Global X MLP & Energy InfrasMLPXETF

13F holders, Q4 2025 (December 31)
314holders +18
40new positions
35sold out
3famous investors
$60.53avg. 13F price*

At the end of Q4 2025, 314 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 18 from Q3 2025. 40 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($650.6M), Bank of America Corp. ($151.2M) and LPL Financial LLC ($78.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions40$15.0M
Exits35$51.3M

All 13F filers, Q3 2025 → Q4 2025: 2,321,461 shares bought and 2,118,142 shares sold, net +203,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

Morgan Stanley 0.04% Add +8.6% 10,749,125 $650.6M
Bank of America Corp. 0.01% Add +3.6% 2,497,416 $151.2M
LPL Financial LLC 0.02% Reduce -1.5% 1,295,015 $78.4M
Wells Fargo & Company 0.01% Add +16.6% 1,206,576 $73.0M
Rational Advisors, Inc. 5.17% Reduce -3.0% 783,498 $47.4M
Royal Bank of Canada 0.01% Reduce -4.2% 684,939 $41.5M
Principal Financial Group Inc. 0.02% No change 666,500 $40.3M
UBS Group AG 0.01% Add +1.3% 659,711 $39.9M
PNC Financial Services Group, Inc. 0.02% Reduce -6.5% 460,944 $27.9M
Advisory Alpha, LLC 0.68% Reduce -0.5% 414,397 $25.1M
Payne Capital Management, LLC 7.87% Add +1.9% 411,815 $24.9M
Decker Wealth Management LLC 4.90% — 369,019 $22.3M
GenTrust, LLC 0.97% Add +34.9% 368,431 $22.3M
JPMorgan Chase & Co. 0.00% Add +1.6% 355,326 $21.5M
Ameriprise Financial Inc. 0.00% Add +19.6% 349,579 $21.2M
Madrid Financial Services 13.69% Reduce -8.4% 314,711 $19.0M
Curran Financial Partners, LLC 3.41% Add +8.0% 296,655 $18.0M
Annandale Capital, LLC 2.88% Add +4.7% 292,287 $17.7M
Raymond James Financial Inc. 0.01% Reduce -2.6% 282,123 $17.1M
Stifel Financial Corp. 0.01% Add +3.5% 250,631 $15.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +44.6% 230,727 $14.0M
Envestnet Asset Management Inc. 0.00% Reduce -37.6% 224,445 $13.6M
Presidio Capital Management, LLC 3.87% Add +6.2% 212,774 $12.9M
Cetera Investment Advisers 0.01% Reduce -17.2% 205,042 $12.4M
Focus Partners Wealth 0.01% Add +8.3% 193,559 $11.7M
MAI Capital Management 0.07% Reduce -5.3% 186,475 $11.3M
Commonwealth Equity Services, LLC 0.01% Reduce -0.4% 184,888 $11.2M
Baird Financial Group, Inc. 0.02% Reduce -34.3% 171,166 $10.4M
Evergreen Capital Management LLC 0.21% Reduce -2.2% 154,926 $9.4M
HighTower Advisors, LLC 0.01% Add +829.8% 151,933 $9.2M
Two Sigma Investments, LP 0.01% Reduce -64.9% 147,500 $8.9M
Stratos Wealth Advisors, LLC 0.42% Add +5.8% 144,733 $8.8M
Thor Investment Management Inc. /Oh/ 4.44% Add +9.1% 127,726 $7.7M
Apollon Wealth Management, LLC 0.13% Add +3.8% 124,739 $7.6M
Osaic Holdings, Inc. 0.01% Reduce -6.5% 121,557 $7.4M
Advisors Asset Management, Inc. 0.12% Add +7.2% 114,807 $6.9M
Baker Avenue Asset Management, LP 0.15% Reduce -23.9% 109,842 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +18.8% 107,307 $6.5M
Fiduciary Alliance LLC 0.42% Add +11.0% 107,013 $6.5M
Cresset Asset Management, LLC 0.03% Reduce -12.8% 99,526 $6.0M
Menlo Advisors LLC 2.70% Add +0.0% 99,252 $6.0M
Equitable Holdings, Inc. 0.04% Add +16.2% 96,635 $5.8M
BTG Pactual Asset Management US LLC 0.63% Add +3.4% 89,850 $5.6M
Seascape Capital Management 1.55% Add +9.0% 90,123 $5.5M
Susquehanna International Group, LLP 0.01% Add +80.3% 89,939 $5.4M
Sageworth Trust Co 0.22% Add +5.0% 85,268 $5.2M
Warner Group LLC 3.04% Reduce -10.9% 81,530 $4.9M
Fortis Advisors, LLC 2.69% Reduce -1.2% 80,757 $4.9M
SOL Capital Management CO 0.43% Reduce -0.5% 79,722 $4.8M
Cerity Partners LLC 0.01% Add +1.5% 79,322 $4.8M
Old Port Advisors 1.17% Add +2.4% 78,757 $4.8M
Cibc World Markets Corp. 0.02% — 78,161 $4.7M
NewEdge Advisors, LLC 0.02% Add +98.2% 77,270 $4.7M
Trinity Legacy Partners, LLC 1.06% Add +1.2% 76,477 $4.6M
MML Investors Services, LLC 0.01% Reduce -2.5% 75,329 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -27.6% 68,599 $4.2M
KMG Fiduciary Partners, LLC 0.29% Add +4.2% 67,528 $4.1M
Blume Capital Management, Inc. 0.74% Add +6799.9% 66,377 $4.0M
Ironsides Asset Advisors, LLC 1.02% Add +34.1% 66,367 $4.0M
Leavell Investment Management, Inc. 0.16% Add +12.6% 63,648 $3.9M
Cibc World Market Inc. 0.01% No change 60,170 $3.6M
Stamos Capital Partners, L.P. 0.57% Add +51.6% 58,580 $3.5M
Proficio Capital Partners LLC 0.25% Add +655.6% 58,081 $3.5M
Comerica Bank 0.01% Add +0.4% 57,025 $3.5M
Essex LLC 0.58% Reduce -1.6% 53,658 $3.2M
Glassy Mountain Advisors, Inc. 0.98% Reduce -2.9% 53,319 $3.2M
Corient Private Wealth LP 0.00% Reduce -8.2% 52,556 $3.2M
Global Retirement Partners, LLC 0.06% Reduce -13.9% 52,413 $3.2M
SeaCrest Wealth Management, LLC 0.31% Add +10.7% 51,732 $3.1M
Principal Securities, Inc. 0.04% Reduce -75.3% 47,945 $2.9M
Vectors Research Management, LLC 0.88% Reduce -12.4% 47,390 $2.9M
Bollard Group LLC 0.07% Add +1.2% 46,579 $2.8M
Patriot Investment Management Group, Inc. 0.17% Reduce -4.7% 45,454 $2.8M
WealthCare Investment Partners, LLC 0.80% Reduce -8.7% 44,900 $2.7M
Nottingham Advisors, Inc. 0.37% New 58,277 $2.6M
Key Client Fiduciary Advisors, LLC 0.91% Reduce -12.7% 43,337 $2.6M
Jones Financial Companies LLLP 0.00% Add +23.4% 42,000 $2.5M
Teamwork Financial Advisors, LLC 0.26% Add +12.7% 40,848 $2.5M
Visionary Wealth Advisors 0.11% Add +8.7% 40,640 $2.5M
HBW Advisory Services LLC 0.27% Add +0.1% 40,286 $2.4M
Park Avenue Securities LLC 0.02% Add +16.6% 40,271 $2.4M
Naples Global Advisors, LLC 0.18% Reduce -2.2% 38,923 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.8% 39,475 $2.3M
Wealthcare Advisory Partners LLC 0.04% Add +8.7% 36,948 $2.2M
Quantum Portfolio Management LLC 0.98% Reduce -32.1% 36,711 $2.2M
Rooted Wealth Advisors, Inc. 0.62% Add +1.3% 33,346 $2.2M
Oarsman Capital, Inc. 0.28% Add +16.6% 36,211 $2.2M
Horizon Financial Services, LLC 0.97% Add +1.1% 35,131 $2.1M
Strategic Wealth Investment Group, LLC 0.25% Reduce -25.9% 34,165 $2.1M
Capital Advisors, Ltd. LLC 0.23% Add +5.9% 33,973 $2.1M
Collaborative Wealth Managment Inc. 0.71% Add +61.5% 33,457 $2.0M
Sanctuary Advisors, LLC 0.01% Add +11.2% 33,098 $2.0M
Venturi Wealth Management, LLC 0.09% Reduce -0.6% 32,544 $2.0M
Rockefeller Capital Management L.P. 0.00% Add +166.2% 31,992 $1.9M
Financial Partners Group, Inc 0.22% Reduce -10.6% 29,093 $1.9M
Advisor Resource Council 0.68% New 29,347 $1.9M
Sharpepoint LLC 1.13% Add +7.3% 31,275 $1.9M
Legacy Capital Wealth Partners, LLC 0.40% Add +2.6% 30,718 $1.9M
Snowden Capital Advisors LLC 0.05% Reduce -2.7% 30,529 $1.9M
Courier Capital LLC 0.10% Reduce -0.6% 28,720 $1.7M

"% 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 314 holders