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

Global X MLP & Energy Infrastructure ETF logo
$62.05 -0.13 (-0.21%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$62.03 -0.02 (-0.03%)
As of 08/1/2025 06:29 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)
213
Total
Institutional Inflows
(last 12 months)
$609.73M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$105.31M
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MLPX Institutional Buying and Selling by Quarter

Global X MLP & Energy Infrastructure ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Oarsman Capital Inc.29,295$1.84M0.3%+6.0%0.069%
8/1/2025Anson Capital Inc.11,948$749K0.6%-13.7%0.028%
8/1/2025Advisory Alpha LLC396,663$24.86M0.8%+4.3%0.939%
8/1/2025Y Intercept Hong Kong Ltd8,733$547K0.0%+131.4%0.021%
8/1/2025Pasadena Private Wealth LLC7,356$461K0.1%+27.4%0.017%
8/1/2025Envestnet Asset Management Inc.348,772$21.85M0.0%-16.2%0.826%
7/31/2025 Leavell Investment Management Inc.52,858$3.31M0.1%+16.1%0.125%
7/31/2025 Rational Advisors Inc.817,266$51.21M5.1%-0.9%1.934%
7/31/2025 Fielder Capital Group LLC13,096$821K0.2%-11.0%0.031%
7/31/2025 Sumitomo Mitsui Trust Group Inc.90,581$5.68M0.0%+7.1%0.214%
7/31/2025 GenTrust LLC285,235$17.87M0.8%-7.3%0.675%
7/31/2025 Briaud Financial Planning Inc466$29K0.0%+1,270.6%0.001%
7/30/2025 Bleakley Financial Group LLC16,735$1.05M0.0%+52.8%0.040%
7/30/2025 Steel Grove Capital Advisors LLC8,185$513K0.1%+11.2%0.019%
7/30/2025 Private Capital Advisors Inc.8,500$533K0.1%+6.3%0.020%
7/30/2025 D.A. Davidson & CO.7,423$465K0.0%-12.9%0.018%
7/30/2025 Cullen Frost Bankers Inc.3,415$214K0.0%+267.6%0.008%
7/29/2025 Foster & Motley Inc.10,023$628K0.0%-4.0%0.024%
7/29/2025 Stratos Wealth Partners LTD.22,556$1.41M0.0%+16.9%0.053%
7/29/2025 Stratos Wealth Advisors LLC125,128$7.84M0.4%+1.0%0.296%
7/29/2025 Private Trust Co. NA2,463$154K0.0%-7.8%0.006%
7/29/2025 Vectors Research Management LLC49,411$3.10M1.1%N/A0.117%
7/29/2025 Sage Private Wealth Group LLC175,687$11.01M7.1%N/A0.416%
7/28/2025 Wealthspan Partners LLC17,977$1.13M0.5%+5.0%0.043%
7/28/2025 Mission Hills Financial Advisory LLC3,326$208K0.1%N/A0.008%
7/28/2025 Essex LLC56,680$3.55M0.7%-2.4%0.134%
7/28/2025 J.Safra Asset Management Corp7,555$472K0.0%N/A0.018%
7/28/2025 Courier Capital LLC29,011$1.82M0.1%N/A0.069%
7/28/2025 RFG Advisory LLC12,231$766K0.0%+61.7%0.029%
7/28/2025 Naviter Wealth LLC54,894$3.44M0.4%+1,321.0%0.130%
7/28/2025 Axxcess Wealth Management LLC23,213$1.46M0.0%-12.9%0.055%
7/25/2025 Atria Wealth Solutions Inc.7,569$474K0.0%-86.9%0.018%
7/25/2025 MGO One Seven LLC3,975$249K0.0%N/A0.009%
7/25/2025 Concurrent Investment Advisors LLC14,231$892K0.0%N/A0.034%
7/25/2025 Apollon Wealth Management LLC106,521$6.68M0.1%+247.1%0.252%
7/24/2025 IFP Advisors Inc722$45K0.0%+35.5%0.002%
7/24/2025 Blair William & Co. IL4,805$301K0.0%-12.1%0.011%
7/24/2025 Capital Advisors Ltd. LLC20,773$1.30M0.2%+9.8%0.049%
7/24/2025 Edge Financial Advisors LLC4,428$277K0.1%N/A0.010%
7/23/2025 Fortis Advisors LLC89,681$5.62M3.6%+0.4%0.212%
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7/23/2025 Spectrum Asset Management Inc. NB CA 38,530$2.41M1.0%N/A0.091%
7/23/2025 Sax Wealth Advisors LLC4,005$251K0.0%-21.3%0.009%
7/23/2025 Venturi Wealth Management LLC33,006$2.07M0.1%-2.9%0.078%
7/23/2025 Kingswood Wealth Advisors LLC3,303$207K0.0%-51.4%0.008%
7/23/2025 Sunbeam Capital Management LLC11,497$720K0.5%N/A0.027%
7/23/2025 Country Club Bank3,565$223K0.0%-5.0%0.008%
7/22/2025 Wealthcare Advisory Partners LLC26,597$1.67M0.0%+3.6%0.063%
7/22/2025 MGO Private Wealth LLC18,537$1.16M0.7%+1.0%0.044%
7/21/2025 Curran Financial Partners LLC250,390$15.69M3.5%+3.7%0.593%
7/21/2025 Ameritas Advisory Services LLC2,039$128K0.0%N/A0.005%
7/21/2025 Trinity Legacy Partners LLC73,923$4.52M1.1%+0.7%0.175%
7/21/2025 Sageworth Trust Co80,763$5.06M0.3%-45.6%0.191%
7/18/2025 Naples Global Advisors LLC39,092$2.45M0.2%+0.8%0.093%
7/18/2025 Truist Financial Corp17,517$1.10M0.0%+9.8%0.041%
7/17/2025 Janney Montgomery Scott LLC11,079$694K0.0%+20.9%0.026%
7/17/2025 Fifth Third Securities Inc.27,036$1.69M0.1%+7.8%0.064%
7/17/2025 Sonora Investment Management Group LLC4,335$272K0.0%+8.0%0.010%
7/16/2025 Old Port Advisors72,851$4.57M1.2%+0.9%0.172%
7/16/2025 Embree Financial Group16,743$1.05M0.2%+4.4%0.040%
7/16/2025 Owen LaRue LLC8,106$508K0.2%-36.0%0.019%
7/16/2025 Morangie Management LLC22,558$1.41M1.2%N/A0.053%
7/15/2025 LVZ Inc.10,382$651K0.1%+10.9%0.025%
7/15/2025 Financial Partners Group Inc32,016$2.01M0.3%-4.0%0.076%
7/14/2025 Seascape Capital Management75,416$4.73M1.5%+0.9%0.178%
7/14/2025 Rooted Wealth Advisors Inc.31,304$1.92M0.7%+14.2%0.074%
7/14/2025 Park Avenue Securities LLC30,526$1.91M0.0%+39.3%0.072%
7/11/2025 Silver Oak Securities Incorporated19,864$1.25M0.1%+22.4%0.047%
7/11/2025 SeaCrest Wealth Management LLC49,605$3.11M0.3%-1.1%0.117%
7/10/2025 Wealth Enhancement Advisory Services LLC46,203$2.86M0.0%+2.4%0.109%
7/10/2025 KMG Fiduciary Partners LLC50,500$3.16M0.2%+1.6%0.119%
7/9/2025 Dynamic Advisor Solutions LLC71,441$4.48M0.1%+7.3%0.168%
7/9/2025 Fermata Advisors LLC16,456$1.03M0.3%N/A0.039%
7/9/2025 Fiduciary Alliance LLC98,587$6.18M0.5%+3.6%0.232%
7/9/2025 Key Client Fiduciary Advisors LLC48,720$3.05M1.2%+3.9%0.115%
7/9/2025 Presidio Capital Management LLC181,914$11.40M4.4%+5.8%0.429%
7/9/2025 WealthCare 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%
5/20/2025 Belpointe 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%
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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%
(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, 290 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. ($51.21M), 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 262 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 ($584.64K), 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 9,948,927 shares in the last 24 months. This purchase volume represents approximately $609.73M in transactions.

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

Of the 98 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 ($157.99K), Cresset Asset Management LLC ($120.05K), Envestnet Asset Management Inc. ($95.27K), Royal Bank of Canada ($89.27K), and Sageworth Trust Co ($81.68K).

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

Institutional investors have sold a total of 1,694,401 shares in the last 24 months. This volume of shares sold represents approximately $105.31M in transactions.



This page (NYSEARCA:MLPX) was last updated on 8/2/2025 by MarketBeat.com Staff
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