MLPA — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (MLPA)? 13 institutions reported holding $46.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($22.7M), Legacy Wealth Asset Management, LLC ($12.1M), Adams Asset Advisors, LLC ($3.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $22.7M | 426,189 | Trimmed |
| 2 | Legacy Wealth Asset Management, LLC | $12.1M | 228,004 | Added |
| 3 | Adams Asset Advisors, LLC | $3.6M | 67,781 | Added |
| 4 | Capital Advisors Wealth Management, LLC | $3.5M | 66,108 | Added |
| 5 | Farther Finance Advisors, LLC | $3.2M | 60,254 | Added |
| 6 | ROCKLAND TRUST CO | $811,856 | 15,249 | Trimmed |
| 7 | Heartwood Wealth Advisors LLC | $266,200 | 5,000 | Hold |
| 8 | Worth Asset Management, LLC | $261,302 | 4,908 | New |
| 9 | Venture Visionary Partners LLC | $229,993 | 4,319 | Trimmed |
| 10 | Versant Capital Management, Inc | $7,241 | 136 | Hold |
| 11 | CoreCap Advisors, LLC | $6,983 | 131 | Added |
| 12 | LifeGoal Investments, LLC | $0 | 0 | Exited |
| 13 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30