Global X MLP & Energy InfrasMLPXETF
13F holders, Q3 2024 (September 30)229holders +27
40new positions
14sold out
2famous investors
$54.30avg. 13F price*
At the end of Q3 2024, 229 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 27 from Q2 2024. 40 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($491.8M), Phoenix Financial Ltd. ($141.3M) and Bank of America Corp. ($108.9M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $32.4M |
| Exits | 14 | $29.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,724,840 shares bought and 928,231 shares sold, net +2,796,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| Morgan Stanley | 0.04% | Add +6.0% | 9,035,940 | $491.8M |
| Phoenix Financial Ltd. | 2.09% | Add +329.1% | 2,595,750 | $141.3M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 2,001,477 | $108.9M |
| LPL Financial LLC | 0.02% | Add +6.5% | 865,775 | $47.1M |
| Royal Bank of Canada | 0.01% | Add +5.8% | 786,191 | $42.8M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 639,407 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.3% | 444,038 | $24.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.6% | 441,956 | $24.1M |
| UBS Group AG | 0.01% | Add +29.8% | 390,751 | $21.3M |
| Cresset Asset Management, LLC | 0.07% | Add +20.4% | 334,857 | $18.2M |
| GenTrust, LLC | 0.81% | Reduce -0.3% | 302,693 | $16.5M |
| Annandale Capital, LLC | 3.24% | Reduce -1.7% | 297,490 | $16.2M |
| Cetera Investment Advisers | 0.03% | Add +1.8% | 228,351 | $12.4M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 222,640 | $12.1M |
| Curran Financial Partners, LLC | 3.41% | Add +3.2% | 220,729 | $12.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.2% | 191,224 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.2% | 188,348 | $10.3M |
| MAI Capital Management | 0.10% | Reduce -1.3% | 183,474 | $10.0M |
| Principal Securities, Inc. | 0.23% | Add +3.3% | 172,459 | $9.4M |
| Fielder Capital Group LLC | 3.08% | Reduce -0.1% | 171,087 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 162,474 | $8.8M |
| Baker Avenue Asset Management, LP | 0.25% | Add +6.3% | 144,871 | $7.9M |
| Destiny Wealth Partners, LLC | 1.28% | Add +2.4% | 134,295 | $7.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.1% | 131,462 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +28.2% | 123,438 | $6.7M |
| Two Sigma Investments, LP | 0.02% | New | 122,900 | $6.7M |
| Thor Investment Management Inc. /Oh/ | 4.07% | Add +1.0% | 102,531 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.9% | 101,990 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +7.5% | 90,790 | $4.9M |
| Fortis Advisors, LLC | 3.08% | Add +4.0% | 87,396 | $4.8M |
| SOL Capital Management CO | 0.51% | Reduce -0.5% | 84,250 | $4.6M |
| Menlo Advisors LLC | 2.28% | Add +1302.3% | 81,402 | $4.4M |
| Trinity Legacy Partners, LLC | 1.12% | Reduce -0.1% | 75,846 | $4.4M |
| Atria Investments, Inc | 0.05% | Reduce -3.7% | 78,773 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -2.6% | 78,493 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +0.7% | 78,449 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.6% | 77,761 | $4.2M |
| MML Investors Services, LLC | 0.02% | Add +21.2% | 77,559 | $4.2M |
| Old Port Advisors | 1.14% | Add +1.6% | 75,167 | $4.1M |
| Fiduciary Alliance LLC | 0.54% | Add +3.9% | 74,016 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.17% | Add +6.0% | 69,957 | $3.8M |
| Comerica Bank | 0.01% | Reduce -8.6% | 68,928 | $3.8M |
| Legacy Capital Wealth Partners, LLC | 0.71% | Add +93.8% | 65,501 | $3.6M |
| Transform Wealth, LLC | 0.24% | Add +109.1% | 65,455 | $3.6M |
| Essex LLC | 0.71% | Reduce -0.8% | 63,723 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.0% | 61,310 | $3.3M |
| Global Endowment Management, LP | 0.33% | Reduce -45.8% | 59,619 | $3.2M |
| Focus Partners Wealth | 0.01% | Reduce -34.5% | 125,301 | $3.2M |
| Glassy Mountain Advisors, Inc. | 1.12% | Add +0.7% | 58,681 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -0.9% | 57,953 | $3.2M |
| KMG Fiduciary Partners, LLC | 0.27% | Reduce -27.8% | 57,439 | $3.1M |
| SeaCrest Wealth Management, LLC | 0.32% | Reduce -13.9% | 54,601 | $3.0M |
| Riggs Asset Managment Co. Inc. | 0.80% | Add +5.0% | 53,585 | $2.9M |
| Ameraudi Asset Management, Inc. | 1.32% | Reduce -3.3% | 53,390 | $2.9M |
| Sageworth Trust Co | 0.16% | No change | 50,112 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Add +53.0% | 50,075 | $2.7M |
| Ironsides Asset Advisors, LLC | 0.78% | Add +7.5% | 49,308 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -6.2% | 47,450 | $2.6M |
| BTG Pactual Asset Management US LLC | 0.37% | New | 47,167 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.3% | 46,073 | $2.5M |
| Two Sigma Advisers, LP | 0.01% | New | 45,300 | $2.5M |
| Patriot Investment Management Group, Inc. | 0.18% | Reduce -5.3% | 44,374 | $2.4M |
| Bollard Group LLC | 0.06% | Add +1.3% | 43,947 | $2.4M |
| Argent Advisors, Inc. | 0.88% | Add +3.0% | 43,742 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -41.8% | 40,993 | $2.2M |
| Naples Global Advisors, LLC | 0.20% | Reduce -1.0% | 40,369 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.8% | 38,406 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -2.0% | 34,914 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +41.0% | 34,603 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Add +1.7% | 34,486 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | Add +2.7% | 34,276 | $1.9M |
| Prospera Financial Services Inc | 0.05% | Add +1.2% | 33,271 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.18% | Reduce -3.2% | 33,054 | $1.8M |
| Financial Partners Group, Inc | 0.27% | Add +5.5% | 32,916 | $1.8M |
| Great Diamond Partners, LLC | 0.44% | Reduce -9.5% | 31,599 | $1.7M |
| Savoie Capital LLC | 0.21% | No change | 31,000 | $1.7M |
| Verity & Verity, LLC | 0.16% | Reduce -0.6% | 30,427 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -8.8% | 29,787 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +12.4% | 27,844 | $1.5M |
| Raymond James & Associates | 0.00% | Add +1.4% | 26,827 | $1.5M |
| Investors Research Corp | 0.30% | Reduce -0.0% | 25,566 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.2% | 25,117 | $1.4M |
| Arlington Trust Co LLC | 0.29% | No change | 24,368 | $1.3M |
| Fiduciary Trust Co | 0.02% | Add +42.9% | 22,812 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | No change | 22,250 | $1.2M |
| NTV Asset Management LLC | 0.16% | Add +0.0% | 21,699 | $1.2M |
| Fulcrum Equity Management | 0.99% | New | 21,437 | $1.2M |
| Cwm, LLC | 0.01% | Add +8.6% | 21,251 | $1.2M |
| &partners | 0.02% | Reduce -6.5% | 20,980 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +2.7% | 19,007 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -29.7% | 18,389 | $1.0M |
| Advisor Resource Council | 0.45% | Add +44.2% | 18,026 | $981K |
| Outlook Wealth Advisors, LLC | 0.28% | Reduce -22.7% | 17,763 | $967K |
| Stamos Capital Partners, L.P. | 0.23% | Reduce -13.7% | 17,610 | $959K |
| Manning & Napier Advisors LLC | 0.01% | New | 17,557 | $956K |
| Birch Capital Management, LLC | 0.46% | No change | 17,413 | $948K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 17,206 | $937K |
| Aaron Wealth Advisors LLC | 0.11% | No change | 16,872 | $918K |
| Kestra Advisory Services, LLC | 0.01% | Add +1.3% | 16,840 | $917K |
| Aurora Private Wealth, Inc. | 0.69% | Reduce -8.8% | 16,180 | $881K |
| Americana Partners, LLC | 0.06% | No change | 16,000 | $871K |
| Resurgent Financial Advisors LLC | 0.50% | Add +1.1% | 15,744 | $857K |
| Jones Financial Companies LLLP | 0.00% | Add +163.7% | 15,394 | $832K |
| Anson Capital, Inc. | 0.73% | Reduce -11.6% | 15,063 | $820K |
| Bright Futures Wealth Management, LLC. | 0.39% | Add +11.3% | 14,065 | $801K |
| Legacy PCG, LLC | 0.57% | Add +1.3% | 14,632 | $796K |
| Blueprint Investment Partners LLC | 0.14% | New | 14,458 | $787K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.4% | 14,155 | $771K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 14,121 | $769K |
| Delta Financial Group, Inc. | 0.28% | Add +0.1% | 14,026 | $763K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +56.8% | 13,942 | $759K |
| Choreo, LLC | 0.01% | Reduce -6.7% | 13,251 | $727K |
| Creative Planning | 0.00% | Add +14.7% | 12,760 | $695K |
| SteelPeak Wealth, LLC | 0.03% | New | 12,636 | $688K |
| Teamwork Financial Advisors, LLC | 0.09% | New | 12,132 | $660K |
| Foster & Motley Inc. | 0.04% | Reduce -10.6% | 11,475 | $625K |
| Collaborative Wealth Managment Inc. | 0.27% | Reduce -2.0% | 11,167 | $608K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 10,666 | $581K |
| HBW Advisory Services LLC | 0.08% | Add +2.7% | 10,146 | $552K |
| Stephens Inc. | 0.01% | No change | 10,145 | $552K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.1% | 10,135 | $552K |
| Flow Traders U.S. LLC | 0.03% | New | 9,965 | $542K |
| Wealthspan Partners, LLC | 0.27% | Add +57.1% | 9,916 | $540K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -6.0% | 9,770 | $532K |
| Palumbo Wealth Management LLC | 0.19% | No change | 9,082 | $494K |
| CoreFirst Bank & Trust | 0.28% | Reduce -60.8% | 9,020 | $491K |
| EP Wealth Advisors, LLC | 0.00% | No change | 9,019 | $491K |
| ORBA Wealth Advisors, L.L.C. | 0.25% | Reduce -12.9% | 9,015 | $491K |
| Cynosure Group, LLC | 0.07% | New | 8,635 | $470K |
| Insigneo Advisory Services, LLC | 0.04% | Add +81.6% | 8,011 | $436K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 8,004 | $436K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -38.0% | 8,000 | $435K |
| Private Capital Advisors, Inc. | 0.05% | No change | 8,000 | $435K |
| Firestone Capital Management | 0.11% | New | 7,864 | $428K |
| Prudential Financial Inc. | 0.00% | New | 7,735 | $421K |
| Oarsman Capital, Inc. | 0.08% | New | 7,642 | $416K |
| Atlas Capital Advisors Inc. | 0.06% | No change | 7,602 | $414K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.2% | 7,590 | $413K |
| Sweet Financial Partners, LLC | 0.09% | No change | 7,500 | $408K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.5% | 7,485 | $407K |
| HighTower Advisors, LLC | 0.00% | Add +35.4% | 7,406 | $407K |
| D.A. Davidson & Co. | 0.00% | Add +20.0% | 7,188 | $391K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 7,166 | $390K |
| Seven Springs Wealth Group, LLC | 0.14% | Add +40.6% | 7,104 | $387K |
| IHT Wealth Management, LLC | 0.01% | Reduce -16.9% | 7,080 | $385K |
| Sanctuary Advisors, LLC | 0.00% | Add +39.1% | 5,908 | $379K |
| Pasadena Private Wealth, LLC | 0.08% | Reduce -6.6% | 6,955 | $379K |
| Millennium Management | 0.00% | New | 6,892 | $375K |
| MBL Wealth, LLC | 0.04% | Add +2.3% | 6,724 | $366K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -7.2% | 6,731 | $364K |
| Bleakley Financial Group, LLC | 0.01% | New | 6,509 | $354K |
| US Bancorp \de | 0.00% | Add +57.6% | 6,330 | $345K |
| Discovery Capital Management, LLC / CT | 0.04% | New | 6,286 | $342K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,269 | $341K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -0.8% | 6,225 | $339K |
| Citadel Advisors | 0.00% | Add +25.2% | 5,955 | $324K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -4.2% | 5,796 | $315K |
| Janney Montgomery Scott LLC | 0.00% | Add +29.8% | 5,586 | $304K |
| RiverFront Investment Group, LLC | 0.01% | New | 5,280 | $287K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.4% | 5,119 | $279K |
| GeoWealth Management, LLC | 0.01% | Reduce -84.5% | 4,996 | $272K |
| Ignite Planners, LLC | 0.06% | Reduce -30.7% | 4,985 | $271K |
| Citigroup Inc. | 0.00% | New | 4,833 | $263K |
| Visionary Wealth Advisors | 0.02% | Reduce -7.4% | 4,644 | $253K |
| Inscription Capital, LLC | 0.04% | No change | 4,500 | $245K |
| Legacy Capital Group California, Inc. | 0.08% | New | 4,486 | $244K |
| Synovus Financial Corp. | 0.00% | Reduce -1.8% | 4,472 | $243K |
| Zimmermann Investment Management & Planning LLC | 0.07% | No change | 4,463 | $243K |
| GYL Financial Synergies, LLC | 0.02% | No change | 4,414 | $240K |
| Ancora Advisors LLC | 0.01% | No change | 4,390 | $239K |
| Quartz Partners, LLC | 0.15% | — | 4,373 | $238K |
| Endowment Wealth Management, Inc. | 0.15% | Reduce -17.5% | 4,247 | $231K |
| Lanark Financial, Inc. | 0.02% | Add +0.1% | 4,174 | $227K |
| Sax Wealth Advisors, LLC | 0.02% | New | 4,081 | $222K |
| Clayton Financial Group LLC | 0.08% | New | 4,038 | $220K |
| Blair William & Co. | 0.00% | No change | 3,880 | $211K |
| Leading Edge Financial Planning LLC | 0.07% | New | 3,734 | $203K |
| Country Club Bank | 0.01% | New | 3,754 | $203K |
| FMR LLC | 0.00% | Add +8.5% | 3,676 | $200K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,549 | $193K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -0.3% | 2,942 | $160K |
| WestEnd Advisors, LLC | 0.00% | Reduce -3.0% | 2,773 | $151K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 2,626 | $143K |
| Icon Wealth Advisors, LLC | 0.01% | New | 2,000 | $109K |
| Private Trust Co. NA | 0.01% | Add +88.9% | 1,983 | $108K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,864 | $101K |
| FWL Investment Management, LLC | 0.04% | Reduce -5.1% | 1,850 | $101K |
| Field & Main Bank | 0.04% | Add +4.3% | 1,825 | $99K |
| MCF Advisors LLC | 0.01% | Add +7.5% | 1,341 | $73K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,314 | $72K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,191 | $65K |
| Sunbelt Securities, Inc. | 0.01% | Add +276.3% | 1,129 | $61K |
| Bank of Montreal | 0.00% | New | 1,080 | $58K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,056 | $57K |
| Adirondack Trust Co. | 0.02% | New | 1,015 | $55K |
| Continuum Advisory, LLC | 0.01% | Reduce -11.1% | 800 | $49K |
| Assetmark, Inc. | 0.00% | New | 772 | $42K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.4% | 731 | $40K |
| Harbour Investments, Inc. | 0.00% | Add +44.3% | 727 | $40K |
| Franklin Resources Inc. | 0.00% | No change | 625 | $36K |
| Hara Capital LLC | 0.02% | New | 606 | $33K |
| NorthRock Partners, LLC | 0.00% | New | 595 | $32K |
| S.A. Mason LLC | 0.02% | No change | 570 | $31K |
| Northwest Capital Management Inc | 0.01% | No change | 475 | $26K |
| Clean Yield Group | 0.01% | No change | 439 | $24K |
| IFP Advisors, Inc | 0.00% | No change | 369 | $20K |
| Blue Trust, Inc. | 0.00% | Add +3760.0% | 386 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 335 | $18K |
| Whittier Trust Co. | 0.00% | New | 312 | $17K |
| Princeton Global Asset Management LLC | 0.00% | New | 310 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 250 | $14K |
| Barclays PLC | 0.00% | New | 257 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 192 | $10K |
| Bfsg, LLC | 0.00% | No change | 176 | $10K |
| Talon Private Wealth, LLC | 0.00% | — | 104 | $6K |
| Glassman Wealth Services | 0.00% | New | 100 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 96 | $5K |
| Spire Wealth Management | 0.00% | No change | 67 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 62 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 59 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 58 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 55 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -61.3% | 41 | $2K |
| NFSG Corp | 0.00% | No change | 40 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 32 | $2K |
| Briaud Financial Planning Inc | 0.00% | No change | 33 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 13 | $708 |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $544 |
| Clearstead Advisors, LLC | 0.00% | No change | 1 | $31 |
"% 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.