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
Sharpepoint LLC 1.65% Reduce -11.4% 29,136 $1.8M
Courier Capital LLC 0.10% Reduce -0.4% 28,882 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -5.3% 28,449 $1.8M
Prospera Financial Services Inc 0.03% Add +0.2% 27,790 $1.7M
Fifth Third Securities, Inc. 0.12% Add +1.9% 27,562 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +14.1% 25,743 $1.6M
Axxcess Wealth Management, LLC 0.03% Add +10.1% 25,560 $1.6M
Sage Private Wealth Group, LLC 0.89% Reduce -85.5% 25,472 $1.6M
Ameraudi Asset Management, Inc. 0.96% Reduce -12.1% 25,424 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.8% 24,596 $1.5M
Kestra Advisory Services, LLC 0.01% Add +28.3% 24,583 $1.5M
Investors Research Corp 0.28% Reduce -3.2% 24,480 $1.5M
Arlington Trust Co LLC 0.28% No change 24,368 $1.5M
Beck Capital Management, LLC 0.35% Reduce -30.9% 24,241 $1.5M
Midwest Professional Planners, LTD. 0.36% Add +0.8% 23,752 $1.5M
Verity & Verity, LLC 0.12% Reduce -1.7% 23,704 $1.5M
Transamerica Financial Advisors, LLC 0.12% Add +2.6% 22,318 $1.4M
Cubist Systematic Strategies, LLC 0.02% Add +65.6% 21,775 $1.4M
Collaborative Wealth Managment Inc. 0.53% Add +29.0% 20,719 $1.3M
Elevation Point Wealth Partners, LLC 0.09% New 19,858 $1.2M
NTV Asset Management LLC 0.14% Reduce -1.5% 19,804 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% New 19,696 $1.2M
Captrust Financial Advisors 0.00% Reduce -13.9% 19,487 $1.2M
Legacy PCG, LLC 0.71% Add +2.1% 18,927 $1.2M
First Manhattan Co. Llc. 0.00% Add +19.0% 18,519 $1.2M
Wealthspan Partners, LLC 0.44% Add +2.0% 18,344 $1.2M
Fermata Advisors, LLC 0.29% Add +10.0% 18,106 $1.1M
VestGen Advisors, LLC 0.04% Add +51.0% 17,755 $1.1M
Geneos Wealth Management Inc. 0.03% Add +15.8% 17,089 $1.1M
Flagship Harbor Advisors, LLC 0.05% Add +6.1% 17,062 $1.1M
Advisory Services Network, LLC 0.02% Reduce -39.4% 17,027 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -8.0% 16,734 $1.0M
Truist Financial Corp. 0.00% Reduce -5.0% 16,638 $1.0M
Resurgent Financial Advisors LLC 0.51% Reduce -4.7% 16,479 $1.0M
HighTower Advisors, LLC 0.00% Add +197.3% 16,340 $1.0M
Outlook Wealth Advisors, LLC 0.25% Reduce -8.9% 16,195 $1.0M
Nova Wealth Management, Inc. 0.70% Add +35.4% 15,788 $990K
J.Safra Asset Management Corp 0.06% Add +99.6% 15,232 $955K
Cwm, LLC 0.00% Add +4.0% 14,730 $924K
&partners 0.01% Add +2.8% 14,697 $922K
Janney Montgomery Scott LLC 0.00% Add +20.6% 13,363 $838K
Maia Wealth LLC 0.14% New 13,894 $824K
Fielder Capital Group LLC 0.19% No change 13,096 $821K
Concurrent Investment Advisors, LLC 0.01% Reduce -9.3% 12,903 $809K
Birch Capital Management, LLC 0.41% Add +2.1% 12,736 $799K
OneDigital Investment Advisors LLC 0.01% Reduce -1.0% 12,721 $798K
Manning & Napier Advisors LLC 0.01% Reduce -0.3% 12,593 $790K
Rockefeller Capital Management L.P. 0.00% Reduce -18.5% 12,019 $754K
Steward Partners Investment Advisory, LLC 0.00% Add +106.2% 11,942 $749K
Stonegate Investment Group, LLC 0.02% No change 11,580 $726K
Sunbeam Capital Management, LLC 0.45% No change 11,497 $721K
Seven Springs Wealth Group, LLC 0.18% Reduce -6.0% 11,485 $720K
Moneco Advisors, LLC 0.06% New 11,079 $695K
Jane Street Group, LLC 0.00% Reduce -73.2% 10,561 $662K
Anson Capital, Inc. 0.49% Reduce -12.4% 10,463 $656K
Stephens Inc. 0.01% No change 10,145 $636K
Embree Financial Group 0.08% Reduce -39.8% 10,084 $632K
Foster & Motley Inc. 0.03% Reduce -0.0% 10,020 $628K
LVZ, Inc. 0.07% Reduce -4.5% 9,912 $622K
Asset Allocation Strategies LLC 0.12% Add +17.7% 9,803 $615K
Argent Advisors, Inc. 0.18% Reduce -1.8% 9,741 $611K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% No change 9,726 $610K
Wealthspire Advisors, LLC 0.00% Add +1.1% 9,480 $594K
Private Advisor Group, LLC 0.00% Add +8.2% 9,413 $590K
Tandem Financial, LLC 0.22% Add +25.6% 9,371 $588K
Creative Planning 0.00% Reduce -30.6% 9,089 $570K
Palumbo Wealth Management LLC 0.18% No change 9,082 $570K
Saxon Interests, Inc. 0.22% Reduce -3.9% 9,238 $569K
Silver Oak Securities, Incorporated 0.04% Reduce -56.0% 8,737 $548K
Cynosure Group, LLC 0.06% New 8,635 $542K
Beacon Pointe Advisors, LLC 0.00% New 8,624 $541K
Private Capital Advisors, Inc. 0.06% No change 8,500 $533K
Sageworth Trust Co of South Dakota 0.49% New 8,297 $520K
Signal Advisors Wealth, LLC 0.05% New 8,291 $520K
Aaron Wealth Advisors LLC 0.03% Reduce -51.3% 8,219 $515K
Fiduciary Trust Co 0.01% Reduce -49.4% 8,191 $514K
Ausdal Financial Partners, Inc. 0.03% Reduce -13.8% 8,188 $513K
Steel Grove Capital Advisors, LLC 0.06% No change 8,185 $513K
Pasadena Private Wealth, LLC 0.07% Add +10.7% 8,144 $511K
Proficio Capital Partners LLC 0.03% Reduce -99.7% 7,687 $482K
Northern Trust Corp. 0.00% Add +83.0% 7,260 $455K
Grandview Asset Management LLC 0.12% Reduce -21.7% 7,008 $439K
Plan Group Financial, LLC 0.12% Reduce -31.4% 7,000 $439K
Firestone Capital Management 0.09% No change 6,940 $435K
ORBA Wealth Advisors, L.L.C. 0.34% No change 6,623 $415K
Disciplined Investors, L.L.C. 0.29% Reduce -8.0% 6,569 $412K
FineMark National Bank & Trust 0.01% Reduce -42.4% 6,464 $405K
Mgo One Seven LLC 0.01% Add +58.5% 6,300 $395K
MBL Wealth, LLC 0.03% Add +1.8% 6,199 $389K
US Bancorp \de 0.00% Reduce -0.1% 6,192 $388K
Mariner, LLC 0.00% Reduce -26.8% 6,126 $384K
Quantinno Capital Management LP 0.00% Add +40.8% 6,066 $380K
Ashton Thomas Private Wealth, LLC 0.01% New 5,905 $370K
FMR LLC 0.00% Add +0.4% 5,733 $359K
Verdence Capital Advisors LLC 0.02% New 6,000 $353K
Ancora Advisors LLC 0.01% No change 5,606 $352K
Pekin Hardy Strauss, Inc. 0.04% No change 5,600 $351K
Quartz Partners, LLC 0.12% Add +3.6% 5,413 $339K
Pettinga Financial Advisors LLC 0.07% No change 5,400 $339K
Greenwich Wealth Management LLC 0.02% Reduce -9.0% 5,321 $334K
Sonora Investment Management Group, LLC 0.02% Add +20.3% 5,215 $327K
HUB Investment Partners, LLC 0.01% Reduce -19.5% 5,215 $327K
U.S. Capital Wealth Advisors, LLC 0.01% No change 5,163 $324K
Mission Hills Financial Advisory, LLC 0.17% Add +51.9% 5,052 $317K
NorthCoast Asset Management LLC 0.00% New 4,971 $312K
Comprehensive Money Management Services LLC 0.22% Reduce -0.5% 4,955 $311K
Lionsbridge Wealth Management LLC 0.30% Add +3.1% 4,895 $307K
Certuity, LLC 0.02% New 4,729 $297K
D.A. Davidson & Co. 0.00% Reduce -36.7% 4,697 $295K
CIBC Private Wealth Group LLC 0.00% Add +2682.7% 4,675 $293K
Arkadios Wealth Advisors 0.01% Add +13.4% 4,520 $283K
Harbour Investments, Inc. 0.01% Reduce -75.0% 4,516 $283K
Blair William & Co. 0.00% Reduce -7.1% 4,465 $280K
Choreo, LLC 0.00% New 4,400 $276K
Somerset Trust Co 0.09% Add +1.9% 4,391 $275K
Ignite Planners, LLC 0.04% Reduce -2.2% 4,334 $272K
AlphaCore Capital LLC 0.01% No change 4,300 $270K
Synovus Financial Corp. 0.00% Add +0.1% 4,053 $254K
Lanark Financial, Inc. 0.02% Add +0.3% 3,984 $250K
NWF Advisory Services Inc. 0.03% Add +6.9% 3,870 $243K
Scotia Capital Inc. 0.00% Add +4.6% 3,756 $236K
Birch Hill Investment Advisors LLC 0.01% No change 3,666 $230K
Country Club Bank 0.01% No change 3,565 $223K
MMBG Investment Advisors Co. 0.02% No change 3,540 $222K
Kestra Private Wealth Services, LLC 0.00% Reduce -25.4% 3,538 $222K
Leading Edge Financial Planning LLC 0.06% Reduce -0.1% 3,534 $222K
Edge Financial Advisors LLC 0.10% Reduce -20.9% 3,503 $220K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,469 $217K
Parallel Advisors, LLC 0.00% Reduce -82.2% 3,452 $216K
Endowment Wealth Management, Inc. 0.10% Add +1.1% 3,446 $216K
A. D. Beadell Investment Counsel, Inc. 0.15% Add +0.0% 3,456 $216K
FF Advisors,LLC 0.10% New 3,422 $215K
First Heartland Consultants, Inc. 0.02% Add +5.7% 3,384 $212K
Valley Forge Investment Consultants Inc. Adv 0.06% New 3,342 $210K
BOS Asset Management, LLC 0.06% No change 3,333 $209K
PFG Advisors 0.01% Reduce -1.2% 3,284 $206K
Discovery Capital Management, LLC / CT 0.01% New 3,205 $201K
Altiora Financial Group, LLC 0.04% No change 3,200 $201K
IAG Wealth Partners, LLC 0.02% No change 2,902 $182K
Private Trust Co. NA 0.01% Add +5.8% 2,605 $163K
ExodusPoint Capital Management, LP 0.00% New 2,600 $163K
MCF Advisors LLC 0.01% Add +60.8% 2,156 $135K
Ameritas Advisory Services, LLC 0.01% Add +0.1% 2,041 $128K
Icon Wealth Advisors, LLC 0.01% No change 2,000 $125K
Sunbelt Securities, Inc. 0.01% Add +66.8% 1,883 $118K
FWL Investment Management, LLC 0.03% No change 1,550 $97K
VSM Wealth Advisory, LLC 0.03% Add +0.5% 1,501 $94K
Field & Main Bank 0.03% Reduce -9.2% 1,475 $92K
WestEnd Advisors, LLC 0.00% Add +8.9% 1,258 $79K
Cullen/Frost Bankers, Inc. 0.00% Reduce -68.5% 1,075 $67K
Adirondack Trust Co. 0.02% No change 1,015 $64K
Blume Capital Management, Inc. 0.01% Add +493.8% 962 $60K
Assetmark, Inc. 0.00% Add +2.4% 828 $52K
Creative Financial Designs Inc. 0.00% Add +33.3% 800 $50K
AE Wealth Management LLC 0.00% Reduce -17.8% 756 $47K
IFP Advisors, Inc 0.00% Add +2.8% 742 $47K
Ameritas Investment Partners, Inc. 0.00% No change 731 $46K
Farther Finance Advisors, LLC 0.00% Add +23.4% 702 $44K
Federation des caisses Desjardins du Quebec 0.00% No change 627 $39K
Fifth Third Bancorp 0.00% Add +709.9% 575 $36K
Signaturefd, LLC 0.00% Add +28.3% 513 $32K
Key Financial Inc 0.01% No change 500 $31K
Vermillion Wealth Management, Inc. 0.01% Add +52.2% 478 $30K
Northwest Capital Management Inc 0.03% No change 475 $30K
WealthShield Partners, LLC 0.00% No change 349 $22K
Anchor Investment Management, LLC 0.00% No change 335 $21K
Princeton Global Asset Management LLC 0.00% No change 310 $19K
Russell Investments Group, Ltd. 0.00% Reduce -78.3% 262 $16K
Capital Analysts, LLC 0.00% No change 250 $16K
Dunhill Financial, LLC 0.00% No change 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
Smallwood Wealth Investment Management, LLC 0.01% Add +1.1% 176 $11K
Bfsg, LLC 0.00% No change 176 $11K
Edmond DE Rothschild Holding S.A. 0.00% No change 174 $11K
Sound Income Strategies, LLC 0.00% New 155 $9K
Simplex Trading, LLC 0.00% New 146 $9K
1620 Investment Advisors, Inc. 0.01% New 142 $9K
Franklin Resources Inc. 0.00% No change 114 $7K
Aspect Partners, LLC 0.00% No change 112 $7K
Aventura Private Wealth, LLC 0.00% No change 109 $7K
MGB Wealth Management, LLC 0.00% Reduce -65.0% 106 $7K
Bank of Montreal 0.00% Reduce -83.9% 100 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -63.9% 99 $6K
Fortis Group Advisors, LLC 0.00% No change 96 $6K
New Millennium Group LLC 0.00% New 80 $5K
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 -6.3% 30 $2K
O'shaughnessy Asset Management, LLC 0.00% No change 24 $2K
POM Investment Strategies, LLC 0.00% New 10 $627
Versant Capital Management, Inc 0.00% No change 10 $627

"% 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.