Global X MLP & Energy InfrasMLPXETF
13F holders, Q2 2025 (June 30)310holders +4
40new positions
34sold out
2famous investors
$57.33avg. 13F price*
At the end of Q2 2025, 310 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 4 from Q1 2025. 40 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($618.6M), Bank of America Corp. ($153.3M) and LPL Financial LLC ($89.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $39.6M |
| Exits | 34 | $50.2M |
All 13F filers, Q1 2025 → Q2 2025: 5,124,472 shares bought and 2,303,639 shares sold, net +2,820,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Morgan Stanley | 0.04% | Add +5.8% | 9,871,885 | $618.6M |
| Bank of America Corp. | 0.01% | Add +12.8% | 2,446,860 | $153.3M |
| LPL Financial LLC | 0.03% | Add +1.3% | 1,422,391 | $89.1M |
| Wells Fargo & Company | 0.01% | Add +6.9% | 1,061,803 | $66.5M |
| Rational Advisors, Inc. | 5.32% | Reduce -0.9% | 817,266 | $51.2M |
| Royal Bank of Canada | 0.01% | Reduce -4.4% | 701,011 | $43.9M |
| Principal Financial Group Inc. | 0.02% | Add +2.5% | 666,500 | $41.8M |
| UBS Group AG | 0.01% | Reduce -2.3% | 632,477 | $39.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +19.2% | 543,697 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.0% | 523,507 | $32.8M |
| Advisory Alpha, LLC | 0.77% | Add +4.3% | 396,663 | $24.9M |
| Payne Capital Management, LLC | 8.46% | Reduce -0.1% | 350,312 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.2% | 348,772 | $21.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 335,094 | $21.0M |
| Madrid Financial Services | 13.69% | Add +3.7% | 322,491 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.8% | 317,832 | $19.9M |
| GenTrust, LLC | 0.84% | Reduce -7.3% | 285,235 | $17.9M |
| Annandale Capital, LLC | 3.18% | Reduce -1.4% | 274,794 | $17.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -6.7% | 266,520 | $16.7M |
| Cetera Investment Advisers | 0.03% | Add +3.1% | 258,139 | $16.2M |
| Curran Financial Partners, LLC | 3.47% | Add +3.7% | 250,390 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 231,490 | $14.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +22.5% | 214,760 | $13.5M |
| MAI Capital Management | 0.09% | Add +0.7% | 199,132 | $12.5M |
| Presidio Capital Management, LLC | 4.39% | Add +5.8% | 181,914 | $11.4M |
| Focus Partners Wealth | 0.02% | Reduce -2.7% | 178,581 | $11.2M |
| Sage Private Wealth Group, LLC | 7.05% | New | 175,687 | $11.0M |
| Principal Securities, Inc. | 0.21% | Add +4.0% | 175,551 | $11.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.9% | 164,655 | $10.3M |
| Evergreen Capital Management LLC | 0.30% | Add +0.2% | 157,432 | $9.9M |
| Baker Avenue Asset Management, LP | 0.24% | Reduce -6.1% | 133,495 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +0.9% | 125,128 | $7.8M |
| Cresset Asset Management, LLC | 0.04% | Reduce -52.6% | 115,849 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.4% | 114,793 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +9.1% | 112,917 | $7.1M |
| Thor Investment Management Inc. /Oh/ | 4.60% | Add +2.6% | 108,116 | $6.8M |
| Apollon Wealth Management, LLC | 0.13% | Add +247.1% | 106,521 | $6.7M |
| Menlo Advisors LLC | 3.40% | Reduce -1.7% | 100,697 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +111.4% | 100,330 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -9.0% | 99,611 | $6.2M |
| Fiduciary Alliance LLC | 0.46% | Add +3.6% | 98,587 | $6.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +7.0% | 90,581 | $5.7M |
| Fortis Advisors, LLC | 3.60% | Add +0.4% | 89,681 | $5.6M |
| BTG Pactual Asset Management US LLC | 0.73% | Add +64.0% | 86,425 | $5.4M |
| SOL Capital Management CO | 0.51% | Reduce -2.1% | 83,584 | $5.2M |
| Sageworth Trust Co | 0.28% | Reduce -45.6% | 80,763 | $5.1M |
| Veltria Advisors Corp. | 3.31% | No change | 79,056 | $5.0M |
| Advisors Asset Management, Inc. | 0.09% | Add +35.2% | 78,690 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.0% | 77,896 | $4.9M |
| Seascape Capital Management | 1.49% | Add +0.9% | 75,416 | $4.7M |
| Old Port Advisors | 1.25% | Add +0.9% | 72,851 | $4.6M |
| Cibc World Markets Corp. | 0.03% | Add +3.8% | 72,150 | $4.5M |
| Trinity Legacy Partners, LLC | 1.10% | Add +0.7% | 73,923 | $4.5M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +7.3% | 71,441 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1.2% | 63,199 | $4.0M |
| Proficio Capital Partners LLC | 0.24% | Add +41304.9% | 2,820,089 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +121.0% | 61,744 | $3.9M |
| Stamos Capital Partners, L.P. | 0.68% | Add +51.8% | 60,643 | $3.8M |
| Cibc World Market Inc. | 0.01% | Add +261.0% | 60,170 | $3.8M |
| Glassy Mountain Advisors, Inc. | 1.21% | Reduce -1.9% | 59,829 | $3.7M |
| Riggs Asset Managment Co. Inc. | 0.88% | Add +2.6% | 56,899 | $3.6M |
| Essex LLC | 0.70% | Reduce -2.4% | 56,680 | $3.6M |
| Comerica Bank | 0.01% | Reduce -2.4% | 56,540 | $3.5M |
| Naviter Wealth, LLC | 0.42% | Add +1321.0% | 54,894 | $3.4M |
| Leavell Investment Management, Inc. | 0.15% | Add +16.1% | 52,858 | $3.3M |
| KMG Fiduciary Partners, LLC | 0.23% | Add +1.6% | 50,500 | $3.2M |
| SeaCrest Wealth Management, LLC | 0.34% | Reduce -1.1% | 49,605 | $3.1M |
| Vectors Research Management, LLC | 1.06% | New | 49,411 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -14.8% | 49,019 | $3.1M |
| Key Client Fiduciary Advisors, LLC | 1.25% | Add +3.9% | 48,720 | $3.1M |
| Ironsides Asset Advisors, LLC | 0.88% | Reduce -1.8% | 48,421 | $3.0M |
| Patriot Investment Management Group, Inc. | 0.21% | Add +0.8% | 47,290 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.4% | 46,203 | $2.9M |
| Bollard Group LLC | 0.07% | Add +1.2% | 45,475 | $2.8M |
| WealthCare Investment Partners, LLC | 0.99% | Add +18.9% | 44,689 | $2.8M |
| Global Retirement Partners, LLC | 0.06% | — | 40,809 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.1% | 39,776 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 39,335 | $2.5M |
| Naples Global Advisors, LLC | 0.21% | Add +0.8% | 39,092 | $2.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.05% | New | 38,530 | $2.4M |
| HBW Advisory Services LLC | 0.28% | Add +52.2% | 36,485 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.2% | 36,426 | $2.3M |
| Teamwork Financial Advisors, LLC | 0.27% | Reduce -86.8% | 35,413 | $2.2M |
| Beck Capital Management, LLC | 0.55% | New | 35,101 | $2.2M |
| Horizon Financial Services, LLC | 1.10% | Reduce -1.2% | 33,204 | $2.1M |
| Great Diamond Partners, LLC | 0.44% | Add +3.6% | 33,056 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -2.9% | 33,006 | $2.1M |
| Sharpepoint LLC | 2.12% | Reduce -10.1% | 32,883 | $2.1M |
| Visionary Wealth Advisors | 0.11% | Add +179.4% | 32,822 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -5.1% | 32,736 | $2.1M |
| Financial Partners Group, Inc | 0.28% | Reduce -4.0% | 32,016 | $2.0M |
| Savoie Capital LLC | 0.24% | No change | 31,000 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +9.8% | 30,948 | $1.9M |
| Rooted Wealth Advisors, Inc. | 0.66% | Add +14.2% | 31,304 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +39.3% | 30,526 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.4% | 30,025 | $1.9M |
| Oarsman Capital, Inc. | 0.29% | Add +6.0% | 29,295 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.42% | Reduce -0.7% | 29,246 | $1.8M |
| Courier Capital LLC | 0.11% | New | 29,011 | $1.8M |
| Ameraudi Asset Management, Inc. | 0.95% | Add +0.5% | 28,927 | $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.