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Disclosery

MLPX GLOBAL X FDS

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GLB X MLP ENRG I (fund)

303 managers (307 13F filers) reported a position in MLPX shares at 2025-03-31, 29,683,453 shares in all. 59 filers opened a position and 21 filers sold out during the quarter.

Managers
303
13F filers
307
New
59
Added
113
Reduced
79
Sold out
21
Shares held by filers
29,683,453

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SAX WEALTH ADVISORS, LLC5,091$325K0.02%+39513F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT5,075$324K0.04%-1,14913F-HRTimeline
SMITH, MOORE & CO.5,028$321K0.03%new13F-HRTimeline
Comprehensive Money Management Services…4,980$318K0.26%-1,01013F-HRTimeline
Quartz Partners, LLC4,848$309K0.19%+47513F-HRTimeline
Lionsbridge Wealth Management LLC4,791$306K0.27%new13F-HRTimeline
Asset Allocation Strategies LLC4,596$293K0.07%+70013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,455$284K<0.01%+81513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,362$278K<0.01%-55,71313F-HRTimelineGroup
Quantinno Capital Management LP4,332$276K<0.01%new13F-HRTimeline
AlphaCore Capital LLC4,300$274K0.02%new13F-HRTimeline
Arkadios Wealth Advisors4,222$269K0.01%+68213F-HRTimeline
Clayton Financial Group LLC4,153$265K0.1%+7213F-HRTimeline
Steward Partners Investment Advisory, L…4,106$262K<0.01%+3,27213F-HRTimeline
SYNOVUS FINANCIAL CORP4,051$258K<0.01%-35813F-HRTimeline
Ignite Planners, LLC4,300$258K0.05%-40513F-HRTimeline
Sonora Investment Management Group, LLC4,015$256K0.02%-2513F-HRTimeline
Somerset Trust Co4,007$256K0.09%new13F-HRTimeline
Naviter Wealth, LLC3,863$247K0.03%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,774$241K0.02%new13F-HRTimeline
COUNTRY CLUB BANK3,754$240K0.02%013F-HRTimeline
Family Office Research LLC3,721$237K0.12%013F-HRTimeline
Birch Hill Investment Advisors LLC3,666$234K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,642$232K0.02%+3,63813F-HRTimeline
Endowment Wealth Management, Inc.3,564$227K0.15%-29313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,549$227K<0.01%013F-HRTimeline
Leading Edge Financial Planning LLC3,538$226K0.07%013F-HRTimeline
Inscription Capital, LLC4,500$220K0.04%13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,455$220K0.18%-19913F-HRTimeline
Merit Financial Group, LLC3,441$220K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,406$217K<0.01%new13F-HR/ATimelineGroup
BOS Asset Management, LLC3,333$213K0.07%013F-HRTimeline
NWF Advisory Services Inc.3,300$211K0.03%new13F-HRTimeline
PFG Advisors3,292$210K0.01%new13F-HRTimeline
Altiora Financial Group, LLC3,200$204K0.04%new13F-HRTimeline
Nova Wealth Management, Inc.2,919$186K0.16%new13F-HR/ATimeline
IAG Wealth Partners, LLC2,917$186K0.03%-2513F-HRTimeline
PRIVATE TRUST CO NA2,672$170K0.02%+53913F-HRTimeline
Parallel Advisors, LLC2,639$168K<0.01%+713F-HRTimeline
Sunbelt Securities, Inc.2,010$128K0.01%+88113F-HRTimeline
Icon Wealth Advisors, LLC2,000$128K0.01%013F-HRTimeline
Field & Main Bank1,725$110K0.04%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,650$105K0.04%-20013F-HRTimeline
MCF Advisors LLC1,341$85.6K0.01%013F-HRTimeline
SVB WEALTH LLC1,257$80.2K<0.01%new13F-HRTimeline
WestEnd Advisors, LLC1,156$73.8K<0.01%-1,34413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,112$71K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC1,069$68.2K0.02%new13F-HRTimeline
ADIRONDACK TRUST CO1,015$64.8K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC1,000$63.8K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.929$59.3K<0.01%+41613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC878$56K<0.01%+10613F-HRTimelineGroup
Continuum Advisory, LLC800$51K0.01%013F-HRTimeline
AE Wealth Management LLC786$50.2K<0.01%-10013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…731$46.6K<0.01%-16013F-HRTimelineGroup
Farther Finance Advisors, LLC679$43.8K<0.01%-18013F-HRTimeline
Federation des caisses Desjardins du Qu…627$40.1K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources625$39.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$38.3K<0.01%+10013F-HRTimeline
NorthRock Partners, LLC595$38K<0.01%new13F-HRTimeline
S.A. Mason LLC570$36.4K0.02%013F-HRTimeline
IFP Advisors, Inc533$34K<0.01%+813F-HRTimeline
Key Financial Inc500$31.9K0.01%013F-HRTimeline
MGB Wealth Management, LLC492$31.4K0.01%+2913F-HRTimeline
Northwest Capital Management Inc475$30.3K0.01%013F-HRTimeline
Anchor Investment Management, LLC335$21.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC326$20.8K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.313$20K0.01%+15313F-HRTimeline
Princeton Global Asset Management LLC310$19.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.290$18.5K<0.01%-9613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…274$17.5K<0.01%+17513F-HRTimelineGroup
SIGNATUREFD, LLC258$16.5K<0.01%013F-HRTimeline
Allworth Financial LP265$16.2K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC250$16K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.225$14.3K0.01%+213F-HRTimeline
SWAN Capital LLC223$14.2K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC208$13.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO199$12.7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC192$12.3K<0.01%013F-HRTimeline
Blue Trust, Inc.186$11.9K<0.01%new13F-HRTimeline
BFSG, LLC176$11.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …174$11.1K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…171$11K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC149$9.51K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.168$9.29K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC109$6.96K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC96$6.13K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC73$4.66K<0.01%new13F-HRTimeline
Towne Trust Company, N.A63$4.02K<0.01%013F-HRTimeline
Blume Capital Management, Inc.62$3.96K<0.01%013F-HRTimeline
Caldwell Trust Co53$3.38K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC60$3K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST46$2.94K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC45$2.86K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC41$2.62K<0.01%013F-HRTimeline
Sound Income Strategies, LLC39$2.49K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37$2.36K<0.01%-3113F-HRTimelineGroup
Briaud Financial Planning Inc34$2K<0.01%013F-HRTimeline
Versant Capital Management, Inc10$638<0.01%013F-HRTimeline
Hara Capital LLC6$383<0.01%-60013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$319<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC1$38<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,86313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.