MLPX Institutional Ownership & Shareholders
GLOBAL X MLP & ENERGY INFRAS (MLPX) is currently held by 335 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of MLPX tracked by InsiderSet, reporting ownership valued at approximately $818.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $850.45M, representing an estimated gain of +3.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed MLPX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Treasurer Of The State Of North Carolina, and several other long-term asset managers with concentrated positions in GLOBAL X MLP & ENERGY INFRAS (MLPX).
This page ranks the largest institutional MLPX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
335
Total Reported Value
$2.43B
Largest Holder
Morgan Stanley
Largest Position
$818.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 11,112,678 | $818,559,931 | $850,453,247 | +$31,893,316 | +3.90% | |
| Bank Of America Corp | 0.01% | 2,313,901 | $170,441,920 | $177,082,844 | +$6,640,924 | +3.90% | |
| Treasurer Of The State Of North Carolina | 0.41% | 2,139,399 | $157,588,000 | $163,728,205 | +$6,140,205 | +3.90% | |
| Lpl Financial Llc | 0.02% | 1,431,595 | $105,451,252 | $109,559,965 | +$4,108,713 | +3.90% | |
| Ubs Group Ag | 0.01% | 778,880 | $57,372,300 | $59,607,686 | +$2,235,386 | +3.90% | |
| Wells Fargo & Company/Mn | 0.01% | 754,742 | $55,594,255 | $57,760,405 | +$2,166,150 | +3.90% | |
| Rational Advisors, Inc. | 4.51% | 667,709 | $49,183,445 | $51,099,770 | +$1,916,325 | +3.90% | |
| Raymond James Financial Inc | 0.01% | 549,091 | $40,446,043 | $42,021,934 | +$1,575,891 | +3.90% | |
| Pnc Financial Services Group, Inc. | 0.02% | 485,677 | $35,774,986 | $37,168,861 | +$1,393,875 | +3.90% | |
| Jpmorgan Chase & Co | 0.00% | 420,875 | $31,195,255 | $32,209,564 | +$1,014,309 | +3.25% | |
| Payne Capital Management, Llc | 8.26% | 420,592 | $30,980,791 | $32,187,906 | +$1,207,115 | +3.90% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.04% | 408,329 | $30,077,514 | $31,249,418 | +$1,171,904 | +3.90% | |
| Fund Evaluation Group, Llc | 0.81% | 406,672 | $29,955,460 | $31,122,608 | +$1,167,148 | +3.90% | |
| Advisory Alpha, Llc | 0.73% | 404,310 | $29,782,619 | $30,941,844 | +$1,159,225 | +3.89% | |
| Royal Bank Of Canada | 0.01% | 401,465 | $29,572,000 | $30,724,116 | +$1,152,116 | +3.90% | |
| Gentrust, Llc | 1.08% | 382,918 | $28,205,733 | $29,304,715 | +$1,098,982 | +3.90% | |
| Ameriprise Financial Inc | 0.01% | 349,682 | $25,773,713 | $26,761,163 | +$987,450 | +3.83% | |
| Curran Financial Partners, Llc | 3.66% | 333,537 | $24,568,369 | $25,525,587 | +$957,218 | +3.90% | |
| Envestnet Asset Management Inc | 0.01% | 326,689 | $24,063,946 | $25,001,509 | +$937,563 | +3.90% | |
| School Employees Retirement Board Of Ohio | 6.80% | 330,585 | $23,081,445 | $25,299,670 | +$2,218,225 | +9.61% | |
| Presidio Capital Management, Llc | 5.40% | 293,435 | $21,614,441 | $22,456,581 | +$842,140 | +3.90% | |
| Stifel Financial Corp | 0.02% | 292,323 | $21,532,716 | $22,371,479 | +$838,763 | +3.90% | |
| Decker Wealth Management Llc | 4.18% | 294,977 | $20,595,283 | $22,574,590 | +$1,979,307 | +9.61% | |
| Cresset Asset Management, Llc | 0.07% | 266,570 | $19,635,570 | $20,400,602 | +$765,032 | +3.90% | |
| Madrid Financial Services | 13.69% | 314,711 | $19,049,471 | $24,084,833 | +$5,035,362 | +26.43% | |
| Cetera Investment Advisers | 0.02% | 225,494 | $16,609,855 | $17,257,056 | +$647,201 | +3.90% | |
| Commonwealth Equity Services, Llc | 0.02% | 199,210 | $14,673,783 | $15,245,541 | +$571,758 | +3.90% | |
| Baird Financial Group, Inc. | 0.02% | 187,687 | $13,825,043 | $14,363,686 | +$538,643 | +3.90% | |
| Focus Partners Wealth | 0.01% | 187,651 | $13,822,418 | $14,360,931 | +$538,513 | +3.90% | |
| Mai Capital Management | 0.05% | 183,569 | $13,521,685 | $14,048,536 | +$526,851 | +3.90% | |
| Osaic Holdings, Inc. | 0.01% | 171,531 | $12,644,500 | $13,127,267 | +$482,767 | +3.82% | |
| Annandale Capital, Llc | 1.87% | 171,649 | $12,644,000 | $13,136,298 | +$492,298 | +3.89% | |
| Cerity Partners Llc | 0.01% | 154,059 | $11,348,279 | $11,790,135 | +$441,856 | +3.89% | |
| Fourpath Capital Management, Llc | 1.44% | 158,414 | $11,060,468 | $12,123,423 | +$1,062,955 | +9.61% | |
| Evergreen Capital Management Llc | 0.19% | 157,278 | $10,981,137 | $12,036,485 | +$1,055,348 | +9.61% | |
| Apollon Wealth Management, Llc | 0.12% | 144,481 | $10,087,640 | $11,057,131 | +$969,491 | +9.61% | |
| Equitable Holdings, Inc. | 0.06% | 131,899 | $9,715,669 | $10,094,230 | +$378,561 | +3.90% | |
| Warner Group Llc | 2.35% | 129,447 | $9,534,878 | $9,906,579 | +$371,701 | +3.90% | |
| Baker Avenue Asset Management, Lp | 0.17% | 121,160 | $8,924,647 | $9,272,375 | +$347,728 | +3.90% | |
| Farther Finance Advisors, Llc | 0.06% | 116,375 | $8,125,278 | $8,906,179 | +$780,901 | +9.61% | |
| Fiduciary Alliance Llc | 0.54% | 102,405 | $7,149,956 | $7,837,055 | +$687,099 | +9.61% | |
| Susquehanna International Group, Llp | 0.01% | 95,502 | $7,034,677 | $7,308,768 | +$274,091 | +3.90% | |
| Newedge Advisors, Llc | 0.02% | 92,724 | $6,829,988 | $7,096,168 | +$266,180 | +3.90% | |
| Two Sigma Investments, Lp | 0.00% | 89,900 | $6,622,034 | $6,880,047 | +$258,013 | +3.90% | |
| Integrated Wealth Concepts Llc | 0.04% | 88,656 | $6,530,419 | $6,784,844 | +$254,425 | +3.90% | |
| Seascape Capital Management | 1.56% | 88,345 | $6,508,000 | $6,761,043 | +$253,043 | +3.89% | |
| Btg Pactual Asset Management Us Llc | 0.47% | 85,522 | $6,299,551 | $6,544,999 | +$245,448 | +3.90% | |
| Nottingham Advisors, Inc. | 0.76% | 88,153 | $6,225,508 | $6,746,349 | +$520,841 | +8.37% | |
| Cibc Bancorp Usa Inc. | 0.01% | 79,029 | $5,821,276 | $6,048,089 | +$226,813 | +3.90% | |
| Trinity Legacy Partners, Llc | 1.16% | 75,974 | $5,799,098 | $5,814,290 | +$15,192 | +0.26% |
Frequently asked questions about MLPX
Who are the largest institutional holders of MLPX?
The largest institutional holders of MLPX reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Treasurer Of The State Of North Carolina, Lpl Financial Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported MLPX position.
What is MLPX institutional ownership?
This page tracks MLPX positions reported by institutional investment managers through SEC Form 13F. GLOBAL X MLP & ENERGY INFRAS (MLPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MLPX?
InsiderSet currently tracks 335 institutional managers reporting MLPX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MLPX shareholders.
How much MLPX stock do institutions own?
Institutional investment managers disclosed approximately $2.43B in MLPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MLPX institutional ownership last updated?
The latest MLPX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MLPX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MLPX position after the reporting date.
Are institutions buying or selling MLPX?
Institutional buying and selling can be analyzed by comparing MLPX positions across consecutive 13F reporting periods. InsiderSet's MLPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MLPX ownership changes.
How has MLPX institutional ownership changed over time?
InsiderSet tracks MLPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.