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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
MORGAN STANLEYin group MORGAN STANLEY9,330,892$595M0.04%+479,29513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,169,168$138M0.01%-12,67013F-HRTimelineGroup
LPL Financial LLC1,404,062$89.6M0.03%+308,23513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN993,624$63.4M0.02%+301,73113F-HRTimelineGroup
RATIONAL ADVISORS, INC.824,760$52.6M5.31%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding818,681$51.7M+649,900Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA733,209$46.8M0.01%-89,27413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG647,570$41.3M0.01%+142,03213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC545,478$34.8M0.01%+340,18413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…456,053$29.1M0.02%-39013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC416,362$26.6M0.01%-18,22613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC401,382$25.6M0.01%+168,18713F-HRTimelineGroup
Advisory Alpha, LLC380,177$24.3M0.82%+376,82113F-HR/ATimeline
Payne Capital Management, LLC350,641$22.4M9.54%-77613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO349,893$22.3M<0.01%+42,97613F-HRTimelineGroup
Madrid Financial Services310,975$19.8M14.45%new13F-HRTimeline
GenTrust, LLC307,739$19.6M0.94%-13,06213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.285,772$18.2M0.04%+138,99013F-HRTimelineGroup
Annandale Capital, LLC278,700$17.8M3.33%-13,35113F-HRTimeline
Teamwork Financial Advisors, LLC269,188$17.2M2.37%+237,72313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/254,284$16.2M0.01%-26,80013F-HRTimelineGroup
Cetera Investment Advisers250,246$16M0.03%+7,89713F-HRTimeline
Cresset Asset Management, LLC244,180$15.6M0.08%-120,04613F-HRTimeline
Curran Financial Partners, LLC241,450$15.4M3.78%+13,71613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP230,389$14.7M0.02%+16,98213F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.206,071$13.1M3.06%-2,35713F-HRTimeline
MAI Capital Management197,701$12.6M0.1%+1,30813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP190,700$12.2M0.03%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth183,585$11.7M0.03%-5,36613F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding178,270$11.4M+27,895Timeline
Presidio Capital Management, LLC171,868$11M4.57%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC157,148$10M0.34%-262,60513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC157,021$10M0.01%+35,84813F-HRTimeline
Sageworth Trust Co148,340$9.47M0.59%+112,32813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding143,245$9.14M-3,317Timeline
Baker Avenue Asset Management, LP142,141$9.07M0.28%-3,67713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,031$7.66M0.02%+37,28613F-HRTimelineGroup
Cambridge Investment Research Advisors,…109,482$6.99M0.02%+11,35613F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV105,392$6.73M4.94%+2,47813F-HRTimeline
MML INVESTORS SERVICES, LLC103,489$6.6M0.02%+23,37913F-HRTimeline
MENLO ADVISORS LLC102,392$6.53M3.11%+20,99013F-HRTimeline
Fiduciary Alliance LLC95,170$6.07M0.6%+1,01613F-HRTimeline
Advisor Resource Council115,699$5.95M0.48%new13F-HRTimeline
Fortis Advisors, LLC89,306$5.7M3.71%+69713F-HRTimeline
SOL Capital Management CO85,394$5.45M0.6%+24413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …84,613$5.4M<0.01%+39,64313F-HRTimelineGroup
Veltria Advisors Corp.79,056$5.04M3.28%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC77,913$4.97M0.01%+6313F-HRTimelineGroup
Seascape Capital Management74,765$4.77M1.66%+3,52213F-HRTimeline
Old Port Advisors72,195$4.61M1.37%-3,40513F-HRTimeline
Trinity Legacy Partners, LLC73,407$4.47M1.13%-4,51413F-HRTimeline
CIBC WORLD MARKETS CORP69,503$4.43M0.04%new13F-HRTimeline
Dynamic Advisor Solutions LLC66,610$4.25M0.14%+4,05013F-HRTimeline
Mariner, LLCin group Mariner, LLC65,761$4.2M0.01%-12,11313F-HRTimelineGroup
Atria Investments, Inc65,223$4.16M0.05%-13,03213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,442$3.98M0.01%-9,41613F-HRTimelineGroup
Glassy Mountain Advisors, Inc.60,966$3.89M1.38%+62513F-HRTimeline
Advisors Asset Management, Inc.58,205$3.71M0.07%+29,56213F-HR/ATimeline
Essex LLC58,078$3.71M0.8%-5,09913F-HRTimeline
Atria Wealth Solutions, Inc.57,949$3.7M0.04%+96813F-HRTimeline
COMERICA BANK57,901$3.69M0.02%-4,12013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,511$3.67M0.01%+1,04313F-HRTimelineGroup
Riggs Asset Managment Co. Inc.55,449$3.54M1.01%+71613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …52,696$3.36M0.44%+5,43713F-HRTimelineGroup
SeaCrest Wealth Management, LLC50,146$3.2M0.36%-4,24713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC49,721$3.17M0.26%-8,13713F-HRTimeline
Ironsides Asset Advisors, LLC49,310$3.15M0.92%+213F-HRTimeline
Transform Wealth, LLC48,492$3.09M0.19%-5,61513F-HRTimeline
Qube Research & Technologies Ltd47,461$3.03M<0.01%+14,09213F-HRTimeline
Key Client Fiduciary Advisors, LLC46,910$2.99M1.38%+4,45013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…46,890$2.99M0.22%+15213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.45,537$2.91M0.14%+4,01313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,101$2.88M0.01%+5,43813F-HRTimeline
Bollard Group LLC44,943$2.87M0.08%+52613F-HRTimeline
NewEdge Advisors, LLC40,222$2.57M0.02%-2,06613F-HRTimeline
Stamos Capital Partners, L.P.39,950$2.55M0.67%+6,44013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,676$2.53M<0.01%+39,36113F-HRTimelineGroup
GWN SECURITIES INC.41,137$2.51M0.14%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …39,000$2.49M0.32%-6,00013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC38,783$2.47M0.24%-1,40813F-HRTimeline
SHARPEPOINT LLC36,563$2.25M1.97%+30,84313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC34,966$2.23M0.02%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC37,595$2.2M0.94%+17,83413F-HRTimeline
Snowden Capital Advisors LLC34,486$2.2M0.07%-6413F-HRTimeline
Venturi Wealth Management, LLC33,987$2.17M0.11%-45813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC33,622$2.15M1.2%new13F-HR/ATimeline
Financial Partners Group, Inc33,348$2.13M0.33%+2,00313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,059$2.11M0.01%+25,72613F-HRTimeline
Great Diamond Partners, LLC31,898$2.04M0.56%+36413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,692$1.96M0.04%new13F-HRTimelineGroup
Belpointe Asset Management LLC30,507$1.95M0.1%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC30,158$1.92M0.04%+4,69813F-HRTimeline
Legacy Capital Wealth Partners, LLC29,460$1.88M0.46%-2,54713F-HRTimeline
Savoie Capital LLC31,000$1.88M0.22%013F-HRTimeline
CW Advisors, LLC28,834$1.85M0.02%+21,61613F-HRTimeline
Ameraudi Asset Management, Inc.28,784$1.84M1.05%-6,77113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28,451$1.82M0.19%+49113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,198$1.8M<0.01%+5,40013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,943$1.78M0.02%+13,70413F-HRTimelineGroup
Prospera Financial Services Inc27,924$1.78M0.04%+413F-HRTimeline
Advisory Services Network, LLC27,908$1.78M0.03%+7,00913F-HRTimeline
OARSMAN CAPITAL, INC.27,638$1.76M0.32%+1,31013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,665$1.7M0.05%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,669$1.64M0.04%new13F-HRTimelineGroup
Investors Research Corp25,466$1.62M0.35%-9613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…25,079$1.6M0.13%+10,24013F-HRTimelineGroup
Sanctuary Advisors, LLC25,039$1.6M0.01%-1,58813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,016$1.6M<0.01%-1,21613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC24,428$1.56M0.2%new13F-HRTimelineGroup
Rooted Wealth Advisors, Inc.27,404$1.56M0.67%new13F-HRTimeline
B&D White Capital Company, LLC243,700$1.56M0.23%+154,74113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC24,368$1.55M0.33%013F-HRTimelineGroup
Verity & Verity, LLC24,120$1.54M0.14%-5,80313F-HRTimeline
WOLVERINE TRADING, LLC24,085$1.54M0.05%new13F-HRTimeline
HBW ADVISORY SERVICES LLC23,978$1.53M0.22%+5,92713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,957$1.53M-766Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,567$1.5M<0.01%+10,08513F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV22,923$1.46M1.03%-20,97813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,912$1.4M0.02%new13F-HRTimelineGroup
Northstar Advisory Group, LLC21,155$1.35M0.88%new13F-HRTimeline
NTV Asset Management LLC20,152$1.29M0.17%+213F-HRTimeline
ZEGA Investments, LLC19,146$1.22M0.36%+15,88713F-HRTimeline
Capital Advisors, Ltd. LLC18,921$1.21M0.16%+7,82013F-HRTimeline
Legacy PCG, LLC18,350$1.17M0.83%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.18,210$1.16M0.03%+17,52113F-HRTimeline
VestGen Advisors, LLC18,024$1.15M0.05%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,454$1.11M0.02%+92013F-HRTimelineGroup
Resurgent Financial Advisors LLC17,431$1.11M0.67%-1813F-HRTimeline
Outlook Wealth Advisors, LLC17,189$1.1M0.31%+313F-HRTimeline
WEALTHSPAN PARTNERS, LLC17,118$1.09M0.5%+89113F-HRTimeline
Aaron Wealth Advisors LLC16,872$1.08M0.12%013F-HRTimeline
CIBC WORLD MARKET INC.16,667$1.06M<0.01%+39813F-HRTimeline
OneDigital Investment Advisors LLC16,621$1.06M0.01%+6,72413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,224$1.04M0.1%-1,17313F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co16,114$1.03M0.01%-9913F-HRTimelineGroup
Embree Financial Group16,034$1.02M0.17%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,958$1.02M<0.01%-10,86913F-HRTimelineGroup
Fulcrum Equity Management15,654$999K1.09%-3,30313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,286$975K0.05%+38413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,721$939K<0.01%+47713F-HRTimelineGroup
Fielder Capital Group LLC14,710$939K0.27%-15,77813F-HRTimeline
Ausdal Financial Partners, Inc.14,475$924K0.07%+5,10713F-HRTimeline
Aurora Private Wealth, Inc.14,326$914K0.73%+47513F-HR/ATimeline
CWM, LLCin group CWM, LLC14,280$911K<0.01%-17,99413F-HRTimelineGroup
Delta Financial Group, Inc.14,039$911K0.21%+713F-HRTimeline
Anson Capital, Inc.13,845$883K0.76%-7513F-HRTimeline
Argent Advisors, Inc.13,180$841K0.28%-30,08613F-HRTimeline
Creative Planningin group Creative Planning13,053$833K<0.01%+91813F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC12,760$814K0.01%-2,06813F-HRTimeline
Owen LaRue, LLC12,656$808K0.4%013F-HRTimeline
Birch Capital Management, LLC12,471$796K0.41%+2513F-HRTimeline
&PARTNERS12,203$780K0.01%-4,29613F-HRTimeline
Seven Springs Wealth Group, LLC11,757$750K0.27%013F-HRTimeline
Visionary Wealth Advisors11,748$750K0.05%+7,07913F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…11,668$745K0.14%-2,49513F-HRTimelineGroup
Stonegate Investment Group, LLC11,580$739K0.02%013F-HRTimeline
Collaborative Wealth Managment Inc.11,571$738K0.35%+38413F-HRTimeline
FineMark National Bank & Trust11,358$725K0.03%+6,51813F-HRTimeline
Bleakley Financial Group, LLC10,949$699K0.02%+1,89513F-HRTimeline
SFG Wealth Management, LLC.10,545$673K0.33%new13F-HRTimeline
FOSTER & MOTLEY INC10,441$666K0.04%-17213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,145$647K0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,725$627K0.05%-113F-HRTimeline
Plan Group Financial, LLC9,800$625K0.22%new13F-HRTimeline
SAXON INTERESTS, INC.9,608$613K0.29%+44413F-HRTimeline
EP Wealth Advisors, LLC9,431$602K<0.01%+40013F-HRTimeline
LVZ, Inc.9,358$597K0.08%new13F-HRTimeline
Janney Montgomery Scott LLC9,160$584K<0.01%+2,07313F-HRTimeline
Palumbo Wealth Management LLC9,082$580K0.19%013F-HRTimeline
Wealthspire Advisors, LLC9,055$578K<0.01%+71013F-HRTimeline
Grandview Asset Management LLC9,035$577K0.22%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.9,012$575K0.29%-2213F-HRTimeline
Cynosure Group, LLC8,635$551K0.08%013F-HRTimeline
D.A. DAVIDSON & CO.8,518$544K<0.01%-87013F-HRTimeline
Private Advisor Group, LLC8,293$529K<0.01%+39913F-HRTimeline
Private Capital Advisors, Inc.8,000$510K0.06%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,602$485K0.06%013F-HRTimeline
RFG Advisory, LLC7,563$483K0.01%new13F-HRTimeline
Firestone Capital Management7,442$475K0.12%-42213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,358$470K0.07%+1,28413F-HRTimeline
Disciplined Investors, L.L.C.7,108$454K0.41%+58313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,073$451K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.6,914$441K0.01%new13F-HRTimeline
Proficio Capital Partners LLC6,811$435K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,793$433K0.04%+2,69413F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,538$417K<0.01%-29,88413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,130$391K<0.01%-8013F-HRTimelineGroup
MBL Wealth, LLC6,099$389K0.04%-2513F-HRTimeline
HUB Investment Partners, LLC6,055$386K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,039$385K0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC5,891$376K<0.01%+1,29713F-HRTimelineGroup
Pasadena Private Wealth, LLC5,773$368K0.07%-1,29313F-HRTimeline
Greenwich Wealth Management LLC5,722$365K0.03%new13F-HRTimeline
Pekin Hardy Strauss, Inc.5,600$357K0.04%+8013F-HRTimeline
HighTower Advisors, LLC5,497$351K<0.01%+1,93013F-HRTimeline
BLAIR WILLIAM & CO/IL5,465$349K<0.01%013F-HRTimeline
Brookwood Investment Group LLC5,452$348K0.06%13F-HRTimeline
FLOW TRADERS U.S. LLC5,444$347K0.01%new13F-HRTimeline
Pettinga Financial Advisors LLC5,425$346K0.08%-80013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,163$329K0.01%new13F-HRTimeline