Security record · archived quarter
MLPX
Global X - MLP & Energy Infrastructure ETF · Financial Services · Asset Management
56Tracked holders
+1Δ holders
21.81MShares held
$1.32BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.8% ·
share flow +0.9% ·
net new positions +1.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -5 | 21.72M | $1.60B | +3 | −9 |
| Q1 2026 | 61 | +4 | 22.33M | $1.65B | +7 | −3 |
| Q4 2025 | 56 | +1 | 21.81M | $1.32B | +1 | n/a |
| Q3 2025 | 6 | -1 | 11.09M | $695.21M | +1 | −2 |
| Q2 2025 | 4 | -2 | 44.44K | $2.78M | +1 | −3 |
| Q1 2025 | 4 | +1 | 241.28K | $15.40M | +1 | n/a |
| Q4 2024 | 3 | 0 | 96.81K | $5.86M | +2 | −2 |
| Q3 2024 | 3 | +1 | 135.75K | $7.39M | +2 | −1 |
| Q2 2024 | 2 | n/a | 23.88K | $1.22M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.75M | +8.6% | $650.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.50M | n/a | $151.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.30M | n/a | $78.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.21M | n/a | $73.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 684.94K | n/a | $41.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Principal Financial Group Inc | 666.50K | n/a | $40.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 659.71K | n/a | $39.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Pnc Financial Services Group, Inc. | 460.94K | n/a | $27.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | JPMorgan Chase ✦ | 355.33K | -49.2% | $21.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 349.58K | n/a | $21.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 282.12K | n/a | $17.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 250.63K | n/a | $15.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 230.73K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 224.44K | n/a | $13.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 205.04K | n/a | $12.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 193.56K | n/a | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 184.89K | n/a | $11.19M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 171.17K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 151.93K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 147.50K | -64.9% | $8.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 121.56K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Corient Private Wealth LP | 105.11K | n/a | $6.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Susquehanna International Group, Llp | 89.94K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 79.32K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Mml Investors Services, Llc | 75.33K | n/a | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cibc World Market Inc. | 60.17K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 42.00K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 39.48K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 31.99K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 20.34K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 18.80K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 18.12K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 18.03K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 17.54K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Tudor Investment Corp Et Al | 15.82K | n/a | $957,585 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 12.34K | n/a | $746,946 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 10.51K | n/a | $636,248 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 10.00K | -66.7% | $605,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 8.03K | +40.0% | $485,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 7.13K | n/a | $431,700 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Quantinno Capital Management LP | 6.25K | n/a | $378,030 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 5.93K | n/a | $358,703 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | D. E. Shaw & Co. ✦ | 4.91K | -83.8% | $297,444 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Tidal Investments LLC | 4.73K | n/a | $286,065 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 4.46K | n/a | $270,266 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Kayne Anderson Rudnick Investment… | 3.47K | n/a | $209,840 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 3.40K | New | $205,802 | 0.0% | New | 1 | SEC ↗ |
| 48 | Barclays Plc | 2.79K | n/a | $168,758 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 1.08K | n/a | $65,554 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 829 | n/a | $50,179 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Fifth Third Bancorp | 575 | n/a | $34,805 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Simplex Trading, Llc | 508 | n/a | $30,749 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 178 | n/a | $10,774 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 100 | n/a | $6,053 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 48 | n/a | $2,905 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Citigroup Inc | 1 | n/a | $61 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $205,802 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 335 holders, 30.64M shares, $2.22B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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