Rockefeller Capital Management
MLPA icon

Rockefeller Capital Management’s Global X MLP ETF MLPA Stock Holding History

Rockefeller Capital Management’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6M Sell
271,113
-128,110
-32% -$6.71M 0.03% 541
2025
Q4 		$19.3M Buy
399,223
+94,623
+31% +$4.56M 0.03% 447
2025
Q3 		$14.7M Sell
304,600
-904
-0.3% -$45K 0.03% 511
2025
Q2 		$15.3M Sell
305,504
-8,357
-3% -$416K 0.03% 467
2025
Q1 		$16.7M Sell
313,861
-965
-0.3% -$50.7K 0.04% 416
2024
Q4 		$15.6M Sell
314,826
-4,598
-1% -$226K 0.04% 408
2024
Q3 		$15.3M Buy
319,424
+844
+0.3% +$40.5K 0.04% 415
2024
Q2 		$15.5M Sell
318,580
-14,215
-4% -$675K 0.04% 392
2024
Q1 		$16M Sell
332,795
-55,044
-14% -$2.54M 0.05% 389
2023
Q4 		$17.2M Buy
387,839
+25,329
+7% +$1.13M 0.06% 318
2023
Q3 		$16.2M Buy
362,510
+862
+0.2% +$37.8K 0.06% 312
2023
Q2 		$15.5M Sell
361,648
-1,357
-0.4% -$57K 0.06% 334
2023
Q1 		$15.1M Sell
363,005
-1,268
-0.3% -$53.6K 0.06% 324
2022
Q4 		$15M Buy
364,273
+55,058
+18% +$2.31M 0.08% 283
2022
Q3 		$12.2M Buy
309,215
+271,975
+730% +$11M 0.06% 305
2022
Q2 		$1.37M Buy
37,240
+33,555
+911% +$1.36M 0.01% 888
2022
Q1 		$147K Sell
3,685
-1,912
-34% -$74.5K ﹤0.01% 1820
2021
Q4 		$195K Buy
5,597
+23
+0.4% +$825 ﹤0.01% 1655
2021
Q3 		$196K Buy
5,574
+450
+9% +$15.9K ﹤0.01% 1589
2021
Q2 		$198K Buy
5,124
+9
+0.2% +$331 ﹤0.01% 1511
2021
Q1 		$169K Buy
5,115
+2,600
+103% +$81K ﹤0.01% 1382
2020
Q4 		$68K Sell
2,515
-48
-2% -$1.24K ﹤0.01% 1572
2020
Q3 		$56K Sell
2,563
-1,028
-29% -$26.2K ﹤0.01% 1471
2020
Q2 		$98K Buy
3,591
+1,978
+123% +$53.4K ﹤0.01% 1173
2020
Q1 		$30K Buy
1,613
+10
+0.6% +$373 ﹤0.01% 1392
2019
Q4 		$76K Sell
1,603
-18
-1% -$839 ﹤0.01% 1036
2019
Q3 		$82K Buy
+1,621
New +$83.5K ﹤0.01% 842

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Rockefeller Capital Management's MLPA Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Global X MLP ETF (MLPA) stake by 32% in Q1 2026, selling an estimated $6.71M and leaving 271,113 shares worth $14.6M. The position accounts for 0.03% of the portfolio, ranked #541.

Rockefeller Capital Management first reported a position in MLPA in Q3 2019 and has held it in 27 quarters since. The position peaked at $19.3M in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Rockefeller Capital Management held 271,113 shares of Global X MLP ETF worth $14.6M as of Q1 2026.
  • Rockefeller Capital Management sold 128,110 Global X MLP ETF shares in Q1 2026, an estimated $6.71M.
  • Global X MLP ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #541 holding.
  • Rockefeller Capital Management first reported a position in Global X MLP ETF in Q3 2019 and has held it in 27 quarters since.
  • Rockefeller Capital Management's Global X MLP ETF position peaked at $19.3M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.