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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,431
shares
|
$573,593
0.01% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
9,358
shares
|
$569,153
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,160
shares
|
$557,111
0.0% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
9,082
shares
|
$552,367
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,055
shares
|
$550,725
0.0% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
9,035
shares
|
$549,508
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
9,012
shares
|
$548,109
0.29% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
8,635
shares
|
$525,180
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,518
shares
|
$518,064
0.0% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,293
shares
|
$504,380
0.0% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
8,000
shares
|
$486,560
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7,602
shares
|
$462,353
0.06% of portfolio
|
Q1 2023
Added 49.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,563
shares
|
$459,981
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,500
shares
|
$456,150
0.09% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
7,442
shares
|
$452,622
0.13% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,358
shares
|
$447,513
0.07% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
7,108
shares
|
$432,308
0.41% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,073
shares
|
$430,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,914
shares
|
$420,509
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
6,811
shares
|
$414,245
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
6,793
shares
|
$413,150
0.02% of portfolio
|
Q1 2025
Added 65.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
6,538
shares
|
$397,641
0.0% of portfolio
|
Q1 2025
Reduced 82.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,130
shares
|
$372,826
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
6,099
shares
|
$370,941
0.04% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,064
shares
|
$368,812
0.06% of portfolio
|
Q4 2020
Added 1440.57%
|