Global X MLP & Energy InfrasMLPXETF
13F holders, Q1 2024 (March 31)187holders
1famous investor
$48.98avg. 13F price*
At the end of Q1 2024, 187 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings. The largest holders were Morgan Stanley ($125.0M), Bank of America Corp. ($98.5M) and LPL Financial LLC ($40.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X MLP & Energy Infras
- CUSIP
- 37954Y293
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $27.0M |
| Exits | 22 | $25.8M |
Ownership 187 holders
| Morgan Stanley | 0.01% | Add +3.4% | 2,551,192 | $125.0M |
| Bank of America Corp. | 0.01% | Add +12.0% | 2,011,051 | $98.5M |
| LPL Financial LLC | 0.02% | Add +11.3% | 818,842 | $40.1M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 708,480 | $34.7M |
| Wells Fargo & Company | 0.01% | Add +10.9% | 591,712 | $29.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.4% | 423,461 | $20.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.4% | 330,920 | $16.2M |
| GenTrust, LLC | 0.92% | Add +0.2% | 304,529 | $14.9M |
| UBS Group AG | 0.00% | Reduce -3.2% | 298,522 | $14.6M |
| Annandale Capital, LLC | 3.22% | Add +3.8% | 290,670 | $14.2M |
| Curran Financial Partners, LLC | 3.62% | Add +1.6% | 212,716 | $10.4M |
| Cetera Investment Advisers | 0.02% | New | 207,297 | $10.2M |
| Stifel Financial Corp. | 0.01% | Add +6.2% | 201,906 | $9.9M |
| Cresset Asset Management, LLC | 0.05% | Add +6.9% | 199,955 | $9.8M |
| MAI Capital Management | 0.10% | Reduce -3.3% | 190,282 | $9.3M |
| Connectus Wealth, LLC | 0.25% | Add +0.5% | 188,513 | $9.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.5% | 180,941 | $8.9M |
| Fielder Capital Group LLC | 3.83% | Add +14.1% | 174,937 | $8.6M |
| Principal Securities, Inc. | 0.24% | Add +5.7% | 159,117 | $7.8M |
| Baker Avenue Asset Management, LP | 0.27% | Reduce -2.1% | 140,140 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 135,194 | $6.6M |
| Destiny Wealth Partners, LLC | 1.18% | Add +4.2% | 134,475 | $6.6M |
| Global Endowment Management, LP | 0.56% | No change | 110,000 | $5.4M |
| Thor Investment Management Inc. /Oh/ | 3.49% | Add +6.1% | 89,898 | $4.4M |
| SOL Capital Management CO | 0.53% | Add +0.1% | 86,516 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.4% | 83,860 | $4.1M |
| Fortis Advisors, LLC | 2.75% | Add +0.8% | 83,780 | $4.1M |
| Mariner, LLC | 0.01% | New | 82,024 | $4.0M |
| Atria Investments, Inc | 0.05% | New | 81,407 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 79,939 | $3.9M |
| KMG Fiduciary Partners, LLC | 0.40% | Reduce -0.1% | 79,377 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +2.6% | 78,075 | $3.8M |
| Trinity Legacy Partners, LLC | 1.07% | Reduce -1.8% | 74,689 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +59.7% | 74,422 | $3.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.0% | 70,339 | $3.4M |
| Old Port Advisors | 1.05% | Add +8.5% | 70,151 | $3.4M |
| Essex LLC | 0.74% | Reduce -4.4% | 65,362 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +8.6% | 65,168 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +3.0% | 64,722 | $3.2M |
| Fiduciary Alliance LLC | 0.53% | Reduce -7.9% | 61,310 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.4% | 60,984 | $3.0M |
| Glassy Mountain Advisors, Inc. | 1.08% | Add +1.6% | 58,426 | $2.9M |
| Ameraudi Asset Management, Inc. | 1.31% | Reduce -7.2% | 57,253 | $2.8M |
| SeaCrest Wealth Management, LLC | 0.33% | Add +12.4% | 55,747 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.9% | 55,142 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.5% | 51,673 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.4% | 50,791 | $2.5M |
| Patriot Investment Management Group, Inc. | 0.18% | Reduce -4.3% | 46,696 | $2.3M |
| Argent Advisors, Inc. | 0.84% | Reduce -2.8% | 43,191 | $2.1M |
| Greytown Advisors Inc. | 1.19% | Add +22.9% | 43,048 | $2.1M |
| Bollard Group LLC | 0.06% | Add +1.3% | 42,846 | $2.1M |
| Sageworth Trust Co | 0.13% | No change | 41,774 | $2.0M |
| Venturi Wealth Management, LLC | 0.13% | Reduce -7.1% | 41,507 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | Reduce -1.6% | 40,134 | $2.0M |
| Comerica Bank | 0.01% | Reduce -1.6% | 39,999 | $2.0M |
| Great Diamond Partners, LLC | 0.41% | Add +0.7% | 36,487 | $1.8M |
| Ironsides Asset Advisors, LLC | 0.58% | Add +12.0% | 34,508 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.17% | Add +3415500.0% | 34,156 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.6% | 33,919 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +4.4% | 33,402 | $1.6M |
| Prospera Financial Services Inc | 0.05% | Add +1.2% | 32,738 | $1.6M |
| Transform Wealth, LLC | 0.15% | Reduce -5.1% | 32,176 | $1.6M |
| Verity & Verity, LLC | 0.17% | Reduce -0.1% | 31,288 | $1.5M |
| Savoie Capital LLC | 0.21% | New | 31,000 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +1.8% | 30,946 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 29,291 | $1.4M |
| Leavell Investment Management, Inc. | 0.08% | Add +11.0% | 28,004 | $1.4M |
| Mango Five Family, Inc. | 0.46% | Reduce -9.7% | 28,000 | $1.4M |
| Investors Research Corp | 0.30% | Reduce -3.7% | 25,859 | $1.3M |
| Stamos Capital Partners, L.P. | 0.29% | Reduce -4.8% | 25,670 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -25.9% | 25,350 | $1.2M |
| Arlington Trust Co LLC | 0.31% | No change | 24,368 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.35% | Add +2.3% | 23,310 | $1.1M |
| CoreFirst Bank & Trust | 0.71% | Add +1.2% | 23,098 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +94.6% | 22,250 | $1.1M |
| NTV Asset Management LLC | 0.16% | Reduce -4.4% | 21,550 | $1.1M |
| Cibc World Market Inc. | 0.00% | New | 19,030 | $932K |
| Aurora Private Wealth, Inc. | 0.74% | Add +5.8% | 17,381 | $852K |
| Kestra Advisory Services, LLC | 0.01% | Add +20.0% | 17,374 | $851K |
| Anson Capital, Inc. | 1.20% | Add +0.8% | 17,090 | $837K |
| Cwm, LLC | 0.00% | Add +7.9% | 16,974 | $832K |
| Aaron Wealth Advisors LLC | 0.12% | No change | 16,872 | $827K |
| Creative Planning | 0.00% | No change | 16,753 | $821K |
| Americana Partners, LLC | 0.07% | New | 16,000 | $784K |
| Fiduciary Trust Co | 0.01% | New | 15,959 | $782K |
| &partners | 0.11% | New | 15,678 | $768K |
| Marshall Wace, LLP | 0.00% | New | 15,639 | $766K |
| Choreo, LLC | 0.02% | No change | 14,700 | $720K |
| One Charles Private Wealth Services, LLC | 0.31% | Add +9.1% | 14,530 | $712K |
| Legacy PCG, LLC | 0.44% | Reduce -0.8% | 14,422 | $707K |
| Delta Financial Group, Inc. | 0.20% | Reduce -2.0% | 14,011 | $686K |
| Gsa Capital Partners LLP | 0.05% | Add +93.0% | 13,899 | $681K |
| Delta Wealth Advisors LLC | 0.68% | — | 13,423 | $658K |
| Foster & Motley Inc. | 0.04% | Reduce -5.5% | 12,913 | $633K |
| Birch Capital Management, LLC | 0.33% | Add +572.8% | 12,817 | $628K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,737 | $624K |
| Bright Futures Wealth Management, LLC. | 0.33% | — | 11,973 | $609K |
| Citadel Advisors | 0.00% | New | 12,410 | $608K |
| Advisor Resource Council | 0.25% | Reduce -69.3% | 12,978 | $579K |
| Resurgent Financial Advisors LLC | 0.31% | Add +16.1% | 11,744 | $575K |
"% of holder's portfolio" is MLPX's weight in each manager's 13F, not the share of Global X MLP & Energy Infras the manager owns.