Security record · archived quarter
MLPX
Global X - MLP & Energy Infrastructure ETF · Financial Services · Asset Management
61Tracked holders
+4Δ holders
22.33MShares held
$1.65BReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +7.0% ·
share flow +2.0% ·
net new positions +6.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.79M | +0.4% | $797.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.33M | -6.5% | $172.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.27M | -2.0% | $93.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 809.69K | -32.9% | $59.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 757.22K | +14.8% | $55.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Principal Financial Group Inc | 611.02K | -8.3% | $45.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 513.08K | +11.3% | $37.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Two Sigma Investments ✦ | 475.40K | +222.3% | $35.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 467.44K | +65.7% | $34.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 408.14K | -40.4% | $30.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 398.00K | +12.0% | $29.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 398.32K | +72.6% | $29.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 391.65K | +12.0% | $28.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Envestnet Asset Management Inc | 317.01K | +41.2% | $23.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 283.94K | +13.3% | $20.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 196.74K | +29.5% | $14.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 191.83K | +3.8% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 191.12K | +11.7% | $14.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 189.90K | -1.9% | $14.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 189.05K | -7.8% | $13.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 159.88K | +101.6% | $11.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Osaic Holdings, Inc. | 159.11K | +30.9% | $11.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | CIBC Bancorp USA Inc. | 76.99K | n/a | $5.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Northwestern Mutual Wealth… | 75.00K | +268.8% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 71.07K | -5.7% | $5.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 66.25K | New | $4.90M | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Cibc World Market Inc. | 57.77K | -4.0% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 57.19K | +9845.2% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 59.26K | -43.6% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 45.92K | +9.3% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 46.73K | +46.1% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 39.43K | +117.7% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Wealth Enhancement Advisory… | 35.19K | -10.9% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 29.39K | New | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 20.31K | +8.0% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 17.24K | -4.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | First Manhattan Co. Llc. | 15.84K | -9.7% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 14.46K | -83.9% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Mariner, LLC | 12.40K | +17.9% | $916,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 11.20K | -9.2% | $828,165 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 11.12K | New | $821,949 | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Goldman Sachs Group ✦ | 10.00K | 0.0% | $739,548 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 9.61K | +19.7% | $710,228 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 5.99K | -4.0% | $443,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Millennium Management ✦ | 5.38K | New | $398,167 | 0.0% | New | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 5.37K | -9.4% | $396,910 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Renaissance Technologies ✦ | 5.10K | +50.0% | $377,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 4.57K | -35.9% | $337,832 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Kayne Anderson Rudnick Investment… | 3.47K | 0.0% | $256,367 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Blair William & Co/Il | 2.88K | -35.5% | $212,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mirae Asset Global Investments Co.… | 2.80K | New | $207,032 | 0.0% | New | 1 | SEC ↗ |
| 52 | Victory Capital Management Inc | 2.78K | New | $205,331 | 0.0% | New | 1 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 2.24K | +4558.3% | $165,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 1.38K | +27.4% | $102,037 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 1.09K | +990.0% | $80,594 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Russell Investments Group, Ltd. | 302 | +69.7% | $22,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Simplex Trading, Llc | 145 | -71.5% | $10,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Barclays Plc | 131 | -95.3% | $9,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Franklin Resources Inc | 114 | New | $8,429 | 0.0% | New | 1 | SEC ↗ |
| 60 | Assetmark, Inc | 57 | -93.1% | $4,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Citigroup Inc | 12 | +1100.0% | $887 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $4.90M | 0.0% |
| Mercer Global Advisors Inc… | $2.17M | 0.0% |
| Lido Advisors, LLC | $821,949 | 0.0% |
| Millennium Management | $398,167 | 0.0% |
| Mirae Asset Global… | $207,032 | 0.0% |
| Victory Capital Management Inc | $205,331 | 0.0% |
| Franklin Resources Inc | $8,429 | 0.0% |
Exited
| Tudor Investment Corp Et Al | $957,585 | was 0.0% |
| D. E. Shaw & Co. | $297,444 | was 0.0% |
| Tidal Investments LLC | $286,065 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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