Who owns MLPA
Which tracked institutional funds hold MLPA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MLPA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
30 tracked funds added or opened MLPA while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MLPA’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MLPA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MLPA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 241 tracked filers holding MLPA, 123 increased or opened the position and 92 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MLPA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- NewEdge Advisors, LLC$6M
- Global Retirement Partners, LLC$4M
- Trivium Point Advisory, LLC$4M
- Modern Wealth Management, LLC$1M
- Arax Advisory Partners$917K
- Leisure Capital Management$758K
Full exits 11
- Jaffetilchin Investment Partners, LLC$15M
- ADVISORS MANAGEMENT GROUP INC /ADV$12M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$8M
- HighTower Advisors, LLC$3M
- Anfield Capital Management, LLC$3M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- Naviter Wealth, LLC$4M
- Private Advisory Group LLC$3M
- AMERIPRISE FINANCIAL INC$2M
- BANK OF AMERICA CORP /DE/$2M
- Point Nemo Capital, LLC$1M
- OSAIC HOLDINGS, INC.$1M
Largest trims
- Foundations Investment Advisors, LLC$14M
- Creative Planning$5M
- Columbus Macro, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- LPL Financial LLC$3M
- Madison Asset Management, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,875,179 | $259M | 21.0% | 2026-Q2 |
| UBS Group AG added | 3,348,455 | $178M | 14.4% | 2026-Q2 |
| Creative Planning trimmed | 1,775,266 | $94M | 7.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,128,270 | $60M | 4.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,030,318 | $55M | 4.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 922,223 | $49M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 661,393 | $35M | 2.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 546,034 | $29M | 2.4% | 2026-Q2 |
| Madrid Financial Services added | 488,670 | $26M | 2.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 478,511 | $25M | 2.1% | 2026-Q2 |
| Gradient Investments LLC added | 436,144 | $23M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 373,651 | $20M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 368,127 | $20M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 282,310 | $15M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 279,377 | $15M | 1.2% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 277,970 | $15M | 1.2% | 2026-Q2 |
| Greenspring Advisors, LLC added | 250,248 | $13M | 1.1% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC trimmed | 227,634 | $12M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 212,176 | $11M | 0.9% | 2026-Q2 |
| Barry Investment Advisors, LLC added | 205,167 | $11M | 0.9% | 2026-Q2 |
| Naviter Wealth, LLC added | 201,119 | $11M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO added | 192,242 | $10M | 0.8% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 191,084 | $10M | 0.8% | 2026-Q2 |
| Focus Partners Wealth added | 175,672 | $9M | 0.8% | 2026-Q2 |
| Private Advisory Group LLC added | 157,059 | $8M | 0.7% | 2026-Q2 |
| MBL Wealth, LLC added | 155,692 | $8M | 0.7% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 152,983 | $8M | 0.7% | 2026-Q2 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 149,900 | $8M | 0.6% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 138,095 | $7M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 129,984 | $7M | 0.6% | 2026-Q2 |
| STEPHENS INC /AR/ added | 124,690 | $7M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 121,318 | $6M | 0.5% | 2026-Q2 |
| Columbus Macro, LLC trimmed | 117,458 | $6M | 0.5% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 108,309 | $6M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 108,246 | $6M | 0.5% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 106,513 | $6M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 104,618 | $6M | 0.5% | 2026-Q2 |
| Point Nemo Capital, LLC added | 98,478 | $5M | 0.4% | 2026-Q2 |
| Cascade Financial Partners, LLC trimmed | 91,846 | $5M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 89,755 | $5M | 0.4% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 80,236 | $4M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 78,469 | $4M | 0.3% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 76,775 | $4M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 76,439 | $4M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 74,845 | $4M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 73,929 | $4M | 0.3% | 2026-Q2 |
| Strong Tower Advisory Services added | 70,782 | $4M | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 69,436 | $4M | 0.3% | 2026-Q2 |
| Adams Asset Advisors, LLC added | 65,919 | $3M | 0.3% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 64,160 | $3M | 0.3% | 2026-Q2 |
| Meixler Investment Management, Ltd. added | 63,228 | $3M | 0.3% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 54,751 | $3M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 51,306 | $3M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 48,900 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 48,573 | $3M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 48,086 | $3M | 0.2% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. trimmed | 47,911 | $3M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 45,850 | $2M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 45,166 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 42,304 | $2M | 0.2% | 2026-Q2 |
| Guild Investment Management, Inc. added | 41,120 | $2M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 40,637 | $2M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 40,019 | $2M | 0.2% | 2026-Q2 |
| Americana Partners, LLC | 39,725 | $2M | 0.2% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 38,422 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 37,898 | $2M | 0.2% | 2026-Q2 |
| Wiser Advisor Group LLC added | 36,302 | $2M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 34,960 | $2M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 33,213 | $2M | 0.1% | 2026-Q2 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV added | 32,839 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 32,763 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,669 | $2M | 0.1% | 2026-Q2 |
| Demars Financial Group, LLC added | 29,292 | $2M | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 27,856 | $1M | 0.1% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 27,653 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 27,428 | $1M | 0.1% | 2026-Q2 |
| LFG Wealth Partners, LLC added | 26,477 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 26,348 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 26,276 | $1M | 0.1% | 2026-Q2 |
| Charles Schwab Trust Co | 26,021 | $1M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 25,914 | $1M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 25,587 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 24,679 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 24,357 | $1M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC added | 24,348 | $1M | 0.1% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC trimmed | 24,208 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 23,844 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 23,134 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 21,164 | $1M | 0.1% | 2026-Q2 |
| Alpine Bank Wealth Management added | 20,220 | $1M | 0.1% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV added | 19,840 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 19,687 | $1M | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 19,515 | $1M | 0.1% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 19,330 | $1M | 0.1% | 2026-Q2 |
| APS Management Group, Inc. trimmed | 19,203 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 18,776 | $997K | 0.1% | 2026-Q2 |
| LGL PARTNERS, LLC added | 18,215 | $967K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 17,387 | $923K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 17,277 | $917K | 0.1% | 2026-Q2 |
| TT Capital Management LLC trimmed | 16,200 | $860K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.