MLPI Institutional Ownership & Shareholders
NEOS MLP ENRGY HGH INC ETF (MLPI) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $56.24M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of MLPI tracked by InsiderSet, reporting ownership valued at approximately $11.62M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.48M, representing an estimated gain of +7.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed MLPI value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Madden Securities Corp, Retirement Planning Group, Llc, and several other long-term asset managers with concentrated positions in NEOS MLP ENRGY HGH INC ETF (MLPI).
This page ranks the largest institutional MLPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$56.24M
Largest Holder
Gradient Investments Llc
Largest Position
$11.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.17% | 231,425 | $11,619,838 | $12,476,122 | +$856,284 | +7.37% | |
| Madden Securities Corp | 2.54% | 191,101 | $9,595,181 | $10,302,255 | +$707,074 | +7.37% | |
| Retirement Planning Group, Llc | 0.10% | 83,402 | $4,187,614 | $4,496,202 | +$308,588 | +7.37% | |
| Royal Bank Of Canada | 0.00% | 64,196 | $3,532,000 | $3,460,806 | -$71,194 | -2.02% | |
| Citadel Advisors Llc | 0.00% | 40,373 | $2,221,322 | $2,176,508 | -$44,814 | -2.02% | |
| Stifel Financial Corp | 0.00% | 40,342 | $2,219,626 | $2,174,837 | -$44,789 | -2.02% | |
| Herbst Group, Llc | 1.16% | 40,628 | $2,039,913 | $2,190,255 | +$150,342 | +7.37% | |
| Stonecrest Wealth Management, Inc. | 0.59% | 33,575 | $1,847,297 | $1,810,028 | -$37,269 | -2.02% | |
| Farther Finance Advisors, Llc | 0.01% | 34,386 | $1,726,521 | $1,853,749 | +$127,228 | +7.37% | |
| Hub Investment Partners, Llc | 0.03% | 29,803 | $1,639,767 | $1,606,680 | -$33,087 | -2.02% | |
| Quotient Wealth Partners, Llc | 0.03% | 25,091 | $1,380,532 | $1,352,656 | -$27,876 | -2.02% | |
| Delta Investment Management, Llc | 0.17% | 18,558 | $1,021,053 | $1,000,462 | -$20,591 | -2.02% | |
| Lpl Financial Llc | 0.00% | 18,360 | $1,010,147 | $989,788 | -$20,359 | -2.02% | |
| Msh Capital Advisors Llc | 0.15% | 16,063 | $883,786 | $865,956 | -$17,830 | -2.02% | |
| Keebeck Wealth Management | 0.09% | 15,900 | $874,818 | $857,169 | -$17,649 | -2.02% | |
| Hrt Financial Lp | 0.00% | 15,662 | $861,000 | $844,338 | -$16,662 | -1.94% | |
| Chicago Partners Investment Group Llc | 0.02% | 15,719 | $825,245 | $847,411 | +$22,166 | +2.69% | |
| Cap Partners, Llc | 0.35% | 15,031 | $754,701 | $810,321 | +$55,620 | +7.37% | |
| Truist Financial Corp | 0.00% | 13,730 | $689,383 | $740,184 | +$50,801 | +7.37% | |
| Mariner, Llc | 0.00% | 12,497 | $687,609 | $673,713 | -$13,896 | -2.02% | |
| Creativeone Wealth, Llc | 0.01% | 10,595 | $582,937 | $571,176 | -$11,761 | -2.02% | |
| International Assets Investment Management, Llc | 0.03% | 30,000 | $535,679 | $1,617,300 | +$1,081,621 | +201.92% | |
| Entrewealth, Llc | 0.18% | 10,000 | $502,100 | $539,100 | +$37,000 | +7.37% | |
| Independent Financial Group, Llc | 0.01% | 9,089 | $456,359 | $489,988 | +$33,629 | +7.37% | |
| Diversify Advisory Services, Llc | 0.01% | 7,980 | $410,411 | $430,202 | +$19,791 | +4.82% | |
| Diversify Wealth Management, Llc | 0.01% | 7,980 | $410,411 | $430,202 | +$19,791 | +4.82% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 5,983 | $329,170 | $322,544 | -$6,626 | -2.01% | |
| Sunpointe, Llc | 0.10% | 6,500 | $326,365 | $350,415 | +$24,050 | +7.37% | |
| Nfsg Corp | 0.03% | 6,049 | $303,720 | $326,102 | +$22,382 | +7.37% | |
| Naviter Wealth, Llc | 0.03% | 5,252 | $288,965 | $283,135 | -$5,830 | -2.02% | |
| Mbl Wealth, Llc | 0.02% | 5,700 | $286,197 | $307,287 | +$21,090 | +7.37% | |
| New England Private Wealth Advisors Llc | 0.03% | 5,662 | $284,286 | $305,238 | +$20,952 | +7.37% | |
| Integrated Advisors Network Llc | 0.01% | 5,138 | $257,979 | $276,990 | +$19,011 | +7.37% | |
| Hb Wealth Management, Llc | 0.00% | 5,126 | $257,373 | $276,343 | +$18,970 | +7.37% | |
| Jane Street Group, Llc | 0.00% | 3,951 | $217,384 | $212,998 | -$4,386 | -2.02% | |
| Wealthplan Investment Management, Llc | 0.01% | 4,233 | $212,539 | $228,201 | +$15,662 | +7.37% | |
| Strategic Wealth Partners, Ltd. | 0.01% | 3,770 | $207,435 | $203,241 | -$4,194 | -2.02% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,721 | $149,709 | $146,689 | -$3,020 | -2.02% | |
| Capital Investment Advisory Services, Llc | 0.00% | 900 | $45,189 | $48,519 | +$3,330 | +7.37% | |
| Cwm, Llc | 0.00% | 672 | $38,072 | $36,228 | -$1,844 | -4.84% | |
| Adirondack Trust Co | 0.01% | 727 | $36,494 | $39,193 | +$2,699 | +7.39% | |
| Armstrong Advisory Group, Inc | 0.00% | 500 | $25,105 | $26,955 | +$1,850 | +7.37% | |
| Harbour Investments, Inc. | 0.00% | 378 | $20,798 | $20,378 | -$420 | -2.02% | |
| Osaic Holdings, Inc. | 0.00% | 262 | $14,447 | $14,124 | -$323 | -2.23% | |
| Financial Consulate, Inc | 0.00% | 250 | $12,553 | $13,478 | +$925 | +7.36% | |
| Angeles Wealth Management, Llc | 0.00% | 183 | $9,188 | $9,866 | +$678 | +7.37% | |
| Wells Fargo & Company/Mn | 0.00% | 113 | $6,206 | $6,092 | -$114 | -1.84% | |
| Sunrise Financial Services, Llc | 0.00% | 109 | $5,473 | $5,876 | +$403 | +7.37% | |
| Ubs Group Ag | 0.00% | 60 | $3,301 | $3,235 | -$66 | -2.01% | |
| Medallion Wealth Advisors, Llc | 0.00% | 50 | $2,751 | $2,696 | -$56 | -2.02% |
Frequently asked questions about MLPI
Who are the largest institutional holders of MLPI?
The largest institutional holders of MLPI reported in the latest SEC Form 13F filings include Gradient Investments Llc, Madden Securities Corp, Retirement Planning Group, Llc, Royal Bank Of Canada, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported MLPI position.
What is MLPI institutional ownership?
This page tracks MLPI positions reported by institutional investment managers through SEC Form 13F. NEOS MLP ENRGY HGH INC ETF (MLPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MLPI?
InsiderSet currently tracks 53 institutional managers reporting MLPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MLPI shareholders.
How much MLPI stock do institutions own?
Institutional investment managers disclosed approximately $56.24M in MLPI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MLPI institutional ownership last updated?
The latest MLPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MLPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MLPI position after the reporting date.
Are institutions buying or selling MLPI?
Institutional buying and selling can be analyzed by comparing MLPI positions across consecutive 13F reporting periods. InsiderSet's MLPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MLPI ownership changes.
How has MLPI institutional ownership changed over time?
InsiderSet tracks MLPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.