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 2026-08-17). 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
56 tracked funds added or opened MLPX while 43 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
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 325 tracked filers holding MLPX, 175 increased or opened the position and 150 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 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 (split-invariant); adds and trims are measured on reported value.
New buyers 13
- Fund Evaluation Group, LLC$30M
- NewEdge Advisors, LLC$7M
- Global Retirement Partners, LLC$3M
- TENET WEALTH PARTNERS, LLC$2M
- Golden State Wealth Management, LLC$2M
- Simplicity Wealth,LLC$2M
Full exits 24
- Point72 Asset Management, L.P.$251M
- PRINCIPAL FINANCIAL GROUP INC$45M
- HighTower Advisors, LLC$15M
- Annandale Capital, LLC$13M
- Cambridge Investment Research Advisors, Inc.$9M
- Seascape Capital Management$7M
Largest adds
- MORGAN STANLEY$21M
- LPL Financial LLC$12M
- Cresset Asset Management, LLC$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- RAYMOND JAMES FINANCIAL INC$6M
- Presidio Capital Management, LLC$5M
Largest trims
- TWO SIGMA INVESTMENTS, LP$29M
- DDFG, Inc$6M
- WELLS FARGO & COMPANY/MN$4M
- AMERIPRISE FINANCIAL INC$3M
- Visionary Wealth Advisors$2M
- BANK OF AMERICA CORP /DE/$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 11,112,678 | $819M | 32.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,313,901 | $170M | 6.8% | 2026-Q2 |
| LPL Financial LLC added | 1,431,595 | $105M | 4.2% | 2026-Q2 |
| UBS Group AG added | 778,880 | $57M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 754,742 | $56M | 2.2% | 2026-Q2 |
| RATIONAL ADVISORS, INC. trimmed | 667,709 | $49M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 549,091 | $40M | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 514,296 | $38M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 420,875 | $31M | 1.2% | 2026-Q2 |
| Payne Capital Management, LLC added | 420,592 | $31M | 1.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 408,329 | $30M | 1.2% | 2026-Q2 |
| Fund Evaluation Group, LLC new | 406,672 | $30M | 1.2% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 404,310 | $30M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 401,465 | $30M | 1.2% | 2026-Q2 |
| GenTrust, LLC added | 382,918 | $28M | 1.1% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 371,036 | $27M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 349,682 | $26M | 1.0% | 2026-Q2 |
| Curran Financial Partners, LLC added | 333,537 | $25M | 1.0% | 2026-Q2 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 330,585 | $24M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 326,689 | $24M | 1.0% | 2026-Q2 |
| Presidio Capital Management, LLC added | 293,435 | $22M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 292,323 | $22M | 0.9% | 2026-Q2 |
| Cresset Asset Management, LLC added | 266,570 | $20M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 225,494 | $17M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 199,210 | $15M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 187,687 | $14M | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 187,651 | $14M | 0.5% | 2026-Q2 |
| MAI Capital Management added | 183,569 | $14M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 171,531 | $13M | 0.5% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 156,042 | $11M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 154,059 | $11M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 136,453 | $10M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 131,899 | $10M | 0.4% | 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 | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 113,093 | $8M | 0.3% | 2026-Q2 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV added | 110,989 | $8M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 103,263 | $8M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 95,502 | $7M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 92,724 | $7M | 0.3% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. trimmed | 88,072 | $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 |
| BTG Pactual Asset Management US LLC added | 85,522 | $6M | 0.2% | 2026-Q2 |
| Sageworth Trust Co | 85,268 | $6M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 79,029 | $6M | 0.2% | 2026-Q2 |
| Trinity Legacy Partners, LLC trimmed | 75,974 | $6M | 0.2% | 2026-Q2 |
| Fortis Advisors, LLC added | 74,252 | $5M | 0.2% | 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 | 0.1% | 2026-Q2 |
| Old Port Advisors trimmed | 50,693 | $4M | 0.1% | 2026-Q2 |
| Essex LLC trimmed | 50,204 | $4M | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 50,114 | $4M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 49,800 | $4M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 49,781 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 49,657 | $4M | 0.1% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 47,413 | $3M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 46,665 | $3M | 0.1% | 2026-Q2 |
| Teamwork Financial Advisors, LLC added | 45,538 | $3M | 0.1% | 2026-Q2 |
| Vectors Research Management, LLC trimmed | 45,477 | $3M | 0.1% | 2026-Q2 |
| Stamos Capital Partners, L.P. trimmed | 45,113 | $3M | 0.1% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 44,876 | $3M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 44,309 | $3M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 3,400 | $251M | 10.0% | 2026-Q1 stale |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 611,025 | $45M | 1.8% | 2026-Q1 stale |
| HighTower Advisors, LLC added | 196,740 | $15M | 0.6% | 2026-Q1 stale |
| Beacon Harbor Wealth Advisors, Inc. trimmed | 206,071 | $13M | 0.5% | 2025-Q1 stale |
| Annandale Capital, LLC trimmed | 176,033 | $13M | 0.5% | 2026-Q1 stale |
| Stratos Wealth Advisors, LLC added | 144,733 | $9M | 0.3% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. added | 117,483 | $9M | 0.3% | 2026-Q1 stale |
| Seascape Capital Management trimmed | 89,921 | $7M | 0.3% | 2026-Q1 stale |
| MENLO ADVISORS LLC trimmed | 100,697 | $6M | 0.2% | 2025-Q2 stale |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 87,770 | $6M | 0.2% | 2025-Q3 stale |
| Veltria Advisors Corp. | 79,056 | $5M | 0.2% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 66,247 | $5M | 0.2% | 2026-Q1 stale |
| SOL Capital Management CO trimmed | 79,722 | $5M | 0.2% | 2025-Q4 stale |
| CIBC WORLD MARKETS CORP added | 78,161 | $5M | 0.2% | 2025-Q4 stale |
| Dynamic Advisor Solutions LLC trimmed | 70,461 | $4M | 0.2% | 2025-Q3 stale |
| Thrivent Financial for Lutherans trimmed | 68,599 | $4M | 0.2% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 65,223 | $4M | 0.2% | 2025-Q1 stale |
| SeaCrest Wealth Management, LLC added | 54,316 | $4M | 0.2% | 2026-Q1 stale |
| Ocean Park Asset Management, LLC new | 52,001 | $4M | 0.2% | 2026-Q1 stale |
| Riggs Asset Managment Co. Inc. added | 56,899 | $4M | 0.1% | 2025-Q2 stale |
| Bollard Group LLC added | 47,147 | $3M | 0.1% | 2026-Q1 stale |
| COMERICA BANK added | 57,025 | $3M | 0.1% | 2025-Q4 stale |
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.