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 329 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
46,910
shares
|
$2.85 Million
1.53% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
46,890
shares
|
$2.85 Million
0.23% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
45,537
shares
|
$2.77 Million
0.15% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
45,101
shares
|
$2.74 Million
0.01% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
44,943
shares
|
$2.73 Million
0.08% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
44,705
shares
|
$2.72 Million
1.35% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
41,137
shares
|
$2.5 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40,222
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
39,950
shares
|
$2.43 Million
0.7% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,676
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Added 12495.56%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
39,000
shares
|
$2.37 Million
0.35% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
38,783
shares
|
$2.36 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
37,595
shares
|
$2.29 Million
1.02% of portfolio
|
Q1 2025
Added 90.25%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
36,563
shares
|
$2.22 Million
1.97% of portfolio
|
Q1 2025
Added 539.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
34,966
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
34,486
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
33,987
shares
|
$2.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
33,622
shares
|
$2.04 Million
1.2% of portfolio
|
Q1 2025
Reduced 98.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
33,348
shares
|
$2.03 Million
0.34% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,059
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 350.83%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
31,898
shares
|
$1.94 Million
0.57% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,000
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,692
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
30,507
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
30,158
shares
|
$1.83 Million
0.04% of portfolio
|
Q1 2025
Added 18.45%
|