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Disclosery

MLPX GLOBAL X FDS

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GLB X MLP ENRG I (fund)

306 managers (311 13F filers) reported a position in MLPX shares at 2025-06-30, 32,481,452 shares in all. 40 filers opened a position and 35 filers sold out during the quarter.

Managers
306
13F filers
311
New
40
Added
120
Reduced
96
Sold out
35
Shares held by filers
32,481,452

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY9,871,885$619M0.04%+540,99313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,446,860$153M0.01%+277,69213F-HRTimelineGroup
LPL Financial LLC1,422,391$89.1M0.03%+18,32913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,061,803$66.5M0.01%+68,17913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding842,051$52.8M+23,370Timeline
RATIONAL ADVISORS, INC.817,266$51.2M5.07%-7,49413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA701,011$43.9M0.01%-32,19813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG632,477$39.6M0.01%-15,09313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…543,697$34.1M0.02%+87,64413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC523,507$32.8M0.01%-21,97113F-HRTimelineGroup
Advisory Alpha, LLC396,663$24.9M0.77%+16,48613F-HRTimeline
Payne Capital Management, LLC350,312$22M8.46%-32913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC348,772$21.9M0.01%-67,59013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO335,094$21M<0.01%-14,79913F-HRTimelineGroup
Madrid Financial Services322,491$20.2M13.69%+11,51613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC317,832$19.9M<0.01%-83,55013F-HRTimelineGroup
GenTrust, LLC285,235$17.9M0.84%-22,50413F-HRTimeline
Annandale Capital, LLC274,794$17.2M3.18%-3,90613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.266,520$16.7M0.03%-19,25213F-HRTimelineGroup
Cetera Investment Advisers258,139$16.2M0.03%+7,89313F-HRTimeline
Curran Financial Partners, LLC250,390$15.7M3.47%+8,94013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP231,490$14.5M0.01%+1,10113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding214,760$13.5M+36,490Timeline
MAI Capital Management199,132$12.5M0.09%+1,43113F-HRTimeline
Presidio Capital Management, LLC181,914$11.4M4.39%+10,04613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth178,581$11.2M0.02%-5,00413F-HRTimelineGroup
SAGE PRIVATE WEALTH GROUP, LLC175,687$11M7.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC164,655$10.3M0.01%+7,63413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC157,432$9.86M0.3%+28413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding147,684$9.25M+4,439Timeline
Baker Avenue Asset Management, LP133,495$8.36M0.24%-8,64613F-HRTimeline
Cresset Asset Management, LLC115,849$7.26M0.04%-128,33113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,793$7.2M0.01%-5,23813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC112,917$7.08M0.02%+9,42813F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV108,116$6.77M4.6%+2,72413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC106,521$6.67M0.13%+75,82913F-HRTimelineGroup
MENLO ADVISORS LLC100,697$6.31M3.4%-1,69513F-HRTimeline
Qube Research & Technologies Ltd100,330$6.29M0.01%+52,86913F-HRTimeline
Cambridge Investment Research Advisors,…99,611$6.24M0.02%-9,87113F-HRTimeline
Fiduciary Alliance LLC98,587$6.18M0.46%+3,41713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …90,581$5.68M<0.01%+5,96813F-HRTimelineGroup
Fortis Advisors, LLC89,681$5.62M3.6%+37513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …86,425$5.42M0.73%+33,72913F-HRTimelineGroup
SOL Capital Management CO83,584$5.24M0.51%-1,81013F-HRTimeline
Sageworth Trust Co80,763$5.06M0.28%-67,57713F-HRTimeline
Veltria Advisors Corp.79,056$4.95M3.31%013F-HRTimeline
Advisors Asset Management, Inc.78,690$4.93M0.09%+20,48513F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC77,896$4.88M0.01%-1713F-HRTimelineGroup
Seascape Capital Management75,416$4.73M1.49%+65113F-HRTimeline
Old Port Advisors72,851$4.56M1.25%+65613F-HRTimeline
CIBC WORLD MARKETS CORP72,150$4.52M0.03%+2,64713F-HRTimeline
Trinity Legacy Partners, LLC73,923$4.52M1.1%+51613F-HRTimeline
Dynamic Advisor Solutions LLC71,441$4.48M0.14%+4,83113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,199$3.96M0.01%+75713F-HRTimelineGroup
Proficio Capital Partners LLC2,820,089$3.92M0.24%+2,813,27813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,744$3.87M0.03%+33,80113F-HRTimelineGroup
Stamos Capital Partners, L.P.60,643$3.8M0.68%+20,69313F-HRTimeline
CIBC WORLD MARKET INC.60,170$3.77M0.01%+43,50313F-HRTimeline
Glassy Mountain Advisors, Inc.59,829$3.75M1.21%-1,13713F-HRTimeline
Riggs Asset Managment Co. Inc.56,899$3.57M0.88%+1,45013F-HRTimeline
Essex LLC56,680$3.55M0.7%-1,39813F-HRTimeline
COMERICA BANK56,540$3.54M0.01%-1,36113F-HRTimeline
Naviter Wealth, LLC54,894$3.44M0.42%+51,03113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.52,858$3.31M0.15%+7,32113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,500$3.16M0.23%+77913F-HRTimeline
SeaCrest Wealth Management, LLC49,605$3.11M0.34%-54113F-HRTimeline
Vectors Research Management, LLC49,411$3.1M1.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP49,019$3.07M<0.01%-8,49213F-HR/ATimelineGroup
Key Client Fiduciary Advisors, LLC48,720$3.05M1.25%+1,81013F-HRTimeline
Ironsides Asset Advisors, LLC48,421$3.03M0.88%-88913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…47,290$2.96M0.21%+40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,203$2.86M<0.01%+1,10213F-HRTimeline
Bollard Group LLC45,475$2.85M0.07%+53213F-HRTimeline
WealthCare Investment Partners, LLC44,689$2.76M0.99%+7,09413F-HRTimeline
Global Retirement Partners, LLC40,809$2.56M0.06%13F-HRTimeline
NewEdge Advisors, LLC39,776$2.49M0.01%-44613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,335$2.46M<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC39,092$2.45M0.21%+30913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)38,530$2.41M1.05%new13F-HRTimeline
HBW ADVISORY SERVICES LLC36,485$2.29M0.28%+12,50713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,426$2.28M0.01%+3,36713F-HRTimeline
Teamwork Financial Advisors, LLC35,413$2.22M0.27%-233,77513F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC35,101$2.2M0.55%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC33,204$2.08M1.1%-41813F-HRTimeline
Great Diamond Partners, LLC33,056$2.07M0.44%+1,15813F-HRTimeline
Venturi Wealth Management, LLC33,006$2.07M0.1%-98113F-HRTimeline
SHARPEPOINT LLC32,883$2.06M2.12%-3,68013F-HRTimeline
Visionary Wealth Advisors32,822$2.06M0.11%+21,07413F-HRTimeline
Snowden Capital Advisors LLC32,736$2.05M0.06%-1,75013F-HRTimeline
Financial Partners Group, Inc32,016$2.01M0.28%-1,33213F-HRTimeline
Savoie Capital LLC31,000$1.94M0.24%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,948$1.93M<0.01%+2,75013F-HRTimelineGroup
Rooted Wealth Advisors, Inc.31,304$1.92M0.66%+3,90013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,526$1.91M0.02%+8,61413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC30,025$1.88M0.03%-13313F-HRTimeline
OARSMAN CAPITAL, INC.29,295$1.84M0.29%+1,65713F-HRTimeline
Legacy Capital Wealth Partners, LLC29,246$1.83M0.42%-21413F-HRTimeline
COURIER CAPITAL LLC29,011$1.82M0.11%new13F-HRTimeline
Ameraudi Asset Management, Inc.28,927$1.81M0.95%+14313F-HRTimeline
CW Advisors, LLC28,228$1.77M0.02%-60613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,213$1.77M<0.01%+4,64613F-HRTimelineGroup
Sanctuary Advisors, LLC28,135$1.76M0.01%+3,09613F-HRTimeline
Advisory Services Network, LLC28,092$1.75M0.03%+18413F-HRTimeline
Prospera Financial Services Inc27,736$1.74M0.03%-18813F-HRTimeline
WOLVERINE TRADING, LLC27,292$1.7M0.04%+3,20713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding27,107$1.7M+2,028Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,597$1.67M0.04%+92813F-HRTimelineGroup
Investors Research Corp25,279$1.58M0.31%-18713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd24,983$1.57M0.03%new13F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC24,368$1.53M0.3%013F-HRTimelineGroup
Verity & Verity, LLC24,120$1.51M0.13%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,898$1.5M-59Timeline
Midwest Professional Planners, LTD.23,572$1.48M0.39%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,213$1.45M0.03%-3,45213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV22,925$1.44M0.96%+213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,643$1.42M<0.01%-2,37313F-HRTimeline
American Trust22,625$1.42M0.13%new13F-HRTimeline
Morangie Management LLC22,558$1.41M1.23%new13F-HRTimeline
Advisor Resource Council22,493$1.41M0.69%-93,20613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21,752$1.36M0.13%-6,69913F-HRTimelineGroup
Capital Advisors, Ltd. LLC20,773$1.3M0.16%+1,85213F-HRTimeline
NTV Asset Management LLC20,103$1.26M0.15%-4913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,900$1.25M<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,864$1.24M0.1%+3,64013F-HRTimeline
Parallel Advisors, LLC19,360$1.21M0.02%+16,72113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,537$1.16M<0.01%+11,99913F-HRTimelineGroup
Legacy PCG, LLC18,537$1.16M0.74%+18713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,187$1.14M0.03%+73313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,079$1.13M0.03%-13113F-HRTimeline
WEALTHSPAN PARTNERS, LLC17,977$1.13M0.47%+85913F-HRTimeline
Outlook Wealth Advisors, LLC17,770$1.11M0.29%+58113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,517$1.1M<0.01%+1,55913F-HRTimelineGroup
Resurgent Financial Advisors LLC17,299$1.08M0.6%-13213F-HRTimeline
Aaron Wealth Advisors LLC16,872$1.06M0.11%013F-HRTimeline
Embree Financial Group16,743$1.05M0.16%+70913F-HRTimeline
Bleakley Financial Group, LLC16,735$1.05M0.03%+5,78613F-HRTimeline
Fermata Advisors, LLC16,456$1.03M0.28%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co16,172$1.01M0.01%+5813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC16,087$1.01M0.05%+80113F-HRTimeline
Collaborative Wealth Managment Inc.16,056$1.01M0.44%+4,48513F-HRTimeline
FIRST MANHATTAN CO. LLC.15,564$975K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.14,764$925K0.02%+7,85013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,742$924K<0.01%+2113F-HR/ATimelineGroup
Northstar Advisory Group, LLC14,424$904K0.44%-6,73113F-HRTimeline
&PARTNERS14,301$896K0.01%+2,09813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,231$892K0.02%new13F-HRTimelineGroup
Aurora Private Wealth, Inc.14,197$890K0.66%-12913F-HRTimeline
CWM, LLCin group CWM, LLC14,163$887K<0.01%-11713F-HRTimelineGroup
Fulcrum Equity Management13,972$875K0.9%-1,68213F-HRTimeline
GTS SECURITIES LLC13,301$833K0.04%new13F-HRTimeline
Cubist Systematic Strategies, LLC13,147$824K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning13,096$821K<0.01%+4313F-HRTimelineGroup
Fielder Capital Group LLC13,096$821K0.22%-1,61413F-HRTimeline
OneDigital Investment Advisors LLC12,850$805K0.01%-3,77113F-HRTimeline
MANNING & NAPIER ADVISORS LLC12,625$791K0.01%-13513F-HRTimeline
Birch Capital Management, LLC12,471$781K0.4%013F-HRTimeline
RFG Advisory, LLC12,231$766K0.02%+4,66813F-HRTimeline
Seven Springs Wealth Group, LLC12,220$766K0.19%+46313F-HRTimeline
Anson Capital, Inc.11,948$749K0.6%-1,89713F-HRTimeline
VestGen Advisors, LLC11,755$737K0.03%-6,26913F-HRTimeline
Nova Wealth Management, Inc.11,658$730K0.54%+8,73913F-HRTimeline
Stonegate Investment Group, LLC11,580$726K0.02%013F-HRTimeline
Sunbeam Capital Management, LLC11,497$720K0.55%new13F-HRTimeline
FineMark National Bank & Trust11,218$703K0.02%-14013F-HRTimeline
Janney Montgomery Scott LLC11,079$694K<0.01%+1,91913F-HRTimeline
LVZ, Inc.10,382$651K0.08%+1,02413F-HRTimeline
Plan Group Financial, LLC10,200$639K0.21%+40013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,145$636K0.01%013F-HRTimelineGroup
FOSTER & MOTLEY INC10,023$628K0.04%-41813F-HRTimeline
Argent Advisors, Inc.9,918$621K0.19%-3,26213F-HRTimeline
SAXON INTERESTS, INC.9,608$613K0.29%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,726$609K0.04%+113F-HR/ATimeline
Ausdal Financial Partners, Inc.9,502$595K0.04%-4,97313F-HRTimeline
Wealthspire Advisors, LLC9,380$588K<0.01%+32513F-HRTimeline
TWO SIGMA SECURITIES, LLC9,292$582K0.07%new13F-HRTimeline
Palumbo Wealth Management LLC9,082$569K0.18%013F-HRTimeline
EP Wealth Advisors, LLC9,019$565K<0.01%-41213F-HRTimeline
Grandview Asset Management LLC8,953$561K0.18%-8213F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,733$547K0.01%+4,95913F-HRTimeline
Private Advisor Group, LLC8,701$545K<0.01%+40813F-HRTimeline
Private Capital Advisors, Inc.8,500$533K0.06%+50013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,365$524K<0.01%-57,39613F-HRTimelineGroup
Asset Allocation Strategies LLC8,327$522K0.12%+3,73113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,185$513K0.06%+82713F-HRTimeline
Owen LaRue, LLC8,106$508K0.22%-4,55013F-HRTimeline
J.Safra Asset Management Corp7,631$478K0.03%new13F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.7,602$476K0.06%013F-HRTimeline
Atria Wealth Solutions, Inc.7,569$474K0.01%-50,38013F-HRTimeline
Tandem Financial, LLC7,458$467K0.44%new13F-HRTimeline
D.A. DAVIDSON & CO.7,423$465K<0.01%-1,09513F-HRTimeline
Pasadena Private Wealth, LLC7,356$461K0.08%+1,58313F-HRTimeline
Disciplined Investors, L.L.C.7,137$447K0.35%+2913F-HRTimeline
Firestone Capital Management6,940$435K0.1%-50213F-HRTimeline
ORBA Wealth Advisors, L.L.C.6,623$415K0.38%-2,38913F-HRTimeline
HUB Investment Partners, LLC6,475$406K0.01%+42013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC6,388$400K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,200$388K<0.01%+7013F-HRTimelineGroup
MBL Wealth, LLC6,089$382K0.04%-1013F-HRTimeline
Greenwich Wealth Management LLC5,849$366K0.02%+12713F-HRTimeline
Steward Partners Investment Advisory, L…5,793$363K<0.01%+1,68713F-HRTimeline