Global X MLP & Energy InfrasMLPXETF
13F holders, Q2 2026 (June 30)346holders +4
42new positions
39sold out
1famous investor
$73.70avg. 13F price*
At the end of Q2 2026, 346 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 4 from Q1 2026. 42 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($818.6M), Bank of America Corp. ($170.4M) and Treasurer of the State of North Carolina ($157.6M). 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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $201.5M |
| Exits | 39 | $72.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,212,653 shares bought and 1,767,519 shares sold, net +2,445,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 346 holders
| Morgan Stanley | 0.04% | Add +3.0% | 11,112,678 | $818.6M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 2,313,901 | $170.4M |
| Treasurer of the State of North Carolina | 0.41% | New | 2,139,399 | $157.6M |
| LPL Financial LLC | 0.02% | Add +12.8% | 1,431,595 | $105.5M |
| UBS Group AG | 0.01% | Add +2.9% | 778,880 | $57.4M |
| Wells Fargo & Company | 0.01% | Reduce -6.8% | 754,742 | $55.6M |
| Rational Advisors, Inc. | 4.74% | Reduce -0.8% | 667,709 | $49.2M |
| Raymond James Financial Inc. | 0.01% | Add +17.5% | 549,091 | $40.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.2% | 514,296 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 420,875 | $31.2M |
| Payne Capital Management, LLC | 8.26% | Add +0.6% | 420,592 | $31.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +2.5% | 408,329 | $30.1M |
| Fund Evaluation Group, LLC | 0.81% | New | 406,672 | $30.0M |
| Advisory Alpha, LLC | 0.73% | Reduce -2.0% | 404,310 | $29.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 401,465 | $29.6M |
| GenTrust, LLC | 1.08% | Add +2.8% | 382,918 | $28.2M |
| Decker Wealth Management LLC | 5.81% | Reduce -1.0% | 371,036 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.7% | 349,682 | $25.8M |
| Curran Financial Partners, LLC | 3.66% | Add +7.9% | 333,537 | $24.6M |
| School Employees Retirement Board of Ohio | 8.77% | No change | 330,585 | $24.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 326,689 | $24.1M |
| Presidio Capital Management, LLC | 5.40% | Add +30.5% | 293,435 | $21.6M |
| Stifel Financial Corp. | 0.02% | Add +3.0% | 292,323 | $21.5M |
| Cresset Asset Management, LLC | 0.07% | Add +108.2% | 266,570 | $19.6M |
| HighTower Advisors, LLC | 0.02% | Add +14.6% | 225,513 | $16.6M |
| Cetera Investment Advisers | 0.02% | Add +19.3% | 225,494 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.9% | 199,210 | $14.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 187,687 | $13.8M |
| Focus Partners Wealth | 0.01% | Reduce -1.2% | 187,651 | $13.8M |
| MAI Capital Management | 0.05% | Add +0.1% | 183,569 | $13.5M |
| Osaic Holdings, Inc. | 0.01% | Add +7.8% | 171,531 | $12.6M |
| Annandale Capital, LLC | 1.87% | Reduce -2.5% | 171,649 | $12.6M |
| Evergreen Capital Management LLC | 0.20% | Add +0.1% | 156,042 | $11.5M |
| Cerity Partners LLC | 0.01% | Reduce -3.6% | 154,059 | $11.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +2.7% | 136,453 | $10.1M |
| Equitable Holdings, Inc. | 0.06% | Add +5.9% | 131,899 | $9.7M |
| Warner Group LLC | 2.35% | Add +75.9% | 129,447 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.5% | 126,244 | $9.3M |
| Fiduciary Alliance LLC | 0.61% | Add +1.3% | 122,022 | $9.0M |
| Baker Avenue Asset Management, LP | 0.17% | Add +6.7% | 121,160 | $8.9M |
| Advisors Asset Management, Inc. | 0.13% | Reduce -1.5% | 119,986 | $8.8M |
| Menlo Advisors LLC | 3.74% | Add +16.8% | 115,872 | $8.5M |
| Madrid Financial Services | 4.51% | Reduce -10.4% | 115,817 | $8.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +1.7% | 113,093 | $8.3M |
| Thor Investment Management Inc. /Oh/ | 4.66% | Add +4.9% | 110,989 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.7% | 103,263 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +560.3% | 95,502 | $7.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.4% | 92,724 | $6.8M |
| Nottingham Advisors, Inc. | 0.80% | Reduce -0.3% | 88,072 | $6.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -81.1% | 89,900 | $6.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +6.8% | 88,656 | $6.5M |
| Seascape Capital Management | 1.56% | Reduce -1.8% | 88,345 | $6.5M |
| BTG Pactual Asset Management US LLC | 0.48% | Add +1.2% | 85,522 | $6.3M |
| Sageworth Trust Co | 0.25% | No change | 85,268 | $6.3M |
| CIBC Bancorp USA Inc. | 0.01% | Add +2.6% | 79,029 | $5.8M |
| Trinity Legacy Partners, LLC | 1.16% | Reduce -0.3% | 75,974 | $5.8M |
| Fortis Advisors, LLC | 2.56% | Add +0.1% | 74,252 | $5.5M |
| Rooted Wealth Advisors, Inc. | 1.31% | Add +1.7% | 72,498 | $5.3M |
| KMG Fiduciary Partners, LLC | 0.49% | Add +4.8% | 71,576 | $5.3M |
| MML Investors Services, LLC | 0.01% | Reduce -0.1% | 71,005 | $5.2M |
| Naviter Wealth, LLC | 0.42% | Add +403.1% | 63,402 | $4.7M |
| Ironsides Asset Advisors, LLC | 1.06% | Reduce -0.4% | 61,408 | $4.5M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -1.4% | 59,072 | $4.4M |
| DDFG, Inc | 0.86% | Reduce -57.2% | 58,507 | $4.3M |
| Proficio Capital Partners LLC | 0.15% | No change | 56,686 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 55,573 | $4.2M |
| Fifth Third Bancorp | 0.01% | Reduce -3.2% | 55,358 | $4.1M |
| Cibc World Market Inc. | 0.01% | Reduce -6.4% | 54,072 | $4.0M |
| Glassy Mountain Advisors, Inc. | 1.05% | Reduce -2.9% | 52,107 | $3.8M |
| Park Avenue Securities LLC | 0.02% | Add +30.0% | 52,034 | $3.8M |
| Collaborative Wealth Managment Inc. | 1.61% | Add +30.5% | 51,863 | $3.8M |
| Blume Capital Management, Inc. | 0.56% | Add +0.4% | 51,362 | $3.8M |
| Old Port Advisors | 0.74% | Reduce -35.7% | 50,693 | $3.7M |
| Essex LLC | 0.56% | Reduce -4.8% | 50,204 | $3.7M |
| Moneco Advisors, LLC | 0.23% | Add +9.2% | 50,114 | $3.7M |
| Bleakley Financial Group, LLC | 0.05% | Add +29.3% | 49,800 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.5% | 49,781 | $3.7M |
| Truist Financial Corp. | 0.00% | Add +25.9% | 49,657 | $3.7M |
| Bollard Group LLC | 0.11% | Add +1.0% | 47,622 | $3.5M |
| Clear Trail Advisors, LLC | 0.53% | Add +19.2% | 47,413 | $3.5M |
| WealthCare Investment Partners, LLC | 0.83% | Add +30.6% | 46,665 | $3.4M |
| Teamwork Financial Advisors, LLC | 0.31% | Add +3.0% | 45,538 | $3.4M |
| Vectors Research Management, LLC | 0.87% | Reduce -0.7% | 45,477 | $3.3M |
| Stamos Capital Partners, L.P. | 0.51% | Reduce -1.0% | 45,113 | $3.3M |
| Cordoba Advisory Partners LLC | 0.70% | Add +0.9% | 44,876 | $3.3M |
| HBW Advisory Services LLC | 0.30% | Add +19.6% | 44,309 | $3.3M |
| Patriot Investment Management Group, Inc. | 0.19% | Reduce -1.2% | 44,183 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +12.4% | 42,959 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +7.9% | 42,024 | $3.1M |
| Naples Global Advisors, LLC | 0.19% | Add +1.3% | 41,647 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.1% | 38,745 | $2.9M |
| Horizon Financial Services, LLC | 1.08% | Add +3.4% | 38,101 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -4.4% | 38,034 | $2.8M |
| Snowden Capital Advisors LLC | 0.07% | Add +10.6% | 37,982 | $2.8M |
| Oarsman Capital, Inc. | 0.29% | Add +0.5% | 37,492 | $2.8M |
| Capital Advisors, Ltd. LLC | 0.27% | Add +8.1% | 36,611 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 36,091 | $2.7M |
| Global Retirement Partners, LLC | 0.04% | — | 34,698 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -41.5% | 34,670 | $2.6M |
| Financial Partners Group, Inc | 0.25% | Add +3.2% | 33,726 | $2.5M |
| Midwest Professional Planners, LTD. | 0.47% | Add +13.2% | 32,777 | $2.4M |
| Strategic Wealth Investment Group, LLC | 0.29% | Reduce -4.2% | 32,459 | $2.4M |
| Venturi Wealth Management, LLC | 0.09% | Add +0.5% | 32,351 | $2.4M |
| Spinnaker Investment Group, LLC | 0.37% | Add +30.9% | 31,704 | $2.3M |
| Summit Financial, LLC | 0.03% | Add +303.8% | 31,693 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 31,444 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.7% | 31,047 | $2.3M |
| Sharpepoint LLC | 1.14% | Reduce -3.4% | 30,981 | $2.3M |
| Advisor Resource Council | 0.74% | Add +1.4% | 30,556 | $2.2M |
| Legacy Capital Wealth Partners, LLC | 0.42% | Add +1.4% | 29,452 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.9% | 29,444 | $2.2M |
| Oak Family Advisors, LLC | 0.60% | Add +0.2% | 28,205 | $2.1M |
| Fifth Third Securities, Inc. | 0.11% | Add +5.6% | 26,992 | $2.0M |
| Courier Capital LLC | 0.10% | Reduce -0.9% | 26,866 | $2.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -12.5% | 26,385 | $1.9M |
| Tenet Wealth Partners, LLC | 1.44% | — | 25,841 | $1.9M |
| Resurgent Financial Advisors LLC | 0.49% | Add +6.8% | 23,531 | $1.7M |
| Verity & Verity, LLC | 0.12% | Reduce -0.4% | 23,442 | $1.7M |
| Quantum Portfolio Management LLC | 0.61% | Add +1.1% | 23,181 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.5% | 22,631 | $1.7M |
| Arlington Trust Co LLC | 0.14% | Reduce -4.7% | 22,268 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.35% | Add +20.5% | 21,236 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Add +0.9% | 21,176 | $1.6M |
| Golden State Wealth Management, LLC | 0.14% | New | 21,018 | $1.5M |
| Simplicity Wealth,LLC | 0.05% | New | 20,676 | $1.5M |
| Wealthspan Partners, LLC | 0.47% | Add +3.4% | 20,155 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.13% | Reduce -4.8% | 20,098 | $1.5M |
| NTV Asset Management LLC | 0.14% | Add +0.0% | 19,798 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -2.8% | 19,742 | $1.5M |
| Fermata Advisors, LLC | 0.29% | Add +7.2% | 19,521 | $1.4M |
| J.Safra Asset Management Corp | 0.07% | Add +2.5% | 19,147 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +5.5% | 18,390 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +5717.9% | 18,210 | $1.3M |
| VestGen Advisors, LLC | 0.04% | No change | 17,755 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +179.3% | 17,481 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.1% | 17,176 | $1.3M |
| Tandem Financial, LLC | 0.39% | Add +3.8% | 16,516 | $1.2M |
| Principal Securities, Inc. | 0.01% | Reduce -6.5% | 16,066 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | New | 15,956 | $1.2M |
| GeoWealth Management, LLC | 0.04% | New | 15,956 | $1.2M |
| HRT Financial LP | 0.00% | New | 15,760 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.4% | 15,146 | $1.1M |
| Asset One Wealth Management LLC | 0.12% | Add +13.3% | 14,602 | $1.1M |
| Mariner, LLC | 0.00% | Add +20.5% | 14,935 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +28.6% | 14,926 | $1.1M |
| &partners | 0.00% | Reduce -3.8% | 14,916 | $1.1M |
| Asset Allocation Strategies LLC | 0.17% | Add +15.7% | 14,762 | $1.1M |
| Planning Strategies Inc. | 0.66% | — | 14,362 | $1.1M |
| Fielder Capital Group LLC | 0.22% | No change | 14,066 | $1.0M |
| Orgel Wealth Management, LLC | 0.02% | Add +32.3% | 13,889 | $1.0M |
| WESPAC Advisors, LLC | 0.50% | Add +6.7% | 13,851 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.3% | 13,178 | $971K |
| Creative Planning | 0.00% | Add +15.3% | 12,916 | $951K |
| LVZ, Inc. | 0.09% | Add +7.0% | 12,599 | $928K |
| Birch Capital Management, LLC | 0.45% | No change | 12,592 | $928K |
| Nova Wealth Management, Inc. | 0.51% | Reduce -10.2% | 12,544 | $924K |
| Discovery Capital Management, LLC / CT | 0.04% | No change | 12,286 | $905K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.2% | 12,231 | $901K |
| EP Wealth Advisors, LLC | 0.00% | Add +29.0% | 11,763 | $866K |
| Lido Advisors, LLC | 0.00% | Add +2.8% | 11,424 | $842K |
| Pasadena Private Wealth, LLC | 0.11% | Add +14.5% | 11,392 | $839K |
| Aurora Private Wealth, Inc. | 0.53% | Reduce -0.1% | 11,304 | $833K |
| Signal Advisors Wealth, LLC | 0.04% | Add +11.2% | 11,190 | $824K |
| Ignite Planners, LLC | 0.11% | Add +3.3% | 11,032 | $816K |
| FMR LLC | 0.00% | Add +15.3% | 11,070 | $815K |
| Larson Financial Group LLC | 0.02% | New | 10,874 | $801K |
| Stephens Inc. | 0.01% | No change | 10,632 | $783K |
| Silver Oak Securities, Incorporated | 0.05% | Add +1.3% | 10,447 | $770K |
| Wealthspire Advisors, LLC | 0.00% | No change | 9,980 | $735K |
| Anson Capital, Inc. | 0.48% | Reduce -0.4% | 9,973 | $735K |
| Vista Investment Partners Ii, LLC | 0.29% | New | 9,949 | $733K |
| Altiora Financial Group, LLC | 0.11% | Add +2.6% | 9,848 | $725K |
| Foster & Motley Inc. | 0.03% | Reduce -0.7% | 9,642 | $710K |
| Investors Research Corp | 0.13% | Reduce -58.5% | 9,612 | $708K |
| Legacy Wealth Managment, LLC | 0.29% | New | 9,513 | $701K |
| Private Capital Advisors, Inc. | 0.06% | Add +8.1% | 9,185 | $677K |
| Argent Advisors, Inc. | 0.17% | Reduce -2.8% | 9,176 | $676K |
| Palumbo Wealth Management LLC | 0.14% | No change | 9,082 | $669K |
| Steel Grove Capital Advisors, LLC | 0.06% | Add +0.6% | 8,954 | $660K |
| Index Technologies Group LLC | 0.52% | Add +0.8% | 8,871 | $653K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -14.7% | 8,457 | $627K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 8,324 | $613K |
| Saxon Interests, Inc. | 0.17% | Reduce -0.7% | 8,312 | $612K |
| Sageworth Trust Co of South Dakota | 0.38% | No change | 8,297 | $611K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 8,219 | $605K |
| Fiduciary Trust Co | 0.01% | Reduce -1.4% | 8,198 | $604K |
| Firestone Capital Management | 0.11% | Add +3.2% | 7,823 | $576K |
| HUB Investment Partners, LLC | 0.01% | Reduce -9.1% | 7,715 | $568K |
| Atlas Capital Advisors Inc. | 0.06% | No change | 7,602 | $560K |
| Savvy Advisors, Inc. | 0.01% | Add +3.6% | 7,555 | $557K |
| Mgo One Seven LLC | 0.01% | No change | 7,540 | $555K |
| Plan Group Financial, LLC | 0.11% | No change | 7,000 | $516K |
| Visionary Wealth Advisors | 0.02% | Reduce -83.1% | 6,811 | $502K |
| Disciplined Investors, L.L.C. | 0.25% | Add +0.4% | 6,657 | $490K |
| Quartz Partners, LLC | 0.16% | Add +2.1% | 6,607 | $487K |
| GFS Advisors, LLC | 0.05% | New | 200 | $482K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 6,423 | $473K |
| Quantinno Capital Management LP | 0.00% | Add +6.9% | 6,405 | $472K |
| MBL Wealth, LLC | 0.03% | Reduce -0.4% | 6,405 | $472K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +33.8% | 6,326 | $466K |
| Meredith Wealth Planning | 0.10% | No change | 5,985 | $441K |
| Legacy PCG, LLC | 2.16% | Reduce -0.9% | 5,916 | $435K |
| Ancora Advisors LLC | 0.01% | Add +5.3% | 5,906 | $435K |
| Mission Hills Financial Advisory, LLC | 0.19% | Add +0.1% | 5,838 | $430K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 5,600 | $412K |
| Betterment LLC | 0.00% | New | 5,530 | $407K |
| Comprehensive Money Management Services LLC | 0.25% | Add +0.3% | 5,298 | $390K |
| Scotia Capital Inc. | 0.00% | Add +47.3% | 5,289 | $390K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -8.8% | 5,158 | $380K |
| Commerce Bank | 0.00% | Reduce -11.8% | 5,061 | $373K |
| US Bancorp \de | 0.00% | Reduce -6.1% | 5,039 | $371K |
| World Investment Advisors | 0.01% | Reduce -3.8% | 5,007 | $369K |
| Grandview Asset Management LLC | 0.09% | Reduce -0.6% | 4,980 | $367K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 4,768 | $351K |
| Lionsbridge Wealth Management LLC | 0.34% | Reduce -5.0% | 4,711 | $347K |
| Key Client Fiduciary Advisors, LLC | 0.10% | No change | 4,705 | $347K |
| Somerset Trust Co | 0.10% | Reduce -0.9% | 4,637 | $342K |
| NWF Advisory Services Inc. | 0.03% | Reduce -7.7% | 4,570 | $337K |
| Entelevest, LLC | 0.29% | Add +6.1% | 4,505 | $332K |
| AlphaCore Capital LLC | 0.01% | No change | 4,300 | $317K |
| Endowment Wealth Management, Inc. | 0.12% | Add +8.6% | 4,278 | $315K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +14.3% | 4,056 | $299K |
| First Heartland Consultants, Inc. | 0.02% | Add +9.2% | 3,961 | $292K |
| Third View Private Wealth, LLC | 0.04% | New | 3,915 | $288K |
| Pathstone Holdings, LLC | 0.00% | Add +30.6% | 3,871 | $285K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -59.7% | 3,828 | $282K |
| Arkadios Wealth Advisors | 0.00% | Reduce -4.6% | 3,805 | $280K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,797 | $280K |
| Meramec Financial Planners, LLC | 0.10% | Add +9.0% | 3,723 | $278K |
| KDK Private Wealth Management, LLC | 0.23% | New | 3,711 | $273K |
| Adkins Seale Capital Management LLC | 0.24% | No change | 3,701 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +17.4% | 3,662 | $270K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,666 | $269K |
| Northern Trust Corp. | 0.00% | Reduce -20.4% | 3,636 | $268K |
| First National Bank of Omaha | 0.01% | No change | 3,565 | $264K |
| Independent Financial Group, LLC | 0.00% | Reduce -0.7% | 3,561 | $262K |
| MMBG Investment Advisors Co. | 0.02% | No change | 3,540 | $261K |
| Leading Edge Financial Planning LLC | 0.05% | Reduce -0.1% | 3,532 | $260K |
| Insigneo Advisory Services, LLC | 0.01% | New | 3,528 | $260K |
| NorthRock Partners, LLC | 0.00% | New | 3,495 | $257K |
| A. D. Beadell Investment Counsel, Inc. | 0.16% | No change | 3,467 | $255K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,469 | $255K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +6.4% | 3,381 | $249K |
| Pettinga Financial Advisors LLC | 0.04% | Reduce -16.1% | 3,375 | $249K |
| ORBA Wealth Advisors, L.L.C. | 0.21% | Reduce -4.7% | 3,374 | $249K |
| Pacific Park Financial, Inc. | 0.14% | Reduce -14.5% | 3,372 | $248K |
| Maridea Wealth Management LLC | 0.03% | New | 3,357 | $247K |
| Valley Forge Investment Consultants Inc. Adv | 0.06% | No change | 3,342 | $246K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 3,323 | $245K |
| Granite Bay Wealth Management, LLC | 0.02% | New | 3,278 | $241K |
| Keel Point, LLC | 0.01% | New | 3,162 | $233K |
| Ballentine Partners, LLC | 0.00% | Add +0.0% | 3,144 | $232K |
| Lanark Financial, Inc. | 0.02% | No change | 3,134 | $231K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 2,972 | $219K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,963 | $218K |
| D. E. Shaw & Co. | 0.00% | New | 2,960 | $218K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -0.9% | 2,918 | $215K |
| Klingman & Associates, LLC | 0.01% | Add +0.5% | 2,917 | $215K |
| FWG Holdings, LLC | 0.07% | New | 2,785 | $215K |
| Brookstone Capital Management | 0.00% | Reduce -0.3% | 2,825 | $208K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 2,800 | $206K |
| Brookwood Investment Group LLC | 0.02% | New | 2,765 | $204K |
| Clearstead Advisors, LLC | 0.00% | Add +134.0% | 2,733 | $201K |
| FWL Investment Management, LLC | 0.04% | Reduce -2.2% | 2,655 | $196K |
| WestEnd Advisors, LLC | 0.00% | Reduce -7.4% | 2,571 | $189K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -4.4% | 2,510 | $185K |
| Community Bank, N.A. | 0.02% | Reduce -0.2% | 1,941 | $143K |
| Copia Wealth Management | 0.08% | Add +30.5% | 1,866 | $137K |
| Allied Private Wealth LLC | 0.08% | — | 1,732 | $131K |
| AE Wealth Management LLC | 0.00% | Add +47.9% | 1,770 | $130K |
| Harbour Investments, Inc. | 0.00% | Reduce -60.9% | 1,756 | $129K |
| Private Trust Co. NA | 0.01% | Reduce -35.8% | 1,672 | $123K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 1,509 | $111K |
| Luminist Capital LLC | 0.12% | New | 1,427 | $105K |
| Creative Financial Designs Inc. | 0.00% | Add +75.5% | 1,404 | $103K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,380 | $102K |
| Field & Main Bank | 0.02% | Reduce -5.3% | 1,350 | $99K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +48.9% | 1,151 | $85K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,118 | $82K |
| Adirondack Trust Co. | 0.02% | No change | 1,015 | $75K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,000 | $74K |
| Piscataqua Savings Bank | 0.05% | No change | 976 | $72K |
| IFP Advisors, Inc | 0.00% | Reduce -1.9% | 955 | $70K |
| Bank of Montreal | 0.00% | Reduce -21.8% | 852 | $63K |
| Parallel Advisors, LLC | 0.00% | Reduce -76.5% | 819 | $60K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | No change | 782 | $58K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 788 | $57K |
| Signaturefd, LLC | 0.00% | Add +21.8% | 753 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 711 | $52K |
| Continuum Advisory, LLC | 0.00% | New | 650 | $48K |
| IFG Advisory, LLC | 0.00% | New | 508 | $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 -1.3% | 459 | $34K |
| CX Institutional | 0.00% | No change | 447 | $33K |
| Purpose Unlimited Inc. | 0.00% | No change | 450 | $33K |
| International Assets Investment Management, LLC | 0.00% | Add +0.3% | 406 | $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 |
| Allworth Financial LP | 0.00% | Add +593.6% | 326 | $24K |
| Princeton Global Asset Management LLC | 0.00% | No change | 310 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 275 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 250 | $18K |
| Blair William & Co. | 0.00% | Reduce -91.9% | 232 | $17K |
| Highland Investment Advisors LLC | 0.01% | — | 200 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 200 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +101.0% | 199 | $15K |
| Whittier Trust Co. | 0.00% | No change | 199 | $14K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.0% | 195 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 192 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.1% | 182 | $13K |
| Evolution Wealth Management Inc. | 0.01% | No change | 180 | $13K |
| Bfsg, LLC | 0.00% | No change | 176 | $13K |
| Triumph Capital Management | 0.00% | Add +40.0% | 175 | $13K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 174 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 167 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 150 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 141 | $10K |
| Kennebec Savings Bank | 0.01% | New | 126 | $9K |
| Bokf, NA | 0.00% | New | 124 | $9K |
| Franklin Resources Inc. | 0.00% | No change | 114 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 109 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | New | 109 | $8K |
| Monetary Solutions, Ltd | 0.01% | No change | 100 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 96 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 91 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 77 | $6K |
| Concord Wealth Partners | 0.00% | New | 75 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -77.5% | 68 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 65 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 56 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 55 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -12.3% | 50 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 50 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 48 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -53.3% | 42 | $3K |
| Spire Wealth Management | 0.00% | No change | 37 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 35 | $3K |
| Barclays PLC | 0.00% | Reduce -74.8% | 33 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 30 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 20 | $1K |
| Grey Ledge Advisors, LLC | 0.00% | Add +400.0% | 15 | $1K |
| Caldwell Trust Co | 0.00% | Reduce -66.7% | 13 | $958 |
| POM Investment Strategies, LLC | 0.00% | No change | 10 | $762 |
| Citigroup Inc. | 0.00% | Reduce -58.3% | 5 | $368 |
"% 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.