Institutional Ownership Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX). We have compiled data on the 336 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
199
shares
|
$11,661
0.0% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
192
shares
|
$11,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
186
shares
|
$10,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
176
shares
|
$10,313
0.01% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
176
shares
|
$10,313
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
174
shares
|
$10,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
168
shares
|
$9,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
162
shares
|
$9,493
0.0% of portfolio
|
Q2 2025
Added 161.29%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
155
shares
|
$9,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
142
shares
|
$8,321
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
114
shares
|
$6,680
0.0% of portfolio
|
Q2 2025
Reduced 81.76%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
112
shares
|
$6,563
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
99
shares
|
$5,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
96
shares
|
$5,625
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
71
shares
|
$4,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
71
shares
|
$4,160
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
59
shares
|
$3,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
53
shares
|
$3,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
46
shares
|
$2,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
41
shares
|
$2,402
0.0% of portfolio
|
Q3 2024
Reduced 61.32%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
37
shares
|
$2,168
0.0% of portfolio
|
Q1 2025
Reduced 45.59%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
33
shares
|
$1,933
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
32
shares
|
$1,875
0.0% of portfolio
|
Q2 2025
Reduced 87.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
24
shares
|
$1,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
12
shares
|
$703
0.0% of portfolio
|
Q2 2025
New holding
|