Vault-13

GLOBAL X FDS MLPX

GLB X MLP ENRG I · ETP · CUSIP 37954Y293

341 institutional holders +28 vs Q4 2025
31,232,29931.2m shares reported held*
$2.3bnreported value*
50 new 130 added 98 reduced 17 sold out net bought ≈ $61.8m (+859.0k 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 ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.84. Options: 4 managers hold calls ($32.5m notional), 3 hold puts ($1.8m).

Trends to Q1 2026

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: 313Q1 26: 341341Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026341

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 110 bought or addedQ2 24: 55 cut or sold outQ3 24: 122 bought or addedQ3 24: 78 cut or sold outQ3 24Q4 24: 144 bought or addedQ4 24: 94 cut or sold outQ1 25: 172 bought or addedQ1 25: 100 cut or sold outQ1 25Q2 25: 160 bought or addedQ2 25: 131 cut or sold outQ3 25: 150 bought or addedQ3 25: 124 cut or sold outQ3 25Q4 25: 160 bought or addedQ4 25: 115 cut or sold outQ1 26: 180 bought or addedQ1 26: 115 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411055
Q3 202412278
Q4 202414494
Q1 2025172100
Q2 2025160131
Q3 2025150124
Q4 2025160115
Q1 2026180115

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ2 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 0.13Q1 26 calls: $32.5mQ1 26 puts: $1.8mQ1 26P/C 0.05
Numbers
QuarterCallsPutsP/C
Q2 2025$15.3m$3.6m0.24
Q3 2025$11.7m$2.6m0.22
Q4 2025$15.2m$2.0m0.13
Q1 2026$32.5m$1.8m0.05

Biggest buyers

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO New +330,585+330.6k
TWO SIGMA INVESTMENTS, LP Added +327,900+327.9k
RAYMOND JAMES FINANCIAL INC Added +185,322+185.3k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +167,589+167.6k
DDFG, Inc New +136,569+136.6k
Farther Finance Advisors, LLC Added +110,505+110.5k
UBS Group AG Added +97,509+97.5k
ENVESTNET ASSET MANAGEMENT INC Added +92,565+92.6k
Integrated Wealth Concepts LLC New +82,969+83.0k
Cerity Partners LLC Added +80,562+80.6k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -396,889-396.9k
ROYAL BANK OF CANADA Reduced -276,803-276.8k
Madrid Financial Services Reduced -185,423-185.4k
BANK OF AMERICA CORP /DE/ Reduced -163,058-163.1k
Stratos Wealth Advisors, LLC Sold out -144,733-144.7k
Annandale Capital, LLC Reduced -116,254-116.3k
RATIONAL ADVISORS, INC. Reduced -110,299-110.3k
SOL Capital Management CO Sold out -79,722-79.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -75,475-75.5k
Thrivent Financial for Lutherans Sold out -68,599-68.6k

Biggest calls

JANE STREET GROUP, LLC New $29.7m402.1k shares
CITADEL ADVISORS LLC Added $1.3m18.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m16.0k shares
Point72 Asset Management, L.P. New $251.4k3.4k shares

Biggest puts

JANE STREET GROUP, LLC Added $968.6k13.1k shares
CITADEL ADVISORS LLC Reduced $414.1k5.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $377.1k5.1k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 10,791,23510.8m $797.9m $797.9m 0.05% Added +42.1k +42,110
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,334,3582.3m $172.6m $172.6m 0.01% Reduced -163.1k -163,058
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,268,7481.3m $93.8m $93.8m 0.02% Reduced -26.3k -26,267
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 809,687809.7k $59.9m $59.9m 0.01% Reduced -396.9k -396,889
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 757,220757.2k $56.0m $56.0m 0.01% Added +97.5k +97,509
6 RATIONAL ADVISORS, INC. 5.08% of their portfolio San Juan, PR 673,199673.2k $49.8m $49.8m 5.08% Reduced -110.3k -110,299
7 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 611,025611.0k $45.2m $45.2m 0.02% Reduced -55.5k -55,475
8 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 513,075513.1k $37.9m $37.9m 0.02% Added +52.1k +52,131
9 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 475,400475.4k $35.2m $35.2m 0.03% Added +327.9k +327,900
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 467,445467.4k $34.6m $34.6m 0.01% Added +185.3k +185,322
11 Payne Capital Management, LLC 9.37% of their portfolio New York, NY 418,179418.2k $30.9m $30.9m 9.37% Added +6.4k +6,364
12 Advisory Alpha, LLC 0.83% of their portfolio HOLLAND, MI 412,560412.6k $30.5m $30.5m 0.83% Reduced -1.8k -1,837
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 408,136408.1k $30.2m $30.2m 0.01% Reduced -276.8k -276,803
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio CAUSEWAY BAY, K3 398,316398.3k $29.5m $29.5m 0.04% Added +167.6k +167,589
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 397,998398.0k $29.7m $29.7m 0.00% Added +42.7k +42,672
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 391,653391.7k $29.0m $29.0m 0.01% Added +42.1k +42,074
17 Decker Wealth Management LLC 6.29% of their portfolio NASHVILLE, TN 374,622374.6k $27.7m $27.7m 6.29% Added +5.6k +5,603
18 GenTrust, LLC 1.18% of their portfolio MIAMI, FL 372,616372.6k $27.6m $27.6m 1.18% Added +4.2k +4,185
19 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 9.97% of their portfolio COLUMBUS, OH 330,585330.6k $24.4m $24.4m 9.97% New
20 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 317,010317.0k $23.4m $23.4m 0.01% Added +92.6k +92,565
21 Curran Financial Partners, LLC 4.09% of their portfolio DANIEL ISLAND, SC 309,224309.2k $22.9m $22.9m 4.09% Added +12.6k +12,569
22 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 283,941283.9k $21.0m $21.0m 0.02% Added +33.3k +33,310
23 Presidio Capital Management, LLC 4.83% of their portfolio SAN DIEGO, CA 224,919224.9k $16.6m $16.6m 4.83% Added +12.1k +12,145
24 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 196,740196.7k $14.5m $14.5m 0.02% Added +44.8k +44,807
25 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 191,831191.8k $14.2m $14.2m 0.02% Added +6.9k +6,943
26 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 191,118191.1k $14.1m $14.1m 0.02% Added +20.0k +19,952
27 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 189,897189.9k $14.0m $14.0m 0.02% Reduced -3.7k -3,662
28 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 189,050189.1k $14.0m $14.0m 0.01% Reduced -16.0k -15,992
29 MAI Capital Management 0.08% of their portfolio INDEPENDENCE, OH 183,296183.3k $13.6m $13.6m 0.08% Reduced -3.2k -3,179
30 Annandale Capital, LLC 2.14% of their portfolio DALLAS, TX 176,033176.0k $13.0m $13.0m 2.14% Reduced -116.3k -116,254
31 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 159,884159.9k $11.8m $11.8m 0.02% Added +80.6k +80,562
32 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 159,113159.1k $11.8m $11.8m 0.02% Added +37.6k +37,556
33 EVERGREEN CAPITAL MANAGEMENT LLC 0.25% of their portfolio Bellevue, WA 155,878155.9k $11.5m $11.5m 0.25% Added +952 +952
34 DDFG, Inc 2.18% of their portfolio THOUSAND OAKS, CA 136,569136.6k $10.1m $10.1m 2.18% New
35 Apollon Wealth Management, LLC 0.16% of their portfolio MOUNT PLEASANT, SC 132,856132.9k $9.8m $9.8m 0.16% Added +8.1k +8,117
36 Madrid Financial Services 5.64% of their portfolio MANHATTAN BEACH, CA 129,288129.3k $9.6m $9.6m 5.64% Reduced -185.4k -185,423
37 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 128,010128.0k $9.5m $9.5m 0.04% Added +28.5k +28,484
38 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 124,578124.6k $7.5m $7.5m 0.05% Added +27.9k +27,943
39 Advisors Asset Management, Inc. 0.15% of their portfolio Monument, CO 121,771121.8k $9.0m $9.0m 0.15% Added +7.0k +6,964
40 Fiduciary Alliance LLC 0.51% of their portfolio GREENVILLE, SC 120,491120.5k $8.5m $8.5m 0.51% Added +13.5k +13,478
41 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 117,483117.5k $8.7m $8.7m 0.02% Added +10.2k +10,176
42 Baker Avenue Asset Management, LP 0.19% of their portfolio SAN FRANCISCO, CA 113,589113.6k $8.4m $8.4m 0.19% Added +3.7k +3,747
43 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 111,246111.2k $8.1m $8.1m 0.08% Added +110.5k +110,505
44 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 4.16% of their portfolio CINCINNATI, OH 105,832105.8k $7.8m $7.8m 4.16% Reduced -21.9k -21,894
45 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 93,12393.1k $6.9m $6.9m 0.02% Added +15.9k +15,853
46 Seascape Capital Management 1.91% of their portfolio PORTSMOUTH, NH 89,92189.9k $6.6m $6.6m 1.91% Reduced -202 -202
47 NOTTINGHAM ADVISORS, INC. 0.84% of their portfolio AMHERST, NY 88,33388.3k $6.5m $6.5m 0.84% Added +30.1k +30,056
48 Sageworth Trust Co 0.27% of their portfolio LANCASTER, PA 85,26885.3k $6.3m $6.3m 0.27% Unchanged
49 BTG Pactual Asset Management US LLC 0.61% of their portfolio NEW YORK, NY 84,51984.5k $6.2m $6.2m 0.61% Reduced -5.3k -5,331
50 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 82,96983.0k $6.1m $6.1m 0.05% New
51 Old Port Advisors 1.34% of their portfolio PORTLAND, ME 78,79378.8k $5.8m $5.8m 1.34% Added +36 +36
52 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 76,98677.0k $5.7m $5.7m 0.01% First filing
53 Trinity Legacy Partners, LLC 1.17% of their portfolio HOUSTON, TX 76,19776.2k $5.4m $5.4m 1.17% Reduced -280 -280
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 74,99775.0k $5.5m $5.5m 0.00% Added +54.7k +54,662
55 Fortis Advisors, LLC 2.75% of their portfolio WAYNE, PA 74,19074.2k $5.5m $5.5m 2.75% Reduced -6.6k -6,567
56 Warner Group LLC 3.55% of their portfolio MADISON, CT 73,59873.6k $5.4m $5.4m 3.55% Reduced -7.9k -7,932
57 Rooted Wealth Advisors, Inc. 1.32% of their portfolio BOURBONNAIS, IL 71,28271.3k $5.0m $5.0m 1.32% Added +37.9k +37,936
58 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,07071.1k $5.3m $5.3m 0.01% Reduced -4.3k -4,259
59 KMG FIDUCIARY PARTNERS, LLC 0.37% of their portfolio TOLEDO, OH 68,32868.3k $5.1m $5.1m 0.37% Added +800 +800
60 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 66,24766.2k $4.9m $4.9m 0.01% New
61 Ironsides Asset Advisors, LLC 1.14% of their portfolio ROCKY MOUNT, NC 61,65561.7k $4.6m $4.6m 1.14% Reduced -4.7k -4,712
62 LEAVELL INVESTMENT MANAGEMENT, INC. 0.18% of their portfolio MOBILE, AL 59,88559.9k $4.4m $4.4m 0.18% Reduced -3.8k -3,763
63 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 59,26059.3k $3.6m $3.6m 0.01% Reduced -45.9k -45,852
64 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 57,77057.8k $4.3m $4.3m 0.01% Reduced -2.4k -2,400
65 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 57,18557.2k $4.2m $4.2m 0.01% Added +56.6k +56,610
66 Proficio Capital Partners LLC 0.22% of their portfolio NEWTON, MA 56,68656.7k $4.2m $4.2m 0.22% Reduced -1.4k -1,395
67 SeaCrest Wealth Management, LLC 0.43% of their portfolio PURCHASE, NY 54,31654.3k $4.0m $4.0m 0.43% Added +2.6k +2,584
68 Glassy Mountain Advisors, Inc. 1.23% of their portfolio BETHESDA, MD 53,66153.7k $4.0m $4.0m 1.23% Added +342 +342
69 Essex LLC 0.69% of their portfolio DEER PARK, IL 52,72552.7k $3.9m $3.9m 0.69% Reduced -933 -933
70 Ocean Park Asset Management, LLC 0.22% of their portfolio SANTA MONICA, CA 52,00152.0k $3.8m $3.8m 0.22% New
71 Blume Capital Management, Inc. 0.64% of their portfolio BERKELEY, CA 51,16051.2k $3.8m $3.8m 0.64% Reduced -15.2k -15,217
72 Bollard Group LLC 0.11% of their portfolio BOSTON, MA 47,14747.1k $3.5m $3.5m 0.11% Added +568 +568
73 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 46,72746.7k $3.5m $3.5m 0.01% Added +14.7k +14,735
74 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 45,91845.9k $3.5m $3.5m 0.00% Added +3.9k +3,918
75 MONECO ADVISORS, LLC 0.26% of their portfolio FAIRFIELD, CT 45,89045.9k $3.4m $3.4m 0.26% Added +22.3k +22,292
76 Vectors Research Management, LLC 0.99% of their portfolio New York, NY 45,78445.8k $3.4m $3.4m 0.99% Reduced -1.6k -1,606
77 Stamos Capital Partners, L.P. 0.53% of their portfolio Menlo Park, CA 45,55345.6k $3.4m $3.4m 0.53% Reduced -13.0k -13,027
78 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.21% of their portfolio KNOXVILLE, TN 44,73744.7k $3.3m $3.3m 0.21% Reduced -717 -717
79 Cordoba Advisory Partners LLC 0.91% of their portfolio NEW YORK, NY 44,46444.5k $3.3m $3.3m 0.91% Added +37.0k +37,016
80 Teamwork Financial Advisors, LLC 0.36% of their portfolio San Antonio, TX 44,21244.2k $3.3m $3.3m 0.36% Added +3.4k +3,364
81 NAPLES GLOBAL ADVISORS, LLC 0.22% of their portfolio NAPLES, FL 41,11741.1k $3.0m $3.0m 0.22% Added +2.2k +2,194
82 Visionary Wealth Advisors 0.13% of their portfolio O'FALLON, IL 40,31140.3k $3.0m $3.0m 0.13% Reduced -329 -329
83 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 40,02540.0k $3.0m $3.0m 0.02% Reduced -246 -246
84 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% of their portfolio Westlake, OH 39,80039.8k $2.9m $2.9m 0.17% Added +32.4k +32,374
85 Clear Trail Advisors, LLC 0.49% of their portfolio HOUSTON, TX 39,79139.8k $2.9m $2.9m 0.49% Added +36.2k +36,244
86 Collaborative Wealth Managment Inc. 1.35% of their portfolio LAKE MARY, FL 39,74539.7k $2.9m $2.9m 1.35% Added +6.3k +6,288
87 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,43339.4k $2.9m $2.9m 0.00% Added +21.3k +21,316
88 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 38,94638.9k $2.9m $2.9m 0.06% Added +2.0k +1,998
89 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 38,53138.5k $2.8m $2.8m 0.04% New
90 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 38,21938.2k $2.8m $2.8m 0.01% Added +24.5k +24,508
91 OARSMAN CAPITAL, INC. 0.34% of their portfolio MILWAUKEE, WI 37,31437.3k $2.8m $2.8m 0.34% Added +1.1k +1,103
92 HBW ADVISORY SERVICES LLC 0.29% of their portfolio SIMI VALLEY, CA 37,03237.0k $2.7m $2.7m 0.29% Reduced -3.3k -3,254
93 HORIZON FINANCIAL SERVICES, LLC 1.20% of their portfolio WINSTON SALEM, NC 36,84836.8k $2.7m $2.7m 1.20% Added +1.7k +1,717
94 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 36,04036.0k $2.7m $2.7m 0.01% Added +9.7k +9,714
95 WealthCare Investment Partners, LLC 0.74% of their portfolio PORTSMOUTH, RI 35,73235.7k $2.7m $2.7m 0.74% Reduced -9.2k -9,168
96 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 35,18835.2k $2.6m $2.6m 0.01% Reduced -4.3k -4,287
97 Snowden Capital Advisors LLC 0.07% of their portfolio New York, NY 34,34734.3k $2.5m $2.5m 0.07% Added +3.8k +3,818
98 Capital Advisors, Ltd. LLC 0.28% of their portfolio SHAKER HEIGHTS, OH 33,88233.9k $2.5m $2.5m 0.28% Reduced -91 -91
99 Strategic Wealth Investment Group, LLC 0.32% of their portfolio LOUISVILLE, KY 33,86333.9k $2.5m $2.5m 0.32% Reduced -302 -302
100 Financial Partners Group, Inc 0.29% of their portfolio Overland Park, KS 32,66632.7k $2.4m $2.4m 0.29% Added +3.6k +3,573