Global X MLP & Energy InfrasMLPXETF
13F holders, Q2 2025 (June 30)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 |
| 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.