Filing Research | MPLX LP Institutional Holdings

Snapshot holdings

50 / 173 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	1.7MSH	$94.0M
2	MIZUHO MARKETS AMERICAS LLC	Shares	575.0KSH	$32.4M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	369.0KSH	$20.8M
4	Northside Capital Management, LLC	Shares	363.0KSH	$20.4M
5	Catalyst Capital Advisors LLC	Shares	322.1KSH	$18.1M
6	TECTONIC ADVISORS LLC	Shares	278.2KSH	$15.7M
7	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	268.0KSH	$15.7M
8	TrueMark Investments, LLC	Shares	266.4KSH	$15.0M
9	Private Capital Advisors, Inc.	Shares	260.5KSH	$14.7M
10	Adams Asset Advisors, LLC	Shares	221.5KSH	$12.5M
11	Sequoia Financial Advisors, LLC	Shares	203.9KSH	$11.5M
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	177.0KSH	$10.0M
13	HENNESSY ADVISORS INC	Shares	162.5KSH	$9.2M
14	Gilman Hill Asset Management, LLC	Shares	154.1KSH	$8.7M
15	CoreCap Advisors, LLC	Shares	106.1KSH	$6.0M
16	Castellan Group	Shares	82.9KSH	$4.7M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.7KSH	$4.3M
18	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	64.6KSH	$3.6M
19	Forum Financial Management, LP	Shares	62.3KSH	$3.5M
20	DAVENPORT & Co LLC	Shares	59.6KSH	$3.4M
21	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	58.5KSH	$3.3M
22	DOLIVER ADVISORS, LP	Shares	51.7KSH	$2.9M
23	Applied Capital LLC/FL	Shares	48.9KSH	$2.8M
24	HOWARD FINANCIAL SERVICES, LTD.	Shares	48.4KSH	$2.7M
25	PFG Investments, LLC	Shares	48.4KSH	$2.7M
26	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	39.0KSH	$2.2M
27	Prospera Financial Services Inc	Shares	34.5KSH	$1.9M
28	Apollon Wealth Management, LLC	Shares	31.9KSH	$1.8M
29	Clear Trail Advisors, LLC	Shares	31.3KSH	$1.8M
30	CWA Asset Management Group, LLC	Shares	31.2KSH	$1.8M
31	FORTEM FINANCIAL GROUP, LLC	Shares	29.2KSH	$1.6M
32	One Charles Private Wealth Services, LLC	Shares	27.2KSH	$1.5M
33	D.A. DAVIDSON & CO.	Shares	27.1KSH	$1.5M
34	JOHNSON INVESTMENT COUNSEL INC	Shares	26.3KSH	$1.5M
35	Security National Bank	Shares	26.2KSH	$1.5M
36	Brookstone Capital Management	Shares	25.4KSH	$1.4M
37	Merit Financial Group, LLC	Shares	23.5KSH	$1.3M
38	C2C Wealth Management, LLC	Shares	22.3KSH	$1.3M
39	Trilogy Capital Inc.	Shares	20.7KSH	$1.2M
40	NOVEM GROUP	Shares	20.0KSH	$1.1M
41	Attessa Capital LLC	Shares	18.5KSH	$1.0M
42	IFP Advisors, Inc	Shares	18.5KSH	$1.0M
43	SL ADVISORS, LLC	Shares	17.1KSH	$964.1K
44	FIRST INTERSTATE BANK	Shares	16.0KSH	$901.3K
45	Segment Wealth Management, LLC	Shares	15.4KSH	$870.1K
46	PEDDOCK CAPITAL ADVISORS, LLC	Shares	15.3KSH	$859.8K
47	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.0KSH	$846.0K
48	ARS Investment Partners, LLC	Shares	13.9KSH	$783.0K
49	SteelPeak Wealth, LLC	Shares	13.6KSH	$765.8K
50	AUGUSTINE ASSET MANAGEMENT INC	Shares	13.1KSH	$736.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 190 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC new	Shares	+575.0K	+$32.4M	$32.4M
2	Catalyst Capital Advisors LLC added	Shares	+43.5K	+$2.2M	$18.1M
3	TrueMark Investments, LLC added	Shares	+34.6K	+$1.8M	$15.0M
4	Security National Bank new	Shares	+26.2K	+$1.5M	$1.5M
5	Attessa Capital LLC new	Shares	+18.5K	+$1.0M	$1.0M
6	TECTONIC ADVISORS LLC added	Shares	+15.5K	+$679.9K	$15.7M
7	DOLIVER ADVISORS, LP added	Shares	+9.5K	+$505.3K	$2.9M
8	IFP Advisors, Inc added	Shares	+8.7K	+$483.8K	$1.0M
9	True North Advisors, LLC new	Shares	+8.5K	+$478.5K	$478.5K
10	WALNUT PRIVATE EQUITY PARTNERS, LLC added	Shares	+1.5K	+$450.6K	$15.7M
11	CoreCap Advisors, LLC added	Shares	+8.5K	+$404.3K	$6.0M
12	Confluence Wealth Services, Inc. new	Shares	+5.7K	+$322.9K	$322.9K
13	Counterpoint Mutual Funds LLC new	Shares	+5.5K	+$310.4K	$310.4K
14	Applied Capital LLC/FL added	Shares	+5.9K	+$303.1K	$2.8M
15	Everhart Financial Group, Inc. new	Shares	+5.0K	+$281.6K	$281.6K
16	Castellan Group added	Shares	+5.9K	+$274.1K	$4.7M
17	LexAurum Advisors, LLC new	Shares	+3.9K	+$222.3K	$222.3K
18	CHAPIN DAVIS, INC. new	Shares	+3.8K	+$212.1K	$212.1K
19	ARK & TLK INVESTMENTS, LLC new	Shares	+3.6K	+$203.9K	$203.9K
20	Adams Asset Advisors, LLC added	Shares	+5.4K	+$141.8K	$12.5M
21	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+2.5K	+$129.4K	$859.8K
22	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+2.8K	+$126.1K	$2.7M
23	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+2.7K	+$109.9K	$3.3M
24	PFG Investments, LLC added	Shares	+2.5K	+$108.1K	$2.7M
25	Dynamic Advisor Solutions LLC added	Shares	+1.3K	+$66.0K	$690.1K
26	Sequoia Financial Advisors, LLC added	Shares	+3.7K	+$59.8K	$11.5M
27	Clear Trail Advisors, LLC added	Shares	+1.4K	+$58.2K	$1.8M
28	CLARK FINANCIAL SERVICES GROUP INC /BD added	Shares	+1.1K	+$56.4K	$434.1K
29	Avidian Wealth Enterprises, LLC added	Shares	+1.0K	+$54.7K	$305.4K
30	Hilltop National Bank added	Shares	+1.0K	+$51.6K	$416.8K
31	Madison Park Capital Advisors, LLC added	Shares	+1.2K	+$44.1K	$358.0K
32	EverSource Wealth Advisors, LLC added	Shares	+700	+$39.0K	$69.2K
33	Magnus Financial Group LLC added	Shares	+674	+$30.9K	$576.4K
34	ROWLANDMILLER & PARTNERS.ADV added	Shares	+525	+$27.3K	$205.0K
35	WINEBRENNER CAPITAL MANAGEMENT LLC added	Shares	+547	+$26.4K	$365.9K
36	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+424	+$20.7K	$270.2K
37	Formidable Asset Management, LLC trimmed	Shares	-92	+$18.5K	$361.8K
38	Lee Financial Co added	Shares	+406	+$17.4K	$438.1K
39	Focus Financial Network, Inc. added	Shares	+400	+$16.2K	$506.6K
40	Wealth Alliance Advisory Group, LLC added	Shares	+300	+$13.7K	$257.4K
41	Cape Investment Advisory, Inc. new	Shares	+200	+$11.3K	$11.3K
42	Prospera Financial Services Inc added	Shares	+625	+$10.1K	$1.9M
43	Farther Finance Advisors, LLC added	Shares	+109	+$9.8K	$502.5K
44	Stablepoint Partners, LLC added	Shares	+251	+$8.0K	$480.7K
45	Traynor Capital Management, Inc. added	Shares	+313	+$7.8K	$430.2K
46	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+321	+$7.2K	$846.0K
47	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+144	+$4.2K	$308.2K
48	Elser Financial Planning, Inc unchanged	Shares	0	+$4.1K	$264.0K
49	Lodestone Wealth Management LLC added	Shares	+93	+$1.7K	$275.3K
50	JFS WEALTH ADVISORS, LLC new	Shares	+26	+$1.5K	$1.5K

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