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

Global X MLP & Energy Infrastructure ETF logo
$74.23 +0.51 (+0.69%)
As of 03:52 PM Eastern
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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)
$490.45M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$328.93M
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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
7/10/2026 Investors Research Corp9,612$708K0.1%-58.5%0.020%
7/10/2026 Spinnaker Investment Group LLC31,704$2.34M0.4%+30.9%0.067%
7/10/2026 KMG Fiduciary Partners LLC71,576$5.27M0.5%+4.8%0.152%
7/10/2026 Wealthcare Advisory Partners LLC42,024$3.10M0.1%+7.9%0.089%
7/9/2026 Pettinga Financial Advisors LLC3,375$249K0.0%-16.1%0.007%
7/9/2026 Allied Private Wealth LLC1,732$131K0.1%N/A0.004%
7/8/2026 First Heartland Consultants Inc.3,961$292K0.0%+9.2%0.008%
7/8/2026 Teamwork Financial Advisors LLC45,538$3.35M0.3%+3.0%0.096%
7/7/2026 Fermata Advisors LLC19,521$1.44M0.3%+7.2%0.041%
7/7/2026 Arlington Trust Co LLC22,268$1.64M0.1%-4.7%0.047%
6/18/2026Western Wealth Management LLC2,193$162K0.0%N/A0.005%
6/3/2026 Parallel Advisors LLC3,493$258K0.0%-37.2%0.008%
6/3/2026NewEdge Advisors LLC93,123$6.89M0.0%+20.5%0.200%
5/19/2026Western Wealth Management LLC2,193$162K0.0%N/A0.005%
5/19/2026Bank of America Corp DE2,334,358$172.60M0.0%-6.5%5.016%
5/18/2026Royal Bank of Canada408,136$30.18M0.0%-40.4%0.877%
5/16/2026Quantinno Capital Management LP5,994$443K0.0%-4.0%0.013%
5/15/2026Legacy PCG LLC5,968$441K2.4%-71.6%0.013%
5/15/2026 Ameraudi Asset Management Inc.22,487$1.66M0.9%-16.5%0.048%
5/14/2026Renaissance Technologies LLC5,100$377K0.0%+50.0%0.011%
5/14/2026Bollard Group LLC47,147$3.49M0.1%+1.2%0.101%
5/14/2026 Klingman & Associates LLC2,904$215K0.0%N/A0.006%
5/14/2026 Lido Advisors LLC11,116$822K0.0%N/A0.024%
5/13/2026Cetera Investment Advisers189,050$13.98M0.0%-7.8%0.406%
5/8/2026 PNC Financial Services Group Inc.513,075$37.94M0.0%+11.3%1.102%
5/7/2026 Parallel Advisors LLC3,493$258K0.0%-37.2%0.008%
5/7/2026 Decker Wealth Management LLC374,622$27.70M6.3%N/A0.805%
5/6/2026 Independent Financial Group LLC3,585$265K0.0%N/A0.008%
5/5/2026 Vectors Research Management LLC45,784$3.39M1.0%-3.4%0.098%
5/5/2026 Sharpepoint LLC32,066$2.37M1.4%+2.5%0.069%
5/5/2026 Midwest Professional Planners LTD.28,964$2.14M0.5%+12.3%0.062%
5/5/2026 Collaborative Wealth Managment Inc.39,745$2.94M1.3%+18.8%0.085%
5/5/2026 Journey Advisory Group LLC31,400$2.32M0.2%N/A0.067%
5/5/2026 Geneos Wealth Management Inc.20,981$1.55M0.0%+16.2%0.045%
5/5/2026Sanctuary Advisors LLC6,260$463K0.0%-81.1%0.013%
5/4/2026 Bleakley Financial Group LLC38,531$2.85M0.0%N/A0.083%
5/4/2026 HBW Advisory Services LLC37,032$2.74M0.3%-8.1%0.080%
5/4/2026 NWF Advisory Services Inc.4,950$366K0.0%N/A0.011%
5/4/2026 Principal Financial Group Inc.611,025$45.18M0.0%-8.3%1.313%
5/1/2026 Fifth Third Bancorp57,185$4.23M0.0%+9,845.2%0.123%
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5/1/2026Manning & Napier Advisors LLC9,914$740K0.0%-18.4%0.021%
4/30/2026 Kestra Advisory Services LLC36,040$2.67M0.0%+36.9%0.077%
4/30/2026Quantum Portfolio Management LLC22,934$1.70M0.0%-37.5%0.049%
4/29/2026 Warner Group LLC73,598$5.44M3.6%-9.7%0.157%
4/29/2026Saxon Interests Inc.8,370$619K0.2%-17.2%0.018%
4/28/2026 Stephens Inc. AR10,632$786K0.0%+4.8%0.024%
4/28/2026 Seascape Capital Management89,921$6.65M1.9%-0.2%0.201%
4/28/2026 LVZ Inc.11,775$871K0.1%+3.6%0.026%
4/28/2026 Meramec Financial Planners LLC3,415$240K0.1%-15.3%0.008%
4/27/2026 HB Wealth Management LLC11,603$858K0.0%+251.0%0.026%
4/27/2026 Turtle Creek Wealth Advisors LLC394$29K0.0%N/A0.001%
4/27/2026 Private Advisor Group LLC38,219$2.83M0.0%+178.7%0.085%
4/24/2026 School Employees Retirement Board of Ohio330,585$24.44M10.0%N/A0.738%
4/24/2026 Essex LLC52,725$3.90M0.7%-1.7%0.118%
4/23/2026Comprehensive Money Management Services LLC5,285$391K0.3%+3.7%0.012%
4/23/2026Asset Allocation Strategies LLC12,763$944K0.2%+10.0%0.028%
4/23/2026 Apollon Wealth Management LLC132,856$9.82M0.2%+6.5%0.297%
4/23/2026Pasadena Private Wealth LLC9,946$735K0.1%+22.1%0.022%
4/22/2026 DDFG Inc136,569$10.10M2.2%N/A0.305%
4/22/2026 Janney Montgomery Scott LLC31,797$2.35M0.0%+110.4%0.071%
4/22/2026 Rooted Wealth Advisors Inc.71,282$5.01M1.3%+113.8%0.159%
4/22/2026 Venturi Wealth Management LLC32,192$2.38M0.1%-1.1%0.072%
4/21/2026 Foster & Motley Inc.9,711$718K0.0%-3.1%0.022%
4/21/2026 Silver Oak Securities Incorporated10,318$763K0.1%+12.1%0.023%
4/21/2026 Fiduciary Alliance LLC120,491$8.52M0.5%+12.6%0.269%
4/20/2026 Kestra Private Wealth Services LLC3,119$231K0.0%N/A0.007%
4/20/2026 Oak Family Advisors LLC28,160$2.08M0.6%-0.7%0.063%
4/18/2026 Nottingham Advisors Inc.88,333$6.53M0.8%+51.6%0.197%
4/17/2026 Signal Advisors Wealth LLC10,066$744K0.1%-2.2%0.022%
4/17/2026 Clear Trail Advisors LLC39,791$2.94M0.5%+1,021.8%0.089%
4/17/2026 Ocean Park Asset Management LLC52,001$3.85M0.2%N/A0.116%
4/17/2026 Brookstone Capital Management2,834$210K0.0%-17.6%0.006%
4/16/2026 Aurora Private Wealth Inc.11,312$836K0.6%-35.7%0.025%
3/20/2026Purpose Unlimited Inc.450$27K0.0%N/A0.001%
3/17/2026Rockefeller Capital Management L.P.31,992$1.94M0.0%+166.2%0.073%
3/13/2026World Investment Advisors5,198$315K0.0%N/A0.012%
3/9/2026Corient Private Wealth LLC52,556$3.18M0.0%-8.2%0.121%
2/19/2026Corient Private Wealth LLC52,556$3.18M0.0%-8.2%0.121%
2/18/2026Beacon Pointe Advisors LLC11,519$697K0.0%+33.6%0.026%
2/18/2026EP Wealth Advisors LLC9,119$552K0.0%N/A0.021%
2/18/2026Tudor Investment Corp ET AL15,820$958K0.0%N/A0.036%
2/18/2026First Manhattan CO. LLC.17,539$1.06M0.0%-5.3%0.040%
2/18/2026Asset One Wealth Management LLC12,658$817K0.1%N/A0.029%
2/17/2026Cetera Investment Advisers205,042$12.41M0.0%-17.2%0.471%
2/17/2026Equitable Holdings Inc.96,635$5.85M0.0%+16.2%0.222%
2/17/2026 Kovack Advisors Inc.7,390$447K0.0%N/A0.017%
2/17/2026BTG Pactual Asset Management US LLC89,850$5.63M0.5%+3.4%0.206%
2/17/2026Osaic Holdings Inc.121,557$7.36M0.0%-6.5%0.279%
2/17/2026Advisory Services Network LLC6,089$369K0.0%-64.2%0.014%
2/17/2026Captrust Financial Advisors18,801$1.14M0.0%-3.5%0.043%
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2/17/2026Royal Bank of Canada684,939$41.46M0.0%-4.2%1.572%
2/16/2026 Oarsman Capital Inc.36,211$2.19M0.3%+16.6%0.083%
2/16/2026 MML Investors Services LLC75,329$4.56M0.0%-2.5%0.173%
2/16/2026Mariner LLC10,511$636K0.0%+71.6%0.024%
2/16/2026Focus Partners Wealth193,559$11.72M0.0%+8.3%0.444%
2/16/2026 Arax Advisory Partners3,363$204K0.0%N/A0.008%
2/16/2026Barclays PLC2,788$169K0.0%N/A0.006%
2/16/2026Bollard Group LLC46,579$2.82M0.1%+1.2%0.107%
2/16/2026Atlas Capital Advisors Inc.7,602$460K0.1%N/A0.017%
2/13/2026 Kestra Advisory Services LLC26,326$1.59M0.0%+7.1%0.060%


MLPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 351 institutional investors and hedge funds held shares of Global X MLP & Energy Infrastructure ETF. The most heavily invested institutionals were Morgan Stanley ($650.65M), Phoenix Financial Ltd. ($199.11M), Bank of America Corp DE ($172.60M), LPL Financial LLC ($78.39M), Wells Fargo & Company MN ($73.03M), Rational Advisors Inc. ($47.43M), and Principal Financial Group Inc. ($45.18M).Learn more on Global X MLP & Energy Infrastructure ETF's institutional investors.

Of the 317 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: Northwestern Mutual Wealth Management Co. ($2.39M), Evergreen Capital Management LLC ($853.54K), Morgan Stanley ($848.90K), Rational Advisors Inc. ($824.76K), Phoenix Financial Ltd. ($690K), Principal Financial Group Inc. ($649.90K), and Advisory Alpha LLC ($604.53K).

Institutional investors have bought a total of 7,733,577 shares in the last 24 months. This purchase volume represents approximately $490.45M in transactions.

Of the 119 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: Proficio Capital Partners LLC ($2.81M), Royal Bank of Canada ($306.70K), Raymond James Financial Inc. ($255.86K), Bank of America Corp DE ($199.04K), Sage Private Wealth Group LLC ($155.41K), UBS Group AG ($147.11K), and Principal Securities Inc. ($146.20K).

Institutional investors have sold a total of 5,160,718 shares in the last 24 months. This volume of shares sold represents approximately $328.93M in transactions.


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Institutional ownership data for NYSEARCA:MLPX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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