Who owns MLPX
Which tracked institutional funds hold MLPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MLPX 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 tracked funds are positioned
166 tracked funds added shares of MLPX or opened a position while 129 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 27 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.
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
MLPX’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 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes MLPX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MLPX 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 323 tracked filers holding MLPX, 166 increased or opened the position and 129 reduced or closed it, by share count adjusted for splits; 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 MLPX 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.
Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 27 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.
New buyers 35
- Fund Evaluation Group, LLC$30M
- NewEdge Advisors, LLC$7M
- Golden State Wealth Management, LLC$2M
- Simplicity Wealth,LLC$2M
- GeoWealth Management, LLC$1M
- GC Wealth Management RIA, LLC$1M
Full exits 39
- PRINCIPAL FINANCIAL GROUP INC$45M
- MARSHALL WACE, LLP$5M
- SeaCrest Wealth Management, LLC$4M
- Ocean Park Asset Management, LLC$4M
- Journey Advisory Group, LLC$2M
- Navis Wealth Advisors, LLC$2M
Largest adds
- MORGAN STANLEY$24M
- LPL Financial LLC$12M
- Cresset Asset Management, LLC$10M
- RAYMOND JAMES FINANCIAL INC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Presidio Capital Management, LLC$5M
Largest trims
- TWO SIGMA INVESTMENTS, LP$28M
- DDFG, Inc$6M
- WELLS FARGO & COMPANY/MN$4M
- AMERIPRISE FINANCIAL INC$3M
- Visionary Wealth Advisors$2M
- Old Port Advisors$2M
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 | 11,112,678 | $819M | 37.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,313,901 | $170M | 7.9% | 2026-Q2 |
| LPL Financial LLC added | 1,431,595 | $105M | 4.9% | 2026-Q2 |
| UBS Group AG added | 778,880 | $57M | 2.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 754,742 | $56M | 2.6% | 2026-Q2 |
| RATIONAL ADVISORS, INC. trimmed | 667,709 | $49M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 549,091 | $40M | 1.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 514,296 | $38M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 420,875 | $31M | 1.4% | 2026-Q2 |
| Payne Capital Management, LLC added | 420,592 | $31M | 1.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 408,329 | $30M | 1.4% | 2026-Q2 |
| Fund Evaluation Group, LLC new | 406,672 | $30M | 1.4% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 404,310 | $30M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 401,465 | $30M | 1.4% | 2026-Q2 |
| GenTrust, LLC added | 382,918 | $28M | 1.3% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 371,036 | $27M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 349,682 | $26M | 1.2% | 2026-Q2 |
| Curran Financial Partners, LLC added | 333,537 | $25M | 1.1% | 2026-Q2 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 330,585 | $24M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 326,689 | $24M | 1.1% | 2026-Q2 |
| Presidio Capital Management, LLC added | 293,435 | $22M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 292,323 | $22M | 1.0% | 2026-Q2 |
| Cresset Asset Management, LLC added | 266,570 | $20M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 225,494 | $17M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 199,210 | $15M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 187,687 | $14M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 187,651 | $14M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 183,569 | $14M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 171,531 | $13M | 0.6% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 156,042 | $11M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 154,059 | $11M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 136,453 | $10M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 131,899 | $10M | 0.5% | 2026-Q2 |
| Warner Group LLC added | 129,447 | $10M | 0.4% | 2026-Q2 |
| Fiduciary Alliance LLC added | 122,022 | $9M | 0.4% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 121,160 | $9M | 0.4% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 119,986 | $9M | 0.4% | 2026-Q2 |
| Madrid Financial Services trimmed | 115,817 | $9M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 113,093 | $8M | 0.4% | 2026-Q2 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV added | 110,989 | $8M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 103,263 | $8M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 95,502 | $7M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC new | 92,724 | $7M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 89,900 | $7M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 89,501 | $7M | 0.3% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. trimmed | 88,072 | $7M | 0.3% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 85,522 | $6M | 0.3% | 2026-Q2 |
| Sageworth Trust Co | 85,268 | $6M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 79,029 | $6M | 0.3% | 2026-Q2 |
| Trinity Legacy Partners, LLC trimmed | 75,974 | $6M | 0.3% | 2026-Q2 |
| Fortis Advisors, LLC added | 74,252 | $5M | 0.3% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 72,498 | $5M | 0.2% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC added | 71,576 | $5M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 71,005 | $5M | 0.2% | 2026-Q2 |
| Naviter Wealth, LLC added | 63,402 | $5M | 0.2% | 2026-Q2 |
| Ironsides Asset Advisors, LLC trimmed | 61,408 | $5M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 59,072 | $4M | 0.2% | 2026-Q2 |
| DDFG, Inc trimmed | 58,507 | $4M | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC | 56,686 | $4M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 55,573 | $4M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 55,358 | $4M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 54,072 | $4M | 0.2% | 2026-Q2 |
| Glassy Mountain Advisors, Inc. trimmed | 52,107 | $4M | 0.2% | 2026-Q2 |
| Collaborative Wealth Managment Inc. added | 51,863 | $4M | 0.2% | 2026-Q2 |
| Blume Capital Management, Inc. added | 51,362 | $4M | 0.2% | 2026-Q2 |
| Old Port Advisors trimmed | 50,693 | $4M | 0.2% | 2026-Q2 |
| Essex LLC trimmed | 50,204 | $4M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 50,114 | $4M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 49,800 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 49,781 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 49,657 | $4M | 0.2% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 47,413 | $3M | 0.2% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 46,665 | $3M | 0.2% | 2026-Q2 |
| Teamwork Financial Advisors, LLC added | 45,538 | $3M | 0.2% | 2026-Q2 |
| Vectors Research Management, LLC trimmed | 45,477 | $3M | 0.2% | 2026-Q2 |
| Stamos Capital Partners, L.P. trimmed | 45,113 | $3M | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 44,876 | $3M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 44,309 | $3M | 0.2% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 44,183 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 42,959 | $3M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 42,024 | $3M | 0.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 41,647 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 38,745 | $3M | 0.1% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC added | 38,101 | $3M | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 38,034 | $3M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 37,982 | $3M | 0.1% | 2026-Q2 |
| OARSMAN CAPITAL, INC. added | 37,492 | $3M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 36,091 | $3M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC | 34,698 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 34,670 | $3M | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc added | 33,726 | $2M | 0.1% | 2026-Q2 |
| Midwest Professional Planners, LTD. added | 32,777 | $2M | 0.1% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC trimmed | 32,459 | $2M | 0.1% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 32,351 | $2M | 0.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 31,704 | $2M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 31,693 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 31,047 | $2M | 0.1% | 2026-Q2 |
| SHARPEPOINT LLC trimmed | 30,981 | $2M | 0.1% | 2026-Q2 |
| Advisor Resource Council added | 30,556 | $2M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 29,452 | $2M | 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.