Who Owns GLOBAL X FDS (MLPA)? -- Institutional Holders (2026-06-30)

141 institutions reported holding $258.0M of GLOBAL X FDS (MLPA) in SEC 13F filings for 2026-06-30. Largest institutional holders: EVERGREEN CAPITAL MANAGEMENT LLC ($25.4M), Gradient Investments LLC ($23.2M), ENVESTNET ASSET MANAGEMENT INC ($19.5M), TECTONIC ADVISORS LLC ($14.8M), Legacy Wealth Asset Management, LLC ($12.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1EVERGREEN CAPITAL MANAGEMENT LLC$25.4M478,511Added
2Gradient Investments LLC$23.2M436,144Added
3ENVESTNET ASSET MANAGEMENT INC$19.5M368,127Trimmed
4TECTONIC ADVISORS LLC$14.8M277,970Added
5Legacy Wealth Asset Management, LLC$12.1M227,634Trimmed
6ADVISORS MANAGEMENT GROUP INC /ADV$11.6M218,447Added
7Barry Investment Advisors, LLC$10.9M205,167Added
8EXCHANGE TRADED CONCEPTS, LLC$10.1M191,084Added
9MBL Wealth, LLC$8.3M155,692Added
10STEPHENS INC /AR/$6.6M124,690Added
11Columbus Macro, LLC$6.2M117,458Trimmed
12Almanack Investment Partners, LLC.$5.7M108,309Trimmed
13Clear Trail Advisors, LLC$5.7M106,513Added
14Cascade Financial Partners, LLC$4.9M91,846Trimmed
15Cambridge Investment Research Advisors, Inc.$4.7M88,900Added
16PINNACLE ASSOCIATES LTD$4.3M80,236Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.1M76,439Added
18Pekin Hardy Strauss, Inc.$4.1M76,775Added
19Ashton Thomas Private Wealth, LLC$4.0M74,845Added
20Strong Tower Advisory Services$3.8M70,782Added
21Adams Asset Advisors, LLC$3.5M65,919Added
22Capital Advisors Wealth Management, LLC$3.4M64,160Added
23Meixler Investment Management, Ltd.$3.4M63,228Added
24RFG Advisory, LLC$2.6M48,086Trimmed
25Global Wealth Management Investment Advisory, Inc.$2.5M47,911Trimmed

Source: SEC Form 13F filings · as of 2026-06-30