Global X MLP & Energy InfrasMLPXETF

13F holders, Q2 2024 (June 30)
202holders +15
27new positions
11sold out
1famous investor
$51.05avg. 13F price*

At the end of Q2 2024, 202 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 15 from Q1 2024. 27 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($435.2M), Bank of America Corp. ($103.7M) and LPL Financial LLC ($41.5M). 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

0100200300400 Q1 2024: 187Q1 2024Q2 2024: 202Q2 2024Q3 2024: 229Q3 2024Q4 2024: 270Q4 2024Q1 2025: 306Q1 2025Q2 2025: 310Q2 2025Q3 2025: 296Q3 2025Q4 2025: 314Q4 2025Q1 2026: 342Q1 2026Q2 2026: 346Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions27$75.8M
Exits11$2.5M

All 13F filers, Q1 2024 → Q2 2024: 8,358,810 shares bought and 123,236 shares sold, net +8,235,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

Morgan Stanley 0.03% Add +234.2% 8,524,802 $435.2M
Bank of America Corp. 0.01% Add +1.0% 2,030,421 $103.7M
LPL Financial LLC 0.02% Reduce -0.7% 812,797 $41.5M
Royal Bank of Canada 0.01% Add +4.9% 743,255 $37.9M
Wells Fargo & Company 0.01% Add +6.2% 628,541 $32.1M
Phoenix Financial Ltd. 0.47% New 605,000 $30.9M
PNC Financial Services Group, Inc. 0.02% Add +6.0% 448,964 $22.9M
Evergreen Capital Management LLC 0.80% New 432,576 $22.1M
Envestnet Asset Management Inc. 0.01% Add +25.0% 413,623 $21.1M
GenTrust, LLC 0.84% Reduce -0.4% 303,438 $15.5M
Annandale Capital, LLC 3.21% Add +4.1% 302,549 $15.4M
UBS Group AG 0.00% Add +0.8% 300,990 $15.4M
Cresset Asset Management, LLC 0.06% Add +39.1% 278,148 $14.2M
Cetera Investment Advisers 0.03% Add +8.2% 224,248 $11.4M
Stifel Financial Corp. 0.01% Add +8.9% 219,915 $11.2M
Curran Financial Partners, LLC 3.65% Add +0.5% 213,839 $10.9M
JPMorgan Chase & Co. 0.00% Add +299.5% 202,896 $10.4M
Focus Partners Wealth 0.03% New 191,405 $9.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +4.4% 188,930 $9.6M
MAI Capital Management 0.09% Reduce -2.4% 185,809 $9.5M
Fielder Capital Group LLC 3.36% Reduce -2.1% 171,253 $8.7M
Principal Securities, Inc. 0.23% Add +4.9% 166,910 $8.5M
Baker Avenue Asset Management, LP 0.24% Reduce -2.7% 136,321 $7.0M
Baird Financial Group, Inc. 0.01% Reduce -1.7% 132,853 $6.8M
Destiny Wealth Partners, LLC 1.20% Reduce -2.4% 131,189 $6.7M
Global Endowment Management, LP 0.59% No change 110,000 $5.6M
Thor Investment Management Inc. /Oh/ 4.07% Add +12.9% 101,506 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +14.8% 96,310 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +86.3% 96,289 $4.9M
SOL Capital Management CO 0.52% Reduce -2.1% 84,700 $4.3M
Ameriprise Financial Inc. 0.00% Add +5.6% 84,451 $4.3M
Fortis Advisors, LLC 3.02% Add +0.3% 84,062 $4.3M
Atria Investments, Inc 0.05% Add +0.5% 81,785 $4.2M
Mariner, LLC 0.01% Reduce -1.7% 80,596 $4.1M
KMG Fiduciary Partners, LLC 0.40% Add +0.2% 79,503 $4.1M
Cerity Partners LLC 0.01% Add +0.2% 78,200 $4.0M
Dynamic Advisor Solutions LLC 0.13% Add +4.7% 77,926 $4.0M
Trinity Legacy Partners, LLC 1.10% Add +1.6% 75,920 $3.9M
Comerica Bank 0.02% Add +88.5% 75,400 $3.8M
Old Port Advisors 1.13% Add +5.5% 74,005 $3.8M
Fiduciary Alliance LLC 0.59% Add +16.2% 71,240 $3.7M
NewEdge Advisors, LLC 0.03% Add +0.2% 70,486 $3.6M
Stratos Wealth Advisors, LLC 0.17% Add +1.9% 65,986 $3.4M
Essex LLC 0.73% Reduce -1.8% 64,212 $3.3M
MML Investors Services, LLC 0.01% Reduce -1.8% 64,012 $3.3M
SeaCrest Wealth Management, LLC 0.37% Add +13.7% 63,402 $3.2M
Atria Wealth Solutions, Inc. 0.03% Add +0.5% 61,304 $3.1M
Captrust Financial Advisors 0.01% Add +898.5% 58,479 $3.0M
Glassy Mountain Advisors, Inc. 1.10% Reduce -0.3% 58,267 $3.0M
3EDGE Asset Management, LP 0.22% New 55,752 $2.8M
Ameraudi Asset Management, Inc. 1.28% Reduce -3.5% 55,235 $2.8M
Riggs Asset Managment Co. Inc. 0.78% New 51,021 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 50,575 $2.6M
Sageworth Trust Co 0.16% Add +20.0% 50,112 $2.6M
Osaic Holdings, Inc. 0.01% Reduce -9.8% 49,721 $2.5M
Patriot Investment Management Group, Inc. 0.19% Add +0.4% 46,866 $2.4M
Ironsides Asset Advisors, LLC 0.78% Add +33.0% 45,883 $2.3M
Greytown Advisors Inc. 1.34% Add +3.9% 44,705 $2.3M
Bollard Group LLC 0.06% Add +1.3% 43,403 $2.2M
Argent Advisors, Inc. 0.86% Reduce -1.7% 42,454 $2.2M
Naples Global Advisors, LLC 0.21% Add +1.6% 40,759 $2.1M
Gsa Capital Partners LLP 0.13% Add +169.9% 37,508 $1.9M
Venturi Wealth Management, LLC 0.11% Reduce -14.2% 35,620 $1.8M
Great Diamond Partners, LLC 0.42% Reduce -4.3% 34,930 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.3% 34,366 $1.8M
Transamerica Financial Advisors, LLC 0.19% No change 34,156 $1.7M
Snowden Capital Advisors LLC 0.05% No change 33,919 $1.7M
Legacy Capital Wealth Partners, LLC 0.44% New 33,792 $1.7M
Leavell Investment Management, Inc. 0.09% Add +19.1% 33,364 $1.7M
Prospera Financial Services Inc 0.05% Add +0.5% 32,885 $1.7M
Global Retirement Partners, LLC 0.05% Add +1797.0% 32,723 $1.7M
Corient Private Wealth LP 0.00% Reduce -2.2% 32,671 $1.7M
GeoWealth Management, LLC 0.07% Add +3.8% 32,135 $1.6M
Transform Wealth, LLC 0.12% Reduce -2.7% 31,307 $1.6M
Financial Partners Group, Inc 0.25% New 31,215 $1.6M
Susquehanna International Group, LLP 0.00% Add +414.6% 31,085 $1.6M
Savoie Capital LLC 0.20% No change 31,000 $1.6M
Verity & Verity, LLC 0.17% Reduce -2.1% 30,617 $1.6M
Raymond James & Associates 0.00% Add +4.4% 26,462 $1.4M
Cibc World Market Inc. 0.00% Add +37.5% 26,159 $1.3M
Investors Research Corp 0.30% Reduce -1.1% 25,570 $1.3M
Truist Financial Corp. 0.00% Add +230.0% 24,779 $1.3M
Qube Research & Technologies Ltd 0.00% Add +192.7% 24,542 $1.3M
Arlington Trust Co LLC 0.29% No change 24,368 $1.2M
CoreFirst Bank & Trust 0.79% Reduce -0.5% 22,988 $1.2M
Outlook Wealth Advisors, LLC 0.37% Reduce -1.4% 22,973 $1.2M
&partners 0.05% Add +43.1% 22,430 $1.1M
Coldstream Capital Management Inc. 0.03% No change 22,250 $1.1M
NTV Asset Management LLC 0.16% Add +0.7% 21,697 $1.1M
Stamos Capital Partners, L.P. 0.22% Reduce -20.5% 20,410 $1.0M
Cwm, LLC 0.00% Add +15.3% 19,562 $999K
Marshall Wace, LLP 0.00% Add +22.3% 19,122 $976K
Lido Advisors, LLC 0.01% Add +169.3% 18,509 $945K
Aurora Private Wealth, Inc. 0.79% Add +2.1% 17,744 $906K
Birch Capital Management, LLC 0.46% Add +35.9% 17,413 $889K
Anson Capital, Inc. 0.86% Reduce -0.3% 17,031 $869K
Aaron Wealth Advisors LLC 0.12% No change 16,872 $861K
Kestra Advisory Services, LLC 0.00% Reduce -4.3% 16,624 $849K
Americana Partners, LLC 0.06% No change 16,000 $817K
Fiduciary Trust Co 0.01% No change 15,959 $815K

"% 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.

Show all 202 holders