Vault-13

GLOBAL X FDS MLPX

GLB X MLP ENRG I · ETP · CUSIP 37954Y293

313 institutional holders +18 vs Q3 2025
30,498,90330.5m shares reported held*
$1.8bnreported value*
40 new 120 added 80 reduced 35 sold out net sold ≈ $8.3m (-123.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.53. Options: 2 managers hold calls ($15.2m notional), 3 hold puts ($2.0m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 164Q4 22: 183Q1 23: 180Q2 23: 182Q3 23: 176Q4 23: 186Q1 24: 187Q2 24: 202Q3 24: 230Q4 24: 271Q1 25: 308Q2 25: 310Q3 25: 295Q4 25: 313313Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022164
Q4 2022183
Q1 2023180
Q2 2023182
Q3 2023176
Q4 2023186
Q1 2024187
Q2 2024202
Q3 2024230
Q4 2024271
Q1 2025308
Q2 2025310
Q3 2025295
Q4 2025313

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 88 bought or addedQ1 24: 81 cut or sold outQ2 24: 110 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 122 bought or addedQ3 24: 78 cut or sold outQ4 24: 144 bought or addedQ4 24: 94 cut or sold outQ4 24Q1 25: 172 bought or addedQ1 25: 100 cut or sold outQ2 25: 160 bought or addedQ2 25: 131 cut or sold outQ2 25Q3 25: 150 bought or addedQ3 25: 124 cut or sold outQ4 25: 160 bought or addedQ4 25: 115 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20248881
Q2 202411055
Q3 202412278
Q4 202414494
Q1 2025172100
Q2 2025160131
Q3 2025150124
Q4 2025160115

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ1 25 calls: $13.4mQ1 25 puts: $2.2mQ1 25P/C 0.16Q2 25 calls: $15.3mQ2 25 puts: $3.6mQ2 25P/C 0.24Q3 25 calls: $11.7mQ3 25 puts: $2.6mQ3 25P/C 0.22Q4 25 calls: $15.2mQ4 25 puts: $2.0mQ4 25P/C 0.13
Numbers
QuarterCallsPutsP/C
Q1 2025$13.4m$2.2m0.16
Q2 2025$15.3m$3.6m0.24
Q3 2025$11.7m$2.6m0.22
Q4 2025$15.2m$2.0m0.13

Biggest buyers

MORGAN STANLEY Added +848,899+848.9k
WELLS FARGO & COMPANY/MN Added +171,290+171.3k
HighTower Advisors, LLC Added +135,593+135.6k
GenTrust, LLC Added +95,232+95.2k
BANK OF AMERICA CORP /DE/ Added +86,534+86.5k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +71,121+71.1k
Blume Capital Management, Inc. Added +65,415+65.4k
NOTTINGHAM ADVISORS, INC. New +58,277+58.3k
AMERIPRISE FINANCIAL INC Added +57,333+57.3k
Proficio Capital Partners LLC Added +50,394+50.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -344,216-344.2k
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Sold out -330,585-330.6k
TWO SIGMA INVESTMENTS, LP Reduced -272,600-272.6k
PRINCIPAL SECURITIES, INC. Reduced -146,197-146.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -135,155-135.2k
Qube Research & Technologies Ltd Reduced -95,589-95.6k
Baird Financial Group, Inc. Reduced -89,313-89.3k
Sumitomo Mitsui Trust Group, Inc. Sold out -87,770-87.8k
Dynamic Advisor Solutions LLC Sold out -70,461-70.5k
Naviter Wealth, LLC Reduced -60,139-60.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.8m245.3k shares
CITADEL ADVISORS LLC Added $308.7k5.1k shares

Biggest puts

CITADEL ADVISORS LLC Added $1.1m18.2k shares
JANE STREET GROUP, LLC New $617.4k10.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $242.1k4.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 10,749,12510.7m $650.6m $650.6m 0.04% Added +848.9k +848,899
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,497,4162.5m $151.2m $151.2m 0.01% Added +86.5k +86,534
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,295,0151.3m $78.4m $78.4m 0.02% Reduced -19.9k -19,885
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,206,5761.2m $73.0m $73.0m 0.01% Added +171.3k +171,290
5 RATIONAL ADVISORS, INC. 4.86% of their portfolio San Juan, PR 783,498783.5k $47.4m $47.4m 4.86% Reduced -24.5k -24,517
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 684,939684.9k $41.5m $41.5m 0.01% Reduced -29.9k -29,899
7 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 666,500666.5k $40.3m $40.3m 0.02% Unchanged
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 659,711659.7k $39.9m $39.9m 0.01% Added +8.2k +8,190
9 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 460,944460.9k $27.9m $27.9m 0.02% Reduced -31.8k -31,806
10 Advisory Alpha, LLC 0.68% of their portfolio HOLLAND, MI 414,397414.4k $25.1m $25.1m 0.68% Reduced -2.1k -2,149
11 Payne Capital Management, LLC 7.87% of their portfolio New York, NY 411,815411.8k $24.9m $24.9m 7.87% Added +7.7k +7,697
12 Decker Wealth Management LLC 4.90% of their portfolio NASHVILLE, TN 369,019369.0k $22.3m $22.3m 4.90% First filing
13 GenTrust, LLC 0.97% of their portfolio MIAMI, FL 368,431368.4k $22.3m $22.3m 0.97% Added +95.2k +95,232
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 355,326355.3k $21.5m $21.5m 0.00% Reduced -344.2k -344,216
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 349,579349.6k $21.2m $21.2m 0.00% Added +57.3k +57,333
16 Madrid Financial Services 13.69% of their portfolio MANHATTAN BEACH, CA 314,711314.7k $19.0m $19.0m 13.69% Reduced -28.7k -28,743
17 Curran Financial Partners, LLC 3.41% of their portfolio DANIEL ISLAND, SC 296,655296.7k $18.0m $18.0m 3.41% Added +22.1k +22,065
18 Annandale Capital, LLC 2.88% of their portfolio DALLAS, TX 292,287292.3k $17.7m $17.7m 2.88% Added +13.2k +13,209
19 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 282,123282.1k $17.1m $17.1m 0.01% Reduced -7.5k -7,498
20 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 250,631250.6k $15.2m $15.2m 0.01% Added +8.5k +8,520
21 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio CAUSEWAY BAY, K3 230,727230.7k $14.0m $14.0m 0.02% Added +71.1k +71,121
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 224,445224.4k $13.6m $13.6m 0.00% Reduced -135.2k -135,155
23 Presidio Capital Management, LLC 3.87% of their portfolio SAN DIEGO, CA 212,774212.8k $12.9m $12.9m 3.87% Added +12.4k +12,383
24 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 205,042205.0k $12.4m $12.4m 0.01% Reduced -42.7k -42,659
25 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 193,559193.6k $11.7m $11.7m 0.01% Added +14.8k +14,793
26 MAI Capital Management 0.07% of their portfolio INDEPENDENCE, OH 186,475186.5k $11.3m $11.3m 0.07% Reduced -10.4k -10,425
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 184,888184.9k $11.2m $11.2m 0.01% Reduced -771 -771
28 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 171,166171.2k $10.4m $10.4m 0.02% Reduced -89.3k -89,313
29 EVERGREEN CAPITAL MANAGEMENT LLC 0.21% of their portfolio Bellevue, WA 154,926154.9k $9.4m $9.4m 0.21% Reduced -3.4k -3,428
30 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 151,933151.9k $9.2m $9.2m 0.01% Added +135.6k +135,593
31 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 147,500147.5k $8.9m $8.9m 0.01% Reduced -272.6k -272,600
32 Stratos Wealth Advisors, LLC 0.42% of their portfolio BEACHWOOD, OH 144,733144.7k $8.8m $8.8m 0.42% Added +8.0k +8,001
33 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 4.44% of their portfolio CINCINNATI, OH 127,726127.7k $7.7m $7.7m 4.44% Added +10.6k +10,598
34 Apollon Wealth Management, LLC 0.13% of their portfolio MOUNT PLEASANT, SC 124,739124.7k $7.6m $7.6m 0.13% Added +4.6k +4,567
35 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 121,557121.6k $7.4m $7.4m 0.01% Reduced -8.5k -8,469
36 Advisors Asset Management, Inc. 0.12% of their portfolio Monument, CO 114,807114.8k $6.9m $6.9m 0.12% Added +7.8k +7,750
37 Baker Avenue Asset Management, LP 0.15% of their portfolio SAN FRANCISCO, CA 109,842109.8k $6.6m $6.6m 0.15% Reduced -34.4k -34,421
38 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 107,307107.3k $6.5m $6.5m 0.02% Added +17.0k +16,962
39 Fiduciary Alliance LLC 0.42% of their portfolio GREENVILLE, SC 107,013107.0k $6.5m $6.5m 0.42% Added +10.6k +10,621
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 105,112105.1k $6.4m $6.4m 0.00% Added +47.8k +47,840
41 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 99,52699.5k $6.0m $6.0m 0.03% Reduced -14.6k -14,580
42 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 96,63596.6k $5.8m $5.8m 0.04% Added +13.5k +13,477
43 Seascape Capital Management 1.55% of their portfolio PORTSMOUTH, NH 90,12390.1k $5.5m $5.5m 1.55% Added +7.5k +7,466
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 89,93989.9k $5.4m $5.4m 0.01% Added +40.1k +40,071
45 BTG Pactual Asset Management US LLC 0.63% of their portfolio NEW YORK, NY 89,85089.8k $5.6m $5.6m 0.63% Added +3.0k +2,972
46 Sageworth Trust Co 0.22% of their portfolio LANCASTER, PA 85,26885.3k $5.2m $5.2m 0.22% Added +4.1k +4,052
47 Warner Group LLC 3.04% of their portfolio MADISON, CT 81,53081.5k $4.9m $4.9m 3.04% Reduced -10.0k -10,016
48 Fortis Advisors, LLC 2.69% of their portfolio WAYNE, PA 80,75780.8k $4.9m $4.9m 2.69% Reduced -981 -981
49 SOL Capital Management CO 0.43% of their portfolio ROCKVILLE, MD 79,72279.7k $4.8m $4.8m 0.43% Reduced -360 -360
50 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 79,32279.3k $4.8m $4.8m 0.01% Added +1.2k +1,200
51 Old Port Advisors 1.17% of their portfolio PORTLAND, ME 78,75778.8k $4.8m $4.8m 1.17% Added +1.8k +1,828
52 CIBC WORLD MARKETS CORP 0.02% of their portfolio NEW YORK, NY 78,16178.2k $4.7m $4.7m 0.02% First filing
53 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 77,27077.3k $4.7m $4.7m 0.02% Added +38.3k +38,288
54 Trinity Legacy Partners, LLC 1.06% of their portfolio HOUSTON, TX 76,47776.5k $4.6m $4.6m 1.06% Added +924 +924
55 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 75,32975.3k $4.6m $4.6m 0.01% Reduced -1.9k -1,910
56 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 68,59968.6k $4.2m $4.2m 0.01% Reduced -26.1k -26,132
57 KMG FIDUCIARY PARTNERS, LLC 0.29% of their portfolio TOLEDO, OH 67,52867.5k $4.1m $4.1m 0.29% Added +2.7k +2,702
58 Blume Capital Management, Inc. 0.74% of their portfolio BERKELEY, CA 66,37766.4k $4.0m $4.0m 0.74% Added +65.4k +65,415
59 Ironsides Asset Advisors, LLC 1.02% of their portfolio ROCKY MOUNT, NC 66,36766.4k $4.0m $4.0m 1.02% Added +16.9k +16,875
60 LEAVELL INVESTMENT MANAGEMENT, INC. 0.16% of their portfolio MOBILE, AL 63,64863.6k $3.9m $3.9m 0.16% Added +7.1k +7,140
61 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 60,17060.2k $3.6m $3.6m 0.01% Unchanged
62 Stamos Capital Partners, L.P. 0.57% of their portfolio Menlo Park, CA 58,58058.6k $3.5m $3.5m 0.57% Added +19.9k +19,939
63 NOTTINGHAM ADVISORS, INC. 0.37% of their portfolio AMHERST, NY 58,27758.3k $2.6m $2.6m 0.37% New
64 Proficio Capital Partners LLC 0.25% of their portfolio NEWTON, MA 58,08158.1k $3.5m $3.5m 0.25% Added +50.4k +50,394
65 COMERICA BANK 0.01% of their portfolio DALLAS, TX 57,02557.0k $3.5m $3.5m 0.01% Added +210 +210
66 Essex LLC 0.58% of their portfolio DEER PARK, IL 53,65853.7k $3.2m $3.2m 0.58% Reduced -849 -849
67 Glassy Mountain Advisors, Inc. 0.98% of their portfolio BETHESDA, MD 53,31953.3k $3.2m $3.2m 0.98% Reduced -1.6k -1,590
68 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 52,41352.4k $3.2m $3.2m 0.06% Reduced -8.5k -8,494
69 SeaCrest Wealth Management, LLC 0.31% of their portfolio PURCHASE, NY 51,73251.7k $3.1m $3.1m 0.31% Added +5.0k +5,016
70 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 47,94547.9k $2.9m $2.9m 0.04% Reduced -146.2k -146,197
71 Vectors Research Management, LLC 0.88% of their portfolio New York, NY 47,39047.4k $2.9m $2.9m 0.88% Reduced -6.7k -6,710
72 Bollard Group LLC 0.07% of their portfolio BOSTON, MA 46,57946.6k $2.8m $2.8m 0.07% Added +557 +557
73 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.17% of their portfolio KNOXVILLE, TN 45,45445.5k $2.8m $2.8m 0.17% Reduced -2.2k -2,245
74 WealthCare Investment Partners, LLC 0.80% of their portfolio PORTSMOUTH, RI 44,90044.9k $2.7m $2.7m 0.80% Reduced -4.3k -4,301
75 Key Client Fiduciary Advisors, LLC 0.91% of their portfolio Fairfield, NJ 43,33743.3k $2.6m $2.6m 0.91% Reduced -6.3k -6,275
76 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 42,00042.0k $2.5m $2.5m 0.00% Added +8.0k +7,976
77 Teamwork Financial Advisors, LLC 0.26% of their portfolio San Antonio, TX 40,84840.8k $2.5m $2.5m 0.26% Added +4.6k +4,596
78 Visionary Wealth Advisors 0.11% of their portfolio O'FALLON, IL 40,64040.6k $2.5m $2.5m 0.11% Added +3.2k +3,239
79 HBW ADVISORY SERVICES LLC 0.26% of their portfolio SIMI VALLEY, CA 40,28640.3k $2.4m $2.4m 0.26% Added +45 +45
80 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 40,27140.3k $2.4m $2.4m 0.02% Added +5.7k +5,729
81 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 39,47539.5k $2.3m $2.3m 0.00% Reduced -7.4k -7,400
82 NAPLES GLOBAL ADVISORS, LLC 0.18% of their portfolio NAPLES, FL 38,92338.9k $2.4m $2.4m 0.18% Reduced -885 -885
83 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 36,94836.9k $2.2m $2.2m 0.04% Added +3.0k +2,970
84 Quantum Portfolio Management LLC 0.98% of their portfolio NEW YORK, NY 36,71136.7k $2.2m $2.2m 0.98% Reduced -17.3k -17,336
85 OARSMAN CAPITAL, INC. 0.28% of their portfolio MILWAUKEE, WI 36,21136.2k $2.2m $2.2m 0.28% Added +5.2k +5,163
86 HORIZON FINANCIAL SERVICES, LLC 0.97% of their portfolio WINSTON SALEM, NC 35,13135.1k $2.1m $2.1m 0.97% Added +389 +389
87 Strategic Wealth Investment Group, LLC 0.25% of their portfolio LOUISVILLE, KY 34,16534.2k $2.1m $2.1m 0.25% Reduced -11.9k -11,926
88 Capital Advisors, Ltd. LLC 0.23% of their portfolio SHAKER HEIGHTS, OH 33,97334.0k $2.1m $2.1m 0.23% Added +1.9k +1,882
89 Collaborative Wealth Managment Inc. 0.71% of their portfolio LAKE MARY, FL 33,45733.5k $2.0m $2.0m 0.71% Added +12.7k +12,738
90 Rooted Wealth Advisors, Inc. 0.62% of their portfolio BOURBONNAIS, IL 33,34633.3k $2.2m $2.2m 0.62% Added +432 +432
91 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 33,09833.1k $2.0m $2.0m 0.01% Reduced -21.7k -21,696
92 Venturi Wealth Management, LLC 0.09% of their portfolio AUSTIN, TX 32,54432.5k $2.0m $2.0m 0.09% Reduced -207 -207
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 31,99232.0k $1.9m $1.9m 0.00% Added +20.0k +19,973
94 SHARPEPOINT LLC 1.13% of their portfolio PHOENIX, AZ 31,27531.3k $1.9m $1.9m 1.13% Added +2.1k +2,139
95 Legacy Capital Wealth Partners, LLC 0.40% of their portfolio LITTLE ROCK, AR 30,71830.7k $1.9m $1.9m 0.40% Added +789 +789
96 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 30,52930.5k $1.9m $1.9m 0.05% Reduced -850 -850
97 Advisor Resource Council 0.68% of their portfolio DALLAS, TX 29,34729.3k $1.9m $1.9m 0.68% New
98 Financial Partners Group, Inc 0.22% of their portfolio Overland Park, KS 29,09329.1k $1.9m $1.9m 0.22% Reduced -3.4k -3,440
99 COURIER CAPITAL LLC 0.10% of their portfolio BUFFALO, NY 28,72028.7k $1.7m $1.7m 0.10% Reduced -162 -162
100 COLDSTREAM CAPITAL MANAGEMENT INC 0.02% of their portfolio BELLEVUE, WA 28,59328.6k $1.7m $1.7m 0.02% Added +144 +144