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This page summarizes the MLPX holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether MLPX is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing MLPX Share Count |
|---|
| Birch Capital Management LLC |
1,905 |
12,817 |
+10,912 |
+572.81% |
| GSA Capital Partners LLP |
7,200 |
13,899 |
+6,699 |
+93.04% |
| Dynamic Advisor Solutions LLC |
46,613 |
74,422 |
+27,809 |
+59.66% |
| FMR LLC |
2,027 |
2,671 |
+644 |
+31.77% |
| Stratos Wealth Partners LTD. |
9,669 |
11,281 |
+1,612 |
+16.67% |
| Envestnet Asset Management Inc. |
284,363 |
330,920 |
+46,557 |
+16.37% |
| Resurgent Financial Advisors LLC |
10,111 |
11,744 |
+1,633 |
+16.15% |
| Fielder Capital Group LLC |
153,358 |
174,937 |
+21,579 |
+14.07% |
| SeaCrest Wealth Management LLC |
49,584 |
55,747 |
+6,163 |
+12.43% |
| Ironsides Asset Advisors LLC |
30,808 |
34,508 |
+3,700 |
+12.01% |
| Commonwealth Equity Services LLC |
75,282 |
83,860 |
+8,578 |
+11.39% |
| LPL Financial LLC |
735,487 |
818,842 |
+83,355 |
+11.33% |
| Leavell Investment Management Inc. |
25,231 |
28,004 |
+2,773 |
+10.99% |
| Wells Fargo & Company MN |
533,770 |
591,712 |
+57,942 |
+10.86% |
| CWM LLC |
15,730 |
16,974 |
+1,244 |
+7.91% |
| Cambridge Investment Research Advisors Inc. |
48,061 |
51,673 |
+3,612 |
+7.52% |
| Eudaimonia Advisors LLC |
4,981 |
5,348 |
+367 |
+7.37% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
9,725 |
10,378 |
+653 |
+6.71% |
| Aurora Private Wealth Inc. |
16,431 |
17,381 |
+950 |
+5.78% |
| Principal Securities Inc. |
150,517 |
159,117 |
+8,600 |
+5.71% |
| CI Private Wealth LLC |
32,000 |
33,402 |
+1,402 |
+4.38% |
| RWM Asset Management LLC |
129,041 |
134,475 |
+5,434 |
+4.21% |
| Private Advisor Group LLC |
9,612 |
9,994 |
+382 |
+3.97% |
| Stratos Wealth Advisors LLC |
62,822 |
64,722 |
+1,900 |
+3.02% |
| Outlook Wealth Advisors LLC |
22,797 |
23,310 |
+513 |
+2.25% |
| Glassy Mountain Advisors Inc. |
57,497 |
58,426 |
+929 |
+1.62% |
| Flagship Harbor Advisors LLC |
8,379 |
8,510 |
+131 |
+1.56% |
| Curran Financial Partners LLC |
209,443 |
212,716 |
+3,273 |
+1.56% |
| Bollard Group LLC |
42,283 |
42,846 |
+563 |
+1.33% |
| Proequities Inc. |
5,901 |
5,977 |
+76 |
+1.29% |
| Anson Capital Inc. |
16,951 |
17,090 |
+139 |
+0.82% |
| Fortis Advisors LLC |
83,151 |
83,780 |
+629 |
+0.76% |
| Great Diamond Partners LLC |
36,222 |
36,487 |
+265 |
+0.73% |
| NBC Securities Inc. |
3,840 |
3,861 |
+21 |
+0.55% |
| Parallel Advisors LLC |
2,606 |
2,613 |
+7 |
+0.27% |
| GenTrust LLC |
303,787 |
304,529 |
+742 |
+0.24% |
| SOL Capital Management CO |
86,466 |
86,516 |
+50 |
+0.06% |
| ORBA Wealth Advisors L.L.C. |
10,339 |
10,342 |
+3 |
+0.03% |
| 13F Filers Reporting New Positions In MLPX |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
15,678 |
+15,678 |
+100% |
| Brown Advisory Inc. |
0 |
7,544 |
+7,544 |
+100% |
| CIBC World Markets Inc. |
0 |
19,030 |
+19,030 |
+100% |
| Bfsg LLC |
0 |
176 |
+176 |
+100% |
| Inscription Capital LLC |
0 |
4,500 |
+4,500 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
326 |
+326 |
+100% |
| Americana Partners LLC |
0 |
16,000 |
+16,000 |
+100% |
| Firestone Capital Management |
0 |
7,864 |
+7,864 |
+100% |
| Briaud Financial Planning Inc |
0 |
33 |
+33 |
+100% |
| Continuum Advisory LLC |
0 |
900 |
+900 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
40 |
+40 |
+100% |
| Zimmermann Investment Management & Planning LLC |
0 |
4,574 |
+4,574 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| US Bancorp DE |
175 |
175 |
UNCH |
0.00% |
| Franklin Resources Inc. |
625 |
625 |
UNCH |
0.00% |
| Ameritas Investment Partners Inc. |
741 |
741 |
UNCH |
0.00% |
| Private Trust Co. NA |
1,050 |
1,050 |
UNCH |
0.00% |
| Private Capital Advisors Inc. |
8,000 |
8,000 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
7,602 |
7,602 |
UNCH |
0.00% |
| Sageworth Trust Co |
41,774 |
41,774 |
UNCH |
0.00% |
| Global Endowment Management LP |
110,000 |
110,000 |
UNCH |
0.00% |
| Creative Planning |
16,753 |
16,753 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
62 |
62 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Field & Main Bank |
1,750 |
1,750 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
697 |
697 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
59 |
59 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
300 |
300 |
UNCH |
0.00% |
| RSM US Wealth Management LLC |
14,700 |
14,700 |
UNCH |
0.00% |
| Pettinga Financial Advisors LLC |
6,425 |
6,425 |
UNCH |
0.00% |
| WealthShield Partners LLC |
349 |
349 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
475 |
475 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
9,315 |
9,315 |
UNCH |
0.00% |
| S.A. Mason LLC |
570 |
570 |
UNCH |
0.00% |
| Aaron Wealth Advisors |
16,872 |
16,872 |
UNCH |
0.00% |
| MBL Wealth LLC |
6,570 |
6,570 |
UNCH |
0.00% |
| Palumbo Wealth Management LLC |
9,082 |
9,082 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
7,500 |
7,500 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
24,368 |
24,368 |
UNCH |
0.00% |
| 13F Filers Decreasing MLPX Share Count |
|---|
| McClarren Financial Advisors Inc. |
484 |
49 |
-435 |
-89.88% |
| JPMorgan Chase & Co. |
306,777 |
50,791 |
-255,986 |
-83.44% |
| Susquehanna International Group LLP |
25,490 |
6,041 |
-19,449 |
-76.30% |
| Advisor Resource Council |
42,343 |
12,978 |
-29,365 |
-69.35% |
| Avantax Advisory Services Inc. |
17,057 |
6,165 |
-10,892 |
-63.86% |
| Versant Capital Management Inc |
22 |
10 |
-12 |
-54.55% |
| Fortis Group Advisors LLC |
192 |
96 |
-96 |
-50.00% |
| Truist Financial Corp |
13,400 |
7,509 |
-5,891 |
-43.96% |
| Blair William & Co. IL |
4,680 |
2,880 |
-1,800 |
-38.46% |
| Spire Wealth Management |
102 |
67 |
-35 |
-34.31% |
| Channel Wealth LLC |
7,065 |
5,110 |
-1,955 |
-27.67% |
| Raymond James & Associates |
34,198 |
25,350 |
-8,848 |
-25.87% |
| WestEnd Advisors LLC |
4,126 |
3,108 |
-1,018 |
-24.67% |
| Verity & Verity LLC |
28,989 |
22,944 |
-6,045 |
-20.85% |
| Endowment Wealth Management Inc. |
6,716 |
5,474 |
-1,242 |
-18.49% |
| Leading Edge Financial Planning LLC |
5,030 |
4,197 |
-833 |
-16.56% |
| Global Retirement Partners LLC |
2,067 |
1,725 |
-342 |
-16.55% |
| Advisor Group Holdings Inc. |
64,023 |
55,142 |
-8,881 |
-13.87% |
| Eudaimonia Partners LLC |
5,519 |
4,957 |
-562 |
-10.18% |
| Gradient Investments LLC |
2,686 |
2,465 |
-221 |
-8.23% |
| Fiduciary Alliance LLC |
66,583 |
61,310 |
-5,273 |
-7.92% |
| Ameraudi Asset Management Inc. |
61,693 |
57,253 |
-4,440 |
-7.20% |
| Venturi Wealth Management LLC |
44,673 |
41,507 |
-3,166 |
-7.09% |
| Wealth Enhancement Advisory Services LLC |
31,108 |
29,291 |
-1,817 |
-5.84% |
| Foster & Motley Inc. |
13,662 |
12,913 |
-749 |
-5.48% |
| Atria Wealth Solutions Inc. |
64,467 |
60,984 |
-3,483 |
-5.40% |
| Transform Wealth LLC |
33,895 |
32,176 |
-1,719 |
-5.07% |
| FWL Investment Management LLC |
2,050 |
1,950 |
-100 |
-4.88% |
| Collaborative Wealth Managment Inc. |
12,085 |
11,507 |
-578 |
-4.78% |
| Essex LLC |
68,398 |
65,362 |
-3,036 |
-4.44% |
| NTV Asset Management LLC |
22,550 |
21,550 |
-1,000 |
-4.43% |
| Patriot Investment Management Inc. |
48,788 |
46,696 |
-2,092 |
-4.29% |
| Investors Research Corp |
26,854 |
25,859 |
-995 |
-3.71% |
| MAI Capital Management |
196,853 |
190,282 |
-6,571 |
-3.34% |
| UBS Group AG |
308,376 |
298,522 |
-9,854 |
-3.20% |
| Argent Advisors Inc. |
44,428 |
43,191 |
-1,237 |
-2.78% |
| The PNC Financial Services Group Inc. |
433,797 |
423,461 |
-10,336 |
-2.38% |
| Baker Avenue Asset Management LP |
143,137 |
140,140 |
-2,997 |
-2.09% |
| Delta Financial Group Inc. |
14,304 |
14,011 |
-293 |
-2.05% |
| Trinity Legacy Partners LLC |
76,055 |
74,689 |
-1,366 |
-1.80% |
| Naples Global Advisors LLC |
40,779 |
40,134 |
-645 |
-1.58% |
| Raymond James Financial Services Advisors Inc. |
183,761 |
180,941 |
-2,820 |
-1.53% |
| IAG Wealth Partners LLC |
3,195 |
3,151 |
-44 |
-1.38% |
| MGO Private Wealth LLC |
14,546 |
14,422 |
-124 |
-0.85% |
| HighTower Advisors LLC |
4,801 |
4,762 |
-39 |
-0.81% |
| KMG Fiduciary Partners LLC |
79,494 |
79,377 |
-117 |
-0.15% |
| 13F Filers Exiting MLPX |
|---|
| Hara Capital LLC |
5,021 |
0 |
-5,021 |
-100.00% |
| BKM Wealth Management LLC |
417 |
0 |
-417 |
-100.00% |
| Aspen Wealth Strategies LLC |
5,630 |
0 |
-5,630 |
-100.00% |
| Ritter Daniher Financial Advisory LLC DE |
225 |
0 |
-225 |
-100.00% |
| Tennessee Valley Asset Management Partners |
53 |
0 |
-53 |
-100.00% |
| International Assets Investment Management LLC |
6,916 |
0 |
-6,916 |
-100.00% |
| Legacy Capital Wealth Partners LLC |
39,147 |
0 |
-39,147 |
-100.00% |
| Proficio Capital Partners LLC |
7,296 |
0 |
-7,296 |
-100.00% |
| Teamwork Financial Advisors LLC |
15,424 |
0 |
-15,424 |
-100.00% |
| Zega Financial LLC |
15,424 |
0 |
-15,424 |
-100.00% |
| First Horizon Advisors Inc. |
500 |
0 |
-500 |
-100.00% |
| Advisory Services Network LLC |
76 |
0 |
-76 |
-100.00% |
| JNBA Financial Advisors |
800 |
0 |
-800 |
-100.00% |
| RiverFront Investment Group LLC |
4,872 |
0 |
-4,872 |
-100.00% |
| AdvisorNet Financial Inc |
359 |
0 |
-359 |
-100.00% |
| Bank of New York Mellon Corp |
6,751 |
0 |
-6,751 |
-100.00% |
| Janney Montgomery Scott LLC |
8,389 |
0 |
-8,389 |
-100.00% |
| Renaissance Technologies LLC |
14,700 |
0 |
-14,700 |
-100.00% |
| Fifth Third Bancorp |
53 |
0 |
-53 |
-100.00% |
| Brown Brothers Harriman & Co. |
2,545 |
0 |
-2,545 |
-100.00% |
See Summary: Institutional Holders of MLPX
See Details: Top 10 Hedge Funds Holding MLPX
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