Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (MLPX)

338 + 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
↑ +31
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — MLPX

Based on 339 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
339 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 — +14% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+14% 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

186 buying121 selling
Last quarter: 186 funds were net buyers (56 opened a brand new position + 130 added to an existing one). Only 121 were sellers (96 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~56 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 43 → 35 → 56 → 56. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 30% medium ■ 26% new
148 out of 339 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.
💰

Price up while funds trimmed (+19% value, -4% shares)

Value
+19%
Shares
-4%
Last quarter: total value of institutional MLPX holdings rose +19% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

61 → 43 → 35 → 56 → 56 new funds/Q
New funds entering each quarter: 43 → 35 → 56 → 56. A growing number of institutions are discovering MLPX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 35% newcomers

■ 49% veterans ■ 16% 1-2yr ■ 35% new
Entry-cohort mix of 343 holders: 168 (49%) are 2+ year veterans, 55 entered 1–2 years ago, and 120 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
26 of 336 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — MLPX

In 2026 Q1, 186 hedge funds were net buyers of MLPX (56 opened a new position, 130 added to an existing one), while 121 reduced or exited (96 trimmed, 25 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in MLPX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 339.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Global X Fds (MLPX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MLPX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MLPX
nan%
SPY
+15.1%

MLPX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MLPX
nan%
SPY
+1.3%

Since the filing became public, MLPX outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 8 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: MLPX
338 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 338 308 9.74%
13F Shares 31M 33M -4.44%
Total Value $2.25B $1.89B 19.01%
New Positions 55 56 -1
Increased Positions 129 119 +10
Closed Positions 25 38 -13
Reduced Positions 95 77 +18
Total Calls 4 2 100.0%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.5 Neutral

Statistics: MLPX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

338 + investors

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

QUARTER:
Top 25 MLPX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 School Employees Retirement Board of Ohio 9.97% 330,585 $24.4M
2 Payne Capital Management, LLC 9.36% 418,179 $30.9M
3 Decker Wealth Management LLC 6.28% 374,622 $27.7M
4 Madrid Financial Services 5.64% 129,288 $9.6M
5 Rational Advisors, INC. 5.08% 673,199 $49.8M
6 Presidio Capital Management, LLC 4.83% 224,919 $16.6M
7 Curran Financial Partners, LLC 4.09% 309,224 $22.9M
8 Warner Group LLC 3.55% 73,598 $5.4M
9 Fortis Advisors, LLC 2.75% 74,190 $5.5M
10 Legacy PCG, LLC 2.37% 5,968 $441K
11 DDFG, Inc 2.18% 136,569 $10.1M
12 Sharpepoint LLC 1.41% 32,066 $2.4M
13 Collaborative Wealth Managment Inc. 1.35% 39,745 $2.9M
14 Old Port Advisors 1.34% 78,793 $5.8M
15 Rooted Wealth Advisors, Inc. 1.32% 71,282 $5.0M
16 Glassy Mountain Advisors, Inc. 1.23% 53,661 $4.0M
17 Horizon Financial Services, LLC 1.20% 36,848 $2.7M
18 GenTrust, LLC 1.18% 372,616 $27.6M
19 Trinity Legacy Partners, LLC 1.17% 76,197 $5.4M
20 Navis Wealth Advisors, LLC 1.15% 30,600 $2.3M
21 Ironsides Asset Advisors, LLC 1.14% 61,655 $4.6M
22 Vectors Research Management, LLC 0.99% 45,784 $3.4M
23 Cordoba Advisory Partners LLC 0.91% 44,464 $3.3M
24 Ameraudi Asset Management, Inc. 0.90% 22,487 $1.7M
25 Nottingham Advisors, INC. 0.84% 88,333 $6.5M
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 — 2 quarters in a row: For 2 consecutive quarters, 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: 186 funds were net buyers (56 opened a brand new position + 130 added to an existing one). Only 121 were sellers (96 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MLPX holders?

Elite ownership — 61% AUM from top-100 funds: 26 of 336 holders are among the 100 largest funds by AUM, controlling 61% 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?

44% of holders stayed for 2+ years: 148 out of 339 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.

Is it too late to buy Global X Fds (MLPX) following the 2026 Q1 hedge fund 13F filings?

As of today, MLPX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MLPX has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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