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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $69.0M |
| Exits | 16 | $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 |
| Financial Partners Group, Inc | 0.29% | Add +12.3% | 32,666 | $2.4M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -1.1% | 32,192 | $2.4M |
| Sharpepoint LLC | 1.41% | Add +2.5% | 32,066 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +110.3% | 31,797 | $2.4M |
| Journey Advisory Group, LLC | 0.20% | New | 31,400 | $2.3M |
| Navis Wealth Advisors, LLC | 1.15% | New | 30,600 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.5% | 30,150 | $2.2M |
| Advisor Resource Council | 0.88% | Add +2.7% | 30,147 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | New | 29,387 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.0% | 29,166 | $2.2M |
| Legacy Capital Wealth Partners, LLC | 0.44% | Reduce -5.5% | 29,030 | $2.1M |
| Midwest Professional Planners, LTD. | 0.50% | Add +12.3% | 28,964 | $2.1M |
| Oak Family Advisors, LLC | 0.64% | Reduce -0.7% | 28,160 | $2.1M |
| Courier Capital LLC | 0.11% | Reduce -5.6% | 27,113 | $2.0M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -3.9% | 25,561 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +62.2% | 25,002 | $1.8M |
| Spinnaker Investment Group, LLC | 0.36% | Add +15.8% | 24,214 | $1.8M |
| Verity & Verity, LLC | 0.13% | Reduce -0.8% | 23,527 | $1.7M |
| Arlington Trust Co LLC | 0.15% | Reduce -4.1% | 23,368 | $1.7M |
| Investors Research Corp | 0.33% | Reduce -4.1% | 23,177 | $1.7M |
| Quantum Portfolio Management LLC | 0.74% | Reduce -37.5% | 22,934 | $1.7M |
| Ameraudi Asset Management, Inc. | 0.90% | Reduce -16.5% | 22,487 | $1.7M |
| Resurgent Financial Advisors LLC | 0.59% | Add +30.2% | 22,027 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.13% | Reduce -2.7% | 21,120 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Add +16.2% | 20,981 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +8.0% | 20,308 | $1.5M |
| NTV Asset Management LLC | 0.16% | Reduce -0.1% | 19,797 | $1.5M |
| Wealthspan Partners, LLC | 0.51% | Add +5.2% | 19,497 | $1.4M |
| J.Safra Asset Management Corp | 0.07% | Add +4.3% | 18,671 | $1.4M |
| Fermata Advisors, LLC | 0.30% | Add +4.2% | 18,203 | $1.3M |
| VestGen Advisors, LLC | 0.04% | No change | 17,755 | $1.3M |
| Seven Springs Wealth Group, LLC | 0.31% | Add +61.6% | 17,623 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +0.7% | 17,439 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -4.4% | 17,237 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -64.2% | 17,173 | $1.3M |
| Tandem Financial, LLC | 0.40% | New | 15,914 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -9.7% | 15,836 | $1.2M |
| &partners | 0.01% | Add +5.2% | 15,500 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.9% | 14,464 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +23.9% | 14,179 | $1.0M |
| Fielder Capital Group LLC | 0.23% | Add +5.9% | 14,066 | $1.0M |
| Nova Wealth Management, Inc. | 0.67% | Add +24.8% | 13,963 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -7.6% | 13,347 | $987K |
| Sage Private Wealth Group, LLC | 0.49% | Reduce -35.1% | 13,159 | $973K |
| WESPAC Advisors, LLC | 0.53% | Reduce -11.7% | 12,986 | $960K |
| Asset Allocation Strategies LLC | 0.17% | Add +10.0% | 12,763 | $944K |
| Naviter Wealth, LLC | 0.12% | Reduce -0.6% | 12,602 | $932K |
| Birch Capital Management, LLC | 0.49% | Reduce -1.1% | 12,592 | $931K |
| Mariner, LLC | 0.00% | Add +17.9% | 12,398 | $917K |
| Discovery Capital Management, LLC / CT | 0.05% | No change | 12,286 | $908K |
| Asset One Wealth Management LLC | 0.10% | Add +1.8% | 12,888 | $905K |
| LVZ, Inc. | 0.10% | Add +3.6% | 11,775 | $871K |
| HB Wealth Management, LLC | 0.01% | Add +251.0% | 11,603 | $858K |
| Creative Planning | 0.00% | Reduce -9.2% | 11,200 | $828K |
| Lido Advisors, LLC | 0.00% | New | 11,116 | $822K |
| Independent Advisor Alliance | 0.01% | New | 11,033 | $816K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +109.5% | 10,816 | $800K |
| Ignite Planners, LLC | 0.12% | Add +0.5% | 10,683 | $789K |
| Stephens Inc. | 0.01% | Add +4.8% | 10,632 | $786K |
| Orgel Wealth Management, LLC | 0.02% | New | 10,495 | $776K |
| Silver Oak Securities, Incorporated | 0.06% | Add +12.1% | 10,318 | $763K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.2% | 10,066 | $744K |
| Anson Capital, Inc. | 0.51% | No change | 10,012 | $740K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -18.4% | 9,914 | $740K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 10,002 | $740K |
| Wealthspire Advisors, LLC | 0.01% | No change | 9,980 | $738K |
| Pasadena Private Wealth, LLC | 0.10% | Add +22.1% | 9,946 | $735K |
| Foster & Motley Inc. | 0.04% | Reduce -3.1% | 9,711 | $718K |
| FMR LLC | 0.00% | Add +19.7% | 9,605 | $710K |
| Altiora Financial Group, LLC | 0.12% | Add +19.3% | 9,600 | $710K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -27.1% | 9,538 | $705K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +173.9% | 9,507 | $703K |
| Argent Advisors, Inc. | 0.19% | No change | 9,441 | $698K |
| Aurora Private Wealth, Inc. | 0.49% | Reduce -35.7% | 11,312 | $685K |
| EP Wealth Advisors, LLC | 0.00% | No change | 9,119 | $674K |
| Palumbo Wealth Management LLC | 0.16% | No change | 9,082 | $672K |
| Steel Grove Capital Advisors, LLC | 0.07% | Add +3.4% | 8,898 | $658K |
| Index Technologies Group LLC | 0.71% | Reduce -37.0% | 8,800 | $651K |
| Cynosure Group, LLC | 0.08% | No change | 8,635 | $638K |
| Private Capital Advisors, Inc. | 0.07% | No change | 8,500 | $628K |
| HUB Investment Partners, LLC | 0.02% | Add +14.4% | 8,486 | $627K |
| Saxon Interests, Inc. | 0.21% | Reduce -17.2% | 8,370 | $619K |
| Fiduciary Trust Co | 0.01% | Reduce -2.6% | 8,315 | $615K |
| Sageworth Trust Co of South Dakota | 0.49% | No change | 8,297 | $613K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 8,219 | $608K |
| Summit Financial, LLC | 0.01% | Add +48.4% | 7,849 | $580K |
| Atlas Capital Advisors Inc. | 0.06% | No change | 7,602 | $562K |
| Firestone Capital Management | 0.12% | Reduce -0.8% | 7,578 | $560K |
| Mgo One Seven LLC | 0.01% | Add +0.9% | 7,540 | $558K |
| Savvy Advisors, Inc. | 0.01% | New | 7,292 | $539K |
| Plan Group Financial, LLC | 0.12% | No change | 7,000 | $518K |
| Disciplined Investors, L.L.C. | 0.29% | Add +0.5% | 6,631 | $490K |
| Quartz Partners, LLC | 0.18% | No change | 6,469 | $478K |
| MBL Wealth, LLC | 0.04% | Add +5.3% | 6,430 | $475K |
| Advisory Services Network, LLC | 0.01% | Add +3.8% | 6,320 | $467K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -81.1% | 6,260 | $463K |
| Kovack Advisors, Inc. | 0.02% | Reduce -11.4% | 6,550 | $453K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.0% | 5,994 | $443K |
| Meredith Wealth Planning | 0.12% | New | 5,985 | $443K |
| Legacy PCG, LLC | 2.40% | Reduce -71.6% | 5,968 | $441K |
| Mission Hills Financial Advisory, LLC | 0.22% | Add +7.4% | 5,830 | $431K |
| Commerce Bank | 0.00% | New | 5,741 | $424K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -1.0% | 5,656 | $418K |
| Ancora Advisors LLC | 0.01% | No change | 5,606 | $415K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 5,600 | $414K |
| Millennium Management | 0.00% | New | 5,385 | $398K |
| US Bancorp \de | 0.00% | Reduce -9.4% | 5,368 | $397K |
| Comprehensive Money Management Services LLC | 0.26% | Add +3.7% | 5,285 | $391K |
| World Investment Advisors | 0.01% | Add +0.1% | 5,206 | $385K |
| Choreo, LLC | 0.00% | Add +23.8% | 5,200 | $384K |
| Renaissance Technologies | 0.00% | Add +50.0% | 5,100 | $377K |
| Grandview Asset Management LLC | 0.11% | Reduce -8.0% | 5,008 | $370K |
| Embree Financial Group | 0.04% | Reduce -21.0% | 5,003 | $370K |
| Lionsbridge Wealth Management LLC | 0.37% | Add +1.6% | 4,961 | $367K |
| NWF Advisory Services Inc. | 0.04% | New | 4,950 | $366K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 4,768 | $353K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +168.8% | 4,728 | $350K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Reduce -89.1% | 4,705 | $348K |
| Somerset Trust Co | 0.11% | Add +0.4% | 4,680 | $346K |
| Northern Trust Corp. | 0.00% | Reduce -35.9% | 4,569 | $338K |
| Harbour Investments, Inc. | 0.01% | Add +29.3% | 4,490 | $332K |
| AlphaCore Capital LLC | 0.01% | No change | 4,300 | $318K |
| Entelevest, LLC | 0.32% | Reduce -24.2% | 4,245 | $314K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -24.1% | 4,025 | $298K |
| Arkadios Wealth Advisors | 0.00% | Reduce -1.9% | 3,989 | $295K |
| Pacific Park Financial, Inc. | 0.19% | Reduce -3.0% | 3,942 | $291K |
| Endowment Wealth Management, Inc. | 0.13% | Add +4.4% | 3,938 | $291K |
| Sandbox Financial Partners, LLC | 0.08% | New | 3,833 | $283K |
| Adkins Seale Capital Management LLC | 0.27% | Add +352.4% | 3,701 | $274K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,666 | $271K |
| Integrity Alliance, Llc. | 0.01% | New | 3,651 | $270K |
| First Heartland Consultants, Inc. | 0.02% | Add +5.4% | 3,626 | $268K |
| First National Bank of Omaha | 0.01% | No change | 3,565 | $266K |
| Scotia Capital Inc. | 0.00% | Reduce -4.4% | 3,591 | $266K |
| Independent Financial Group, LLC | 0.01% | New | 3,585 | $265K |
| Carr Financial Group Corp | 0.07% | New | 3,550 | $262K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -41.3% | 3,548 | $262K |
| ORBA Wealth Advisors, L.L.C. | 0.31% | No change | 3,540 | $262K |
| MMBG Investment Advisors Co. | 0.02% | No change | 3,540 | $262K |
| Leading Edge Financial Planning LLC | 0.06% | No change | 3,534 | $261K |
| Parallel Advisors, LLC | 0.00% | Reduce -37.1% | 3,493 | $258K |
| Fortis Capital Advisors, LLC | 0.03% | Add +1.3% | 3,488 | $258K |
| Belpointe Asset Management LLC | 0.01% | Add +1.3% | 3,488 | $258K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,469 | $256K |
| A. D. Beadell Investment Counsel, Inc. | 0.16% | Add +0.0% | 3,467 | $256K |
| Valley Forge Investment Consultants Inc. Adv | 0.07% | No change | 3,342 | $247K |
| Fort Sheridan Advisors LLC | 0.03% | New | 3,323 | $246K |
| ExodusPoint Capital Management, LP | 0.00% | New | 3,300 | $244K |
| Meramec Financial Planners, LLC | 0.10% | Reduce -15.3% | 3,415 | $240K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,178 | $235K |
| Ballentine Partners, LLC | 0.00% | New | 3,143 | $232K |
| Lanark Financial, Inc. | 0.02% | Reduce -22.2% | 3,134 | $232K |
| Triton Financial Group Inc | 0.40% | New | 3,442 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,119 | $231K |
| Pathstone Holdings, LLC | 0.00% | New | 2,965 | $219K |
| Verdence Capital Advisors LLC | 0.01% | New | 2,944 | $218K |
| Klingman & Associates, LLC | 0.01% | New | 2,904 | $215K |
| Blair William & Co. | 0.00% | Reduce -35.5% | 2,880 | $213K |
| Brookstone Capital Management | 0.00% | Reduce -17.6% | 2,834 | $210K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -17.7% | 2,833 | $209K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,800 | $207K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -47.1% | 2,798 | $207K |
| WestEnd Advisors, LLC | 0.01% | Add +104.8% | 2,777 | $205K |
| Victory Capital Management Inc. | 0.00% | New | 2,777 | $205K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | New | 2,750 | $203K |
| FWL Investment Management, LLC | 0.04% | Add +10.1% | 2,715 | $201K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -9.6% | 2,625 | $194K |
| Private Trust Co. NA | 0.02% | No change | 2,605 | $193K |
| Qube Research & Technologies Ltd | 0.00% | Add +4558.3% | 2,236 | $165K |
| Community Bank, N.A. | 0.02% | Add +2.5% | 1,945 | $144K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,883 | $139K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 1,509 | $112K |
| Copia Wealth Management | 0.07% | New | 1,430 | $106K |
| Field & Main Bank | 0.03% | Reduce -3.4% | 1,425 | $105K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +27.4% | 1,380 | $102K |
| AE Wealth Management LLC | 0.00% | Add +66.5% | 1,197 | $89K |
| Clearstead Advisors, LLC | 0.00% | Add +44.7% | 1,168 | $86K |
| Bank of Montreal | 0.00% | Add +990.0% | 1,090 | $81K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,070 | $79K |
| Adirondack Trust Co. | 0.03% | No change | 1,015 | $75K |
| Piscataqua Savings Bank | 0.05% | New | 976 | $72K |
| IFP Advisors, Inc | 0.00% | Add +3.7% | 973 | $72K |
| Creative Financial Designs Inc. | 0.00% | No change | 800 | $59K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 782 | $58K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +137.8% | 773 | $57K |
| Destiny Wealth Partners, LLC | 0.01% | New | 721 | $53K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 711 | $53K |
| Signaturefd, LLC | 0.00% | Add +20.5% | 618 | $46K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 500 | $37K |
| Key Financial Inc | 0.01% | No change | 500 | $37K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 497 | $37K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -3.1% | 465 | $34K |
| Purpose Unlimited Inc. | 0.00% | No change | 450 | $33K |
| CX Institutional | 0.00% | Add +10.4% | 447 | $33K |
| International Assets Investment Management, LLC | 0.00% | Add +0.5% | 405 | $29K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 394 | $29K |
| WealthShield Partners, LLC | 0.00% | No change | 349 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 335 | $25K |
| Blueline Advisors LLC | 0.02% | No change | 333 | $25K |
| Arax Advisory Partners | 0.00% | Reduce -90.7% | 313 | $23K |
| Princeton Global Asset Management LLC | 0.00% | No change | 310 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Add +69.7% | 302 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 250 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 201 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 200 | $15K |
| Whittier Trust Co. | 0.00% | No change | 199 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 192 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.1% | 180 | $13K |
| Evolution Wealth Management Inc. | 0.01% | No change | 180 | $13K |
| Bfsg, LLC | 0.00% | No change | 176 | $13K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 174 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 167 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 155 | $11K |
| Financial Consulate, Inc. | 0.00% | No change | 150 | $11K |
| Simplex Trading, LLC | 0.00% | Reduce -71.5% | 145 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 141 | $10K |
| SHP Wealth Management | 0.00% | New | 135 | $10K |
| Barclays PLC | 0.00% | Reduce -95.3% | 131 | $10K |
| Triumph Capital Management | 0.00% | No change | 125 | $9K |
| Ascentis Independent Advisors | 0.00% | New | 119 | $9K |
| Franklin Resources Inc. | 0.00% | New | 114 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 109 | $8K |
| Monetary Solutions, Ltd | 0.01% | No change | 100 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 99 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 96 | $7K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 91 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +275.0% | 90 | $7K |
| Quadrant Capital Group LLC | 0.00% | New | 82 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | New | 77 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 65 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -93.1% | 57 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 48 | $4K |
| Allworth Financial LP | 0.00% | Add +56.7% | 47 | $4K |
| Caldwell Trust Co | 0.00% | Reduce -25.0% | 39 | $3K |
| Spire Wealth Management | 0.00% | No change | 37 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | Add +2.9% | 35 | $3K |
| Wall Street Financial Group, Inc. | 0.00% | New | 26 | $2K |
| Mather Group, Llc. | 0.00% | New | 17 | $1K |
| Citigroup Inc. | 0.00% | Add +1100.0% | 12 | $887 |
| POM Investment Strategies, LLC | 0.00% | No change | 10 | $757 |
| Nemes Rush Group LLC | 0.00% | New | 4 | $296 |
| Grey Ledge Advisors, LLC | 0.00% | New | 3 | $238 |
"% 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.