Who owns MLPI
Which tracked institutional funds hold MLPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MLPI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on MLPI is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 4 trimmed or exited — on balance accumulating.
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
MLPI’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MLPI 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 45 tracked filers holding MLPI, 39 increased or opened the position and 10 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 MLPI 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 8
- StoneCrest Wealth Management, Inc.$2M
- Farther Finance Advisors, LLC$1M
- LPL Financial LLC$1M
- MSH Capital Advisors LLC$884K
- TRUIST FINANCIAL CORP$746K
- Mariner, LLC$688K
Full exits 2
- Navis Wealth Advisors, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$776K
Largest adds
- STIFEL FINANCIAL CORP$2M
- MADDEN SECURITIES Corp$816K
- Quotient Wealth Partners, LLC$721K
- Retirement Planning Group, LLC$659K
- Keebeck Wealth Management$592K
- Delta Investment Management, LLC$502K
Largest trims
- JANE STREET GROUP, LLC$14M
- CITADEL ADVISORS LLC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Gradient Investments LLC added | 222,302 | $12M | 22.7% | 2026-Q2 |
| MADDEN SECURITIES Corp added | 180,755 | $10M | 18.4% | 2026-Q2 |
| Retirement Planning Group, LLC added | 73,157 | $4M | 7.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 64,196 | $4M | 6.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 40,373 | $2M | 4.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 40,342 | $2M | 4.1% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. new | 33,575 | $2M | 3.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 29,803 | $2M | 3.0% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 25,091 | $1M | 2.6% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 22,985 | $1M | 2.3% | 2026-Q2 |
| Delta Investment Management, LLC added | 18,558 | $1M | 1.9% | 2026-Q2 |
| LPL Financial LLC new | 18,360 | $1M | 1.9% | 2026-Q2 |
| MSH Capital Advisors LLC new | 16,063 | $884K | 1.6% | 2026-Q2 |
| Keebeck Wealth Management added | 15,900 | $875K | 1.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 13,550 | $746K | 1.4% | 2026-Q2 |
| Mariner, LLC new | 12,497 | $688K | 1.3% | 2026-Q2 |
| CreativeOne Wealth, LLC new | 10,595 | $583K | 1.1% | 2026-Q2 |
| ENTREWEALTH, LLC new | 10,000 | $534K | 1.0% | 2026-Q2 |
| CAP Partners, LLC added | 9,599 | $528K | 1.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 8,299 | $451K | 0.8% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 7,965 | $434K | 0.8% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 7,965 | $434K | 0.8% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 5,579 | $310K | 0.6% | 2026-Q2 |
| Sunpointe, LLC new | 5,625 | $309K | 0.6% | 2026-Q2 |
| HB Wealth Management, LLC | 5,256 | $289K | 0.5% | 2026-Q2 |
| Naviter Wealth, LLC trimmed | 5,252 | $289K | 0.5% | 2026-Q2 |
| Worth Asset Management, LLC new | 3,955 | $218K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,951 | $217K | 0.4% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 3,770 | $207K | 0.4% | 2026-Q2 |
| NFSG Corp added | 3,120 | $172K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 2,721 | $150K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,661 | $91K | 0.2% | 2026-Q2 |
| ADIRONDACK TRUST CO added | 727 | $40K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 400 | $22K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 378 | $21K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 276 | $15K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 262 | $14K | 0.0% | 2026-Q2 |
| FINANCIAL CONSULATE, INC | 250 | $14K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC added | 250 | $14K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 113 | $6K | 0.0% | 2026-Q2 |
| UBS Group AG new | 60 | $3K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC new | 50 | $3K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 50 | $3K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 38 | $2K | 0.0% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1K | 0.0% | 2026-Q2 |
| Navis Wealth Advisors, LLC new | 18,525 | $1M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 13,708 | $776K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| BRASADA CAPITAL MANAGEMENT, LP new | 7,500 | $425K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 6,842 | $387K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 5,460 | $309K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 672 | $38K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Aptus Capital Advisors, LLC new | 520 | $29K | 0.1% | 2026-Q1 stale (1 quarter behind) |
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.