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Global X MLP & Energy Infrastructure ETF (MLPX) Institutional Ownership

Global X MLP & Energy Infrastructure ETF logo
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Institutional Ownership Changes (13F Filings) for Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX)

Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$629.09M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$139.75M
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Skip Chart & View Institutional Buying and Selling Data

MLPX Institutional Buying and Selling by Quarter

Global X MLP & Energy Infrastructure ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Old Port Advisors76,929$4.82M1.2%+5.6%0.182%
10/3/2025 Aaron Wealth Advisors LLC8,219$515K0.0%-51.3%0.019%
10/2/2025 Investors Research Corp24,480$1.54M0.3%-3.2%0.058%
9/26/2025Corient Private Wealth LLC49,019$3.07M0.0%-14.8%0.116%
9/9/2025NWF Advisory Services Inc.3,620$227K0.0%+9.7%0.009%
9/4/2025Osaic Holdings Inc.114,793$7.20M0.0%-4.4%0.271%
9/3/2025American Trust22,625$1.42M0.1%N/A0.053%
8/25/2025Fulcrum Equity Management13,972$875K0.9%-10.7%0.033%
8/19/2025Advisory Services Network LLC28,092$1.75M0.0%+0.7%0.066%
8/18/2025Geneos Wealth Management Inc.14,764$925K0.0%+113.5%0.035%
8/16/2025Evergreen Capital Management LLC157,432$9.87M0.3%+0.2%0.371%
8/15/2025Asset Allocation Strategies LLC8,327$522K0.1%+81.2%0.020%
8/15/2025Corient Private Wealth LLC49,019$3.07M0.0%-14.8%0.116%
8/15/2025Equitable Holdings Inc.61,744$3.87M0.0%+121.0%0.146%
8/15/2025Captrust Financial Advisors22,643$1.42M0.0%-9.5%0.053%
8/15/2025Visionary Wealth Advisors32,822$2.06M0.1%+179.4%0.077%
8/15/2025Two Sigma Securities LLC9,292$582K0.1%N/A0.022%
8/15/2025Snowden Capital Advisors LLC32,736$2.05M0.1%-5.1%0.077%
8/15/2025Riggs Asset Managment Co. Inc.56,899$3.57M0.9%+2.6%0.134%
8/15/2025MML Investors Services LLC112,917$7.08M0.0%+9.1%0.266%
8/15/2025Great Valley Advisor Group Inc.18,187$1.14M0.0%+4.2%0.043%
8/15/2025EP Wealth Advisors LLC9,019$565K0.0%-4.4%0.021%
8/15/2025BTG Pactual Asset Management US LLC86,425$5.42M0.6%+64.0%0.204%
8/15/2025Bank of America Corp DE2,446,860$153.32M0.0%+12.8%5.772%
8/15/2025Ameriprise Financial Inc.317,832$19.92M0.0%-20.8%0.750%
8/14/2025Strategic Wealth Investment Group LLC3,095$194K0.3%N/A0.007%
8/14/2025Ausdal Financial Partners Inc.9,502$595K0.0%-34.4%0.022%
8/14/2025Raymond James Financial Inc.523,507$32.80M0.0%-4.0%1.235%
8/14/2025Transamerica Financial Advisors LLC21,752$1.36M0.1%-23.5%0.051%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.214,760$13.46M0.0%+22.5%0.507%
8/14/2025HUB Investment Partners LLC6,475$406K0.0%+6.9%0.015%
8/14/2025Stamos Capital Partners L.P.60,643$3.80M0.7%+51.8%0.143%
8/14/2025Qube Research & Technologies Ltd100,330$6.29M0.0%+111.4%0.237%
8/14/2025Tandem Financial LLC7,458$467K0.4%N/A0.018%
8/14/2025Baker Avenue Asset Management LP133,495$8.37M0.2%-6.1%0.315%
8/14/2025Bollard Group LLC45,475$2.85M0.1%+1.2%0.107%
8/13/2025Seven Springs Wealth Group LLC12,220$766K0.2%+3.9%0.029%
8/13/2025Cresset Asset Management LLC151,736$9.51M0.0%-37.9%0.358%
8/13/2025Annandale Capital LLC274,794$17.22M1.3%-1.4%0.648%
8/13/2025Great Diamond Partners LLC33,056$2.07M0.4%+3.6%0.078%
8/13/2025Walleye Capital LLC6,388$400K0.0%N/A0.015%
8/13/2025Baird Financial Group Inc.266,520$16.70M0.0%-6.7%0.629%
8/13/2025Plan Group Financial LLC10,200$639K0.2%+4.1%0.024%
8/13/2025CW Advisors LLC28,228$1.77M0.0%-2.1%0.067%
8/13/2025Smith Moore & CO.4,852$304K0.0%-3.5%0.011%
8/13/2025VestGen Advisors LLC11,755$737K0.0%-34.8%0.028%
8/13/2025Legacy Capital Wealth Partners LLC29,246$1.83M0.4%-0.7%0.069%
8/13/2025Quadrature Capital Ltd24,983$1.57M0.0%N/A0.059%
8/13/2025Scotia Capital Inc.3,591$225K0.0%N/A0.008%
8/13/2025Northwestern Mutual Wealth Management Co.28,213$1.77M0.0%+19.7%0.067%
8/13/2025Russell Investments Group Ltd.1,207$76K0.0%+24,040.0%0.003%
8/12/2025Advisors Asset Management Inc.78,690$4.93M0.1%+35.2%0.186%
8/12/2025Steward Partners Investment Advisory LLC5,793$363K0.0%+41.1%0.014%
8/12/2025Global Retirement Partners LLC40,809$2.56M0.1%N/A0.096%
8/12/2025MAI Capital Management199,132$12.48M0.1%+0.7%0.470%
8/12/2025JPMorgan Chase & Co.335,094$21.00M0.0%-4.2%0.791%
8/11/2025Outlook Wealth Advisors LLC17,770$1.11M0.3%+3.4%0.042%
8/11/2025VSM Wealth Advisory LLC1,493$94K0.0%+902.0%0.004%
8/11/2025Wealthspire Advisors LLC9,380$588K0.0%+3.6%0.022%
8/11/2025Midwest Professional Planners LTD.23,572$1.48M0.4%N/A0.056%
8/8/2025Firestone Capital Management6,940$435K0.1%-6.7%0.016%
8/8/2025Collaborative Wealth Managment Inc.16,056$1.01M0.4%+38.8%0.038%
8/8/2025Avantax Advisory Services Inc.36,426$2.28M0.0%+10.2%0.086%
8/8/2025Cetera Investment Advisers258,139$16.18M0.0%+3.2%0.611%
8/8/2025PNC Financial Services Group Inc.543,697$34.07M0.0%+19.2%1.287%
8/6/2025Prospera Financial Services Inc27,736$1.74M0.0%-0.7%0.066%
8/6/2025Menlo Advisors LLC100,697$6.31M3.4%-1.7%0.238%
8/6/2025First Horizon Advisors Inc.904$57K0.0%N/A0.002%
8/6/2025ORBA Wealth Advisors L.L.C.6,623$415K0.4%-26.5%0.016%
8/5/2025Prosperity Consulting Group LLC3,261$204K0.0%N/A0.008%
8/5/2025Bank of Montreal Can620$39K0.0%-99.8%0.001%
8/4/2025Arkadios Wealth Advisors3,984$250K0.0%-5.6%0.009%
8/4/2025Flagship Harbor Advisors LLC16,087$1.01M0.0%+5.2%0.038%
8/1/2025Oarsman Capital Inc.29,295$1.84M0.3%+6.0%0.069%
8/1/2025Anson Capital Inc.11,948$749K0.6%-13.7%0.028%
8/1/2025Advisory Alpha LLC396,663$24.86M0.8%+4.3%0.939%
8/1/2025Y Intercept Hong Kong Ltd8,733$547K0.0%+131.4%0.021%
8/1/2025Pasadena Private Wealth LLC7,356$461K0.1%+27.4%0.017%
8/1/2025Envestnet Asset Management Inc.348,772$21.85M0.0%-16.2%0.826%
7/31/2025Leavell Investment Management Inc.52,858$3.31M0.1%+16.1%0.125%
7/31/2025Rational Advisors Inc.817,266$51.21M5.1%-0.9%1.934%
7/31/2025Fielder Capital Group LLC13,096$821K0.2%-11.0%0.031%
7/31/2025Sumitomo Mitsui Trust Group Inc.90,581$5.68M0.0%+7.1%0.214%
7/31/2025GenTrust LLC285,235$17.87M0.8%-7.3%0.675%
7/31/2025Briaud Financial Planning Inc466$29K0.0%+1,270.6%0.001%
7/30/2025Bleakley Financial Group LLC16,735$1.05M0.0%+52.8%0.040%
7/30/2025Steel Grove Capital Advisors LLC8,185$513K0.1%+11.2%0.019%
7/30/2025Private Capital Advisors Inc.8,500$533K0.1%+6.3%0.020%
7/30/2025D.A. Davidson & CO.7,423$465K0.0%-12.9%0.018%
7/30/2025Cullen Frost Bankers Inc.3,415$214K0.0%+267.6%0.008%
7/29/2025Foster & Motley Inc.10,023$628K0.0%-4.0%0.024%
7/29/2025Stratos Wealth Partners LTD.22,556$1.41M0.0%+16.9%0.053%
7/29/2025Stratos Wealth Advisors LLC125,128$7.84M0.4%+1.0%0.296%
7/29/2025Private Trust Co. NA2,463$154K0.0%-7.8%0.006%
7/29/2025Vectors Research Management LLC49,411$3.10M1.1%N/A0.117%
7/29/2025Sage Private Wealth Group LLC175,687$11.01M7.1%N/A0.416%
7/28/2025Wealthspan Partners LLC17,977$1.13M0.5%+5.0%0.043%
7/28/2025Mission Hills Financial Advisory LLC3,326$208K0.1%N/A0.008%
7/28/2025Essex LLC56,680$3.55M0.7%-2.4%0.134%
7/28/2025J.Safra Asset Management Corp7,555$472K0.0%N/A0.018%
(Data available from 1/1/2016 forward)

MLPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MLPX shares?

During the previous two years, 311 institutional investors and hedge funds held shares of Global X MLP & Energy Infrastructure ETF. The most heavily invested institutionals were Phoenix Financial Ltd. ($199.11M), Bank of America Corp DE ($153.32M), LPL Financial LLC ($89.59M), Rational Advisors Inc. ($51.21M), Royal Bank of Canada ($46.79M), Wells Fargo & Company MN ($41.90M), and Principal Financial Group Inc. ($41.47M).Learn more on Global X MLP & Energy Infrastructure ETF's institutional investors.

Which institutional investors have been buying Global X MLP & Energy Infrastructure ETF's stock?

Of the 277 institutional investors that purchased Global X MLP & Energy Infrastructure ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Evergreen Capital Management LLC ($854.59K), Rational Advisors Inc. ($824.76K), Phoenix Financial Ltd. ($690K), Principal Financial Group Inc. ($649.90K), Advisory Alpha LLC ($584.64K), Raymond James Financial Inc. ($545.48K), and LPL Financial LLC ($538.29K).

How much institutional buying is happening at Global X MLP & Energy Infrastructure ETF?

Institutional investors have bought a total of 10,147,997 shares in the last 24 months. This purchase volume represents approximately $629.09M in transactions.

Which of Global X MLP & Energy Infrastructure ETF's major shareholders have been selling company stock?

Of the 113 institutional investors that sold Global X MLP & Energy Infrastructure ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Evergreen Capital Management LLC ($262.61K), Bank of Montreal Can ($253.66K), Teamwork Financial Advisors LLC ($233.78K), Cresset Asset Management LLC ($212.49K), Fielder Capital Group LLC ($157.99K), Envestnet Asset Management Inc. ($95.27K), and Royal Bank of Canada ($89.27K).

How much institutional selling is happening at Global X MLP & Energy Infrastructure ETF?

Institutional investors have sold a total of 2,241,632 shares in the last 24 months. This volume of shares sold represents approximately $139.75M in transactions.


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This page (NYSEARCA:MLPX) was last updated on 10/6/2025 by MarketBeat.com Staff
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