Who owns MLPI?
Neos Mlp & Energy Infrastructure High Income ETF · NEOS
47 institutions reported holding MLPI, worth $52.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MLPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gradient Investments LLC | Arden Hills, MN | $12.2M | 222,302 | +8,076 shares |
| MADDEN SECURITIES Corp | Dallas, TX | $9.9M | 180,755 | +19,557 shares |
| Retirement Planning Group, LLC | Leawood, KS | $4.0M | 73,157 | +13,708 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $3.5M | 64,196 | +922 shares |
| Citadel Advisors LLC | Miami, FL | $2.2M | 40,373 | −107,896 shares |
| Stifel Financial Corp. | St. Louis, MO | $2.2M | 40,342 | +32,702 shares |
| StoneCrest Wealth Management, Inc. | Chandler, AZ | $1.8M | 33,575 | New position |
| HUB Investment Partners, LLC | Austin, TX | $1.6M | 29,803 | +2,505 shares |
| Quotient Wealth Partners, LLC | Dallas, TX | $1.4M | 25,091 | +13,452 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.3M | 22,985 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MLPI?
47 institutional managers reported holding MLPI in Form 13F filings for June 30, 2026, worth $52.7M in total. The largest reported position was held by Gradient Investments LLC, at $12.2M.
Did institutions buy or sell MLPI last quarter?
Reported 13F value fell 10.2% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MLPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.