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Disclosery

MLPX GLOBAL X FDS

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GLB X MLP ENRG I (fund)

289 managers (296 13F filers) reported a position in MLPX shares at 2025-09-30, 29,971,745 shares in all. 27 filers opened a position and 34 filers sold out during the quarter.

Managers
289
13F filers
296
New
27
Added
124
Reduced
90
Sold out
34
Shares held by filers
29,971,745

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NorthCoast Asset Management LLC4,971$312K<0.01%new13F-HRTimeline
Comprehensive Money Management Services…4,955$311K0.22%-2513F-HRTimeline
Lionsbridge Wealth Management LLC4,895$307K0.3%+14813F-HRTimeline
CERTUITY, LLC4,729$297K0.02%new13F-HRTimeline
D.A. DAVIDSON & CO.4,697$295K<0.01%-2,72613F-HRTimeline
Arkadios Wealth Advisors4,520$283K0.01%+53613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,516$283K0.01%-13,56313F-HRTimeline
BLAIR WILLIAM & CO/IL4,465$280K<0.01%-34013F-HRTimeline
CHOREO, LLC4,400$276K<0.01%new13F-HRTimeline
Somerset Trust Co4,391$275K0.09%+8413F-HRTimeline
Ignite Planners, LLC4,334$272K0.04%-9913F-HRTimeline
AlphaCore Capital LLC4,300$270K0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,053$254K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.3,984$250K0.02%+1313F-HRTimeline
NWF Advisory Services Inc.3,870$243K0.03%+25013F-HRTimeline
SCOTIA CAPITAL INC.3,756$236K<0.01%+16513F-HRTimeline
Birch Hill Investment Advisors LLC3,666$230K0.01%013F-HRTimeline
COUNTRY CLUB BANK3,565$223K0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,540$222K0.02%013F-HRTimeline
Leading Edge Financial Planning LLC3,534$222K0.06%-413F-HRTimeline
Edge Financial Advisors LLC3,503$220K0.1%-92513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,469$217K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,452$216K<0.01%-15,90813F-HRTimeline
Endowment Wealth Management, Inc.3,446$216K0.1%+3613F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,456$216K0.15%+113F-HRTimeline
FF Advisors,LLC3,422$215K0.1%new13F-HRTimeline
First Heartland Consultants, Inc.3,384$212K0.02%+18113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…3,342$210K0.06%new13F-HRTimeline
BOS Asset Management, LLC3,333$209K0.06%013F-HRTimeline
PFG Advisors3,284$206K0.01%-4013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT3,205$201K0.01%new13F-HRTimeline
Altiora Financial Group, LLC3,200$201K0.04%013F-HRTimeline
IAG Wealth Partners, LLC2,902$182K0.02%013F-HRTimeline
Annandale Capital, LLC279,078$175K3.06%+4,28413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,772$174K+2Timeline
PRIVATE TRUST CO NA2,605$163K0.01%+14213F-HRTimeline
ExodusPoint Capital Management, LP2,600$163K<0.01%new13F-HRTimeline
MCF Advisors LLC2,156$135K0.01%+81513F-HRTimeline
Icon Wealth Advisors, LLC2,000$125K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,883$118K0.01%+75413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,550$97.2K0.03%013F-HRTimeline
VSM Wealth Advisory, LLC1,501$94.1K0.03%+813F-HRTimeline
Field & Main Bank1,475$92.5K0.03%-15013F-HRTimeline
WestEnd Advisors, LLC1,258$78.9K<0.01%+10313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,075$67.4K<0.01%-2,34013F-HRTimelineGroup
ADIRONDACK TRUST CO1,015$63.6K0.02%013F-HRTimeline
Blume Capital Management, Inc.962$60.3K0.01%+80013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC828$51.9K<0.01%+1913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV800$50.2K<0.01%+20013F-HRTimeline
AE Wealth Management LLC756$47.4K<0.01%-16413F-HRTimeline
IFP Advisors, Inc742$46.5K<0.01%+2013F-HR/ATimeline
Farther Finance Advisors, LLC702$44K<0.01%+13313F-HRTimeline
Federation des caisses Desjardins du Qu…627$39.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC513$32.2K<0.01%+11313F-HRTimeline
Key Financial Inc500$31.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.478$30K0.01%+16413F-HRTimeline
Northwest Capital Management Inc475$29.8K0.03%013F-HRTimeline
WealthShield Partners, LLC349$21.9K<0.01%013F-HRTimeline
Anchor Investment Management, LLC335$21K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC310$19.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…262$16.4K<0.01%-94513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC250$16K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC200$12.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO199$12.4K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC192$12K<0.01%013F-HRTimeline
Blue Trust, Inc.186$11.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…176$11K0.01%+213F-HRTimeline
BFSG, LLC176$11K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …174$10.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC155$9.38K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC146$9K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.142$8.9K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources114$7.15K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC112$7.02K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC109$6.83K<0.01%013F-HRTimeline
MGB Wealth Management, LLC106$6.65K<0.01%-19713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100$6.27K<0.01%-52013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…99$6.21K<0.01%-17513F-HRTimelineGroup
Fortis Group Advisors, LLC96$6.02K<0.01%013F-HRTimeline
New Millennium Group LLC80$5.02K<0.01%new13F-HRTimeline
Caldwell Trust Co53$3.32K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST46$2.88K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC45$2.81K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC41$2.57K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37$2.32K<0.01%013F-HRTimelineGroup
Allworth Financial LP30$1.88K<0.01%-213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24$1.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc10$627<0.01%013F-HRTimeline
POM Investment Strategies, LLC10$627<0.01%new13F-HRTimeline