Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

32
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on MLPI is one-sided between 2025-Q4 and 2026-Q1: 11 added or opened and 0 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, JANE STREET GROUP, LLC, 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 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 2025-Q4 and 2026-Q1, across 32 tracked filers holding MLPI, 32 increased or opened the position and 0 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 2025-Q4 and 2026-Q1 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

  • Gradient Investments LLC$12M
  • ROYAL BANK OF CANADA$4M
  • Retirement Planning Group, LLC$3M
  • HUB Investment Partners, LLC$2M
  • Navis Wealth Advisors, LLC$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$776K

Largest adds

  • JANE STREET GROUP, LLC$13M
  • CITADEL ADVISORS LLC$8M
  • MADDEN SECURITIES Corp$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.

FundSharesReported value% of valueQuarter
JANE STREET GROUP, LLC added250,903$14M24.2%2026-Q1
Gradient Investments LLC new214,226$12M20.6%2026-Q1
MADDEN SECURITIES Corp added161,198$9M15.5%2026-Q1
CITADEL ADVISORS LLC added148,269$8M14.3%2026-Q1
ROYAL BANK OF CANADA new63,274$4M6.1%2026-Q1
Retirement Planning Group, LLC new59,449$3M5.7%2026-Q1
HUB Investment Partners, LLC new27,298$2M2.6%2026-Q1
Navis Wealth Advisors, LLC new18,525$1M1.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new13,708$776K1.3%2026-Q1
Quotient Wealth Partners, LLC new11,639$659K1.1%2026-Q1
Delta Investment Management, LLC new9,160$519K0.9%2026-Q1
STIFEL FINANCIAL CORP new7,640$433K0.7%2026-Q1
BRASADA CAPITAL MANAGEMENT, LP new7,500$425K0.7%2026-Q1
Naviter Wealth, LLC new7,374$418K0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. new6,842$387K0.7%2026-Q1
HRT FINANCIAL LP new5,460$309K0.5%2026-Q1
CAP Partners, LLC new5,441$308K0.5%2026-Q1
HB Wealth Management, LLC new5,256$298K0.5%2026-Q1
New England Private Wealth Advisors LLC new5,035$285K0.5%2026-Q1
Keebeck Wealth Management new5,000$283K0.5%2026-Q1
NFSG Corp added2,347$133K0.2%2026-Q1
CWM, LLC new672$38K0.1%2026-Q1
Aptus Capital Advisors, LLC new520$29K0.1%2026-Q1
ADIRONDACK TRUST CO new490$28K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. new360$20K0.0%2026-Q1
FINANCIAL CONSULATE, INC new250$14K0.0%2026-Q1
Steward Partners Investment Advisory, LLC new200$11K0.0%2026-Q1
OSAIC HOLDINGS, INC. new57$3K0.0%2026-Q1
SALEM INVESTMENT COUNSELORS INC new50$3K0.0%2026-Q1
Lodestone Wealth Management LLC new36$2K0.0%2026-Q1
Atlantic Edge Private Wealth Management, LLC new25$1K0.0%2026-Q1
Strategic Wealth Partners, Ltd. new3$1720.0%2026-Q1

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.

HoldersTotal shares

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.

Learn how to read institutional ownership