Institutional Ownership Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
48,492
shares
|
$2.93 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
46,091
shares
|
$2.78 Million
0.26% of portfolio
|
Q3 2025
Added 1389.21%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
46,022
shares
|
$2.78 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
45,454
shares
|
$2.74 Million
0.18% of portfolio
|
Q4 2025
Reduced 4.71%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
44,900
shares
|
$2.71 Million
0.84% of portfolio
|
Q4 2025
Reduced 8.74%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
44,705
shares
|
$2.7 Million
1.35% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
40,848
shares
|
$2.47 Million
0.29% of portfolio
|
Q4 2025
Added 12.68%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
40,286
shares
|
$2.43 Million
0.3% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
40,271
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2025
Added 16.59%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
39,808
shares
|
$2.4 Million
0.2% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
39,475
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2025
Reduced 15.79%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
39,065
shares
|
$2.36 Million
0.92% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
38,982
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
38,641
shares
|
$2.33 Million
0.47% of portfolio
|
Q3 2025
Reduced 36.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
37,401
shares
|
$2.26 Million
0.12% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
36,948
shares
|
$2.23 Million
0.05% of portfolio
|
Q4 2025
Added 8.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,426
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
35,131
shares
|
$2.12 Million
0.92% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
34,024
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
33,973
shares
|
$2.05 Million
0.23% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
32,914
shares
|
$1.99 Million
0.67% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
32,751
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
32,533
shares
|
$1.96 Million
0.27% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,379
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
31,048
shares
|
$1.87 Million
0.28% of portfolio
|
Q3 2025
Added 5.98%
|
|