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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$39.6M
Exits34$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
CW Advisors, LLC 0.02% Reduce -2.1% 28,228 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +19.7% 28,213 $1.8M
Sanctuary Advisors, LLC 0.01% Add +12.4% 28,135 $1.8M
Advisory Services Network, LLC 0.03% Add +0.7% 28,092 $1.7M
Prospera Financial Services Inc 0.03% Reduce -0.7% 27,736 $1.7M
Wolverine Trading, LLC 0.04% Add +13.3% 27,292 $1.7M
Fifth Third Securities, Inc. 0.13% Add +7.8% 27,036 $1.7M
Wealthcare Advisory Partners LLC 0.04% Add +3.6% 26,597 $1.7M
Investors Research Corp 0.31% Reduce -0.7% 25,279 $1.6M
Quadrature Capital Ltd 0.03% New 24,983 $1.6M
Arlington Trust Co LLC 0.30% No change 24,368 $1.5M
Verity & Verity, LLC 0.13% No change 24,120 $1.5M
Midwest Professional Planners, LTD. 0.39% New 23,572 $1.5M
Axxcess Wealth Management, LLC 0.03% Reduce -12.9% 23,213 $1.5M
Fig Financial Advisory Services Inc. 0.96% Add +0.0% 22,925 $1.4M
Captrust Financial Advisors 0.00% Reduce -9.5% 22,643 $1.4M
American Trust 0.13% New 22,625 $1.4M
Morangie Management LLC 1.23% New 22,558 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +16.9% 22,556 $1.4M
Advisor Resource Council 0.69% Reduce -80.6% 22,493 $1.4M
Transamerica Financial Advisors, LLC 0.13% Reduce -23.6% 21,752 $1.4M
Capital Advisors, Ltd. LLC 0.16% Add +9.8% 20,773 $1.3M
NTV Asset Management LLC 0.15% Reduce -0.2% 20,103 $1.3M
Renaissance Technologies 0.00% New 19,900 $1.2M
Silver Oak Securities, Incorporated 0.10% Add +22.4% 19,864 $1.2M
Parallel Advisors, LLC 0.02% Add +633.6% 19,360 $1.2M
Kestra Advisory Services, LLC 0.01% Add +1.7% 19,155 $1.2M
D. E. Shaw & Co. 0.00% Add +183.5% 18,537 $1.2M
Legacy PCG, LLC 0.74% Add +1.0% 18,537 $1.2M
Great Valley Advisor Group, Inc. 0.03% Add +4.2% 18,187 $1.1M
Harbour Investments, Inc. 0.03% Reduce -0.7% 18,079 $1.1M
Wealthspan Partners, LLC 0.47% Add +5.0% 17,977 $1.1M
Outlook Wealth Advisors, LLC 0.29% Add +3.4% 17,770 $1.1M
Truist Financial Corp. 0.00% Add +9.8% 17,517 $1.1M
Resurgent Financial Advisors LLC 0.60% Reduce -0.8% 17,299 $1.1M
Aaron Wealth Advisors LLC 0.11% No change 16,872 $1.1M
Embree Financial Group 0.16% Add +4.4% 16,743 $1.0M
Bleakley Financial Group, LLC 0.03% Add +52.9% 16,735 $1.0M
Fermata Advisors, LLC 0.28% New 16,456 $1.0M
Fiduciary Trust Co 0.01% Add +0.4% 16,172 $1.0M
Flagship Harbor Advisors, LLC 0.05% Add +5.2% 16,087 $1.0M
Collaborative Wealth Managment Inc. 0.44% Add +38.8% 16,056 $1.0M
First Manhattan Co. Llc. 0.00% New 15,564 $975K
Geneos Wealth Management Inc. 0.02% Add +113.5% 14,764 $925K
Rockefeller Capital Management L.P. 0.00% Add +0.1% 14,742 $924K
Northstar Advisory Group, LLC 0.44% Reduce -31.8% 14,424 $904K
&partners 0.01% Add +17.2% 14,301 $896K
Concurrent Investment Advisors, LLC 0.02% New 14,231 $892K
Aurora Private Wealth, Inc. 0.66% Reduce -0.9% 14,197 $890K
Cwm, LLC 0.00% Reduce -0.8% 14,163 $887K
Fulcrum Equity Management 0.90% Reduce -10.7% 13,972 $875K
GTS Securities LLC 0.04% New 13,301 $833K
Cubist Systematic Strategies, LLC 0.01% New 13,147 $824K
Creative Planning 0.00% Add +0.3% 13,096 $821K
Fielder Capital Group LLC 0.22% Reduce -11.0% 13,096 $821K
OneDigital Investment Advisors LLC 0.01% Reduce -22.7% 12,850 $805K
Manning & Napier Advisors LLC 0.01% Reduce -1.1% 12,625 $791K
Birch Capital Management, LLC 0.40% No change 12,471 $781K
RFG Advisory, LLC 0.02% Add +61.7% 12,231 $766K
Seven Springs Wealth Group, LLC 0.19% Add +3.9% 12,220 $766K
Anson Capital, Inc. 0.60% Reduce -13.7% 11,948 $749K
VestGen Advisors, LLC 0.03% Reduce -34.8% 11,755 $737K
Nova Wealth Management, Inc. 0.54% Add +299.4% 11,658 $730K
Stonegate Investment Group, LLC 0.02% No change 11,580 $726K
Sunbeam Capital Management, LLC 0.55% New 11,497 $720K
FineMark National Bank & Trust 0.02% Reduce -1.2% 11,218 $703K
Janney Montgomery Scott LLC 0.00% Add +20.9% 11,079 $694K
LVZ, Inc. 0.08% Add +10.9% 10,382 $651K
Plan Group Financial, LLC 0.21% Add +4.1% 10,200 $639K
Stephens Inc. 0.01% No change 10,145 $636K
Foster & Motley Inc. 0.04% Reduce -4.0% 10,023 $628K
Argent Advisors, Inc. 0.19% Reduce -24.8% 9,918 $621K
Saxon Interests, Inc. 0.29% No change 9,608 $613K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +0.0% 9,726 $609K
Ausdal Financial Partners, Inc. 0.04% Reduce -34.4% 9,502 $595K
Wealthspire Advisors, LLC 0.00% Add +3.6% 9,380 $588K
Two Sigma Securities, LLC 0.07% New 9,292 $582K
Palumbo Wealth Management LLC 0.18% No change 9,082 $569K
EP Wealth Advisors, LLC 0.00% Reduce -4.4% 9,019 $565K
Grandview Asset Management LLC 0.18% Reduce -0.9% 8,953 $561K
Y-Intercept (Hong Kong) Ltd 0.01% Add +131.4% 8,733 $547K
Private Advisor Group, LLC 0.00% Add +4.9% 8,701 $545K
Private Capital Advisors, Inc. 0.06% Add +6.3% 8,500 $533K
Mariner, LLC 0.00% Reduce -87.3% 8,365 $524K
Asset Allocation Strategies LLC 0.12% Add +81.2% 8,327 $522K
Steel Grove Capital Advisors, LLC 0.06% Add +11.2% 8,185 $513K
Owen LaRue, LLC 0.22% Reduce -36.0% 8,106 $508K
J.Safra Asset Management Corp 0.03% New 7,631 $478K
Atlas Capital Advisors Inc. 0.06% No change 7,602 $476K
Atria Wealth Solutions, Inc. 0.01% Reduce -86.9% 7,569 $474K
Tandem Financial, LLC 0.44% New 7,458 $467K
D.A. Davidson & Co. 0.00% Reduce -12.9% 7,423 $465K
Pasadena Private Wealth, LLC 0.08% Add +27.4% 7,356 $461K
Disciplined Investors, L.L.C. 0.35% Add +0.4% 7,137 $447K
Firestone Capital Management 0.10% Reduce -6.8% 6,940 $435K
ORBA Wealth Advisors, L.L.C. 0.38% Reduce -26.5% 6,623 $415K
HUB Investment Partners, LLC 0.01% Add +6.9% 6,475 $406K
Walleye Capital LLC 0.00% New 6,388 $400K
US Bancorp \de 0.00% Add +1.1% 6,200 $388K
MBL Wealth, LLC 0.04% Reduce -0.2% 6,089 $382K
Greenwich Wealth Management LLC 0.02% Add +2.2% 5,849 $366K
Steward Partners Investment Advisory, LLC 0.00% Add +41.1% 5,793 $363K
FMR LLC 0.00% Reduce -3.1% 5,708 $358K
Ancora Advisors LLC 0.01% Reduce -7.2% 5,606 $351K
Pekin Hardy Strauss, Inc. 0.04% No change 5,600 $351K
HighTower Advisors, LLC 0.00% No change 5,497 $344K
Pettinga Financial Advisors LLC 0.07% Reduce -0.5% 5,400 $338K
Quartz Partners, LLC 0.15% Add +7.8% 5,224 $327K
U.S. Capital Wealth Advisors, LLC 0.01% No change 5,163 $324K
Comprehensive Money Management Services LLC 0.24% No change 4,980 $312K
Smith, Moore & Co. 0.03% Reduce -3.5% 4,852 $304K
Blair William & Co. 0.00% Reduce -12.1% 4,805 $301K
Lionsbridge Wealth Management LLC 0.30% Reduce -0.9% 4,747 $297K
Kestra Private Wealth Services, LLC 0.00% Reduce -7.3% 4,743 $297K
Brookstone Capital Management 0.00% Reduce -0.1% 4,451 $279K
Edge Financial Advisors LLC 0.15% New 4,428 $277K
Ignite Planners, LLC 0.05% Add +3.1% 4,433 $275K
Sonora Investment Management Group, LLC 0.02% Add +8.0% 4,335 $272K
Quantinno Capital Management LP 0.00% Reduce -0.5% 4,309 $270K
Somerset Trust Co 0.09% Add +7.5% 4,307 $270K
AlphaCore Capital LLC 0.01% No change 4,300 $269K
Synovus Financial Corp. 0.00% No change 4,051 $254K
Sax Wealth Advisors, LLC 0.02% Reduce -21.3% 4,005 $251K
Arkadios Wealth Advisors 0.01% Reduce -5.6% 3,984 $250K
Elequin Capital, LP 0.08% New 3,979 $249K
Mgo One Seven LLC 0.01% New 3,975 $249K
Northern Trust Corp. 0.00% Reduce -43.9% 3,967 $249K
Lanark Financial, Inc. 0.02% Add +9.0% 3,971 $248K
Birch Hill Investment Advisors LLC 0.01% No change 3,666 $230K
NWF Advisory Services Inc. 0.03% Add +9.7% 3,620 $227K
Scotia Capital Inc. 0.00% New 3,591 $225K
Country Club Bank 0.01% Reduce -5.0% 3,565 $223K
MMBG Investment Advisors Co. 0.02% New 3,540 $222K
Leading Edge Financial Planning LLC 0.06% No change 3,538 $222K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.3% 3,469 $217K
A. D. Beadell Investment Counsel, Inc. 0.17% No change 3,455 $216K
Cullen/Frost Bankers, Inc. 0.00% Add +267.6% 3,415 $214K
Endowment Wealth Management, Inc. 0.11% Reduce -4.3% 3,410 $214K
Goldman Sachs Group Inc. 0.00% No change 3,406 $213K
BOS Asset Management, LLC 0.07% No change 3,333 $209K
Mission Hills Financial Advisory, LLC 0.13% New 3,326 $208K
PFG Advisors 0.01% Add +1.0% 3,324 $208K
Kingswood Wealth Advisors, LLC 0.02% Reduce -51.4% 3,303 $207K
Prosperity Consulting Group, LLC 0.01% New 3,261 $204K
First Heartland Consultants, Inc. 0.02% New 3,203 $201K
Altiora Financial Group, LLC 0.04% No change 3,200 $201K
Strategic Wealth Investment Group, LLC 0.28% New 3,095 $194K
IAG Wealth Partners, LLC 0.02% Reduce -0.5% 2,902 $182K
Private Trust Co. NA 0.01% Reduce -7.8% 2,463 $154K
Ameritas Advisory Services, LLC 0.01% New 2,039 $128K
Icon Wealth Advisors, LLC 0.01% No change 2,000 $125K
Field & Main Bank 0.03% Reduce -5.8% 1,625 $102K
FWL Investment Management, LLC 0.03% Reduce -6.1% 1,550 $97K
VSM Wealth Advisory, LLC 0.03% Add +902.0% 1,493 $94K
MCF Advisors LLC 0.01% No change 1,341 $84K
Russell Investments Group, Ltd. 0.00% Add +24040.0% 1,207 $76K
WestEnd Advisors, LLC 0.00% Reduce -0.1% 1,155 $72K
Sunbelt Securities, Inc. 0.01% Reduce -43.8% 1,129 $68K
Opal Wealth Advisors, LLC 0.02% Add +1.3% 1,083 $68K
Adirondack Trust Co. 0.02% No change 1,015 $64K
AE Wealth Management LLC 0.00% Add +17.1% 920 $58K
First Horizon Advisors, Inc. 0.00% New 904 $57K
Assetmark, Inc. 0.00% Reduce -7.9% 809 $51K
Ameritas Investment Partners, Inc. 0.00% No change 731 $46K
IFP Advisors, Inc 0.00% Add +35.5% 722 $45K
Federation des caisses Desjardins du Quebec 0.00% No change 627 $39K
Bank of Montreal 0.00% Reduce -99.8% 620 $39K
Creative Financial Designs Inc. 0.00% No change 600 $38K
S.A. Mason LLC 0.02% No change 570 $36K
Farther Finance Advisors, LLC 0.00% Reduce -16.2% 569 $36K
Key Financial Inc 0.01% No change 500 $31K
Northwest Capital Management Inc 0.02% No change 475 $30K
Briaud Financial Planning Inc 0.01% Add +1270.6% 466 $29K
Signaturefd, LLC 0.00% Add +55.0% 400 $25K
WealthShield Partners, LLC 0.00% New 349 $22K
Anchor Investment Management, LLC 0.00% No change 335 $21K
Vermillion Wealth Management, Inc. 0.01% Add +0.3% 314 $20K
Princeton Global Asset Management LLC 0.00% No change 310 $19K
MGB Wealth Management, LLC 0.01% Reduce -38.4% 303 $19K
BlackRock, Inc. 0.00% No change 290 $18K
EverSource Wealth Advisors, LLC 0.00% No change 274 $17K
Capital Analysts, LLC 0.00% No change 250 $16K
Ameriflex Group, Inc. 0.01% Reduce -0.9% 223 $14K
Chilton Capital Management LLC 0.00% No change 208 $13K
Dunhill Financial, LLC 0.00% New 200 $13K
Whittier Trust Co. 0.00% No change 199 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 192 $12K
Blue Trust, Inc. 0.00% No change 186 $12K
Bfsg, LLC 0.00% No change 176 $11K
Smallwood Wealth Investment Management, LLC 0.01% Add +1.8% 174 $11K
Edmond DE Rothschild Holding S.A. 0.00% No change 174 $11K
CIBC Private Wealth Group LLC 0.00% No change 168 $11K
Blume Capital Management, Inc. 0.00% Add +161.3% 162 $10K
Franklin Resources Inc. 0.00% Reduce -81.8% 114 $7K
Aspect Partners, LLC 0.00% New 112 $7K
Aventura Private Wealth, LLC 0.00% No change 109 $7K
Barclays PLC 0.00% New 99 $6K
Fortis Group Advisors, LLC 0.00% No change 96 $6K
Fifth Third Bancorp 0.00% New 71 $4K
Caldwell Trust Co 0.00% No change 53 $3K
American National Bank & Trust 0.00% No change 46 $3K
Raffa Wealth Management, LLC 0.00% No change 45 $3K
Aptus Capital Advisors, LLC 0.00% No change 41 $3K
Spire Wealth Management 0.00% No change 37 $2K
Allworth Financial LP 0.00% Reduce -87.9% 32 $2K
O'shaughnessy Asset Management, LLC 0.00% New 24 $2K
Tower Research Capital LLC (TRC) 0.00% New 12 $752
SouthState Bank Corp 0.00% New 11 $689
Versant Capital Management, Inc 0.00% No change 10 $627
Clearstead Advisors, LLC 0.00% No change 1 $37

"% 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.