MLPA

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$55.88

-0.32 (-0.57%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding MLPA · 2026-Q1 methodology → sources →

236 holders

% of shares outstanding held

—

Shares held (13F)

24,485,491

Reporting holders

236

Top holders

largest 100 of 236 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	4,814,0474.8M	$259M	—	ADD 10%
2	UBS Group AG	3,305,2273.3M	$178M	—	ADD 215%
3	Creative Planning	1,835,4961.8M	$99M	—	—
4	WELLS FARGO & COMPANY/MN	1,153,0551.2M	$62M	—	ADD 13%
5	BANK OF AMERICA CORP /DE/	983,367983,367	$53M	—	TRIM -8%
6	LPL Financial LLC	961,495961,495	$52M	—	ADD 19%
7	RAYMOND JAMES FINANCIAL INC	697,228697,228	$38M	—	ADD 6%
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	546,689546,689	$29M	—	ADD 464%
9	EVERGREEN CAPITAL MANAGEMENT LLC	475,437475,437	$26M	—	TRIM -3%
10	Madrid Financial Services	470,703470,703	$25M	—	NEW
11	Gradient Investments LLC	421,801421,801	$23M	—	TRIM -8%
12	ENVESTNET ASSET MANAGEMENT INC	419,368419,368	$23M	—	ADD 5%
13	ROYAL BANK OF CANADA	403,392403,392	$22M	—	ADD 7%
14	Cetera Investment Advisers	321,927321,927	$17M	—	ADD 2%
15	Jaffetilchin Investment Partners, LLC	272,694272,694	$15M	—	ADD 19%
16	Rockefeller Capital Management L.P.	271,113271,113	$15M	—	TRIM -32%
17	TECTONIC ADVISORS LLC	270,264270,264	$15M	—	ADD 6%
18	Foundations Investment Advisors, LLC	268,329268,329	$14M	—	ADD 5%
19	Greenspring Advisors, LLC	248,283248,283	$13M	—	ADD 5%
20	Legacy Wealth Asset Management, LLC	227,812227,812	$12M	—	ADD 6%
21	ADVISORS MANAGEMENT GROUP INC /ADV	218,405218,405	$12M	—	TRIM -8%
22	Barry Investment Advisors, LLC	205,014205,014	$11M	—	—
23	OSAIC HOLDINGS, INC.	189,568189,568	$10M	—	ADD 344%
24	Madison Asset Management, LLC	186,095186,095	$10M	—	TRIM -5%
25	SEI INVESTMENTS CO	184,166184,166	$10M	—	ADD 7%
26	EXCHANGE TRADED CONCEPTS, LLC	177,224177,224	$10M	—	TRIM -5%
27	Columbus Macro, LLC	172,567172,567	$9M	—	ADD 4%
28	Focus Partners Wealth	155,282155,282	$8M	—	ADD 4%
29	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	153,980153,980	$8M	—	NEW
30	Advisors Asset Management, Inc.	148,098148,098	$8M	—	ADD 10%
31	MBL Wealth, LLC	146,259146,259	$8M	—	ADD 6%
32	MATRIX PRIVATE CAPITAL GROUP LLC	141,841141,841	$8M	—	ADD 12%
33	Naviter Wealth, LLC	132,300132,300	$7M	—	—
34	STEPHENS INC /AR/	124,435124,435	$7M	—	—
35	FIFTH THIRD BANCORP	109,265109,265	$6M	—	NEW
36	Almanack Investment Partners, LLC.	108,630108,630	$6M	—	TRIM -7%
37	STIFEL FINANCIAL CORP	100,996100,996	$5M	—	TRIM -3%
38	Private Advisory Group LLC	98,15198,151	$5M	—	ADD 18%
39	Cascade Financial Partners, LLC	94,92094,920	$5M	—	TRIM -4%
40	AMERIPRISE FINANCIAL INC	93,98793,987	$5M	—	TRIM -26%
41	Clear Trail Advisors, LLC	92,37392,373	$5M	—	NEW
42	Advisory Services Network, LLC	87,37687,376	$5M	—	ADD 3%
43	PINNACLE ASSOCIATES LTD	78,98678,986	$4M	—	ADD 6%
44	Ashton Thomas Private Wealth, LLC	73,11473,114	$4M	—	TRIM -4%
45	Pekin Hardy Strauss, Inc.	72,66072,660	$4M	—	ADD 7%
46	Point Nemo Capital, LLC	69,79369,793	$4M	—	ADD 151%
47	Strong Tower Advisory Services	69,56969,569	$4M	—	—
48	Beacon Pointe Advisors, LLC	67,80267,802	$4M	—	ADD 27%
49	Private Advisor Group, LLC	66,27366,273	$4M	—	—
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	63,11463,114	$3M	—	TRIM -74%
51	Adams Asset Advisors, LLC	62,53662,536	$3M	—	ADD 28%
52	HighTower Advisors, LLC	59,62159,621	$3M	—	ADD 10%
53	Capital Advisors Wealth Management, LLC	57,04557,045	$3M	—	—
54	Anfield Capital Management, LLC	54,75854,758	$3M	—	ADD 9%
55	TOCQUEVILLE ASSET MANAGEMENT L.P.	53,62553,625	$3M	—	ADD 16%
56	Cambridge Investment Research Advisors, Inc.	51,43151,431	$3M	—	TRIM -6%
57	Meixler Investment Management, Ltd.	50,28350,283	$3M	—	NEW
58	AlphaCore Capital LLC	49,74049,740	$3M	—	ADD 4%
59	RFG Advisory, LLC	48,62748,627	$3M	—	TRIM -4%
60	Global Wealth Management Investment Advisory, Inc.	48,57148,571	$3M	—	—
61	Ethos Financial Group, LLC	48,56448,564	$3M	—	TRIM -5%
62	Cerity Partners LLC	47,15647,156	$3M	—	ADD 38%
63	Farther Finance Advisors, LLC	42,14042,140	$2M	—	TRIM -12%
64	Guild Investment Management, Inc.	40,97040,970	$2M	—	TRIM -18%
65	IHT Wealth Management, LLC	40,92040,920	$2M	—	—
66	Americana Partners, LLC	39,72539,725	$2M	—	TRIM -5%
67	Qube Research & Technologies Ltd	39,45739,457	$2M	—	—
68	D.A. DAVIDSON & CO.	36,36636,366	$2M	—	—
69	Wiser Advisor Group LLC	36,00936,009	$2M	—	ADD 38%
70	BLAIR WILLIAM & CO/IL	34,90734,907	$2M	—	ADD 18%
71	Krilogy Financial LLC	35,13535,135	$2M	—	—
72	Wealthfront Advisers LLC	34,57134,571	$2M	—	ADD 10%
73	Asset Allocation Strategies LLC	33,94133,941	$2M	—	ADD 24%
74	HARBOUR INVESTMENTS, INC.	32,39732,397	$2M	—	ADD 49%
75	COMMONWEALTH EQUITY SERVICES, LLC	30,89730,897	$2M	—	ADD 4%
76	&PARTNERS	29,30229,302	$2M	—	—
77	GOLDMAN SACHS GROUP INC	28,65328,653	$2M	—	ADD 231%
78	Checchi Capital Advisers, LLC	28,21028,210	$2M	—	TRIM -11%
79	MONECO ADVISORS, LLC	27,84527,845	$2M	—	—
80	MERCER GLOBAL ADVISORS INC /ADV	27,03127,031	$1M	—	ADD 342%
81	Flaharty Asset Management, LLC	26,70626,706	$1M	—	ADD 6%
82	Mariner, LLC	26,19226,192	$1M	—	TRIM -6%
83	J.W. COLE ADVISORS, INC.	26,11426,114	$1M	—	ADD 4%
84	Charles Schwab Trust Co	26,02126,021	$1M	—	TRIM -12%
85	Stratos Wealth Partners, LTD.	25,15625,156	$1M	—	ADD 6%
86	JONES FINANCIAL COMPANIES LLLP	24,63424,634	$1M	—	ADD 3%
87	FWL INVESTMENT MANAGEMENT, LLC	24,37424,374	$1M	—	ADD 14%
88	Centurion Wealth Management LLC	24,06024,060	$1M	—	—
89	Demars Financial Group, LLC	22,11122,111	$1M	—	ADD 23%
90	INDEPENDENT FINANCIAL GROUP, LLC	22,09122,091	$1M	—	—
91	Lido Advisors, LLC	21,58621,586	$1M	—	TRIM -7%
92	EP Wealth Advisors, LLC	21,31921,319	$1M	—	—
93	ROCKLAND TRUST CO	20,84620,846	$1M	—	ADD 32%
94	APS Management Group, Inc.	19,58019,580	$1M	—	ADD 3%
95	Sigma Planning Corp	19,55719,557	$1M	—	—
96	Independent Advisor Alliance	18,83918,839	$1M	—	NEW
97	JANE STREET GROUP, LLC	18,62518,625	$1M	—	ADD 62%
98	LGL PARTNERS, LLC	17,87917,879	$963,152	—	—
99	AdvisorNet Financial, Inc	17,50917,509	$943,183	—	ADD 2%
100	STEVENS CAPITAL PARTNERS	17,45917,459	$940,507	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

3.8M

4.2M

4.4M

4.5M

4.4M

4.8M

$259M

UBS Group AG

952K

1.1M

1.0M

3.3M

$178M

Creative Planning

2.0M

1.9M

1.8M

$99M

WELLS FARGO & COMPANY/MN

1.0M

1.1M

1.0M

1.2M

$62M

BANK OF AMERICA CORP /DE/

1.1M

1.2M

1.1M

983K

$53M

LPL Financial LLC

764K

885K

933K

1.0M

809K

961K

$52M

RAYMOND JAMES FINANCIAL INC

685K

751K

740K

721K

661K

697K

$38M

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

—

97K

547K

$29M

EVERGREEN CAPITAL MANAGEMENT LLC

499K

474K

481K

486K

490K

475K

$26M

Madrid Financial Services

—

471K

$25M

Gradient Investments LLC

414K

430K

435K

447K

458K

422K

$23M

ENVESTNET ASSET MANAGEMENT INC

491K

478K

495K

418K

399K

419K

$23M

ROYAL BANK OF CANADA

249K

270K

536K

308K

376K

403K

$22M

Cetera Investment Advisers

360K

374K

389K

312K

315K

322K

$17M

Jaffetilchin Investment Partners, LLC

225K

222K

235K

230K

273K

$15M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	236	24,485,491	—	$1.3B
2025-Q4	231	20,755,203	—	$1.0B
2025-Q3	222	20,061,287	—	$971M
2025-Q2	222	20,443,660	—	$1.0B
2025-Q1	227	20,125,029	—	$1.0B
2024-Q4	215	18,013,464	—	$890M
2024-Q3	200	16,266,694	—	$780M
2024-Q2	211	16,909,002	—	$820M
2024-Q1	210	23,317,274	—	$1.1B
2023-Q4	204	18,695,838	—	$829M
2023-Q3

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding MLPA · 2026-Q1 methodology → sources →

236 holders

% of shares outstanding held

—

Shares held (13F)

24,485,491

Reporting holders

236

Top holders

largest 100 of 236 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	4,814,0474.8M	$259M	—	ADD 10%
2	UBS Group AG	3,305,2273.3M	$178M	—	ADD 215%
3	Creative Planning	1,835,4961.8M	$99M	—	—
4	WELLS FARGO & COMPANY/MN	1,153,0551.2M	$62M	—	ADD 13%
5	BANK OF AMERICA CORP /DE/	983,367983,367	$53M	—	TRIM -8%
6	LPL Financial LLC	961,495961,495	$52M	—	ADD 19%
7	RAYMOND JAMES FINANCIAL INC	697,228697,228	$38M	—	ADD 6%
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	546,689546,689	$29M	—	ADD 464%
9	EVERGREEN CAPITAL MANAGEMENT LLC	475,437475,437	$26M	—	TRIM -3%
10	Madrid Financial Services	470,703470,703	$25M	—	NEW
11	Gradient Investments LLC	421,801421,801	$23M	—	TRIM -8%
12	ENVESTNET ASSET MANAGEMENT INC	419,368419,368	$23M	—	ADD 5%
13	ROYAL BANK OF CANADA	403,392403,392	$22M	—	ADD 7%
14	Cetera Investment Advisers	321,927321,927	$17M	—	ADD 2%
15	Jaffetilchin Investment Partners, LLC	272,694272,694	$15M	—	ADD 19%
16	Rockefeller Capital Management L.P.	271,113271,113	$15M	—	TRIM -32%
17	TECTONIC ADVISORS LLC	270,264270,264	$15M	—	ADD 6%
18	Foundations Investment Advisors, LLC	268,329268,329	$14M	—	ADD 5%
19	Greenspring Advisors, LLC	248,283248,283	$13M	—	ADD 5%
20	Legacy Wealth Asset Management, LLC	227,812227,812	$12M	—	ADD 6%
21	ADVISORS MANAGEMENT GROUP INC /ADV	218,405218,405	$12M	—	TRIM -8%
22	Barry Investment Advisors, LLC	205,014205,014	$11M	—	—
23	OSAIC HOLDINGS, INC.	189,568189,568	$10M	—	ADD 344%
24	Madison Asset Management, LLC	186,095186,095	$10M	—	TRIM -5%
25	SEI INVESTMENTS CO	184,166184,166	$10M	—	ADD 7%
26	EXCHANGE TRADED CONCEPTS, LLC	177,224177,224	$10M	—	TRIM -5%
27	Columbus Macro, LLC	172,567172,567	$9M	—	ADD 4%
28	Focus Partners Wealth	155,282155,282	$8M	—	ADD 4%
29	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	153,980153,980	$8M	—	NEW
30	Advisors Asset Management, Inc.	148,098148,098	$8M	—	ADD 10%
31	MBL Wealth, LLC	146,259146,259	$8M	—	ADD 6%
32	MATRIX PRIVATE CAPITAL GROUP LLC	141,841141,841	$8M	—	ADD 12%
33	Naviter Wealth, LLC	132,300132,300	$7M	—	—
34	STEPHENS INC /AR/	124,435124,435	$7M	—	—
35	FIFTH THIRD BANCORP	109,265109,265	$6M	—	NEW
36	Almanack Investment Partners, LLC.	108,630108,630	$6M	—	TRIM -7%
37	STIFEL FINANCIAL CORP	100,996100,996	$5M	—	TRIM -3%
38	Private Advisory Group LLC	98,15198,151	$5M	—	ADD 18%
39	Cascade Financial Partners, LLC	94,92094,920	$5M	—	TRIM -4%
40	AMERIPRISE FINANCIAL INC	93,98793,987	$5M	—	TRIM -26%
41	Clear Trail Advisors, LLC	92,37392,373	$5M	—	NEW
42	Advisory Services Network, LLC	87,37687,376	$5M	—	ADD 3%
43	PINNACLE ASSOCIATES LTD	78,98678,986	$4M	—	ADD 6%
44	Ashton Thomas Private Wealth, LLC	73,11473,114	$4M	—	TRIM -4%
45	Pekin Hardy Strauss, Inc.	72,66072,660	$4M	—	ADD 7%
46	Point Nemo Capital, LLC	69,79369,793	$4M	—	ADD 151%
47	Strong Tower Advisory Services	69,56969,569	$4M	—	—
48	Beacon Pointe Advisors, LLC	67,80267,802	$4M	—	ADD 27%
49	Private Advisor Group, LLC	66,27366,273	$4M	—	—
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	63,11463,114	$3M	—	TRIM -74%
51	Adams Asset Advisors, LLC	62,53662,536	$3M	—	ADD 28%
52	HighTower Advisors, LLC	59,62159,621	$3M	—	ADD 10%
53	Capital Advisors Wealth Management, LLC	57,04557,045	$3M	—	—
54	Anfield Capital Management, LLC	54,75854,758	$3M	—	ADD 9%
55	TOCQUEVILLE ASSET MANAGEMENT L.P.	53,62553,625	$3M	—	ADD 16%
56	Cambridge Investment Research Advisors, Inc.	51,43151,431	$3M	—	TRIM -6%
57	Meixler Investment Management, Ltd.	50,28350,283	$3M	—	NEW
58	AlphaCore Capital LLC	49,74049,740	$3M	—	ADD 4%
59	RFG Advisory, LLC	48,62748,627	$3M	—	TRIM -4%
60	Global Wealth Management Investment Advisory, Inc.	48,57148,571	$3M	—	—
61	Ethos Financial Group, LLC	48,56448,564	$3M	—	TRIM -5%
62	Cerity Partners LLC	47,15647,156	$3M	—	ADD 38%
63	Farther Finance Advisors, LLC	42,14042,140	$2M	—	TRIM -12%
64	Guild Investment Management, Inc.	40,97040,970	$2M	—	TRIM -18%
65	IHT Wealth Management, LLC	40,92040,920	$2M	—	—
66	Americana Partners, LLC	39,72539,725	$2M	—	TRIM -5%
67	Qube Research & Technologies Ltd	39,45739,457	$2M	—	—
68	D.A. DAVIDSON & CO.	36,36636,366	$2M	—	—
69	Wiser Advisor Group LLC	36,00936,009	$2M	—	ADD 38%
70	BLAIR WILLIAM & CO/IL	34,90734,907	$2M	—	ADD 18%
71	Krilogy Financial LLC	35,13535,135	$2M	—	—
72	Wealthfront Advisers LLC	34,57134,571	$2M	—	ADD 10%
73	Asset Allocation Strategies LLC	33,94133,941	$2M	—	ADD 24%
74	HARBOUR INVESTMENTS, INC.	32,39732,397	$2M	—	ADD 49%
75	COMMONWEALTH EQUITY SERVICES, LLC	30,89730,897	$2M	—	ADD 4%
76	&PARTNERS	29,30229,302	$2M	—	—
77	GOLDMAN SACHS GROUP INC	28,65328,653	$2M	—	ADD 231%
78	Checchi Capital Advisers, LLC	28,21028,210	$2M	—	TRIM -11%
79	MONECO ADVISORS, LLC	27,84527,845	$2M	—	—
80	MERCER GLOBAL ADVISORS INC /ADV	27,03127,031	$1M	—	ADD 342%
81	Flaharty Asset Management, LLC	26,70626,706	$1M	—	ADD 6%
82	Mariner, LLC	26,19226,192	$1M	—	TRIM -6%
83	J.W. COLE ADVISORS, INC.	26,11426,114	$1M	—	ADD 4%
84	Charles Schwab Trust Co	26,02126,021	$1M	—	TRIM -12%
85	Stratos Wealth Partners, LTD.	25,15625,156	$1M	—	ADD 6%
86	JONES FINANCIAL COMPANIES LLLP	24,63424,634	$1M	—	ADD 3%
87	FWL INVESTMENT MANAGEMENT, LLC	24,37424,374	$1M	—	ADD 14%
88	Centurion Wealth Management LLC	24,06024,060	$1M	—	—
89	Demars Financial Group, LLC	22,11122,111	$1M	—	ADD 23%
90	INDEPENDENT FINANCIAL GROUP, LLC	22,09122,091	$1M	—	—
91	Lido Advisors, LLC	21,58621,586	$1M	—	TRIM -7%
92	EP Wealth Advisors, LLC	21,31921,319	$1M	—	—
93	ROCKLAND TRUST CO	20,84620,846	$1M	—	ADD 32%
94	APS Management Group, Inc.	19,58019,580	$1M	—	ADD 3%
95	Sigma Planning Corp	19,55719,557	$1M	—	—
96	Independent Advisor Alliance	18,83918,839	$1M	—	NEW
97	JANE STREET GROUP, LLC	18,62518,625	$1M	—	ADD 62%
98	LGL PARTNERS, LLC	17,87917,879	$963,152	—	—
99	AdvisorNet Financial, Inc	17,50917,509	$943,183	—	ADD 2%
100	STEVENS CAPITAL PARTNERS	17,45917,459	$940,507	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

3.8M

4.2M

4.4M

4.5M

4.4M

4.8M

$259M

UBS Group AG

952K

1.1M

1.0M

3.3M

$178M

Creative Planning

2.0M

1.9M

1.8M

$99M

WELLS FARGO & COMPANY/MN

1.0M

1.1M

1.0M

1.2M

$62M

BANK OF AMERICA CORP /DE/

1.1M

1.2M

1.1M

983K

$53M

LPL Financial LLC

764K

885K

933K

1.0M

809K

961K

$52M

RAYMOND JAMES FINANCIAL INC

685K

751K

740K

721K

661K

697K

$38M

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

—

97K

547K

$29M

EVERGREEN CAPITAL MANAGEMENT LLC

499K

474K

481K

486K

490K

475K

$26M

Madrid Financial Services

—

471K

$25M

Gradient Investments LLC

414K

430K

435K

447K

458K

422K

$23M

ENVESTNET ASSET MANAGEMENT INC

491K

478K

495K

418K

399K

419K

$23M

ROYAL BANK OF CANADA

249K

270K

536K

308K

376K

403K

$22M

Cetera Investment Advisers

360K

374K

389K

312K

315K

322K

$17M

Jaffetilchin Investment Partners, LLC

225K

222K

235K

230K

273K

$15M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	236	24,485,491	—	$1.3B
2025-Q4	231	20,755,203	—	$1.0B
2025-Q3	222	20,061,287	—	$971M
2025-Q2	222	20,443,660	—	$1.0B
2025-Q1	227	20,125,029	—	$1.0B
2024-Q4	215	18,013,464	—	$890M
2024-Q3	200	16,266,694	—	$780M
2024-Q2	211	16,909,002	—	$820M
2024-Q1	210	23,317,274	—	$1.1B
2023-Q4	204	18,695,838	—	$829M
2023-Q3

Short interest has its own tab now — open SI →

MLPA☆

Institutional ownership· 13F filers holding MLPA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding MLPA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

MLPA