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Disclosery

MLPX GLOBAL X FDS

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GLB X MLP ENRG I (fund)

268 managers (270 13F filers) reported a position in MLPX shares at 2024-12-31, 27,910,600 shares in all. 54 filers opened a position and 22 filers sold out during the quarter.

Managers
268
13F filers
270
New
54
Added
90
Reduced
71
Sold out
22
Shares held by filers
27,910,600

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ZEGA Investments, LLC3,259$214K0.06%13F-HRTimeline
Leading Edge Financial Planning LLC3,538$214K0.07%-19613F-HRTimeline
Legacy Capital Group California, Inc.3,517$213K0.06%-96913F-HRTimeline
Advisory Alpha, LLC3,356$203K0.01%new13F-HRTimeline
BOS Asset Management, LLC3,333$202K0.07%new13F-HRTimeline
IAG Wealth Partners, LLC2,942$178K0.03%013F-HRTimeline
Parallel Advisors, LLC2,632$159K<0.01%+613F-HRTimeline
WestEnd Advisors, LLC2,500$151K<0.01%-27313F-HRTimeline
GeoWealth Management, LLC2,498$151K<0.01%-2,49813F-HRTimeline
PRIVATE TRUST CO NA2,133$129K0.01%+15013F-HRTimeline
Icon Wealth Advisors, LLC2,000$121K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,850$112K0.04%013F-HRTimeline
Field & Main Bank1,725$104K0.04%-10013F-HRTimeline
MCF Advisors LLC1,341$81.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,129$68K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,112$67.4K0.01%-20213F-HRTimeline
ADIRONDACK TRUST CO1,015$61.5K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…891$54K<0.01%+16013F-HRTimelineGroup
AE Wealth Management LLC886$53.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC859$52K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…834$50.5K<0.01%new13F-HRTimeline
Continuum Advisory, LLC800$48.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC772$46.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.689$41.7K<0.01%-3813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources625$37.9K<0.01%013F-HRTimelineGroup
Hara Capital LLC606$36.7K0.02%013F-HR/ATimeline
S.A. Mason LLC570$34.5K0.02%013F-HRTimeline
IFP Advisors, Inc525$31.8K<0.01%+15613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.513$31.1K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV500$30.3K<0.01%new13F-HRTimeline
Key Financial Inc500$30.3K0.01%new13F-HRTimeline
Northwest Capital Management Inc475$28.8K0.01%013F-HRTimeline
MGB Wealth Management, LLC463$28K0.01%new13F-HRTimeline
Clean Yield Group439$26.6K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.386$23.4K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC335$20.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC326$19.6K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC315$19.1K<0.01%-5,64013F-HRTimelineGroup
Princeton Global Asset Management LLC310$18.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC258$15.6K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC250$15K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.223$13.9K0.01%13F-HRTimeline
Quent Capital, LLC210$12.7K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC208$12.6K<0.01%new13F-HRTimeline
WHITTIER TRUST CO199$12.1K<0.01%-11313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC192$11.6K<0.01%013F-HRTimeline
BFSG, LLC176$10.7K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …174$10.5K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.168$10.5K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.160$9.69K<0.01%13F-HRTimeline
VSM Wealth Advisory, LLC147$8.9K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC109$6.6K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…99$6K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC96$5.81K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68$4.1K<0.01%+113F-HRTimelineGroup
PMV Capital Advisers, LLC67$4.06K0.01%13F-HRTimeline
Towne Trust Company, N.A63$3.81K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.62$3.75K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC45$2.71K<0.01%-1013F-HRTimeline
Aptus Capital Advisors, LLC41$2.48K<0.01%013F-HRTimeline
Sound Income Strategies, LLC39$2.36K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc34$2K<0.01%+113F-HRTimeline
WR Wealth Planners, LLC33$1.98K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.25$1.53K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13$787<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc10$606<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4$2500.02%-4,17013F-HRTimeline
Clearstead Advisors, LLC1$35<0.01%013F-HRTimeline