Security record
MLPX
Global X - MLP & Energy Infrastructure ETF · Financial Services · Asset Management
54Tracked holders
-5Δ holders
21.72MShares held
$1.60BReported value
+3New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -8.5% ·
share flow -1.8% ·
net new positions -11.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — |
| 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 | — |
| Q4 2024 | 3 | 0 | 96.81K | $5.86M | +2 | −2 |
| Q3 2024 | 3 | +1 | 135.75K | $7.39M | +2 | −1 |
| Q2 2024 | 2 | — | 23.88K | $1.22M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 11.11M | +3.0% | $818.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.31M | -0.9% | $170.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.43M | +12.8% | $105.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 778.88K | +2.9% | $57.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 754.74K | -6.8% | $55.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 549.09K | +17.5% | $40.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Pnc Financial Services Group, Inc. | 514.30K | +0.2% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | JPMorgan Chase ✦ | 420.88K | +5.8% | $31.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 408.33K | +2.5% | $30.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 401.46K | -1.6% | $29.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 349.68K | -10.7% | $25.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 326.69K | +3.0% | $24.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 292.32K | +3.0% | $21.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 225.49K | +19.3% | $16.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 199.21K | +3.9% | $14.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 187.69K | -1.8% | $13.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Focus Partners Wealth | 187.65K | -1.2% | $13.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 171.53K | +7.8% | $12.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Cerity Partners LLC | 154.06K | -3.6% | $11.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Northwestern Mutual Wealth… | 103.26K | +37.7% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 95.50K | +560.3% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 89.90K | -81.1% | $6.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 79.03K | +2.6% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Mml Investors Services, Llc | 71.00K | -0.1% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 55.57K | +21.0% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 55.36K | -3.2% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cibc World Market Inc. | 54.07K | -6.4% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 49.78K | +6.5% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 49.66K | +25.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 38.74K | +10.1% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 34.67K | -41.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 31.05K | +5.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 19.74K | -2.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Hrt Financial Lp | 15.76K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 35 | First Manhattan Co. Llc. | 15.15K | -4.4% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mariner, LLC | 14.94K | +20.5% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 12.92K | +15.3% | $951,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 11.42K | +2.8% | $841,532 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Fidelity (FMR) ✦ | 11.07K | +15.2% | $815,447 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 40 | Quantinno Capital Management LP | 6.41K | +6.9% | $471,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 5.04K | -6.1% | $371,173 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Northern Trust Corp | 3.64K | -20.4% | $267,827 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Kayne Anderson Rudnick Investment… | 3.47K | 0.0% | $254,994 | 0.0% | Held | 3 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 2.96K | New | $218,034 | 0.0% | New | 1 | SEC ↗ |
| 45 | Mirae Asset Global Investments Co.… | 2.80K | 0.0% | $206,248 | 0.0% | Held | 2 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 1.38K | 0.0% | $101,651 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 852 | -21.8% | $62,793 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Allspring Global Investments… | 788 | New | $57,130 | 0.0% | New | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 232 | -91.9% | $17,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Franklin Resources Inc | 114 | 0.0% | $8,397 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 68 | -77.5% | $5,006 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 50 | -12.3% | $3,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Barclays Plc | 33 | -74.8% | $2,431 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citigroup Inc | 5 | -58.3% | $368 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.16M | 0.0% |
| D. E. Shaw & Co. | $218,034 | 0.0% |
| Allspring Global Investments… | $57,130 | 0.0% |
Exited
| Principal Financial Group Inc | $45.18M | was 0.0% |
| HighTower Advisors, LLC | $14.55M | was 0.0% |
| Marshall Wace | $4.90M | was 0.0% |
| Goldman Sachs Group | $739,548 | was 0.0% |
| Millennium Management | $398,167 | was 0.0% |
| Renaissance Technologies | $377,094 | was 0.0% |
| Victory Capital Management Inc | $205,331 | was 0.0% |
| Qube Research & Technologies… | $165,330 | was 0.0% |
| Simplex Trading, Llc | $10,721 | 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: Q2 2026 ·
Methodology ·
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