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

Global X MLP & Energy Infrastructure ETF logo
$61.10 +0.03 (+0.04%)
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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)
203
Total
Institutional Inflows
(last 12 months)
$584.79M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$91.11M
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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
7/10/2025Wealth Enhancement Advisory Services LLC46,203$2.86M0.0%+2.4%0.109%
7/10/2025KMG Fiduciary Partners LLC50,500$3.16M0.2%+1.6%0.119%
7/9/2025Dynamic Advisor Solutions LLC71,441$4.48M0.1%+7.3%0.168%
7/9/2025Fermata Advisors LLC16,456$1.03M0.3%N/A0.039%
7/9/2025Fiduciary Alliance LLC98,587$6.18M0.5%+3.6%0.232%
7/9/2025Key Client Fiduciary Advisors LLC48,720$3.05M1.2%+3.9%0.115%
7/9/2025Presidio Capital Management LLC181,914$11.40M4.4%+5.8%0.429%
7/9/2025WealthCare Investment Partners LLC44,689$2.76M1.0%+18.9%0.105%
7/8/2025 Northstar Advisory Group LLC14,424$904K0.4%-31.8%0.034%
7/8/2025 Parallel Advisors LLC19,360$1.21M0.0%+633.6%0.046%
7/7/2025 Investors Research Corp25,279$1.58M0.3%-0.7%0.059%
7/7/2025 Teamwork Financial Advisors LLC35,413$2.22M0.3%-86.8%0.083%
7/7/2025 Somerset Trust Co4,307$270K0.1%+7.5%0.010%
7/7/2025 Nova Wealth Management Inc.11,658$730K0.5%+299.4%0.027%
7/2/2025 HBW Advisory Services LLC36,485$2.29M0.3%+52.2%0.085%
6/27/2025Goldman Sachs Group Inc.3,406$217K0.0%N/A0.008%
5/29/2025 Nova Wealth Management Inc.2,919$186K0.2%N/A0.007%
5/21/2025Geneos Wealth Management Inc.6,914$441K0.0%N/A0.016%
5/20/2025Belpointe Asset Management LLC30,507$1.95M0.1%N/A0.072%
5/20/2025Focus Partners Wealth183,585$11.72M0.0%-2.8%0.431%
5/19/2025Advisory Alpha LLC380,177$24.26M0.8%+11,228.3%0.893%
5/16/2025Goldman Sachs Group Inc.3,406$217K0.0%N/A0.008%
5/16/2025Jones Financial Companies Lllp750$48K0.0%-96.7%0.002%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.175,370$11.19M0.0%+16.6%0.412%
5/16/2025Advisors Asset Management Inc.58,205$3.71M0.1%+103.2%0.137%
5/15/2025EP Wealth Advisors LLC9,431$602K0.0%+4.4%0.022%
5/15/2025Royal Bank of Canada733,209$46.79M0.0%-10.9%1.723%
5/15/2025MAI Capital Management197,701$12.62M0.1%+0.7%0.465%
5/15/2025Baird Financial Group Inc.285,772$18.24M0.0%+94.7%0.672%
5/15/2025Evergreen Capital Management LLC157,148$10.03M0.3%-62.6%0.369%
5/15/2025Oarsman Capital Inc.27,638$1.76M0.3%+5.0%0.065%
5/14/2025Transamerica Financial Advisors LLC28,451$1.82M0.2%+1.8%0.067%
5/14/2025Comerica Bank57,901$3.70M0.0%-6.6%0.136%
5/14/2025Synovus Financial Corp4,051$258K0.0%-8.1%0.010%
5/14/2025SVB Wealth LLC1,257$80K0.0%N/A0.003%
5/14/2025B&D White Capital Company LLC243,700$15.55M2.2%+173.9%0.573%
5/14/2025Northwestern Mutual Wealth Management Co.23,567$1.50M0.0%+74.8%0.055%
5/14/2025Trinity Legacy Partners LLC73,407$4.47M1.1%-5.8%0.173%
5/14/2025Sax Wealth Advisors LLC5,091$325K0.0%+8.4%0.012%
5/14/2025Kestra Advisory Services LLC18,841$1.20M0.0%-3.6%0.044%
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5/14/2025Lionsbridge Wealth Management LLC4,791$306K0.3%N/A0.011%
5/14/2025CW Advisors LLC28,834$1.86M0.0%+299.5%0.068%
5/14/2025ZEGA Investments LLC19,146$1.22M0.2%+487.5%0.045%
5/13/2025Raymond James Financial Inc.545,478$34.81M0.0%+165.7%1.274%
5/13/2025Cresset Asset Management LLC244,180$15.58M0.1%-33.0%0.570%
5/13/2025Global Endowment Management LP39,000$2.49M0.3%-13.3%0.091%
5/13/2025Annandale Capital LLC278,700$17.78M1.1%-4.6%0.651%
5/13/2025HighTower Advisors LLC5,497$351K0.0%+54.1%0.013%
5/12/2025AlphaCore Capital LLC4,300$274K0.0%N/A0.010%
5/12/2025Beacon Harbor Wealth Advisors Inc.206,071$13.15M3.1%-1.1%0.481%
5/9/2025Endowment Wealth Management Inc.3,564$227K0.1%-7.6%0.008%
5/9/2025Wealthspire Advisors LLC9,055$578K0.0%+8.5%0.021%
5/9/2025Atria Wealth Solutions Inc.57,949$3.70M0.0%+1.7%0.135%
5/9/2025Plan Group Financial LLC9,800$625K0.2%N/A0.023%
5/9/2025Liberty Wealth Management LLC89,271$5.70M0.1%N/A0.208%
5/9/2025PNC Financial Services Group Inc.456,053$29.10M0.0%-0.1%1.065%
5/8/2025Baker Avenue Asset Management LP142,141$9.07M0.3%-2.5%0.332%
5/8/2025Altiora Financial Group LLC3,200$204K0.0%N/A0.007%
5/8/2025Pasadena Private Wealth LLC5,773$368K0.1%-18.3%0.013%
5/8/2025Harbour Investments Inc.18,210$1.16M0.0%+2,543.0%0.043%
5/8/2025Collaborative Wealth Managment Inc.11,571$738K0.3%+3.4%0.027%
5/8/2025Foster & Motley Inc.10,441$666K0.0%-1.6%0.024%
5/8/2025NorthRock Partners LLC595$38K0.0%N/A0.001%
5/8/2025Arkadios Wealth Advisors4,222$269K0.0%+19.3%0.010%
5/7/2025Fielder Capital Group LLC14,710$939K0.3%-51.8%0.034%
5/7/2025Ameraudi Asset Management Inc.28,784$1.84M1.1%-19.0%0.067%
5/7/2025LPL Financial LLC1,404,062$89.59M0.0%+28.1%3.278%
5/6/2025Cetera Investment Advisers250,246$15.97M0.0%+3.3%0.584%
5/6/2025Avantax Advisory Services Inc.33,059$2.11M0.0%+350.8%0.077%
5/6/2025Brookwood Investment Group LLC5,452$348K0.1%N/A0.013%
5/6/2025Venturi Wealth Management LLC33,987$2.17M0.1%-1.3%0.079%
5/6/2025Old Port Advisors72,195$4.61M1.4%-4.5%0.169%
5/6/2025Proficio Capital Partners LLC6,811$435K0.0%-84.1%0.016%
5/6/2025Financial Partners Group Inc33,348$2.13M0.3%+6.4%0.078%
5/6/2025Y Intercept Hong Kong Ltd3,774$241K0.0%N/A0.009%
5/6/2025PFG Advisors3,292$210K0.0%N/A0.008%
5/6/2025Ignite Planners LLC4,300$258K0.1%-8.6%0.010%
5/5/2025Private Advisor Group LLC8,293$529K0.0%+5.1%0.019%
5/2/2025Legacy Capital Wealth Partners LLC29,460$1.88M0.4%-8.0%0.069%
5/2/2025Pettinga Financial Advisors LLC5,425$346K0.1%-12.9%0.013%
5/2/2025Cullen Frost Bankers Inc.929$59K0.0%+81.1%0.002%
5/2/2025Firestone Capital Management7,442$475K0.1%-5.4%0.017%
5/2/2025Apollon Wealth Management LLC30,692$1.96M0.0%N/A0.072%
5/1/2025Bleakley Financial Group LLC10,949$699K0.0%+20.9%0.026%
5/1/2025CWM LLC14,280$911K0.0%-55.8%0.033%
5/1/2025Rational Advisors Inc.824,760$52.63M5.3%N/A1.926%
5/1/2025Fulcrum Equity Management15,654$999K1.1%-17.4%0.037%
5/1/2025Fifth Third Securities Inc.25,079$1.60M0.1%+69.0%0.059%
4/30/2025Sharpepoint LLC36,563$2.25M2.0%+539.2%0.085%
4/30/2025Leavell Investment Management Inc.45,537$2.91M0.1%+9.7%0.106%
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4/30/2025Axxcess Wealth Management LLC26,665$1.70M0.0%N/A0.062%
4/30/2025Stratos Wealth Partners LTD.19,296$1.23M0.0%+4.2%0.045%
4/30/2025Stratos Wealth Advisors LLC123,949$7.91M0.4%-3.2%0.289%
4/29/2025U.S. Capital Wealth Advisors LLC5,163$329K0.0%N/A0.012%
4/29/2025Envestnet Asset Management Inc.416,362$26.57M0.0%-4.2%0.972%
4/29/2025Riggs Asset Managment Co. Inc.55,449$3.54M1.0%+1.3%0.129%
4/29/2025Seascape Capital Management74,765$4.77M1.7%+4.9%0.175%
4/29/2025OneDigital Investment Advisors LLC16,621$1.06M0.0%+67.9%0.039%
4/29/2025Silver Oak Securities Incorporated16,224$1.04M0.1%-6.7%0.038%
4/29/2025Aurora Private Wealth Inc.14,326$914K0.2%+3.4%0.033%
(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, 279 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 ($132.13M), LPL Financial LLC ($89.59M), Rational Advisors Inc. ($52.63M), 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 251 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 ($854.31K), Rational Advisors Inc. ($824.76K), Phoenix Financial Ltd. ($690K), Principal Financial Group Inc. ($649.90K), Advisory Alpha LLC ($568.16K), 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 9,593,563 shares in the last 24 months. This purchase volume represents approximately $584.79M in transactions.

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

Of the 92 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), Teamwork Financial Advisors LLC ($233.78K), Fielder Capital Group LLC ($160.06K), Cresset Asset Management LLC ($120.05K), Royal Bank of Canada ($89.27K), Legacy Capital Wealth Partners LLC ($36.04K), and Proficio Capital Partners LLC ($35.92K).

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

Institutional investors have sold a total of 1,470,432 shares in the last 24 months. This volume of shares sold represents approximately $91.11M in transactions.


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This page (NYSEARCA:MLPX) was last updated on 7/10/2025 by MarketBeat.com Staff
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