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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
MORGAN STANLEYin group MORGAN STANLEY8,851,597$536M0.04%-184,34313F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,285,750$199M2.72%+690,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,181,838$132M0.01%+180,36113F-HRTimelineGroup
LPL Financial LLC1,095,827$66.4M0.03%+230,05213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA822,483$49.8M0.01%+36,29213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN691,893$41.9M0.01%+52,48613F-HRTimelineGroup
UBS Group AGin group UBS Group AG505,538$30.6M0.01%+114,78713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…456,443$27.6M0.02%+14,48713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC434,588$26.3M0.01%-9,45013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC419,753$25.4M0.83%new13F-HRTimeline
Cresset Asset Management, LLC364,226$22.1M0.11%+29,36913F-HRTimeline
Payne Capital Management, LLC351,417$21.3M9.18%13F-HRTimeline
GenTrust, LLC320,801$19.4M0.85%+18,10813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO306,917$18.6M<0.01%+118,56913F-HRTimelineGroup
Annandale Capital, LLC292,051$17.7M3.5%-5,43913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/281,084$17M0.01%+280,00413F-HRTimelineGroup
Cetera Investment Advisers242,349$14.7M0.03%+13,99813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC233,195$14.1M<0.01%+142,40513F-HRTimelineGroup
Curran Financial Partners, LLC227,734$13.8M3.62%+7,00513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP213,407$12.9M0.01%-9,23313F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.208,428$12.6M2.94%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,294$12.4M<0.01%13F-HR/ATimelineGroup
MAI Capital Management196,393$11.9M0.09%+12,91913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth188,951$11.4M0.03%+63,65013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC168,781$10.2M0.23%-3,67813F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…150,375$9.11M0.02%+102,92513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.146,782$8.89M0.02%+15,32013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding146,562$8.88M+62,450Timeline
Baker Avenue Asset Management, LP145,818$8.83M0.27%+94713F-HRTimeline
Destiny Wealth Partners, LLC121,262$7.34M1.2%-13,03313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,173$7.34M0.01%+19,18313F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV102,914$6.23M4.8%+38313F-HRTimeline
Cambridge Investment Research Advisors,…98,126$5.94M0.02%-25,31213F-HRTimeline
Fiduciary Alliance LLC94,154$5.7M0.58%+20,13813F-HRTimeline
B&D White Capital Company, LLC88,959$5.39M0.91%new13F-HRTimeline
Fortis Advisors, LLC88,609$5.37M3.52%+1,21313F-HRTimeline
SOL Capital Management CO85,150$5.16M0.57%+90013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,745$5.01M0.01%+36,67213F-HR/ATimelineGroup
MENLO ADVISORS LLC81,402$4.93M2.51%013F-HRTimeline
MML INVESTORS SERVICES, LLC80,110$4.85M0.02%+2,55113F-HRTimeline
Veltria Advisors Corp.79,056$4.79M1.99%new13F-HRTimeline
Atria Investments, Inc78,255$4.74M0.06%-51813F-HRTimeline
Trinity Legacy Partners, LLC77,921$4.72M1.22%+2,07513F-HRTimeline
Mariner, LLCin group Mariner, LLC77,874$4.72M0.01%-61913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC77,850$4.71M0.01%+8913F-HRTimelineGroup
Old Port Advisors75,600$4.58M1.32%+43313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,858$4.35M0.01%+46,74113F-HRTimelineGroup
Seascape Capital Management71,243$4.31M1.5%new13F-HRTimeline
Essex LLC63,177$3.83M0.8%-54613F-HRTimeline
Dynamic Advisor Solutions LLC62,560$3.79M0.16%-15,88913F-HRTimeline
COMERICA BANK62,021$3.76M0.02%-6,90713F-HR/ATimeline
Glassy Mountain Advisors, Inc.60,341$3.65M1.25%+1,66013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP60,075$3.64M<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC57,858$3.5M0.29%+41913F-HRTimeline
Atria Wealth Solutions, Inc.56,981$3.45M0.04%-4,32913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP56,468$3.42M0.01%+26,68113F-HRTimelineGroup
Riggs Asset Managment Co. Inc.54,733$3.3M0.88%+1,14813F-HRTimeline
SeaCrest Wealth Management, LLC54,393$3.29M0.35%-20813F-HRTimeline
Transform Wealth, LLC54,107$3.28M0.18%-11,34813F-HRTimeline
Ironsides Asset Advisors, LLC49,308$2.99M0.86%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …47,259$2.86M0.37%+9213F-HRTimelineGroup
Global Retirement Partners, LLC47,247$2.86M0.08%-2,82813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…46,738$2.83M0.21%+2,36413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …45,000$2.73M0.35%-14,61913F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …44,970$2.72M<0.01%new13F-HRTimelineGroup
Bollard Group LLC44,417$2.69M0.07%+47013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV43,901$2.66M1.81%13F-HRTimeline
Argent Advisors, Inc.43,266$2.62M0.97%-47613F-HRTimeline
Key Client Fiduciary Advisors, LLC42,460$2.57M1.15%new13F-HRTimeline
NewEdge Advisors, LLC42,288$2.56M0.02%+1,29513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.41,524$2.52M0.12%+7,24813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC40,191$2.44M0.23%-17813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV39,828$2.41M0.37%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,663$2.4M<0.01%+1,25713F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.36,422$2.21M<0.01%new13F-HRTimelineGroup
Sageworth Trust Co36,012$2.18M0.13%-14,10013F-HRTimeline
Ameraudi Asset Management, Inc.35,555$2.15M1.19%-17,83513F-HRTimeline
Snowden Capital Advisors LLC34,550$2.09M0.07%+6413F-HRTimeline
Venturi Wealth Management, LLC34,445$2.09M0.1%-46913F-HRTimeline
Stamos Capital Partners, L.P.33,510$2.03M0.48%+15,90013F-HRTimeline
Qube Research & Technologies Ltd33,369$2.02M<0.01%-1,23413F-HRTimeline
CWM, LLCin group CWM, LLC32,274$1.95M0.01%+11,02313F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC32,007$1.94M0.48%-33,49413F-HRTimeline
Great Diamond Partners, LLC31,534$1.91M0.49%-6513F-HRTimeline
Teamwork Financial Advisors, LLC31,465$1.91M0.25%+19,33313F-HRTimeline
Financial Partners Group, Inc31,345$1.9M0.28%-1,57113F-HRTimeline
Savoie Capital LLC31,000$1.88M0.22%013F-HRTimeline
Fielder Capital Group LLC30,488$1.85M0.58%-140,59913F-HRTimeline
Verity & Verity, LLC29,923$1.81M0.17%-50413F-HRTimeline
Advisors Asset Management, Inc.28,643$1.73M0.03%+27,45213F-HR/ATimeline
Sanctuary Advisors, LLC26,627$1.72M0.01%+20,71913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…27,960$1.69M0.17%-5,09413F-HRTimelineGroup
Prospera Financial Services Inc27,920$1.69M0.04%-5,35113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,827$1.62M<0.01%-1,01713F-HRTimelineGroup
OARSMAN CAPITAL, INC.26,328$1.59M0.28%+18,68613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,232$1.59M<0.01%-31,72113F-HRTimeline
Investors Research Corp25,562$1.55M0.34%-413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,460$1.54M0.03%+3,21013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,723$1.5M+2,764Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC24,368$1.48M0.31%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd23,684$1.43M0.03%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,798$1.38M<0.01%+7,40413F-HRTimelineGroup
Advisory Services Network, LLC20,899$1.27M0.02%new13F-HRTimeline
NTV Asset Management LLC20,150$1.22M0.16%-1,54913F-HRTimeline
WealthCare Investment Partners, LLC19,761$1.22M0.53%new13F-HRTimeline
Fulcrum Equity Management18,957$1.15M1.14%-2,48013F-HRTimeline
Legacy PCG, LLC18,352$1.11M0.79%+3,72013F-HRTimeline
HBW ADVISORY SERVICES LLC18,051$1.09M0.11%+7,90513F-HRTimeline
Resurgent Financial Advisors LLC17,449$1.06M0.62%+1,70513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,397$1.05M0.1%new13F-HRTimeline
Outlook Wealth Advisors, LLC17,186$1.04M0.3%-57713F-HRTimeline
Aaron Wealth Advisors LLC16,872$1.02M0.12%013F-HRTimeline
&PARTNERS16,499$1.02M0.01%-4,48113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,534$1M0.02%-67213F-HRTimelineGroup
CIBC WORLD MARKET INC.16,269$985K<0.01%-2,12013F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,227$983K0.47%+6,31113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co16,213$982K0.01%-6,59913F-HRTimelineGroup
Thompson David Blair16,063$973K0.71%13F-HRTimeline
Americana Partners, LLC16,000$969K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,902$902K0.05%+96013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…14,839$899K0.08%new13F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC14,828$898K0.01%-2,72913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,244$863K<0.01%+12313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,239$862K0.01%+4,10413F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…14,163$858K0.14%-29513F-HRTimelineGroup
Delta Financial Group, Inc.14,032$850K0.2%+613F-HRTimeline
Anson Capital, Inc.13,920$843K0.73%-1,14313F-HRTimeline
Aurora Private Wealth, Inc.13,851$839K0.63%-2,32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,482$816K<0.01%+2,81613F-HRTimelineGroup
Owen LaRue, LLC12,656$766K0.4%new13F-HRTimeline
Birch Capital Management, LLC12,446$754K0.38%-4,96713F-HRTimeline
Creative Planningin group Creative Planning12,135$735K<0.01%-62513F-HRTimelineGroup
Seven Springs Wealth Group, LLC11,757$712K0.27%+4,65313F-HRTimeline
Stonegate Investment Group, LLC11,580$701K0.02%+3,58013F-HRTimeline
Collaborative Wealth Managment Inc.11,187$677K0.31%+2013F-HRTimeline
Capital Advisors, Ltd. LLC11,101$672K0.08%+10,04513F-HRTimeline
Independent Advisor Alliance10,946$663K0.01%new13F-HRTimeline
CHOREO, LLC10,700$646K0.01%-2,55113F-HRTimeline
FOSTER & MOTLEY INC10,613$643K0.04%-86213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10,600$642K<0.01%+10,34313F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,145$614K0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC9,897$599K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,892$599K0.06%+1,88113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,726$589K0.05%-4413F-HR/ATimeline
D.A. DAVIDSON & CO.9,388$569K<0.01%+2,20013F-HRTimeline
Ausdal Financial Partners, Inc.9,368$567K0.05%+1,36413F-HRTimeline
SAXON INTERESTS, INC.9,164$555K0.24%new13F-HRTimeline
Palumbo Wealth Management LLC9,082$550K0.21%013F-HRTimeline
Bleakley Financial Group, LLC9,054$548K0.02%+2,54513F-HRTimeline
ORBA Wealth Advisors, L.L.C.9,034$547K0.29%+1913F-HRTimeline
EP Wealth Advisors, LLC9,031$547K<0.01%+1213F-HRTimeline
Cynosure Group, LLC8,635$523K0.08%013F-HRTimeline
Wealthspire Advisors, LLC8,345$505K0.01%new13F-HRTimeline
Private Capital Advisors, Inc.8,000$484K0.06%013F-HRTimeline
Private Advisor Group, LLC7,894$478K<0.01%+30413F-HRTimeline
Firestone Capital Management7,864$476K0.12%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,602$460K0.06%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,333$444K<0.01%-15213F-HRTimeline
CW Advisors, LLC7,218$437K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC7,087$429K<0.01%+1,50113F-HRTimeline
Pasadena Private Wealth, LLC7,066$428K0.09%+11113F-HRTimeline
Disciplined Investors, L.L.C.6,525$409K0.39%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,863$386K0.02%+6713F-HRTimeline
Pettinga Financial Advisors LLC6,225$377K0.09%013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT6,224$377K0.03%-6213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,210$376K<0.01%-12013F-HRTimelineGroup
MBL Wealth, LLC6,124$371K0.04%-60013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,074$368K0.05%-65713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,039$366K0.01%+1,64913F-HRTimelineGroup
Comprehensive Money Management Services…5,990$363K0.3%13F-HRTimeline
SHARPEPOINT LLC5,720$346K0.31%13F-HRTimeline
Pekin Hardy Strauss, Inc.5,520$334K0.04%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,465$331K<0.01%+1,58513F-HRTimeline
Morangie Management LLC5,360$325K0.26%13F-HRTimeline
Kingsview Wealth Management, LLC5,317$322K0.01%-95213F-HRTimeline
Crestwood Advisors Group, LLC5,000$303K0.01%new13F-HRTimeline
FineMark National Bank & Trust4,840$293K0.01%new13F-HRTimeline
Ignite Planners, LLC4,705$291K0.06%-28013F-HRTimeline
SAX WEALTH ADVISORS, LLC4,696$284K0.02%+61513F-HRTimeline
Visionary Wealth Advisors4,669$283K0.02%+2513F-HRTimeline
FMR LLCin group FMR LLC4,594$278K<0.01%+91813F-HRTimelineGroup
Perennial Investment Advisors, LLC4,570$277K0.03%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,409$267K<0.01%-6313F-HRTimeline
Quartz Partners, LLC4,373$265K0.16%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,099$248K0.02%-3,06713F-HRTimeline
Clayton Financial Group LLC4,081$247K0.09%+4313F-HRTimeline
Sonora Investment Management Group, LLC4,040$245K0.02%new13F-HRTimeline
Asset Allocation Strategies LLC3,896$240K0.06%new13F-HRTimeline
Naviter Wealth, LLC3,863$234K0.03%new13F-HRTimeline
Endowment Wealth Management, Inc.3,857$234K0.16%-39013F-HRTimeline
COUNTRY CLUB BANK3,754$226K0.02%013F-HRTimeline
Family Office Research LLC3,721$225K0.1%13F-HRTimeline
Birch Hill Investment Advisors LLC3,666$222K0.01%new13F-HRTimeline
Belvedere Trading LLC3,660$222K0.02%new13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.3,654$221K0.18%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,640$220K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC3,567$216K<0.01%-3,83913F-HRTimeline
Private Portfolio Partners LLC3,562$216K0.04%new13F-HRTimeline
Arkadios Wealth Advisors3,540$214K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,549$214K<0.01%013F-HR/ATimeline