Global X MLP & Energy InfrasMLPXETF
13F holders, Q1 2025 (March 31)306holders +36
59new positions
21sold out
2famous investors
$63.24avg. 13F price*
At the end of Q1 2025, 306 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 36 from Q4 2024. 59 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($595.4M), Bank of America Corp. ($138.4M) and LPL Financial LLC ($89.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Global X MLP & Energy Infras
- CUSIP
- 37954Y293
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $179.2M |
| Exits | 21 | $215.7M |
All 13F filers, Q4 2024 → Q1 2025: 6,249,205 shares bought and 4,435,198 shares sold, net +1,814,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| Morgan Stanley | 0.04% | Add +5.4% | 9,330,892 | $595.4M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 2,169,168 | $138.4M |
| LPL Financial LLC | 0.03% | Add +28.1% | 1,404,062 | $89.6M |
| Wells Fargo & Company | 0.02% | Add +43.6% | 993,624 | $63.4M |
| Rational Advisors, Inc. | 5.52% | New | 824,760 | $52.6M |
| Royal Bank of Canada | 0.01% | Reduce -10.8% | 733,209 | $46.8M |
| Principal Financial Group Inc. | 0.02% | New | 649,900 | $41.5M |
| UBS Group AG | 0.01% | Add +28.1% | 647,570 | $41.3M |
| Raymond James Financial Inc. | 0.01% | Add +165.7% | 545,478 | $34.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.1% | 456,053 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.2% | 416,362 | $26.6M |
| Ameriprise Financial Inc. | 0.01% | Add +72.1% | 401,382 | $25.6M |
| Advisory Alpha, LLC | 0.82% | Add +11228.3% | 380,177 | $24.3M |
| Payne Capital Management, LLC | 9.54% | Reduce -0.2% | 350,641 | $22.4M |
| JPMorgan Chase & Co. | 0.00% | Add +14.0% | 349,893 | $22.3M |
| Madrid Financial Services | 14.45% | New | 310,975 | $19.8M |
| GenTrust, LLC | 0.94% | Reduce -4.1% | 307,739 | $19.6M |
| Baird Financial Group, Inc. | 0.04% | Add +94.7% | 285,772 | $18.2M |
| Annandale Capital, LLC | 3.33% | Reduce -4.6% | 278,700 | $17.8M |
| Teamwork Financial Advisors, LLC | 2.37% | Add +755.5% | 269,188 | $17.2M |
| Bank of Montreal | 0.01% | Reduce -9.5% | 254,284 | $16.2M |
| Cetera Investment Advisers | 0.03% | Add +3.3% | 250,246 | $16.0M |
| Cresset Asset Management, LLC | 0.08% | Reduce -33.0% | 244,180 | $15.6M |
| Curran Financial Partners, LLC | 3.78% | Add +6.0% | 241,450 | $15.4M |
| Stifel Financial Corp. | 0.02% | Add +8.0% | 230,389 | $14.7M |
| Beacon Harbor Wealth Advisors, Inc. | 3.06% | Reduce -1.1% | 206,071 | $13.1M |
| MAI Capital Management | 0.10% | Add +0.7% | 197,701 | $12.6M |
| Two Sigma Investments, LP | 0.03% | New | 190,700 | $12.2M |
| Focus Partners Wealth | 0.03% | Reduce -2.8% | 183,585 | $11.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +16.6% | 175,370 | $11.2M |
| Presidio Capital Management, LLC | 4.57% | New | 171,868 | $11.0M |
| Principal Securities, Inc. | 0.23% | No change | 168,781 | $10.2M |
| Evergreen Capital Management LLC | 0.34% | Reduce -62.6% | 157,148 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +29.6% | 157,021 | $10.0M |
| Sageworth Trust Co | 0.59% | Add +311.9% | 148,340 | $9.5M |
| Baker Avenue Asset Management, LP | 0.28% | Reduce -2.5% | 142,141 | $9.1M |
| Stratos Wealth Advisors, LLC | 0.43% | Reduce -3.2% | 123,949 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Add +45.1% | 120,031 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.6% | 109,482 | $7.0M |
| Thor Investment Management Inc. /Oh/ | 4.94% | Add +2.4% | 105,392 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +29.2% | 103,489 | $6.6M |
| Menlo Advisors LLC | 3.11% | Add +25.8% | 102,392 | $6.5M |
| Fiduciary Alliance LLC | 0.60% | Add +1.1% | 95,170 | $6.1M |
| Advisor Resource Council | 0.48% | New | 115,699 | $5.9M |
| Fortis Advisors, LLC | 3.71% | Add +0.8% | 89,306 | $5.7M |
| SOL Capital Management CO | 0.60% | Add +0.3% | 85,394 | $5.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +88.2% | 84,613 | $5.4M |
| Veltria Advisors Corp. | 3.28% | No change | 79,056 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 77,913 | $5.0M |
| Seascape Capital Management | 1.66% | Add +4.9% | 74,765 | $4.8M |
| Old Port Advisors | 1.37% | Reduce -4.5% | 72,195 | $4.6M |
| Trinity Legacy Partners, LLC | 1.13% | Reduce -5.8% | 73,407 | $4.5M |
| Cibc World Markets Corp. | 0.04% | New | 69,503 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +6.5% | 66,610 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -15.6% | 65,761 | $4.2M |
| Atria Investments, Inc | 0.05% | Reduce -16.6% | 65,223 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.1% | 62,442 | $4.0M |
| Glassy Mountain Advisors, Inc. | 1.38% | Add +1.0% | 60,966 | $3.9M |
| Advisors Asset Management, Inc. | 0.07% | Add +103.2% | 58,205 | $3.7M |
| Essex LLC | 0.80% | Reduce -8.1% | 58,078 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +1.7% | 57,949 | $3.7M |
| Comerica Bank | 0.02% | Reduce -6.6% | 57,901 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +1.9% | 57,511 | $3.7M |
| Riggs Asset Managment Co. Inc. | 1.01% | Add +1.3% | 55,449 | $3.5M |
| BTG Pactual Asset Management US LLC | 0.44% | Add +11.5% | 52,696 | $3.4M |
| SeaCrest Wealth Management, LLC | 0.36% | Reduce -7.8% | 50,146 | $3.2M |
| KMG Fiduciary Partners, LLC | 0.26% | Reduce -14.1% | 49,721 | $3.2M |
| Ironsides Asset Advisors, LLC | 0.92% | Add +0.0% | 49,310 | $3.1M |
| Transform Wealth, LLC | 0.19% | Reduce -10.4% | 48,492 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +42.2% | 47,461 | $3.0M |
| Key Client Fiduciary Advisors, LLC | 1.38% | Add +10.5% | 46,910 | $3.0M |
| Patriot Investment Management Group, Inc. | 0.22% | Add +0.3% | 46,890 | $3.0M |
| Leavell Investment Management, Inc. | 0.14% | Add +9.7% | 45,537 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.7% | 45,101 | $2.9M |
| Bollard Group LLC | 0.08% | Add +1.2% | 44,943 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.9% | 40,222 | $2.6M |
| Stamos Capital Partners, L.P. | 0.67% | Add +19.2% | 39,950 | $2.5M |
| Citadel Advisors | 0.00% | Add +12495.6% | 39,676 | $2.5M |
| GWN Securities Inc. | 0.14% | New | 41,137 | $2.5M |
| Global Endowment Management, LP | 0.32% | Reduce -13.3% | 39,000 | $2.5M |
| Naples Global Advisors, LLC | 0.24% | Reduce -3.5% | 38,783 | $2.5M |
| Sharpepoint LLC | 1.97% | Add +539.2% | 36,563 | $2.3M |
| Tidal Investments LLC | 0.02% | New | 34,966 | $2.2M |
| WealthCare Investment Partners, LLC | 0.94% | Add +90.3% | 37,595 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -0.2% | 34,486 | $2.2M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -1.3% | 33,987 | $2.2M |
| Horizon Financial Services, LLC | 1.20% | New | 33,622 | $2.1M |
| Financial Partners Group, Inc | 0.33% | Add +6.4% | 33,348 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +350.8% | 33,059 | $2.1M |
| Great Diamond Partners, LLC | 0.56% | Add +1.1% | 31,898 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | New | 30,692 | $2.0M |
| Belpointe Asset Management LLC | 0.10% | New | 30,507 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +18.4% | 30,158 | $1.9M |
| Legacy Capital Wealth Partners, LLC | 0.46% | Reduce -8.0% | 29,460 | $1.9M |
| Savoie Capital LLC | 0.22% | No change | 31,000 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +299.5% | 28,834 | $1.9M |
| Ameraudi Asset Management, Inc. | 1.05% | Reduce -19.0% | 28,784 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.19% | Add +1.8% | 28,451 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +23.7% | 28,198 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +96.2% | 27,943 | $1.8M |
"% 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.