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Disclosery

MLPA GLOBAL X FDS

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GLBL X MLP ETF (fund)

219 managers (220 13F filers) reported a position in MLPA shares at 2024-12-31, 18,486,721 shares in all. 18 filers opened a position and 12 filers sold out during the quarter.

Managers
219
13F filers
220
New
18
Added
91
Reduced
54
Sold out
12
Shares held by filers
18,486,721

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,750,109$185M0.01%+300,87413F-HR/ATimelineGroup
Creative Planningin group Creative Planning1,985,027$98.1M0.1%+15,61613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,123,278$55.5M0.01%-14,55513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,014,936$50.1M0.01%+128,70013F-HRTimelineGroup
UBS Group AGin group UBS Group AG952,154$47M0.01%-10,14013F-HRTimelineGroup
LPL Financial LLC763,739$37.7M0.02%+48,99913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC685,005$33.8M0.01%13F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC498,718$24.6M0.8%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC491,460$24.3M0.01%+60,73013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC413,584$20.4M0.41%-252,31313F-HRTimelineGroup
Madrid Financial Services403,119$19.9M15.82%13F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding361,862$17.9M+191,341Timeline
Cetera Investment Advisers360,135$17.8M0.04%+31,38513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…314,826$15.6M0.04%-4,59813F-HRTimelineGroup
Columbus Macro, LLC250,115$12.4M1.71%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248,522$12.3M<0.01%+67,72413F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV244,814$12.1M2.86%+10,35513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC231,764$11.5M0.75%+34113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,752$9.33M0.02%+34,83913F-HR/ATimeline
Barry Investment Advisors, LLC175,061$8.65M2.78%+8,48513F-HRTimeline
Legacy Wealth Asset Management, LLC167,430$8.27M2.25%+14,39013F-HRTimeline
RFG Advisory, LLC158,213$7.82M0.22%+1,54513F-HRTimeline
Almanack Investment Partners, LLC.119,987$5.93M0.91%-25413F-HRTimeline
MBL Wealth, LLC119,477$5.9M0.59%+8,25313F-HRTimeline
Cascade Financial Partners, LLC108,114$5.34M0.7%-50013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…103,404$5.11M0.07%+11,90013F-HRTimelineGroup
Global Retirement Partners, LLC99,379$4.91M0.14%+37,08113F-HRTimeline
COMERICA BANK96,321$4.76M0.02%+5,58813F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC89,779$4.44M2.53%+4,02413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO82,460$4.07M0.01%+14,97113F-HRTimelineGroup
Sonora Investment Management Group, LLC81,479$4.03M0.31%+17,09013F-HRTimeline
PINNACLE ASSOCIATES LTD81,395$4.02M0.05%+3,44713F-HRTimeline
Ashton Thomas Private Wealth, LLC80,715$3.99M0.16%+1,81713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,237$3.92M<0.01%+3,34613F-HRTimelineGroup
NewEdge Advisors, LLC75,686$3.74M0.02%+10,54513F-HRTimeline
Ethos Financial Group, LLC66,731$3.3M0.43%+7,39713F-HRTimeline
Principia Wealth Advisory, LLC65,654$3.24M3.05%13F-HRTimeline
D.A. DAVIDSON & CO.61,998$3.06M0.02%+27,65113F-HRTimeline
Trivium Point Advisory, LLC61,827$3.05M0.39%-1,17413F-HRTimeline
Pekin Hardy Strauss, Inc.60,749$3M0.38%+63513F-HRTimeline
Whalen Wealth Management Inc.60,434$2.99M2.07%+13,23613F-HRTimeline
HighTower Advisors, LLC59,123$2.92M<0.01%-2,90313F-HRTimeline
SYKON CAPITAL LLC56,811$2.81M0.97%+1,26113F-HRTimeline
Advisory Services Network, LLC54,042$2.67M0.05%+5,69413F-HRTimeline
Beacon Pointe Advisors, LLC53,630$2.65M0.03%+3,22913F-HRTimeline
Guild Investment Management, Inc.52,130$2.58M2.8%+4,78013F-HRTimeline
Attessa Capital LLC50,669$2.5M1.71%13F-HRTimeline
Cambridge Investment Research Advisors,…47,283$2.34M0.01%+1,87413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,612$2.3M<0.01%-14,34113F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC45,930$2.27M0.6%+18713F-HRTimeline
Black Swift Group, LLC43,265$2.14M0.45%+2,11013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,170$2.03M<0.01%+4,01813F-HRTimelineGroup
Strong Tower Advisory Services38,685$1.91M0.5%+2,26513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …37,914$1.87M0.03%+86913F-HRTimelineGroup
Advisory Alpha, LLC37,296$1.85M0.07%-54513F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV37,258$1.84M1.42%+23913F-HRTimeline
Financial Advocates Investment Manageme…36,432$1.8M0.1%+15,48913F-HRTimeline
Global Wealth Management Investment Adv…36,253$1.79M0.37%+4,03613F-HRTimeline
Private Advisor Group, LLC33,451$1.65M0.01%-8,43813F-HRTimeline
Advisors Asset Management, Inc.32,653$1.61M0.03%+31,29513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,049$1.53M<0.01%-28,77813F-HR/ATimelineGroup
Naviter Wealth, LLC30,144$1.49M0.18%+23,93913F-HRTimeline
BLAIR WILLIAM & CO/IL28,873$1.43M<0.01%-18413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,722$1.32M<0.01%-24,77013F-HRTimeline
Future Financial Wealth Managment LLC26,443$1.31M0.96%-4,43013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,320$1.25M0.02%+2,89813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth24,079$1.19M<0.01%+16613F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.23,600$1.17M0.01%-34913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,464$1.16M0.04%-18713F-HRTimeline
ROCKLAND TRUST CO22,430$1.11M0.06%-1913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,122$1.09M<0.01%new13F-HRTimelineGroup
Capital Advisors Wealth Management, LLC21,933$1.08M0.19%+55013F-HRTimeline
Collaborative Wealth Managment Inc.21,357$1.06M0.48%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,694$1.02M0.01%-36613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,589$1.02M<0.01%+2,02913F-HRTimelineGroup
Americana Partners, LLC20,462$1.01M0.04%+68213F-HRTimeline
Wealthfront Advisers LLC20,232$1000K<0.01%+4,11713F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…19,800$975K<0.01%+3,00013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,582$968K0.03%-11713F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV18,262$902K0.52%-81613F-HRTimeline
Sunbelt Securities, Inc.18,046$889K0.08%+2,00013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,463$813K0.32%+15,74813F-HRTimeline
LGL PARTNERS, LLC16,276$804K0.12%+30213F-HRTimeline
Farther Finance Advisors, LLC16,020$792K0.03%+15,73713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,812$781K0.02%-63213F-HRTimelineGroup
Sigma Planning Corp15,798$781K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.15,474$765K0.07%-1,19013F-HRTimeline
J.W. COLE ADVISORS, INC.15,351$758K0.03%+1,81013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,308$756K<0.01%-99013F-HRTimelineGroup
Burk Holdings LLC15,303$756K0.61%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,180$750K<0.01%+6,69713F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,514$717K0.14%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,236$703K0.01%-29713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,271$703K0.07%+1,26113F-HRTimeline
HB Wealth Management, LLC13,834$684K0.01%+813F-HRTimeline
Wiser Advisor Group LLC13,408$662K0.96%+73913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC13,384$661K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,078$646K0.01%+87813F-HRTimelineGroup
CHOREO, LLC13,100$645K0.01%+1,50013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,892$637K<0.01%+1,46413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,846$635K<0.01%+1,18513F-HRTimelineGroup
Morton Capital Management LLC/CA12,626$624K0.12%013F-HRTimeline
Friedenthal Financial11,813$584K0.34%-24713F-HRTimeline
Fermata Advisors, LLC11,738$580K0.11%+7813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC11,204$554K0.02%-27913F-HRTimeline
CoreCap Advisors, LLC11,061$547K0.02%+10,17813F-HRTimeline
LVZ, Inc.10,882$538K0.07%+23213F-HRTimeline
Comprehensive Financial Planning, Inc./…10,838$536K0.45%13F-HRTimeline
Endowment Wealth Management, Inc.10,557$522K0.35%+22613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC10,187$503K0.2%013F-HRTimeline
Independent Advisor Alliance10,149$501K0.01%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,041$496K0.05%-17713F-HRTimeline
Venture Visionary Partners LLC9,828$486K0.02%+213F-HR/ATimeline
Lifeworks Advisors, LLC9,730$481K0.09%013F-HRTimeline
Dorsey & Whitney Trust CO LLC9,537$471K0.03%+9813F-HRTimeline
SFI Advisors, LLC9,530$471K0.33%-3913F-HRTimeline
WBH ADVISORY INC9,517$470K0.04%-31913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,340$461K<0.01%013F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC8,903$440K0.24%-20,01413F-HRTimeline
M3 Advisory Group, LLC8,580$424K0.3%013F-HRTimeline
&PARTNERS8,254$414K<0.01%+2,66513F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,837$387K0.01%-51013F-HRTimeline
Worth Asset Management, LLC7,564$374K0.2%new13F-HRTimeline
MONECO ADVISORS, LLC7,546$373K0.04%+29113F-HR/ATimeline
Spectrum Asset Management, Inc. (NB/CA)7,421$367K0.16%+13313F-HRTimeline
Austin Wealth Management, LLC6,696$355K0.07%-63213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,166$354K<0.01%+52913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,095$351K<0.01%-89713F-HRTimeline
Chicago Partners Investment Group LLC6,775$341K0.01%new13F-HRTimeline
Cadence Bank6,791$336K0.02%013F-HRTimeline
Good Life Advisors, LLC6,734$333K0.02%-8,94413F-HRTimeline
Mattson Financial Services, LLC6,913$332K0.11%+2,12513F-HRTimeline
Eagle Strategies LLC6,695$331K0.06%-5713F-HRTimeline
Adams Asset Advisors, LLC6,599$326K0.04%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,718$304K0.02%+1,30513F-HRTimeline
Astoria Portfolio Advisors LLC.5,814$302K0.11%+16113F-HRTimeline
West Coast Financial LLC6,033$298K0.03%013F-HRTimeline
Kraft, Davis & Associates, LLC5,668$297K0.08%013F-HRTimeline
IFP Advisors, Inc5,997$296K0.01%-40113F-HRTimeline
NWAM LLC5,910$292K0.02%-60013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,770$285K0.02%-3013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5,744$284K0.04%013F-HRTimeline
Hibernia Wealth Partners, LLC5,713$282K0.22%-5,70913F-HRTimeline
Owen LaRue, LLC5,638$279K0.15%+4913F-HRTimeline
Clarendon Private LLC5,233$259K0.27%13F-HRTimeline
Heartwood Wealth Advisors LLC5,167$255K0.03%013F-HRTimeline
SWS Partners5,041$249K0.08%-8,68013F-HRTimeline
Keystone Financial Group4,955$245K0.02%-9313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,942$244K0.01%-34313F-HRTimelineGroup
FF Advisors,LLC4,788$241K0.17%013F-HRTimeline
Everstar Asset Management, LLC4,855$240K0.17%-2,00013F-HRTimeline
L.M. KOHN & COMPANY4,845$239K0.06%+30013F-HRTimeline
Legacy Wealth Management, LLC / MS4,706$233K0.09%new13F-HRTimeline
Empower Advisory Group, LLC4,618$228K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC4,601$227K0.02%-4,90913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,513$223K<0.01%+4,06813F-HRTimelineGroup
OneDigital Investment Advisors LLC4,500$222K<0.01%013F-HRTimeline
Greenspring Advisors, LLC4,478$221K0.05%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,476$221K0.03%-6313F-HRTimeline
Milestone Asset Management Group, LLC4,462$220K0.2%13F-HRTimeline
ProVise Management Group, LLC4,422$218K0.02%new13F-HRTimeline
STEVENS CAPITAL PARTNERS4,371$216K0.1%+6413F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,277$211K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,773$186K0.07%+2,60013F-HRTimeline
GeoWealth Management, LLC3,352$166K0.01%-1,42013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,250$161K<0.01%-9313F-HRTimelineGroup
FMR LLCin group FMR LLC2,605$129K<0.01%-86713F-HRTimelineGroup
MAI Capital Management2,549$126K<0.01%new13F-HRTimeline
2UniFi Bank2,351$116K0.08%13F-HRTimeline
FAS Wealth Partners, Inc.2,113$104K0.01%+3913F-HRTimeline
Bogart Wealth, LLC2,106$104K<0.01%+3913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,943$96K0.01%-613F-HRTimeline
Wilmington Savings Fund Society, FSB1,666$82.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,666$82K0.01%+58713F-HRTimeline
Steward Partners Investment Advisory, L…1,571$77.6K<0.01%-98413F-HRTimeline
Centerpoint Advisors, LLC1,500$74K0.03%013F-HRTimeline
MGB Wealth Management, LLC1,330$65.7K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,236$61.1K<0.01%013F-HRTimeline
Hara Capital LLC1,230$60.8K0.04%013F-HR/ATimeline
First Horizon Advisors, Inc.1,018$50.3K<0.01%-2,71013F-HRTimeline
PRIVATE TRUST CO NA966$47.7K<0.01%-21613F-HRTimeline
Glass Jacobson Investment Advisors llc867$42.8K0.01%-28713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaird Harris Wealth Management, LLC821$40.6K<0.01%013F-HRTimeline
Continuum Advisory, LLC755$37.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.742$36.7K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC741$36.6K0.02%13F-HRTimeline
PSI Advisors, LLC712$35.2K0.01%013F-HRTimeline
Community Bank, N.A.680$33.6K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC671$33.2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC610$30.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…442$21.8K<0.01%new13F-HRTimelineGroup
Castleview Partners, LLC423$21.1K0.01%+713F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.415$20.9K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC406$20K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.378$18.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC366$18.1K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC300$14.8K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK253$12.5K<0.01%013F-HRTimeline
Beacon Capital Management, LLC231$11.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.158$7.81K<0.01%013F-HRTimeline