% of shares outstanding is not shown for MLPI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for MLPI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | — | — | — | — | 20K | 251K | $14M |
| Gradient Investments LLC | — | — | — | — | — | 214K | $12M |
| MADDEN SECURITIES Corp | — | — | — | — | 64K | 161K | $9M |
| CITADEL ADVISORS LLC | — | — | — | — | 10K | 148K | $8M |
| ROYAL BANK OF CANADA | — | — | — | — | — | 63K | $4M |
| Retirement Planning Group, LLC | — | — | — | — | — | 59K | $3M |
| HUB Investment Partners, LLC | — | — | — | — | — | 27K | $2M |
| Navis Wealth Advisors, LLC | — | — | — | — | — | 19K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | — | 14K | $776,310 |
| Quotient Wealth Partners, LLC | — | — | — | — | — | 12K | $659,117 |
| Delta Investment Management, LLC | — | — | — | — | — | 9K | $518,730 |
| STIFEL FINANCIAL CORP | — | — | — | — | — | 8K | $432,653 |
| BRASADA CAPITAL MANAGEMENT, LP | — | — | — | — | — | 8K | $424,725 |
| Naviter Wealth, LLC | — | — | — | — | — | 7K | $417,590 |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | — | 7K | $387,000 |
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.
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 | 32 | 1,038,207 | — | $59M |
| 2025-Q4 | 4 | 94,390 | — | $5M |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | +230,608 | $13M | ADD |
| Gradient Investments LLC | +214,226 | $12M | OPEN |
| CITADEL ADVISORS LLC | +138,361 | $8M | ADD |
| MADDEN SECURITIES Corp | +97,353 | $6M | ADD |
| ROYAL BANK OF CANADA | +63,274 | $4M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| No filer reduced its position this quarter. | |||
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
