Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (MLPX)

299 + Investors. Track Smart Money conviction in MLPX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — MLPX

Based on 296 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MLPX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
296 hedge funds hold MLPX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

170 buying110 selling
Last quarter: 170 funds were net buyers (54 opened a brand new position + 116 added to an existing one). Only 110 were sellers (75 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new MLPX position: 58 → 41 → 32 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 30% medium ■ 24% new
135 out of 296 hedge funds have held MLPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +11%, value -6%

Value
-5%
Shares
+10%
Last quarter: funds added +11% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~54 new funds/quarter

62 → 58 → 41 → 32 → 54 new funds/Q
New funds entering each quarter: 58 → 41 → 32 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 12% 1-2yr ■ 37% new
Of 299 current holders: 151 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
20 of 296 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in MLPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MLPX

How many hedge funds hold MLPX — quarterly history vs. share price
Quarterly hedge fund ownership of MLPX vs. share price

Market Analysis: MLPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MLPX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: MLPX
2026 Q1 Stats Unlock in 19 days 299 + Investors

Track Smart Money conviction in MLPX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 299 282 6.03%
13F Shares 32M 28M 10.79%
Total Value $1.83B $1.94B -5.5%
New Positions 54 32 +22
Increased Positions 124 115 +9
Closed Positions 36 47 -11
Reduced Positions 77 99 -22
Total Calls 2 3 -33.33%
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: MLPX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

299 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MLPX. Verified SEC 13F-HR filings.

Top 25 institutional holders of MLPX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 9.97% 330,585 $24.4M
2 Presidio Capital Management, LLC 4.83% 224,919 $16.6M
3 Curran Financial Partners, LLC 4.09% 309,224 $22.9M
4 Warner Group LLC 3.55% 73,598 $5.4M
5 DDFG, Inc 2.18% 136,569 $10.1M
6 Seascape Capital Management 1.91% 89,921 $7K
7 Old Port Advisors 1.34% 78,793 $5.8M
8 Rooted Wealth Advisors, Inc. 1.32% 71,282 $5.0M
9 HORIZON FINANCIAL SERVICES, LLC 1.20% 36,848 $2.7M
10 GenTrust, LLC 1.18% 372,616 $27.6M
11 Trinity Legacy Partners, LLC 1.17% 76,197 $5.4M
12 Cordoba Advisory Partners LLC 0.91% 44,464 $3.3M
13 NOTTINGHAM ADVISORS, INC. 0.84% 88,333 $6.5M
14 WealthCare Investment Partners, LLC 0.74% 35,732 $2.7M
15 Quantum Portfolio Management LLC 0.74% 22,934 $1.7M
16 Index Technologies Group LLC 0.71% 8,800 $651K
17 Essex LLC 0.69% 52,725 $3.9M
18 Nova Wealth Management, Inc. 0.67% 13,963 $1.0M
19 Blume Capital Management, Inc. 0.64% 51,160 $3.8M
20 OAK FAMILY ADVISORS, LLC 0.59% 28,160 $2.1M
21 WESPAC Advisors, LLC 0.53% 12,986 $960K
22 Fiduciary Alliance LLC 0.51% 120,491 $8.5M
23 WEALTHSPAN PARTNERS, LLC 0.51% 19,497 $1.4M
24 Clear Trail Advisors, LLC 0.49% 39,791 $2.9M
25 SAGE PRIVATE WEALTH GROUP, LLC 0.49% 13,159 $973K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GLOBAL X FDS (MLPX)

What does the Smart Money Trend signal show for MLPX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MLPX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MLPX?

More buyers than sellers — 61% buying: Last quarter: 170 funds were net buyers (54 opened a brand new position + 116 added to an existing one). Only 110 were sellers (75 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MLPX holders?

Elite ownership — 67% AUM from top-100 funds: 20 of 296 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in MLPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MLPX?

46% of holders stayed for 2+ years: 135 out of 296 hedge funds have held MLPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.