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,144,9951.1m $57.5m $57.5m 0.00% Reduced -2.2k -2,210
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,124,0611.1m $56.4m $56.4m 0.01% Added +31.6k +31,573
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,117,6281.1m $56.1m $56.1m 0.01% Added +22.7k +22,662
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 933,327933.3k $46.9m $46.9m 0.02% Added +48.1k +48,122
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 739,869739.9k $37.1m $37.1m 0.01% Reduced -11.3k -11,304
8 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 611,008611.0k $30.7m $30.7m 0.04% Added +297.1k +297,147
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 536,370536.4k $26.9m $26.9m 0.00% Added +266.2k +266,158
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 494,993495.0k $24.8m $24.8m 0.01% Added +17.4k +17,433
11 EVERGREEN CAPITAL MANAGEMENT LLC 0.73% of their portfolio Bellevue, WA 480,988481.0k $24.1m $24.1m 0.73% Added +7.4k +7,426
12 Gradient Investments LLC 0.40% of their portfolio ARDEN HILLS, MN 435,103435.1k $21.8m $21.8m 0.40% Added +4.8k +4,751
13 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 389,422389.4k $19.5m $19.5m 0.03% Added +15.0k +14,988
14 Madrid Financial Services 11.66% of their portfolio MANHATTAN BEACH, CA 342,959343.0k $17.2m $17.2m 11.66% Added +21.0k +20,999
15 TECTONIC ADVISORS LLC 0.79% of their portfolio FRISCO, TX 272,364272.4k $13.7m $13.7m 0.79% Added +23.0k +23,000
16 Columbus Macro, LLC 1.67% of their portfolio NEW CASTLE, PA 271,864271.9k $13.6m $13.6m 1.67% Added +11.3k +11,303
17 ADVISORS MANAGEMENT GROUP INC /ADV 2.37% of their portfolio LA CROSSE, WI 250,841250.8k $12.6m $12.6m 2.37% Added +462 +462
18 Jaffetilchin Investment Partners, LLC 0.73% of their portfolio TAMPA, FL 222,177222.2k $11.2m $11.2m 0.73% Reduced -2.9k -2,929
19 Madison Asset Management, LLC 0.12% of their portfolio MADISON, WI 217,710217.7k $10.9m $10.9m 0.12% Unchanged
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 209,852209.9k $10.6m $10.6m 0.02% Reduced -2.4k -2,423
21 Barry Investment Advisors, LLC 2.43% of their portfolio NEW BEDFORD, MA 194,681194.7k $9.8m $9.8m 2.43% Added +12.2k +12,159
22 Legacy Wealth Asset Management, LLC 2.47% of their portfolio WOODBURY, MN 193,665193.7k $9.7m $9.7m 2.47% Added +22.6k +22,649
23 EXCHANGE TRADED CONCEPTS, LLC 0.09% of their portfolio Oklahoma City, OK 133,147133.1k $6.7m $6.7m 0.09% New
24 Almanack Investment Partners, LLC. 1.01% of their portfolio WAYNE, PA 126,452126.5k $6.3m $6.3m 1.01% Added +3.7k +3,725
25 MBL Wealth, LLC 0.59% of their portfolio CHARLOTTE, NC 122,993123.0k $6.2m $6.2m 0.59% Added +6.2k +6,215
26 Capital Advisors Wealth Management, LLC 0.93% of their portfolio YAKIMA, WA 117,535117.5k $5.9m $5.9m 0.93% Reduced -12.9k -12,894
27 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 112,476112.5k $5.6m $5.6m 0.01% Added +18.3k +18,267
28 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 110,886110.9k $5.6m $5.6m 0.08% Added +2.2k +2,155
29 Sonora Investment Management Group, LLC 0.39% of their portfolio TUCSON, AZ 104,453104.5k $5.2m $5.2m 0.39% Added +8.1k +8,054
30 COMERICA BANK 0.02% of their portfolio DALLAS, TX 103,800103.8k $5.2m $5.2m 0.02% Added +5.5k +5,509
31 Cascade Financial Partners, LLC 0.63% of their portfolio SAN DIEGO, CA 103,636103.6k $5.2m $5.2m 0.63% Reduced -2.5k -2,546
32 Global Retirement Partners, LLC 0.13% of their portfolio San Rafael, CA 100,490100.5k $5.0m $5.0m 0.13% First filing
33 MATRIX PRIVATE CAPITAL GROUP LLC 2.84% of their portfolio NEW YORK, NY 96,06096.1k $4.8m $4.8m 2.84% Added +6.2k +6,191
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 93,68993.7k $4.7m $4.7m 0.00% Added +26.1k +26,140
35 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 90,78790.8k $4.6m $4.6m 0.08% Added +24.2k +24,182
36 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 89,23089.2k $4.5m $4.5m 0.02% Added +7.0k +7,010
37 PINNACLE ASSOCIATES LTD 0.06% of their portfolio NEW YORK, NY 79,00079.0k $4.0m $4.0m 0.06% Reduced -3.0k -3,012
38 Ashton Thomas Private Wealth, LLC 0.14% of their portfolio SCOTTSDALE, AZ 77,52677.5k $3.9m $3.9m 0.14% Added +5.2k +5,200
39 Ethos Financial Group, LLC 0.31% of their portfolio KING OF PRUSSIA, PA 72,37572.4k $3.6m $3.6m 0.31% Added +5.6k +5,644
40 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 71,37071.4k $3.7m $3.7m 0.06% Added +11.7k +11,741
41 Trivium Point Advisory, LLC 0.36% of their portfolio WILTON, CT 65,58665.6k $3.3m $3.3m 0.36% Reduced -29 -29
42 Pekin Hardy Strauss, Inc. 0.37% of their portfolio CHICAGO, IL 64,85464.9k $3.3m $3.3m 0.37% Added +390 +390
43 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 62,24762.2k $3.1m $3.1m 0.02% Reduced -33.7k -33,672
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 60,34260.3k $3.0m $3.0m 0.00% Reduced -6.1k -6,123
45 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 59,26759.3k $3.0m $3.0m 0.03% Added +1.8k +1,776
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 57,10757.1k $2.9m $2.9m 0.00% Added +420 +420
47 Guild Investment Management, Inc. 2.20% of their portfolio WESTLAKE VILLAGE, CA 50,41050.4k $2.5m $2.5m 2.20% Reduced -1.2k -1,200
48 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,73449.7k $2.5m $2.5m 0.01% Added +6.5k +6,543
49 AlphaCore Capital LLC 0.09% of their portfolio LA JOLLA, CA 49,44049.4k $2.5m $2.5m 0.09% Added +10.8k +10,840
50 Farther Finance Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 48,59848.6k $2.4m $2.4m 0.05% Added +33.7k +33,748
51 Strong Tower Advisory Services 0.46% of their portfolio MINNEAPOLIS, MN 46,31146.3k $2.3m $2.3m 0.46% Added +2.7k +2,669
52 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 46,15646.2k $2.3m $2.3m 0.05% Reduced -121.0k -120,966
53 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 43,90043.9k $2.2m $2.2m 0.00% Added +22.9k +22,900
54 Black Swift Group, LLC 0.44% of their portfolio BOULDER, CO 43,55043.5k $2.2m $2.2m 0.44% Added +750 +750
55 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 42,68742.7k $2.1m $2.1m 0.02% Reduced -35.8k -35,806
56 SYKON CAPITAL LLC 0.78% of their portfolio HARRISON, NY 42,50242.5k $2.1m $2.1m 0.78% Reduced -11.7k -11,735
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,48542.5k $2.1m $2.1m 0.00% Added +7.5k +7,466
58 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 41,36541.4k $2.1m $2.1m 0.00% Added +6.0k +6,033
59 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.03% of their portfolio New York, NY 41,29441.3k $2.1m $2.1m 0.03% Added +3.4k +3,390
60 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,76440.8k $2.0m $2.0m 0.00% Added +38.5k +38,542
61 Global Wealth Management Investment Advisory, Inc. 0.38% of their portfolio FORT LAUDERDALE, FL 40,73640.7k $2.0m $2.0m 0.38% Added +3.0k +3,016
62 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 1.27% of their portfolio CINCINNATI, OH 37,37037.4k $1.9m $1.9m 1.27% Added +69 +69
63 Financial Advocates Investment Management 0.15% of their portfolio OLYMPIA, WA 37,31837.3k $1.9m $1.9m 0.15% Added +729 +729
64 Owen LaRue, LLC 0.71% of their portfolio ELIZABETHTOWN, KY 33,16333.2k $1.7m $1.7m 0.71% Added +19.5k +19,477
65 Charles Schwab Trust Co 0.12% of their portfolio HENDERSON, NV 32,62132.6k $1.6m $1.6m 0.12% Unchanged
66 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 31,99632.0k $1.6m $1.6m 0.01% Reduced -4.5k -4,509
67 Private Advisory Group LLC 0.15% of their portfolio REDMOND, WA 31,06531.1k $1.6m $1.6m 0.15% New
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,33130.3k $1.5m $1.5m 0.00% Added +1.9k +1,930
69 Principia Wealth Advisory, LLC 1.26% of their portfolio DALLAS, TX 29,54029.5k $1.5m $1.5m 1.26% Reduced -2.9k -2,883
70 MONECO ADVISORS, LLC 0.13% of their portfolio FAIRFIELD, CT 28,72128.7k $1.4m $1.4m 0.13% Reduced -479 -479
71 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 28,57628.6k $1.4m $1.4m 0.01% Added +23.5k +23,503
72 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 28,21028.2k $1.4m $1.4m 0.00% Added +436 +436
73 Adams Asset Advisors, LLC 0.18% of their portfolio DALLAS, TX 25,97526.0k $1.3m $1.3m 0.18% Added +19.4k +19,376
74 Burk Holdings LLC 0.80% of their portfolio TULSA, OK 25,45525.5k $1.3m $1.3m 0.80% Added +9.6k +9,624
75 Astoria Portfolio Advisors LLC. 0.34% of their portfolio NEW YORK, NY 24,27224.3k $1.2m $1.2m 0.34% Added +13.9k +13,934
76 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 24,03724.0k $1.2m $1.2m 0.01% Added +4.0k +4,007
77 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 23,31723.3k $1.2m $1.2m 0.00% Added +586 +586
78 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 23,11523.1k $1.2m $1.2m 0.03% Reduced -349 -349
79 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 22,85422.9k $1.1m $1.1m 0.02% Reduced -1.0k -1,044
80 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 22,60022.6k $1.1m $1.1m 0.00% Added +4.3k +4,300
81 Naviter Wealth, LLC 0.14% of their portfolio LITTLE ROCK, AR 22,54922.5k $1.1m $1.1m 0.14% Reduced -7.6k -7,595
82 Americana Partners, LLC 0.04% of their portfolio Houston, TX 22,31722.3k $1.1m $1.1m 0.04% Unchanged
83 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 21,98522.0k $1.1m $1.1m 0.02% Added +2.2k +2,169
84 Flaharty Asset Management, LLC 0.15% of their portfolio CLEARWATER, FL 21,93721.9k $1.1m $1.1m 0.15% New
85 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 21,40521.4k $1.1m $1.1m 0.00% Reduced -644 -644
86 Collaborative Wealth Managment Inc. 0.47% of their portfolio LAKE MARY, FL 21,38421.4k $1.1m $1.1m 0.47% Added +27 +27
87 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 21,21921.2k $1.1m $1.1m 0.07% Added +1.2k +1,243
88 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,68620.7k $1.0m $1.0m 0.00% Added +1.9k +1,871
89 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 20,00220.0k $1.0m $1.0m 0.08% Reduced -17 -17
90 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 19,60919.6k $984.4k $984.4k 0.02% Reduced -418 -418
91 Fermata Advisors, LLC 0.26% of their portfolio SONOMA, CA 19,14819.1k $961.2k $961.2k 0.26% Added +7.3k +7,336
92 LYNX CAPITAL GROUP LTD /ADV 0.44% of their portfolio BEACHWOOD, OH 18,32818.3k $920.1k $920.1k 0.44% Added +2 +2
93 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 18,04618.0k $891.7k $891.7k 0.08% Added +10.6k +10,649
94 LGL PARTNERS, LLC 0.37% of their portfolio PHILADELPHIA, PA 16,87616.9k $834.3k $834.3k 0.37% Added +310 +310
95 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 16,57216.6k $831.9k $831.9k 0.03% Added +868 +868
96 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.28% of their portfolio WALTHAM, MA 16,56316.6k $831.5k $831.5k 0.28% Reduced -48 -48
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,44516.4k $825.5k $825.5k 0.00% Reduced -16.0k -16,023
98 ROCKLAND TRUST CO 0.04% of their portfolio HANOVER, MA 15,98816.0k $802.6k $802.6k 0.04% Reduced -626 -626
99 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 14,80614.8k $743.3k $743.3k 0.01% Reduced -229 -229
100 Ascentis Independent Advisors 0.13% of their portfolio DALLAS, TX 14,47914.5k $726.9k $726.9k 0.13% Reduced -80 -80