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Funds Holding MLPA

On this page, we present all of the funds holding MLPA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MLPA, with a link to that fund's top holdings. The next columns indicate the amount of MLPA stock held by each of the funds holding MLPA, followed by the MLPA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 204 funds holding MLPA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding MLPA), click the fund name in the "Holder" column of the funds-holding-MLPA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,685,744$118,978 12/31/2023
     MLPA2,685,744$118,978 12/31/2023
Creative Planning2,059,366$91,230 12/31/2023
     MLPA2,059,366$91,230 12/31/2023
UBS Group AG1,107,700$49,071 12/31/2023
     MLPA1,107,700$49,071 12/31/2023
Bank of America Corp DE984,870$43,630 12/31/2023
     MLPA984,870$43,630 12/31/2023
Wells Fargo & Company MN765,454$33,910 12/31/2023
     MLPA765,454$33,910 12/31/2023
Envestnet Asset Management Inc.593,511$26,293 12/31/2023
     MLPA593,511$26,293 12/31/2023
Gradient Investments LLC519,868$25,068 03/31/2024
     MLPA519,868$25,068 03/31/2024
LPL Financial LLC534,635$23,684 12/31/2023
     MLPA534,635$23,684 12/31/2023
Evergreen Capital Management LLC499,658$22,135 12/31/2023
     MLPA499,658$22,135 12/31/2023
McGowan Group Asset Management Inc.435,634$19,299 12/31/2023
     MLPA435,634$19,299 12/31/2023
Rockefeller Capital Management L.P.387,839$17,181 12/31/2023
     MLPA387,839$17,181 12/31/2023
Raymond James & Associates350,938$16,922 03/31/2024
     MLPA350,938$16,922 03/31/2024
Deutsche Bank AG366,680$16,244 12/31/2023
     MLPA366,680$16,244 12/31/2023
Advisors Management Group Inc. ADV231,061$11,142 03/31/2024
     MLPA231,061$11,142 03/31/2024
Royal Bank of Canada225,173$9,974 12/31/2023
     MLPA225,173$9,974 12/31/2023
Cetera Investment Advisers205,428$9,100 12/31/2023
     MLPA205,428$9,100 12/31/2023
Tectonic Advisors LLC193,423$8,569 12/31/2023
     MLPA193,423$8,569 12/31/2023
Legacy Wealth Asset Management LLC160,854$7,756 03/31/2024
     MLPA160,854$7,756 03/31/2024
Barry Investment Advisors LLC155,483$7,497 03/31/2024
     MLPA155,483$7,497 03/31/2024
Raymond James Financial Services Advisors Inc.154,736$7,461 03/31/2024
     MLPA154,736$7,461 03/31/2024
RFG Advisory LLC145,887$7,035 03/31/2024
     MLPA145,887$7,035 03/31/2024
Assetmark Inc.146,603$6,495 12/31/2023
     MLPA146,603$6,495 12/31/2023
Wealth Enhancement Advisory Services LLC133,992$6,461 03/31/2024
     MLPA133,992$6,461 03/31/2024
Almanack Investment Partners LLC.123,494$5,471 12/31/2023
     MLPA123,494$5,471 12/31/2023
Madison Asset Management LLC105,768$4,686 12/31/2023
     MLPA105,768$4,686 12/31/2023
MBL Wealth LLC85,232$4,110 03/31/2024
     MLPA85,232$4,110 03/31/2024
Pinnacle Associates Ltd.80,328$3,873 03/31/2024
     MLPA80,328$3,873 03/31/2024
Ashton Thomas Private Wealth LLC79,880$3,852 03/31/2024
     MLPA79,880$3,852 03/31/2024
Cetera Advisor Networks LLC80,390$3,561 12/31/2023
     MLPA80,390$3,561 12/31/2023
Stifel Financial Corp77,255$3,422 12/31/2023
     MLPA77,255$3,422 12/31/2023
Stephens Inc. AR70,050$3,103 12/31/2023
     MLPA70,050$3,103 12/31/2023
HighTower Advisors LLC67,759$2,999 12/31/2023
     MLPA67,759$2,999 12/31/2023
Comerica Bank64,899$2,875 12/31/2023
     MLPA64,899$2,875 12/31/2023
Ameriprise Financial Inc.55,773$2,471 12/31/2023
     MLPA55,773$2,471 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC51,197$2,469 03/31/2024
     MLPA51,197$2,469 03/31/2024
Private Advisor Group LLC54,856$2,430 12/31/2023
     MLPA54,856$2,430 12/31/2023
Ethos Financial Group LLC53,408$2,366 12/31/2023
     MLPA53,408$2,366 12/31/2023
Whalen Wealth Management Inc.48,540$2,341 03/31/2024
     MLPA48,540$2,341 03/31/2024
Renaissance Technologies LLC52,300$2,317 12/31/2023
     MLPA52,300$2,317 12/31/2023
Commonwealth Equity Services LLC52,246$2,315 12/31/2023
     MLPA52,246$2,315 12/31/2023
Matrix Private Capital Group LLC50,549$2,239 12/31/2023
     MLPA50,549$2,239 12/31/2023
Beacon Pointe Advisors LLC49,584$2,197 12/31/2023
     MLPA49,584$2,197 12/31/2023
Sonora Investment Management Group LLC47,716$2,114 12/31/2023
     MLPA47,716$2,114 12/31/2023
Sykon Capital LLC46,423$2,057 12/31/2023
     MLPA46,423$2,057 12/31/2023
Sei Investments Co.45,769$2,028 12/31/2023
     MLPA45,769$2,028 12/31/2023
Pekin Hardy Strauss Inc.45,542$2,018 12/31/2023
     MLPA45,542$2,018 12/31/2023
Stratos Wealth Partners LTD.41,128$1,983 03/31/2024
     MLPA41,128$1,983 03/31/2024
Horizon Financial Services LLC $1,942 03/31/2024
     ETF40,283$1,942 03/31/2024
D.A. Davidson & CO.43,661$1,934 12/31/2023
     MLPA43,661$1,934 12/31/2023
Beck Capital Management LLC41,665$1,846 12/31/2023
     MLPA41,665$1,846 12/31/2023
GWM Advisors LLC40,203$1,816 12/31/2023
     MLPA40,203$1,816 12/31/2023
Cambridge Investment Research Advisors Inc.36,347$1,753 03/31/2024
     MLPA36,347$1,753 03/31/2024
Advisor Group Holdings Inc.39,309$1,742 12/31/2023
     MLPA39,309$1,742 12/31/2023
Guild Investment Management Inc.34,230$1,651 03/31/2024
     MLPA34,230$1,651 03/31/2024
Cetera Advisors LLC37,176$1,647 12/31/2023
     MLPA37,176$1,647 12/31/2023
Janney Montgomery Scott LLC36,168$1,602 12/31/2023
     MLPA36,168$1,602 12/31/2023
AlphaCore Capital LLC36,100$1,599 12/31/2023
     MLPA36,100$1,599 12/31/2023
Park Avenue Securities LLC32,642$1,574 03/31/2024
     MLPA32,642$1,574 03/31/2024
Future Financial Wealth Managment LLC29,244$1,410 03/31/2024
     MLPA29,244$1,410 03/31/2024
CCG Wealth Management LLC28,917$1,394 03/31/2024
     MLPA28,917$1,394 03/31/2024
Cerity Partners LLC31,393$1,391 12/31/2023
     MLPA31,393$1,391 12/31/2023
AE Wealth Management LLC30,061$1,387 12/31/2023
     MLPA30,061$1,387 12/31/2023
Arete Wealth Advisors LLC30,403$1,347 12/31/2023
     MLPA30,403$1,347 12/31/2023
Rockland Trust Co.27,586$1,330 03/31/2024
     MLPA27,586$1,330 03/31/2024
Fulcrum Equity Management25,813$1,245 03/31/2024
     MLPA25,813$1,245 03/31/2024
Global Wealth Management Investment Advisory Inc.26,474$1,173 12/31/2023
     MLPA26,474$1,173 12/31/2023
Capital Advisors Wealth Management LLC23,834$1,149 03/31/2024
     MLPA23,834$1,149 03/31/2024
WBH Advisory Inc.22,313$1,076 03/31/2024
     MLPA22,313$1,076 03/31/2024
Nwam LLC24,295$1,076 12/31/2023
     MLPA24,295$1,076 12/31/2023
Advisory Services Network LLC23,980$1,062 12/31/2023
     MLPA23,980$1,062 12/31/2023
Lido Advisors LLC23,828$1,056 12/31/2023
     MLPA23,828$1,056 12/31/2023
MML Investors Services LLC23,268$1,031 12/31/2023
     MLPA23,268$1,031 12/31/2023
SILVER OAK SECURITIES Inc22,952$1,017 12/31/2023
     MLPA22,952$1,017 12/31/2023
Collaborative Wealth Managment Inc.21,557$955 12/31/2023
     MLPA21,557$955 12/31/2023
Smartleaf Asset Management LLC21,565$951 12/31/2023
     MLPA21,565$951 12/31/2023
Harbour Investments Inc.21,255$942 12/31/2023
     MLPA21,255$942 12/31/2023
Atria Wealth Solutions Inc.21,031$932 12/31/2023
     MLPA21,031$932 12/31/2023
Ausdal Financial Partners Inc.18,872$910 03/31/2024
     MLPA18,872$910 03/31/2024
Mariner LLC19,993$886 12/31/2023
     MLPA19,993$886 12/31/2023
Avantax Advisory Services Inc.19,250$853 12/31/2023
     MLPA19,250$853 12/31/2023
Inscription Capital LLC16,733$805 03/31/2024
     MLPA16,733$805 03/31/2024
Americana Partners LLC18,030$799 12/31/2023
     MLPA18,030$799 12/31/2023
Wealthfront Advisers LLC16,137$778 03/31/2024
     MLPA16,137$778 03/31/2024
Colony Group LLC17,368$769 12/31/2023
     MLPA17,368$769 12/31/2023
Apollon Wealth Management LLC17,214$763 12/31/2023
     MLPA17,214$763 12/31/2023
Financial Advocates Investment Management15,668$694 12/31/2023
     MLPA15,668$694 12/31/2023
SWS Partners15,426$683 12/31/2023
     MLPA15,426$683 12/31/2023
LGL Partners LLC15,080$668 12/31/2023
     MLPA15,080$668 12/31/2023
Twin Focus Capital Partners LLC14,916$661 12/31/2023
     MLPA14,916$661 12/31/2023
LVZ Advisors Inc.13,612$656 03/31/2024
     MLPA13,612$656 03/31/2024
RSM US Wealth Management LLC14,049$622 12/31/2023
     MLPA14,049$622 12/31/2023
Morton Capital Management LLC CA12,626$609 03/31/2024
     MLPA12,626$609 03/31/2024
Friedenthal Financial12,462$601 03/31/2024
     MLPA12,462$601 03/31/2024
HB Wealth Management LLC13,409$594 12/31/2023
     MLPA13,409$594 12/31/2023
CI Private Wealth LLC12,954$574 12/31/2023
     MLPA12,954$574 12/31/2023
Mirae Asset Global Investments Co. Ltd.12,750$565 12/31/2023
     MLPA12,750$565 12/31/2023
U.S. Capital Wealth Advisors LLC12,645$560 12/31/2023
     MLPA12,645$560 12/31/2023
J.W. Cole Advisors Inc.12,538$555 12/31/2023
     MLPA12,538$555 12/31/2023
Chilton Capital Management LLC12,300$545 12/31/2023
     MLPA12,300$545 12/31/2023
Endowment Wealth Management Inc.12,244$542 12/31/2023
     MLPA12,244$542 12/31/2023
Atomi Financial Group Inc.11,535$511 12/31/2023
     MLPA11,535$511 12/31/2023
Owen LaRue LLC11,475$508 12/31/2023
     MLPA11,475$508 12/31/2023
Global Retirement Partners LLC10,397$501 03/31/2024
     MLPA10,397$501 03/31/2024
JPMorgan Chase & Co.11,236$498 12/31/2023
     MLPA11,236$498 12/31/2023
Naples Global Advisors LLC10,563$468 12/31/2023
     MLPA10,563$468 12/31/2023
Steward Partners Investment Advisory LLC10,414$461 12/31/2023
     MLPA10,414$461 12/31/2023
Lifeworks Advisors LLC10,354$459 12/31/2023
     MLPA10,354$459 12/31/2023
Watershed Private Wealth LLC10,187$451 12/31/2023
     MLPA10,187$451 12/31/2023
Legacy Capital Group California Inc.10,118$448 12/31/2023
     MLPA10,118$448 12/31/2023
Claro Advisors LLC9,155$441 03/31/2024
     MLPA9,155$441 03/31/2024
Venture Visionary Partners LLC9,819$435 12/31/2023
     MLPA9,819$435 12/31/2023
Badgley Phelps Wealth Managers LLC9,317$413 12/31/2023
     MLPA9,317$413 12/31/2023
Fermata Advisors LLC8,271$399 03/31/2024
     MLPA8,271$399 03/31/2024
Waterloo Capital L.P.8,767$388 12/31/2023
     MLPA8,767$388 12/31/2023
Spire Wealth Management7,987$385 03/31/2024
     MLPA7,987$385 03/31/2024
Stratos Wealth Advisors LLC7,731$373 03/31/2024
     MLPA7,731$373 03/31/2024
Wiser Advisor Group LLC8,329$369 12/31/2023
     MLPA8,329$369 12/31/2023
Equitable Holdings Inc.8,015$355 12/31/2023
     MLPA8,015$355 12/31/2023
MONECO Advisors LLC7,336$354 03/31/2024
     MLPA7,336$354 03/31/2024
Kestra Advisory Services LLC7,936$352 12/31/2023
     MLPA7,936$352 12/31/2023
Spectrum Asset Management Inc. NB CA 7,020$339 03/31/2024
     MLPA7,020$339 03/31/2024
Sunbelt Securities Inc.6,661$321 03/31/2024
     MLPA6,661$321 03/31/2024
Mercer Global Advisors Inc. ADV7,255$321 12/31/2023
     MLPA7,255$321 12/31/2023
Adams Asset Advisors LLC6,599$318 03/31/2024
     MLPA6,599$318 03/31/2024
Financial Gravity Asset Management Inc.7,125$316 12/31/2023
     MLPA7,125$316 12/31/2023
Austin Wealth Management LLC6,706$309 12/31/2023
     MLPA6,706$309 12/31/2023
BancorpSouth Bank6,791$301 12/31/2023
     MLPA6,791$301 12/31/2023
Evanson Asset Management LLC6,185$298 03/31/2024
     MLPA6,185$298 03/31/2024
West Coast Financial LLC6,033$291 03/31/2024
     MLPA6,033$291 03/31/2024
Northern Trust Corp6,341$281 12/31/2023
     MLPA6,341$281 12/31/2023
Buckingham Strategic Wealth LLC6,300$279 12/31/2023
     MLPA6,300$279 12/31/2023
Atlas Capital Advisors LLC5,744$277 03/31/2024
     MLPA5,744$277 03/31/2024
Jaffetilchin Investment Partners LLC5,910$262 12/31/2023
     MLPA5,910$262 12/31/2023
Kraft Davis & Associates LLC5,668$261 12/31/2023
     MLPA5,668$261 12/31/2023
MY Purposeful Wealth CORP.5,787$256 12/31/2023
     MLPA5,787$256 12/31/2023
Hibernia Wealth Partners LLC5,678$252 12/31/2023
     MLPA5,678$252 12/31/2023
Heartwood Wealth Advisors LLC5,167$249 03/31/2024
     MLPA5,167$249 03/31/2024
Allen Mooney & Barnes Investment Advisors LLC5,000$238 03/31/2024
     MLPA5,000$238 03/31/2024
Dorsey & Whitney Trust CO LLC5,353$237 12/31/2023
     MLPA5,353$237 12/31/2023
Signet Financial Management LLC4,891$236 03/31/2024
     MLPA4,891$236 03/31/2024
Charles Schwab Investment Advisory Inc.5,330$236 12/31/2023
     MLPA5,330$236 12/31/2023
IFP Advisors Inc5,272$234 12/31/2023
     MLPA5,272$234 12/31/2023
FF Advisors LLC4,788$231 03/31/2024
     MLPA4,788$231 03/31/2024
Keystone Financial Group5,221$231 12/31/2023
     MLPA5,221$231 12/31/2023
Sound View Wealth Advisors Group LLC5,200$230 12/31/2023
     MLPA5,200$230 12/31/2023
NBC Securities Inc.4,618$222 03/31/2024
     MLPA4,618$222 03/31/2024
One Charles Private Wealth Services LLC4,867$216 12/31/2023
     MLPA4,867$216 12/31/2023
Sigma Planning Corp4,815$213 12/31/2023
     MLPA4,815$213 12/31/2023
Greenspring Advisors LLC4,400$212 03/31/2024
     MLPA4,400$212 03/31/2024
Proequities Inc.4,693$208 12/31/2023
     MLPA4,693$208 12/31/2023
Astoria Portfolio Advisors LLC.4,308$201 03/31/2024
     MLPA4,308$201 03/31/2024
Family Asset Management LLC4,166$185 12/31/2023
     MLPA4,166$185 12/31/2023
Tradewinds Capital Management LLC3,751$181 03/31/2024
     MLPA3,751$181 03/31/2024
First Horizon Advisors Inc.3,595$173 03/31/2024
     MLPA3,595$173 03/31/2024
GeoWealth Management LLC3,641$162 12/31/2023
     MLPA3,641$162 12/31/2023
Blair William & Co. IL3,480$154 12/31/2023
     MLPA3,480$154 12/31/2023
Creative Financial Designs Inc. ADV2,720$120 12/31/2023
     MLPA2,720$120 12/31/2023
The PNC Financial Services Group Inc.2,661$118 12/31/2023
     MLPA2,661$118 12/31/2023
Bogart Wealth LLC2,067$100 03/31/2024
     MLPA2,067$100 03/31/2024
Principal Securities Inc.2,200$97 12/31/2023
     MLPA2,200$97 12/31/2023
Financial Advisory Service Inc.1,958$87 12/31/2023
     MLPA1,958$87 12/31/2023
LM Advisors LLC1,919$85 12/31/2023
     MLPA1,919$85 12/31/2023
Glass Jacobson Investment Advisors llc1,420$68 03/31/2024
     MLPA1,420$68 03/31/2024
FMR LLC1,407$62 12/31/2023
     MLPA1,407$62 12/31/2023
MGB Wealth Management LLC1,330$59 12/31/2023
     MLPA1,330$59 12/31/2023
Belvedere Trading LLC $57 12/31/2023
     Call2,400$106 12/31/2023
     Put1,800$80 12/31/2023
     MLPA707$31 12/31/2023
Montag A & Associates Inc.1,236$55 12/31/2023
     MLPA1,236$55 12/31/2023
Park Place Capital Corp1,095$53 03/31/2024
     MLPA1,095$53 03/31/2024
Heritage Wealth Advisors1,179$52 12/31/2023
     MLPA1,179$52 12/31/2023
Private Trust Co. NA1,066$51 03/31/2024
     MLPA1,066$51 03/31/2024
FWL Investment Management LLC1,079$48 12/31/2023
     MLPA1,079$48 12/31/2023
Northwestern Mutual Wealth Management Co.843$37 12/31/2023
     MLPA843$37 12/31/2023
Baldwin Brothers Inc. MA750$36 03/31/2024
     MLPA750$36 03/31/2024
PSI Advisors LLC712$34 03/31/2024
     MLPA712$34 03/31/2024
ST Germain D J Co. Inc.671$32 03/31/2024
     MLPA671$32 03/31/2024
Community Bank N.A.680$30 12/31/2023
     MLPA680$30 12/31/2023
Raleigh Capital Management Inc.678$30 12/31/2023
     MLPA678$30 12/31/2023
Castleview Partners LLC661$29 12/31/2023
     MLPA661$29 12/31/2023
Capital Advisors Ltd. LLC555$27 03/31/2024
     MLPA555$27 03/31/2024
Tradition Wealth Management LLC500$22 12/31/2023
     MLPA500$22 12/31/2023
Beacon Capital Management LLC424$19 12/31/2023
     MLPA424$19 12/31/2023
Citadel Advisors LLC $13 12/31/2023
     Call4,900$217 12/31/2023
     Put4,600$204 12/31/2023
Ancora Advisors LLC300$13 12/31/2023
     MLPA300$13 12/31/2023
Mascoma Wealth Management LLC291$13 12/31/2023
     MLPA291$13 12/31/2023
Rockbridge Investment Management LCC265$12 12/31/2023
     MLPA265$12 12/31/2023
Parallel Advisors LLC235$10 12/31/2023
     MLPA235$10 12/31/2023
CENTRAL TRUST Co158$8 03/31/2024
     MLPA158$8 03/31/2024
Westside Investment Management Inc.158$8 03/31/2024
     MLPA158$8 03/31/2024
Fortis Group Advisors LLC186$8 12/31/2023
     MLPA186$8 12/31/2023
Versant Capital Management Inc136$7 03/31/2024
     MLPA136$7 03/31/2024
Aptus Capital Advisors LLC150$7 12/31/2023
     MLPA150$7 12/31/2023
Founders Financial Alliance LLC150$7 12/31/2023
     MLPA150$7 12/31/2023
Coppell Advisory Solutions LLC159$7 12/31/2023
     MLPA159$7 12/31/2023
SRS Capital Advisors Inc.125$6 12/31/2023
     MLPA125$6 12/31/2023
Farther Finance Advisors LLC137$6 12/31/2023
     MLPA137$6 12/31/2023
Simplex Trading LLC109$5 03/31/2024
     MLPA109$5 03/31/2024
Citigroup Inc.115$5 12/31/2023
     MLPA115$5 12/31/2023
Bank of Montreal Can116$5 12/31/2023
     MLPA116$5 12/31/2023
VisionPoint Advisory Group LLC86$4 12/31/2023
     MLPA86$4 12/31/2023
FinTrust Capital Advisors LLC54$2 12/31/2023
     MLPA54$2 12/31/2023
Ronald Blue Trust Inc.50$2 12/31/2023
     MLPA50$2 12/31/2023
Tyler Stone Wealth Management21$1 12/31/2023
     MLPA21$1 12/31/2023
Howe & Rusling Inc.1$0 12/31/2023
     MLPA1$0 12/31/2023
Tower Research Capital LLC TRC 10$0 12/31/2023
     MLPA10$0 12/31/2023
Riggs Asset Managment Co. Inc.9$0 12/31/2023
     MLPA9$0 12/31/2023

See Summary: Institutional Holders of MLPA
See Details: Top 10 Hedge Funds Holding MLPA
Also See: MLPA Holdings Changes

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