Global X MLP & Energy InfrasMLPXETF

13F holders, Q1 2026 (March 31)
342holders +28
50new positions
16sold out
2famous investors
$73.79avg. 13F price*

At the end of Q1 2026, 342 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 28 from Q4 2025. 50 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($797.9M), Bank of America Corp. ($172.6M) and LPL Financial LLC ($93.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions50$69.0M
Exits16$16.6M

All 13F filers, Q4 2025 → Q1 2026: 3,005,102 shares bought and 2,011,009 shares sold, net +994,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 342 holders

Morgan Stanley 0.05% Add +0.4% 10,791,235 $797.9M
Bank of America Corp. 0.01% Reduce -6.5% 2,334,358 $172.6M
LPL Financial LLC 0.02% Reduce -2.0% 1,268,748 $93.8M
Wells Fargo & Company 0.01% Reduce -32.9% 809,687 $59.9M
UBS Group AG 0.01% Add +14.8% 757,220 $56.0M
Rational Advisors, Inc. 5.42% Reduce -14.1% 673,199 $49.8M
Principal Financial Group Inc. 0.02% Reduce -8.3% 611,025 $45.2M
PNC Financial Services Group, Inc. 0.02% Add +11.3% 513,075 $37.9M
Two Sigma Investments, LP 0.03% Add +222.3% 475,400 $35.2M
Raymond James Financial Inc. 0.01% Add +65.7% 467,445 $34.6M
Payne Capital Management, LLC 9.37% Add +1.6% 418,179 $30.9M
Advisory Alpha, LLC 0.83% Reduce -0.4% 412,560 $30.5M
Royal Bank of Canada 0.01% Reduce -40.4% 408,136 $30.2M
JPMorgan Chase & Co. 0.00% Add +12.0% 397,998 $29.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +72.6% 398,316 $29.5M
Ameriprise Financial Inc. 0.01% Add +12.0% 391,653 $29.0M
Decker Wealth Management LLC 6.29% Add +1.5% 374,622 $27.7M
GenTrust, LLC 1.18% Add +1.1% 372,616 $27.6M
School Employees Retirement Board of Ohio 9.97% New 330,585 $24.4M
Envestnet Asset Management Inc. 0.01% Add +41.2% 317,010 $23.4M
Curran Financial Partners, LLC 4.09% Add +4.2% 309,224 $22.9M
Stifel Financial Corp. 0.02% Add +13.3% 283,941 $21.0M
Presidio Capital Management, LLC 4.83% Add +5.7% 224,919 $16.6M
HighTower Advisors, LLC 0.02% Add +29.5% 196,740 $14.5M
Commonwealth Equity Services, LLC 0.02% Add +3.8% 191,831 $14.2M
Baird Financial Group, Inc. 0.02% Add +11.7% 191,118 $14.1M
Focus Partners Wealth 0.02% Reduce -1.9% 189,897 $14.0M
Cetera Investment Advisers 0.01% Reduce -7.8% 189,050 $14.0M
MAI Capital Management 0.08% Reduce -1.7% 183,296 $13.6M
Annandale Capital, LLC 2.14% Reduce -39.8% 176,033 $13.0M
Cerity Partners LLC 0.02% Add +101.6% 159,884 $11.8M
Osaic Holdings, Inc. 0.02% Add +30.9% 159,113 $11.8M
Evergreen Capital Management LLC 0.25% Add +0.6% 155,878 $11.5M
DDFG, Inc 2.18% New 136,569 $10.1M
Apollon Wealth Management, LLC 0.16% Add +6.5% 132,856 $9.8M
Madrid Financial Services 5.64% Reduce -58.9% 129,288 $9.6M
Cresset Asset Management, LLC 0.04% Add +28.6% 128,010 $9.5M
Advisors Asset Management, Inc. 0.15% Add +6.1% 121,771 $9.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +9.5% 117,483 $8.7M
Fiduciary Alliance LLC 0.51% Add +12.6% 120,491 $8.5M
Baker Avenue Asset Management, LP 0.19% Add +3.4% 113,589 $8.4M
Farther Finance Advisors, LLC 0.08% Add +14913.0% 111,246 $8.1M
Thor Investment Management Inc. /Oh/ 4.16% Reduce -17.1% 105,832 $7.8M
Equitable Holdings, Inc. 0.05% Add +28.9% 124,578 $7.5M
NewEdge Advisors, LLC 0.02% Add +20.5% 93,123 $6.9M
Seascape Capital Management 1.91% Reduce -0.2% 89,921 $6.6M
Nottingham Advisors, Inc. 0.84% Add +51.6% 88,333 $6.5M
Sageworth Trust Co 0.27% No change 85,268 $6.3M
BTG Pactual Asset Management US LLC 0.62% Reduce -5.9% 84,519 $6.2M
Integrated Wealth Concepts LLC 0.05% New 82,969 $6.1M
Menlo Advisors LLC 2.70% No change 99,252 $6.0M
Old Port Advisors 1.34% Add +0.1% 78,793 $5.8M
CIBC Bancorp USA Inc. 0.01% — 76,986 $5.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +268.8% 74,997 $5.5M
Fortis Advisors, LLC 2.75% Reduce -8.1% 74,190 $5.5M
Warner Group LLC 3.55% Reduce -9.7% 73,598 $5.4M
Trinity Legacy Partners, LLC 1.17% Reduce -0.4% 76,197 $5.4M
MML Investors Services, LLC 0.01% Reduce -5.7% 71,070 $5.3M
KMG Fiduciary Partners, LLC 0.37% Add +1.2% 68,328 $5.1M
Rooted Wealth Advisors, Inc. 1.32% Add +113.8% 71,282 $5.0M
Marshall Wace, LLP 0.01% New 66,247 $4.9M
Ironsides Asset Advisors, LLC 1.14% Reduce -7.1% 61,655 $4.6M
Leavell Investment Management, Inc. 0.18% Reduce -5.9% 59,885 $4.4M
Cibc World Market Inc. 0.01% Reduce -4.0% 57,770 $4.3M
Fifth Third Bancorp 0.01% Add +9845.2% 57,185 $4.2M
Proficio Capital Partners LLC 0.22% Reduce -2.4% 56,686 $4.2M
SeaCrest Wealth Management, LLC 0.43% Add +5.0% 54,316 $4.0M
Glassy Mountain Advisors, Inc. 1.23% Add +0.6% 53,661 $4.0M
Essex LLC 0.69% Reduce -1.7% 52,725 $3.9M
Ocean Park Asset Management, LLC 0.22% New 52,001 $3.8M
Blume Capital Management, Inc. 0.64% Reduce -22.9% 51,160 $3.8M
Corient Private Wealth LP 0.01% Add +12.8% 59,260 $3.6M
Bollard Group LLC 0.11% Add +1.2% 47,147 $3.5M
Jones Financial Companies LLLP 0.00% Add +9.3% 45,918 $3.5M
Rockefeller Capital Management L.P. 0.01% Add +46.1% 46,727 $3.5M
Moneco Advisors, LLC 0.26% Add +94.5% 45,890 $3.4M
Vectors Research Management, LLC 0.99% Reduce -3.4% 45,784 $3.4M
Stamos Capital Partners, L.P. 0.53% Reduce -22.2% 45,553 $3.4M
Patriot Investment Management Group, Inc. 0.21% Reduce -1.6% 44,737 $3.3M
Cordoba Advisory Partners LLC 0.91% Add +497.0% 44,464 $3.3M
Teamwork Financial Advisors, LLC 0.36% Add +8.2% 44,212 $3.3M
Naples Global Advisors, LLC 0.22% Add +5.6% 41,117 $3.0M
Visionary Wealth Advisors 0.13% Reduce -0.8% 40,311 $3.0M
Park Avenue Securities LLC 0.02% Reduce -0.6% 40,025 $3.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Add +435.9% 39,800 $2.9M
Clear Trail Advisors, LLC 0.49% Add +1021.8% 39,791 $2.9M
Collaborative Wealth Managment Inc. 1.35% Add +18.8% 39,745 $2.9M
Truist Financial Corp. 0.00% Add +117.7% 39,433 $2.9M
Wealthcare Advisory Partners LLC 0.06% Add +5.4% 38,946 $2.9M
Bleakley Financial Group, LLC 0.04% New 38,531 $2.8M
Private Advisor Group, LLC 0.01% Add +178.8% 38,219 $2.8M
Oarsman Capital, Inc. 0.34% Add +3.0% 37,314 $2.8M
HBW Advisory Services LLC 0.29% Reduce -8.1% 37,032 $2.7M
Horizon Financial Services, LLC 1.20% Add +4.9% 36,848 $2.7M
WealthCare Investment Partners, LLC 0.74% Reduce -20.4% 35,732 $2.7M
Kestra Advisory Services, LLC 0.01% Add +36.9% 36,040 $2.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -10.9% 35,188 $2.6M
Snowden Capital Advisors LLC 0.07% Add +12.5% 34,347 $2.5M
Capital Advisors, Ltd. LLC 0.28% Reduce -0.3% 33,882 $2.5M
Strategic Wealth Investment Group, LLC 0.32% Reduce -0.9% 33,863 $2.5M

"% 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 342 holders