Global X MLP & Energy InfrasMLPXETF
13F holders, Q4 2024 (December 31)270holders +41
54new positions
21sold out
2famous investors
$60.57avg. 13F price*
At the end of Q4 2024, 270 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 41 from Q3 2024. 54 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($536.1M), Phoenix Financial Ltd. ($199.1M) and Bank of America Corp. ($132.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $79.5M |
| Exits | 21 | $24.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,869,957 shares bought and 1,064,615 shares sold, net +2,805,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Morgan Stanley | 0.04% | Reduce -2.0% | 8,851,597 | $536.1M |
| Phoenix Financial Ltd. | 2.72% | Add +26.6% | 3,285,750 | $199.1M |
| Bank of America Corp. | 0.01% | Add +9.0% | 2,181,838 | $132.1M |
| LPL Financial LLC | 0.03% | Add +26.6% | 1,095,827 | $66.4M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 822,483 | $49.8M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 691,893 | $41.9M |
| UBS Group AG | 0.01% | Add +29.4% | 505,538 | $30.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.3% | 456,443 | $27.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.1% | 434,588 | $26.3M |
| Evergreen Capital Management LLC | 0.83% | New | 419,753 | $25.4M |
| Cresset Asset Management, LLC | 0.11% | Add +8.8% | 364,226 | $22.1M |
| Payne Capital Management, LLC | 9.18% | — | 351,417 | $21.3M |
| GenTrust, LLC | 0.85% | Add +6.0% | 320,801 | $19.4M |
| JPMorgan Chase & Co. | 0.00% | Add +63.0% | 306,917 | $18.6M |
| Annandale Capital, LLC | 3.50% | Reduce -1.8% | 292,051 | $17.7M |
| Bank of Montreal | 0.01% | Add +25926.3% | 281,084 | $17.0M |
| Cetera Investment Advisers | 0.03% | Add +6.1% | 242,349 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Add +156.8% | 233,195 | $14.1M |
| Curran Financial Partners, LLC | 3.62% | Add +3.2% | 227,734 | $13.8M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 213,407 | $12.9M |
| Beacon Harbor Wealth Advisors, Inc. | 2.94% | New | 208,428 | $12.6M |
| Raymond James Financial Inc. | 0.00% | — | 205,294 | $12.4M |
| MAI Capital Management | 0.09% | Add +7.0% | 196,393 | $11.9M |
| Focus Partners Wealth | 0.03% | Add +50.8% | 188,951 | $11.4M |
| Principal Securities, Inc. | 0.23% | Reduce -2.1% | 168,781 | $10.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +216.9% | 150,375 | $9.1M |
| Baird Financial Group, Inc. | 0.02% | Add +11.7% | 146,782 | $8.9M |
| Baker Avenue Asset Management, LP | 0.27% | Add +0.7% | 145,818 | $8.8M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +83.0% | 128,037 | $7.8M |
| Destiny Wealth Partners, LLC | 1.20% | Reduce -9.7% | 121,262 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.8% | 121,173 | $7.3M |
| Thor Investment Management Inc. /Oh/ | 4.80% | Add +0.4% | 102,914 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -20.5% | 98,126 | $5.9M |
| Fiduciary Alliance LLC | 0.58% | Add +27.2% | 94,154 | $5.7M |
| B&D White Capital Company, LLC | 0.91% | New | 88,959 | $5.4M |
| Fortis Advisors, LLC | 3.52% | Add +1.4% | 88,609 | $5.4M |
| SOL Capital Management CO | 0.57% | Add +1.1% | 85,150 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +79.6% | 82,745 | $5.0M |
| Menlo Advisors LLC | 2.51% | No change | 81,402 | $4.9M |
| MML Investors Services, LLC | 0.02% | Add +3.3% | 80,110 | $4.9M |
| Veltria Advisors Corp. | 1.99% | New | 79,056 | $4.8M |
| Atria Investments, Inc | 0.06% | Reduce -0.7% | 78,255 | $4.7M |
| Trinity Legacy Partners, LLC | 1.22% | Add +2.7% | 77,921 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -0.8% | 77,874 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 77,850 | $4.7M |
| Old Port Advisors | 1.32% | Add +0.6% | 75,600 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +186.1% | 71,858 | $4.4M |
| Seascape Capital Management | 1.50% | New | 71,243 | $4.3M |
| Essex LLC | 0.80% | Reduce -0.9% | 63,177 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -20.3% | 62,560 | $3.8M |
| Comerica Bank | 0.02% | Reduce -10.0% | 62,021 | $3.8M |
| Glassy Mountain Advisors, Inc. | 1.25% | Add +2.8% | 60,341 | $3.7M |
| Marshall Wace, LLP | 0.00% | New | 60,075 | $3.6M |
| KMG Fiduciary Partners, LLC | 0.29% | Add +0.7% | 57,858 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -7.1% | 56,981 | $3.5M |
| Corient Private Wealth LP | 0.01% | Add +89.6% | 56,468 | $3.4M |
| Riggs Asset Managment Co. Inc. | 0.88% | Add +2.1% | 54,733 | $3.3M |
| SeaCrest Wealth Management, LLC | 0.35% | Reduce -0.4% | 54,393 | $3.3M |
| Transform Wealth, LLC | 0.18% | Reduce -17.3% | 54,107 | $3.3M |
| Ironsides Asset Advisors, LLC | 0.86% | No change | 49,308 | $3.0M |
| BTG Pactual Asset Management US LLC | 0.37% | Add +0.2% | 47,259 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Reduce -5.7% | 47,247 | $2.9M |
| Patriot Investment Management Group, Inc. | 0.21% | Add +5.3% | 46,738 | $2.8M |
| Global Endowment Management, LP | 0.35% | Reduce -24.5% | 45,000 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 44,970 | $2.7M |
| Bollard Group LLC | 0.07% | Add +1.1% | 44,417 | $2.7M |
| Fig Financial Advisory Services Inc. | 1.81% | — | 43,901 | $2.7M |
| Argent Advisors, Inc. | 0.97% | Reduce -1.1% | 43,266 | $2.6M |
| Key Client Fiduciary Advisors, LLC | 1.15% | New | 42,460 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +3.2% | 42,288 | $2.6M |
| Leavell Investment Management, Inc. | 0.12% | Add +21.1% | 41,524 | $2.5M |
| Naples Global Advisors, LLC | 0.23% | Reduce -0.4% | 40,191 | $2.4M |
| Mainstay Capital Management LLC | 0.37% | New | 39,828 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 39,663 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 36,422 | $2.2M |
| Sageworth Trust Co | 0.13% | Reduce -28.1% | 36,012 | $2.2M |
| Ameraudi Asset Management, Inc. | 1.19% | Reduce -33.4% | 35,555 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.2% | 34,550 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -1.3% | 34,445 | $2.1M |
| Stamos Capital Partners, L.P. | 0.48% | Add +90.3% | 33,510 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -3.6% | 33,369 | $2.0M |
| Cwm, LLC | 0.01% | Add +51.9% | 32,274 | $2.0M |
| Legacy Capital Wealth Partners, LLC | 0.48% | Reduce -51.1% | 32,007 | $1.9M |
| Great Diamond Partners, LLC | 0.49% | Reduce -0.2% | 31,534 | $1.9M |
| Teamwork Financial Advisors, LLC | 0.25% | Add +159.4% | 31,465 | $1.9M |
| Financial Partners Group, Inc | 0.28% | Reduce -4.8% | 31,345 | $1.9M |
| Savoie Capital LLC | 0.22% | No change | 31,000 | $1.9M |
| Fielder Capital Group LLC | 0.58% | Reduce -82.2% | 30,488 | $1.8M |
| Verity & Verity, LLC | 0.17% | Reduce -1.7% | 29,923 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +2304.9% | 28,643 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +350.7% | 26,627 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -15.4% | 27,960 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Reduce -16.1% | 27,920 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 26,827 | $1.6M |
| Oarsman Capital, Inc. | 0.28% | Add +244.5% | 26,328 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -54.7% | 26,232 | $1.6M |
| Investors Research Corp | 0.34% | Reduce -0.0% | 25,562 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.4% | 25,460 | $1.5M |
| Arlington Trust Co LLC | 0.31% | No change | 24,368 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 23,684 | $1.4M |
"% 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.