GLOBAL X MLP & ENERGY INFRAS MLPX
$72.96
+0.6% 52w: $55.83 – $77.62
Latest 13F among current holders filed 21 days ago (Aug 12, 2026)
Price — last 12 months
research preview data55.8366.7277.62
Aug 18, 2025 Jul 2, 2026
Institutional holders
340
+28 QoQ
13F value
$2.31B
+24.9% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
18.5×
$32.5M calls / $1.8M puts
Institutional value by quarter
Number of holders
Who owns MLPX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 10.8M | $797.9M | 0.0% | +0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.3M | $172.6M | 0.0% | -6.5% |
| LPL Financial LLC | Bank broker | 1.3M | $93.8M | 0.0% | -2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 809.7K | $59.9M | 0.0% | -32.9% |
| UBS Group AG | Bank broker | 757.2K | $56.0M | 0.0% | +14.8% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 673.2K | $49.8M | 5.1% | -14.1% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 611.0K | $45.2M | 0.0% | -8.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 513.1K | $37.9M | 0.0% | +11.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 475.4K | $35.2M | 0.0% | +222.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 467.4K | $34.6M | 0.0% | +65.7% |
| Payne Capital Management, LLC | Wealth advisor | 418.2K | $30.9M | 9.4% | +1.5% |
| Advisory Alpha, LLC | Wealth advisor | 412.6K | $30.5M | 0.8% | -0.4% |
| ROYAL BANK OF CANADA | Bank broker | 408.1K | $30.2M | 0.0% | -40.4% |
| JPMORGAN CHASE & CO | Bank broker | 398.0K | $29.7M | 0.0% | +12.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 398.3K | $29.5M | — | +72.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 391.7K | $29.0M | 0.0% | +12.0% |
| Decker Wealth Management LLC | Wealth advisor | 374.6K | $27.7M | — | +1.5% |
| GenTrust, LLC | Wealth advisor | 372.6K | $27.6M | 1.2% | +1.1% |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | Wealth advisor | 330.6K | $24.4M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 317.0K | $23.4M | 0.0% | +41.2% |
| Curran Financial Partners, LLC | Wealth advisor | 309.2K | $22.9M | 4.1% | +4.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 283.9K | $21.0M | 0.0% | +13.3% |
| Presidio Capital Management, LLC | Wealth advisor | 224.9K | $16.6M | 4.8% | +5.7% |
| HighTower Advisors, LLC | Diversified mechanical | 196.7K | $14.5M | 0.0% | +29.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 191.8K | $14.2M | 0.0% | +3.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 191.1K | $14.1M | 0.0% | +11.7% |
| Focus Partners Wealth | Wealth advisor | 189.9K | $14.0M | 0.0% | -1.9% |
| Cetera Investment Advisers | Wealth advisor | 189.1K | $14.0M | 0.0% | -7.8% |
| MAI Capital Management | Wealth advisor | 183.3K | $13.6M | 0.1% | -1.7% |
| Annandale Capital, LLC | Wealth advisor | 176.0K | $13.0M | 2.1% | -39.8% |
| Cerity Partners LLC | Diversified mechanical | 159.9K | $11.8M | 0.0% | +101.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 159.1K | $11.8M | 0.0% | +30.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 155.9K | $11.5M | 0.3% | +0.6% |
| DDFG, Inc | Wealth advisor | 136.6K | $10.1M | — | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 132.9K | $9.8M | 0.2% | +6.5% |
| Madrid Financial Services | Wealth advisor | 129.3K | $9.6M | 5.6% | -58.9% |
| Cresset Asset Management, LLC | Wealth advisor | 128.0K | $9.5M | 0.0% | +28.6% |
| Advisors Asset Management, Inc. | Diversified mechanical | 121.8K | $9.0M | — | +6.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 117.5K | $8.7M | 0.0% | +9.5% |
| Fiduciary Alliance LLC | Other | 120.5K | $8.5M | 0.5% | +12.6% |
| Baker Avenue Asset Management, LP | Other | 113.6K | $8.4M | 0.2% | +3.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 111.2K | $8.1M | 0.1% | +14913.0% |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | — | 105.8K | $7.8M | — | -17.1% |
| Equitable Holdings, Inc. | Wealth advisor | 124.6K | $7.5M | 0.0% | +28.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 93.1K | $6.9M | 0.0% | +20.5% |
| Seascape Capital Management | Other | 89.9K | $6.6M | 1.9% | -0.2% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 88.3K | $6.5M | 0.8% | +51.6% |
| Sageworth Trust Co | Wealth advisor | 85.3K | $6.3M | 0.3% | Held |
| BTG Pactual Asset Management US LLC | Quant stat arb | 84.5K | $6.2M | 0.6% | -5.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 83.0K | $6.1M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.