Global X MLP & Energy InfrasMLPXETF

13F holders, Q3 2025 (September 30)
296holders −14
27new positions
34sold out
1famous investor
$62.68avg. 13F price*

At the end of Q3 2025, 296 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, down 14 from Q2 2025. 27 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($620.8M), Bank of America Corp. ($151.2M) and LPL Financial LLC ($82.5M). One famous investor held it 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions27$68.3M
Exits34$28.4M

All 13F filers, Q2 2025 → Q3 2025: 1,814,387 shares bought and 4,282,907 shares sold, net −2,468,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Morgan Stanley 0.04% Add +0.3% 9,900,226 $620.8M
Bank of America Corp. 0.01% Reduce -1.5% 2,410,882 $151.2M
LPL Financial LLC 0.02% Reduce -7.6% 1,314,900 $82.5M
Wells Fargo & Company 0.01% Reduce -2.5% 1,035,286 $64.9M
Rational Advisors, Inc. 5.29% Reduce -1.1% 808,015 $50.7M
Royal Bank of Canada 0.01% Add +2.0% 714,838 $44.8M
Principal Financial Group Inc. 0.02% No change 666,500 $41.8M
UBS Group AG 0.01% Add +3.0% 651,521 $40.9M
PNC Financial Services Group, Inc. 0.02% Reduce -9.4% 492,750 $30.9M
Two Sigma Investments, LP 0.04% New 420,100 $26.3M
Advisory Alpha, LLC 0.72% Add +5.0% 416,546 $25.9M
Payne Capital Management, LLC 8.16% Add +15.4% 404,118 $25.3M
Envestnet Asset Management Inc. 0.01% Add +3.1% 359,600 $22.6M
JPMorgan Chase & Co. 0.00% Add +4.4% 349,771 $21.9M
Madrid Financial Services 13.47% Add +6.5% 343,454 $21.5M
School Employees Retirement Board of Ohio 10.69% New 330,585 $20.7M
Ameriprise Financial Inc. 0.00% Reduce -8.1% 292,246 $18.3M
Raymond James Financial Inc. 0.01% Reduce -44.7% 289,621 $18.2M
Annandale Capital, LLC 3.11% Add +1.6% 279,078 $17.5M
Curran Financial Partners, LLC 3.41% Add +9.7% 274,590 $17.2M
GenTrust, LLC 0.78% Reduce -4.2% 273,199 $17.1M
Baird Financial Group, Inc. 0.03% Reduce -2.3% 260,479 $16.3M
Cetera Investment Advisers 0.02% Reduce -4.0% 247,701 $15.5M
Stifel Financial Corp. 0.01% Add +4.6% 242,111 $15.2M
Presidio Capital Management, LLC 4.41% Add +10.2% 200,391 $12.6M
MAI Capital Management 0.08% Reduce -1.1% 196,900 $12.3M
Principal Securities, Inc. 0.20% Add +10.6% 194,142 $12.2M
Commonwealth Equity Services, LLC 0.02% Add +12.8% 185,659 $11.6M
Focus Partners Wealth 0.02% Add +0.1% 178,766 $11.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -25.7% 159,606 $10.0M
Evergreen Capital Management LLC 0.24% Add +0.6% 158,354 $9.9M
Baker Avenue Asset Management, LP 0.22% Add +8.1% 144,263 $9.0M
Stratos Wealth Advisors, LLC 0.41% Add +9.3% 136,732 $8.6M
Osaic Holdings, Inc. 0.01% Add +13.3% 130,026 $8.1M
Apollon Wealth Management, LLC 0.13% Add +12.8% 120,172 $7.5M
Thor Investment Management Inc. /Oh/ 4.42% Add +8.3% 117,128 $7.3M
Cresset Asset Management, LLC 0.03% Reduce -1.5% 114,106 $7.2M
Advisors Asset Management, Inc. 0.11% Add +36.0% 107,057 $6.7M
Menlo Advisors LLC 2.95% Reduce -1.4% 99,237 $6.2M
Fiduciary Alliance LLC 0.41% Reduce -2.2% 96,392 $6.0M
Qube Research & Technologies Ltd 0.01% Reduce -4.7% 95,637 $6.0M
Thrivent Financial for Lutherans 0.01% New 94,731 $5.9M
Warner Group LLC 3.95% — 91,546 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -9.3% 90,345 $5.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.1% 87,770 $5.5M
BTG Pactual Asset Management US LLC 0.65% Add +0.5% 86,878 $5.4M
Equitable Holdings, Inc. 0.04% Add +34.7% 83,158 $5.2M
Seascape Capital Management 1.49% Add +9.6% 82,657 $5.2M
Fortis Advisors, LLC 2.92% Reduce -8.9% 81,738 $5.1M
Sageworth Trust Co 0.24% Add +0.6% 81,216 $5.1M
SOL Capital Management CO 0.45% Reduce -4.2% 80,082 $5.0M
Cerity Partners LLC 0.01% Add +0.3% 78,122 $4.9M
MML Investors Services, LLC 0.01% Reduce -31.6% 77,239 $4.8M
Old Port Advisors 1.22% Add +5.6% 76,929 $4.8M
CIBC Bancorp USA Inc. 0.03% — 74,362 $4.7M
Naviter Wealth, LLC 0.53% Add +32.7% 72,821 $4.6M
Trinity Legacy Partners, LLC 1.02% Add +2.2% 75,553 $4.4M
Dynamic Advisor Solutions LLC 0.13% Reduce -1.4% 70,461 $4.4M
KMG Fiduciary Partners, LLC 0.27% Add +28.4% 64,826 $4.1M
Global Retirement Partners, LLC 0.09% Add +49.3% 60,907 $3.8M
Cibc World Market Inc. 0.01% No change 60,170 $3.8M
Corient Private Wealth LP 0.01% Add +16.8% 57,272 $3.6M
Comerica Bank 0.01% Add +0.5% 56,815 $3.6M
Leavell Investment Management, Inc. 0.15% Add +6.9% 56,508 $3.5M
Glassy Mountain Advisors, Inc. 1.04% Reduce -8.2% 54,909 $3.4M
Essex LLC 0.62% Reduce -3.8% 54,507 $3.4M
Vectors Research Management, LLC 1.07% Add +9.5% 54,100 $3.4M
Quantum Portfolio Management LLC 1.01% New 54,047 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% New 53,000 $3.3M
Susquehanna International Group, LLP 0.00% Reduce -21.1% 49,868 $3.1M
Key Client Fiduciary Advisors, LLC 1.05% Add +1.8% 49,612 $3.1M
Ironsides Asset Advisors, LLC 0.80% Add +2.2% 49,492 $3.1M
WealthCare Investment Partners, LLC 1.00% Add +10.1% 49,201 $3.1M
Patriot Investment Management Group, Inc. 0.20% Add +0.9% 47,699 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.4% 46,875 $2.9M
SeaCrest Wealth Management, LLC 0.31% Reduce -5.8% 46,716 $2.9M
Strategic Wealth Investment Group, LLC 0.24% Add +1389.2% 46,091 $2.9M
Bollard Group LLC 0.07% Add +1.2% 46,022 $2.9M
HBW Advisory Services LLC 0.28% Add +10.3% 40,241 $2.5M
Naples Global Advisors, LLC 0.19% Add +1.8% 39,808 $2.5M
Spectrum Asset Management, Inc. (NB/CA) 0.86% Add +1.4% 39,065 $2.4M
NewEdge Advisors, LLC 0.01% Reduce -2.0% 38,982 $2.4M
Stamos Capital Partners, L.P. 0.46% Reduce -36.3% 38,641 $2.4M
Visionary Wealth Advisors 0.11% Add +13.9% 37,401 $2.3M
Teamwork Financial Advisors, LLC 0.25% Add +2.4% 36,252 $2.3M
Horizon Financial Services, LLC 1.04% Add +4.6% 34,742 $2.2M
Park Avenue Securities LLC 0.02% Add +13.2% 34,542 $2.2M
Jones Financial Companies LLLP 0.00% Add +9.9% 34,024 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +27.8% 33,978 $2.1M
Venturi Wealth Management, LLC 0.10% Reduce -0.8% 32,751 $2.1M
Rooted Wealth Advisors, Inc. 0.63% Add +5.1% 32,914 $2.1M
Financial Partners Group, Inc 0.25% Add +1.6% 32,533 $2.0M
Capital Advisors, Ltd. LLC 0.23% Add +54.5% 32,091 $2.0M
Snowden Capital Advisors LLC 0.05% Reduce -4.2% 31,379 $2.0M
Oarsman Capital, Inc. 0.27% Add +6.0% 31,048 $1.9M
D. E. Shaw & Co. 0.00% Add +64.2% 30,431 $1.9M
Goldman Sachs Group Inc. 0.00% Add +780.8% 30,000 $1.9M
Legacy Capital Wealth Partners, LLC 0.41% Add +2.3% 29,929 $1.9M
Sanctuary Advisors, LLC 0.01% Add +5.8% 29,755 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% Add +234.1% 29,179 $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.

Show all 296 holders