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
Coldstream Capital Management Inc. 0.02% Add +0.5% 28,593 $1.7M
Oak Family Advisors, LLC 0.53% New 28,347 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +7.9% 27,787 $1.7M
Ameraudi Asset Management, Inc. 0.90% Add +5.9% 26,926 $1.6M
Fifth Third Securities, Inc. 0.11% Reduce -3.5% 26,589 $1.6M
Kestra Advisory Services, LLC 0.01% Add +7.1% 26,326 $1.6M
Midwest Professional Planners, LTD. 0.37% Add +8.6% 25,785 $1.6M
Arlington Trust Co LLC 0.15% No change 24,368 $1.5M
Investors Research Corp 0.27% Reduce -1.2% 24,176 $1.5M
Verity & Verity, LLC 0.11% No change 23,704 $1.4M
Moneco Advisors, LLC 0.11% Add +113.0% 23,598 $1.4M
Transamerica Financial Advisors, LLC 0.11% Reduce -2.7% 21,712 $1.3M
Legacy PCG, LLC 0.79% Add +11.1% 21,028 $1.3M
Spinnaker Investment Group, LLC 0.23% New 20,907 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.3% 20,335 $1.2M
Sage Private Wealth Group, LLC 0.66% Reduce -20.4% 20,276 $1.2M
NTV Asset Management LLC 0.13% Add +0.0% 19,806 $1.2M
Captrust Financial Advisors 0.00% Reduce -3.5% 18,801 $1.1M
Wealthspan Partners, LLC 0.41% Add +1.0% 18,533 $1.1M
Truist Financial Corp. 0.00% Add +8.9% 18,117 $1.1M
Geneos Wealth Management Inc. 0.03% Add +5.6% 18,051 $1.1M
Cwm, LLC 0.00% Add +22.4% 18,033 $1.1M
J.Safra Asset Management Corp 0.06% Add +17.5% 17,894 $1.1M
Aurora Private Wealth, Inc. 0.71% — 17,587 $1.1M
VestGen Advisors, LLC 0.05% No change 17,755 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -5.3% 17,539 $1.1M
Fermata Advisors, LLC 0.25% Reduce -3.5% 17,471 $1.1M
Flagship Harbor Advisors, LLC 0.05% Add +1.5% 17,325 $1.0M
Resurgent Financial Advisors LLC 0.52% Add +2.7% 16,919 $1.0M
Tudor Investment Corporation 0.01% New 15,820 $958K
Steward Partners Investment Advisory, LLC 0.01% Add +29.1% 15,412 $933K
Janney Montgomery Scott LLC 0.00% Add +13.1% 15,116 $915K
WESPAC Advisors, LLC 0.48% New 14,699 $890K
&partners 0.00% Add +0.2% 14,731 $886K
Great Valley Advisor Group, Inc. 0.02% Reduce -13.7% 14,444 $874K
Index Technologies Group LLC 0.88% — 13,969 $846K
Private Advisor Group, LLC 0.00% Add +45.7% 13,711 $830K
Asset One Wealth Management LLC 0.11% — 12,658 $817K
Fielder Capital Group LLC 0.17% Add +1.4% 13,284 $804K
Concurrent Investment Advisors, LLC 0.01% Add +1.5% 13,093 $793K
Birch Capital Management, LLC 0.38% No change 12,736 $771K
Naviter Wealth, LLC 0.10% Reduce -82.6% 12,682 $769K
Creative Planning 0.00% Add +35.8% 12,340 $747K
Discovery Capital Management, LLC / CT 0.04% Add +283.3% 12,286 $744K
Manning & Napier Advisors LLC 0.01% Reduce -3.6% 12,145 $735K
Asset Allocation Strategies LLC 0.13% Add +18.3% 11,599 $702K
Beacon Pointe Advisors, LLC 0.00% Add +33.6% 11,519 $697K
Ignite Planners, LLC 0.11% Add +145.4% 10,634 $695K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,441 $693K
LVZ, Inc. 0.08% Add +14.7% 11,365 $688K
Nova Wealth Management, Inc. 0.46% Reduce -29.1% 11,188 $677K
Seven Springs Wealth Group, LLC 0.19% Reduce -5.0% 10,907 $660K
Wakefield Asset Management LLLP 0.18% New 10,845 $656K
Mariner, LLC 0.00% Add +71.6% 10,511 $636K
Signal Advisors Wealth, LLC 0.05% Add +24.2% 10,294 $623K
Stephens Inc. 0.01% No change 10,145 $614K
Saxon Interests, Inc. 0.22% Add +9.5% 10,113 $612K
Foster & Motley Inc. 0.03% No change 10,020 $607K
Anson Capital, Inc. 0.44% Reduce -4.3% 10,012 $606K
Goldman Sachs Group Inc. 0.00% Reduce -66.7% 10,000 $605K
Wealthspire Advisors, LLC 0.00% Add +5.3% 9,980 $604K
Argent Advisors, Inc. 0.16% Reduce -3.1% 9,441 $571K
Silver Oak Securities, Incorporated 0.04% Add +5.4% 9,207 $560K
EP Wealth Advisors, LLC 0.00% — 9,119 $552K
Palumbo Wealth Management LLC 0.14% No change 9,082 $550K
Cynosure Group, LLC 0.05% No change 8,635 $523K
Steel Grove Capital Advisors, LLC 0.05% Add +5.1% 8,602 $521K
Fiduciary Trust Co 0.01% Add +4.3% 8,540 $517K
Private Capital Advisors, Inc. 0.05% No change 8,500 $515K
Sageworth Trust Co of South Dakota 0.41% No change 8,297 $502K
Aaron Wealth Advisors LLC 0.03% No change 8,219 $497K
Pasadena Private Wealth, LLC 0.07% Add +0.1% 8,149 $493K
Altiora Financial Group, LLC 0.08% Add +151.6% 8,050 $487K
FMR LLC 0.00% Add +40.0% 8,025 $486K
Firestone Capital Management 0.10% Add +10.1% 7,640 $462K
Atlas Capital Advisors Inc. 0.05% — 7,602 $460K
Mgo One Seven LLC 0.01% Add +18.6% 7,470 $452K
Cordoba Advisory Partners LLC 0.11% — 7,448 $451K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -23.6% 7,426 $449K
HUB Investment Partners, LLC 0.01% Add +42.2% 7,415 $449K
Kovack Advisors, Inc. 0.02% New 7,390 $447K
Northern Trust Corp. 0.00% Reduce -1.8% 7,132 $432K
Plan Group Financial, LLC 0.11% No change 7,000 $424K
Disciplined Investors, L.L.C. 0.26% Add +0.5% 6,600 $399K
Quartz Partners, LLC 0.15% Add +19.5% 6,469 $392K
Embree Financial Group 0.05% Reduce -37.2% 6,332 $383K
Quantinno Capital Management LP 0.00% Add +3.0% 6,245 $378K
MBL Wealth, LLC 0.03% Reduce -1.5% 6,105 $370K
Advisory Services Network, LLC 0.01% Reduce -64.2% 6,089 $369K
Ashton Thomas Private Wealth, LLC 0.01% Add +2.3% 6,039 $366K
US Bancorp \de 0.00% Reduce -4.3% 5,926 $359K
Greenwich Wealth Management LLC 0.02% Add +7.3% 5,711 $346K
Ancora Advisors LLC 0.01% No change 5,606 $339K
Entelevest, LLC 0.35% — 5,601 $339K
Pekin Hardy Strauss, Inc. 0.03% No change 5,600 $339K
Parallel Advisors, LLC 0.01% Add +61.0% 5,558 $336K
FineMark National Bank & Trust 0.01% Reduce -14.7% 5,514 $334K
Grandview Asset Management LLC 0.09% Reduce -22.3% 5,446 $330K
Mission Hills Financial Advisory, LLC 0.17% Add +7.5% 5,430 $329K
Pettinga Financial Advisors LLC 0.06% Reduce -1.9% 5,300 $321K
Summit Financial, LLC 0.00% New 5,290 $321K
Foundations Investment Advisors, LLC 0.00% New 5,293 $320K
World Investment Advisors 0.01% New 5,198 $315K
U.S. Capital Wealth Advisors, LLC 0.01% No change 5,163 $313K
Comprehensive Money Management Services LLC 0.21% Add +2.8% 5,095 $308K
CIBC Private Wealth Group LLC 0.00% Add +6.5% 4,977 $301K
D. E. Shaw & Co. 0.00% Reduce -83.8% 4,914 $297K
Lionsbridge Wealth Management LLC 0.30% Reduce -0.3% 4,882 $296K
Annis Gardner Whiting Capital Advisors, LLC 0.05% New 4,768 $289K
Certuity, LLC 0.02% No change 4,729 $286K
Tidal Investments LLC 0.00% New 4,726 $286K
Somerset Trust Co 0.09% Add +6.2% 4,662 $282K
Blair William & Co. 0.00% No change 4,465 $270K
Meramec Financial Planners, LLC 0.11% — 4,033 $270K
AlphaCore Capital LLC 0.01% No change 4,300 $261K
Choreo, LLC 0.00% Reduce -4.5% 4,200 $255K
SFG Wealth Management, LLC. 0.10% New 4,124 $250K
Arkadios Wealth Advisors 0.00% Reduce -10.1% 4,065 $246K
Pacific Park Financial, Inc. 0.15% — 4,062 $246K
Lanark Financial, Inc. 0.02% Add +1.1% 4,029 $244K
Endowment Wealth Management, Inc. 0.10% Add +9.4% 3,771 $228K
Scotia Capital Inc. 0.00% No change 3,756 $227K
Birch Hill Investment Advisors LLC 0.01% No change 3,666 $222K
First National Bank of Omaha 0.01% New 3,565 $217K
Clear Trail Advisors, LLC 0.05% — 3,547 $215K
MMBG Investment Advisors Co. 0.02% No change 3,540 $215K
ORBA Wealth Advisors, L.L.C. 0.19% Reduce -46.5% 3,540 $214K
Leading Edge Financial Planning LLC 0.05% No change 3,534 $214K
Harbour Investments, Inc. 0.00% Reduce -23.1% 3,474 $210K
Pinnacle Financial Partners, Inc. 0.00% — 3,471 $210K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,469 $210K
A. D. Beadell Investment Counsel, Inc. 0.14% Add +0.3% 3,466 $209K
Fortis Capital Advisors, LLC 0.03% New 3,445 $209K
Belpointe Asset Management LLC 0.01% New 3,445 $209K
Ausdal Financial Partners, Inc. 0.01% Reduce -58.0% 3,442 $208K
Brookstone Capital Management 0.00% New 3,440 $208K
First Heartland Consultants, Inc. 0.02% Add +1.6% 3,439 $208K
Y-Intercept (Hong Kong) Ltd 0.00% Reduce -88.3% 3,404 $206K
Renaissance Technologies 0.00% New 3,400 $206K
Arax Advisory Partners 0.01% New 3,363 $204K
Valley Forge Investment Consultants Inc. Adv 0.06% No change 3,342 $202K
HB Wealth Management, LLC 0.00% New 3,306 $200K
IAG Wealth Partners, LLC 0.02% No change 2,902 $176K
Barclays PLC 0.00% New 2,788 $169K
Private Trust Co. NA 0.01% No change 2,605 $158K
FWL Investment Management, LLC 0.04% Add +59.0% 2,465 $149K
Community Bank, N.A. 0.01% New 1,898 $115K
Sunbelt Securities, Inc. 0.01% No change 1,883 $114K
Glass Jacobson Investment Advisors llc 0.04% New 1,759 $106K
VSM Wealth Advisory, LLC 0.03% Add +0.5% 1,509 $91K
Field & Main Bank 0.03% No change 1,475 $89K
WestEnd Advisors, LLC 0.00% Add +7.8% 1,356 $82K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,083 $66K
Adirondack Trust Co. 0.02% No change 1,015 $61K
IFP Advisors, Inc 0.00% Add +26.4% 938 $57K
Three Bearings Fiduciary Advisors, Inc. 0.05% — 782 $51K
Assetmark, Inc. 0.00% Add +0.1% 829 $50K
Adkins Seale Capital Management LLC 0.05% — 818 $50K
Clearstead Advisors, LLC 0.00% New 807 $49K
Creative Financial Designs Inc. 0.00% No change 800 $48K
Farther Finance Advisors, LLC 0.00% Add +5.6% 741 $45K
AE Wealth Management LLC 0.00% Reduce -4.9% 719 $43K
Ameritas Investment Partners, Inc. 0.00% Reduce -2.7% 711 $43K
Fifth Third Bancorp 0.00% No change 575 $35K
Signaturefd, LLC 0.00% No change 513 $31K
Simplex Trading, LLC 0.00% Add +247.9% 508 $31K
Key Financial Inc 0.01% No change 500 $30K
Private Wealth Asset Management, LLC 0.00% New 497 $30K
Vermillion Wealth Management, Inc. 0.01% Add +0.4% 480 $29K
Purpose Unlimited Inc. 0.00% — 450 $27K
CX Institutional 0.00% New 405 $25K
International Assets Investment Management, LLC 0.00% New 403 $24K
WealthShield Partners, LLC 0.00% No change 349 $21K
Anchor Investment Management, LLC 0.00% No change 335 $20K
Blueline Advisors LLC 0.02% — 333 $20K
Federation des caisses Desjardins du Quebec 0.00% Reduce -47.9% 327 $20K
Cullen/Frost Bankers, Inc. 0.00% Reduce -69.8% 325 $20K
Princeton Global Asset Management LLC 0.00% No change 310 $19K
Hilltop National Bank 0.00% New 250 $15K
Capital Analysts, LLC 0.00% No change 250 $15K
Dunhill Financial, LLC 0.00% No change 200 $12K
Whittier Trust Co. 0.00% No change 199 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 192 $12K
Evolution Wealth Management Inc. 0.01% New 180 $11K
Smallwood Wealth Investment Management, LLC 0.01% Add +1.1% 178 $11K
Russell Investments Group, Ltd. 0.00% Reduce -32.1% 178 $11K
Bfsg, LLC 0.00% No change 176 $11K
Edmond DE Rothschild Holding S.A. 0.00% No change 174 $11K
1620 Investment Advisors, Inc. 0.01% Add +17.6% 167 $10K
Sound Income Strategies, LLC 0.00% No change 155 $10K
Financial Consulate, Inc. 0.00% New 150 $9K
Aptus Capital Advisors, LLC 0.00% Add +243.9% 141 $9K
Triumph Capital Management 0.00% New 125 $8K
ORG Partners LLC 0.00% New 119 $7K
Aventura Private Wealth, LLC 0.00% No change 109 $7K
MGB Wealth Management, LLC 0.00% Add +0.9% 107 $6K
Monetary Solutions, Ltd 0.01% — 100 $6K
Bank of Montreal 0.00% No change 100 $6K
EverSource Wealth Advisors, LLC 0.00% No change 99 $6K
Fortis Group Advisors, LLC 0.00% No change 96 $6K
DT Investment Partners, LLC 0.00% New 65 $4K
Rothschild Investment LLC 0.00% New 65 $4K
Darwin Wealth Management, LLC 0.00% New 63 $4K
Caldwell Trust Co 0.00% Reduce -1.9% 52 $3K
Raffa Wealth Management, LLC 0.00% Add +6.7% 48 $3K
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 48 $3K
Spire Wealth Management 0.00% No change 37 $2K
Wilkerson Advisory Group LLC 0.00% — 34 $2K
Allworth Financial LP 0.00% No change 30 $2K
Strengthening Families & Communities, LLC 0.00% New 25 $2K
O'shaughnessy Asset Management, LLC 0.00% No change 24 $1K
POM Investment Strategies, LLC 0.00% No change 10 $613
Versant Capital Management, Inc 0.00% No change 10 $605
Citigroup Inc. 0.00% New 1 $61

"% 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.