Vault-13

GLOBAL X FDS MLPX

GLB X MLP ENRG I · ETP · CUSIP 37954Y293

344 institutional holders +3 vs Q1 2026
33,831,10433.8m shares reported held*
$2.5bnreported value*
42 new 137 added 95 reduced 39 sold out net bought ≈ $189.1m (+2.6m 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 ≈ $73.70. Options: 3 managers hold calls ($31.0m notional), 2 hold puts ($2.3m).

Trends to Q2 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: 341Q2 26: 344344Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026344

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 180 bought or addedQ1 26: 115 cut or sold outQ2 26: 179 bought or addedQ2 26: 134 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412278
Q4 202414494
Q1 2025172100
Q2 2025160131
Q3 2025150124
Q4 2025160115
Q1 2026180115
Q2 2026179134

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ3 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 0.05Q2 26 calls: $31.0mQ2 26 puts: $2.3mQ2 26P/C 0.07
Numbers
QuarterCallsPutsP/C
Q3 2025$11.7m$2.6m0.22
Q4 2025$15.2m$2.0m0.13
Q1 2026$32.5m$1.8m0.05
Q2 2026$31.0m$2.3m0.07

Biggest buyers

Treasurer of the State of North Carolina New +2,139,399+2.1m
Fund Evaluation Group, LLC New +406,672+406.7k
MORGAN STANLEY Added +321,443+321.4k
LPL Financial LLC Added +162,847+162.8k
Cresset Asset Management, LLC Added +138,560+138.6k
Cambridge Investment Research Advisors, Inc. Added +135,005+135.0k
RAYMOND JAMES FINANCIAL INC Added +81,646+81.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +81,038+81.0k
Presidio Capital Management, LLC Added +68,516+68.5k
Warner Group LLC Added +55,849+55.8k

Biggest sellers

PRINCIPAL FINANCIAL GROUP INC Sold out -611,025-611.0k
TWO SIGMA INVESTMENTS, LP Reduced -385,500-385.5k
DDFG, Inc Reduced -78,062-78.1k
MARSHALL WACE, LLP Sold out -66,247-66.2k
WELLS FARGO & COMPANY/MN Reduced -54,945-54.9k
SeaCrest Wealth Management, LLC Sold out -54,316-54.3k
Ocean Park Asset Management, LLC Sold out -52,001-52.0k
AMERIPRISE FINANCIAL INC Reduced -41,971-42.0k
Visionary Wealth Advisors Reduced -33,500-33.5k
Journey Advisory Group, LLC Sold out -31,400-31.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $30.0m407.1k shares
BARCLAYS PLC New $508.3k6.9k shares
CITADEL ADVISORS LLC Reduced $464.1k6.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.8m24.5k shares
JANE STREET GROUP, LLC Reduced $449.3k6.1k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 11,112,67811.1m $818.6m $818.6m 0.04% Added +321.4k +321,443
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,313,9012.3m $170.4m $170.4m 0.01% Reduced -20.5k -20,457
3 Treasurer of the State of North Carolina 0.41% of their portfolio RALEIGH, NC 2,139,3992.1m $157.6m $157.6m 0.41% New
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,431,5951.4m $105.5m $105.5m 0.02% Added +162.8k +162,847
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 778,880778.9k $57.4m $57.4m 0.01% Added +21.7k +21,660
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 754,742754.7k $55.6m $55.6m 0.01% Reduced -54.9k -54,945
7 RATIONAL ADVISORS, INC. 4.51% of their portfolio San Juan, PR 667,709667.7k $49.2m $49.2m 4.51% Reduced -5.5k -5,490
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 549,091549.1k $40.4m $40.4m 0.01% Added +81.6k +81,646
9 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 514,296514.3k $37.9m $37.9m 0.02% Added +1.2k +1,221
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 420,875420.9k $31.2m $31.2m 0.00% Added +22.9k +22,877
11 Payne Capital Management, LLC 8.26% of their portfolio New York, NY 420,592420.6k $31.0m $31.0m 8.26% Added +2.4k +2,413
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio CAUSEWAY BAY, K3 408,329408.3k $30.1m $30.1m 0.04% Added +10.0k +10,013
13 Fund Evaluation Group, LLC 0.81% of their portfolio CINCINNATI, OH 406,672406.7k $30.0m $30.0m 0.81% New
14 Advisory Alpha, LLC 0.73% of their portfolio HOLLAND, MI 404,310404.3k $29.8m $29.8m 0.73% Reduced -8.2k -8,250
15 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 401,465401.5k $29.6m $29.6m 0.01% Reduced -6.7k -6,671
16 GenTrust, LLC 1.08% of their portfolio MIAMI, FL 382,918382.9k $28.2m $28.2m 1.08% Added +10.3k +10,302
17 Decker Wealth Management LLC 5.81% of their portfolio NASHVILLE, TN 371,036371.0k $27.3m $27.3m 5.81% Reduced -3.6k -3,586
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 349,682349.7k $25.8m $25.8m 0.01% Reduced -42.0k -41,971
19 Curran Financial Partners, LLC 3.66% of their portfolio DANIEL ISLAND, SC 333,537333.5k $24.6m $24.6m 3.66% Added +24.3k +24,313
20 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 8.77% of their portfolio COLUMBUS, OH 330,585330.6k $24.4m $24.4m 8.77% Unchanged
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 326,689326.7k $24.1m $24.1m 0.01% Added +9.7k +9,679
22 Presidio Capital Management, LLC 5.40% of their portfolio SAN DIEGO, CA 293,435293.4k $21.6m $21.6m 5.40% Added +68.5k +68,516
23 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 292,323292.3k $21.5m $21.5m 0.02% Added +8.4k +8,382
24 Cresset Asset Management, LLC 0.07% of their portfolio Chicago, IL 266,570266.6k $19.6m $19.6m 0.07% Added +138.6k +138,560
25 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 252,488252.5k $18.6m $18.6m 0.02% Added +135.0k +135,005
26 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 225,513225.5k $16.6m $16.6m 0.02% Added +28.8k +28,773
27 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 225,494225.5k $16.6m $16.6m 0.02% Added +36.4k +36,444
28 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 199,210199.2k $14.7m $14.7m 0.02% Added +7.4k +7,379
29 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 187,687187.7k $13.8m $13.8m 0.02% Reduced -3.4k -3,431
30 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 187,651187.7k $13.8m $13.8m 0.01% Reduced -2.2k -2,246
31 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 183,569183.6k $13.5m $13.5m 0.05% Added +273 +273
32 Annandale Capital, LLC 1.87% of their portfolio DALLAS, TX 171,649171.6k $12.6m $12.6m 1.87% Reduced -4.4k -4,384
33 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 171,531171.5k $12.6m $12.6m 0.01% Added +12.4k +12,418
34 EVERGREEN CAPITAL MANAGEMENT LLC 0.20% of their portfolio Bellevue, WA 156,042156.0k $11.5m $11.5m 0.20% Added +164 +164
35 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 154,059154.1k $11.3m $11.3m 0.01% Reduced -5.8k -5,825
36 Apollon Wealth Management, LLC 0.12% of their portfolio MOUNT PLEASANT, SC 136,453136.5k $10.1m $10.1m 0.12% Added +3.6k +3,597
37 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 131,899131.9k $9.7m $9.7m 0.06% Added +7.3k +7,321
38 Warner Group LLC 2.35% of their portfolio MADISON, CT 129,447129.4k $9.5m $9.5m 2.35% Added +55.8k +55,849
39 Fiduciary Alliance LLC 0.61% of their portfolio GREENVILLE, SC 122,022122.0k $9.0m $9.0m 0.61% Added +1.5k +1,531
40 Baker Avenue Asset Management, LP 0.17% of their portfolio SAN FRANCISCO, CA 121,160121.2k $8.9m $8.9m 0.17% Added +7.6k +7,571
41 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 119,986120.0k $8.8m $8.8m 0.13% Reduced -1.8k -1,785
42 Madrid Financial Services 4.51% of their portfolio MANHATTAN BEACH, CA 115,817115.8k $8.5m $8.5m 4.51% Reduced -13.5k -13,471
43 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 113,093113.1k $8.3m $8.3m 0.07% Added +1.8k +1,847
44 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 4.66% of their portfolio CINCINNATI, OH 110,989111.0k $8.2m $8.2m 4.66% Added +5.2k +5,157
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 103,263103.3k $7.6m $7.6m 0.00% Added +28.3k +28,266
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 95,50295.5k $7.0m $7.0m 0.01% Added +81.0k +81,038
47 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 92,72492.7k $6.8m $6.8m 0.02% Reduced -399 -399
48 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 89,90089.9k $6.6m $6.6m 0.00% Reduced -385.5k -385,500
49 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 89,50189.5k $6.6m $6.6m 0.03% Added +6.5k +6,532
50 Seascape Capital Management 1.56% of their portfolio PORTSMOUTH, NH 88,34588.3k $6.5m $6.5m 1.56% Reduced -1.6k -1,576
51 NOTTINGHAM ADVISORS, INC. 0.80% of their portfolio AMHERST, NY 88,07288.1k $6.7m $6.7m 0.80% Reduced -261 -261
52 BTG Pactual Asset Management US LLC 0.47% of their portfolio NEW YORK, NY 85,52285.5k $6.3m $6.3m 0.47% Added +1.0k +1,003
53 Sageworth Trust Co 0.25% of their portfolio LANCASTER, PA 85,26885.3k $6.3m $6.3m 0.25% Unchanged
54 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 79,02979.0k $5.8m $5.8m 0.01% Added +2.0k +2,043
55 Trinity Legacy Partners, LLC 1.16% of their portfolio HOUSTON, TX 75,97476.0k $5.8m $5.8m 1.16% Reduced -223 -223
56 Fortis Advisors, LLC 2.56% of their portfolio WAYNE, PA 74,25274.3k $5.5m $5.5m 2.56% Added +62 +62
57 Rooted Wealth Advisors, Inc. 1.31% of their portfolio BOURBONNAIS, IL 72,49872.5k $5.3m $5.3m 1.31% Added +1.2k +1,216
58 KMG FIDUCIARY PARTNERS, LLC 0.49% of their portfolio TOLEDO, OH 71,57671.6k $5.3m $5.3m 0.49% Added +3.2k +3,248
59 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,00571.0k $5.2m $5.2m 0.01% Reduced -65 -65
60 Naviter Wealth, LLC 0.42% of their portfolio LITTLE ROCK, AR 63,40263.4k $4.7m $4.7m 0.42% Added +50.8k +50,800
61 Ironsides Asset Advisors, LLC 1.06% of their portfolio ROCKY MOUNT, NC 61,40861.4k $4.5m $4.5m 1.06% Reduced -247 -247
62 LEAVELL INVESTMENT MANAGEMENT, INC. 0.16% of their portfolio MOBILE, AL 59,07259.1k $4.4m $4.4m 0.16% Reduced -813 -813
63 DDFG, Inc 0.86% of their portfolio THOUSAND OAKS, CA 58,50758.5k $4.3m $4.3m 0.86% Reduced -78.1k -78,062
64 Proficio Capital Partners LLC 0.15% of their portfolio NEWTON, MA 56,68656.7k $4.2m $4.2m 0.15% Unchanged
65 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 55,57355.6k $4.2m $4.2m 0.00% Added +9.7k +9,655
66 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 55,35855.4k $4.1m $4.1m 0.01% Reduced -1.8k -1,827
67 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 54,07254.1k $4.0m $4.0m 0.01% Reduced -3.7k -3,698
68 Glassy Mountain Advisors, Inc. 1.05% of their portfolio BETHESDA, MD 52,10752.1k $3.8m $3.8m 1.05% Reduced -1.6k -1,554
69 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 52,03452.0k $3.8m $3.8m 0.02% Added +12.0k +12,009
70 Collaborative Wealth Managment Inc. 1.61% of their portfolio LAKE MARY, FL 51,86351.9k $3.8m $3.8m 1.61% Added +12.1k +12,118
71 Blume Capital Management, Inc. 0.56% of their portfolio BERKELEY, CA 51,36251.4k $3.8m $3.8m 0.56% Added +202 +202
72 Old Port Advisors 0.74% of their portfolio PORTLAND, ME 50,69350.7k $3.7m $3.7m 0.74% Reduced -28.1k -28,100
73 Essex LLC 0.56% of their portfolio DEER PARK, IL 50,20450.2k $3.7m $3.7m 0.56% Reduced -2.5k -2,521
74 MONECO ADVISORS, LLC 0.23% of their portfolio FAIRFIELD, CT 50,11450.1k $3.7m $3.7m 0.23% Added +4.2k +4,224
75 Bleakley Financial Group, LLC 0.05% of their portfolio PARSIPPANY, NJ 49,80049.8k $3.7m $3.7m 0.05% Added +11.3k +11,269
76 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 49,78149.8k $3.7m $3.7m 0.01% Added +3.1k +3,054
77 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,65749.7k $3.7m $3.7m 0.00% Added +10.2k +10,224
78 Bollard Group LLC 0.11% of their portfolio BOSTON, MA 47,62247.6k $3.5m $3.5m 0.11% Added +475 +475
79 Clear Trail Advisors, LLC 0.53% of their portfolio HOUSTON, TX 47,41347.4k $3.5m $3.5m 0.53% Added +7.6k +7,622
80 WealthCare Investment Partners, LLC 0.83% of their portfolio PORTSMOUTH, RI 46,66546.7k $3.4m $3.4m 0.83% Added +10.9k +10,933
81 Teamwork Financial Advisors, LLC 0.31% of their portfolio San Antonio, TX 45,53845.5k $3.4m $3.4m 0.31% Added +1.3k +1,326
82 Vectors Research Management, LLC 0.87% of their portfolio New York, NY 45,47745.5k $3.3m $3.3m 0.87% Reduced -307 -307
83 Stamos Capital Partners, L.P. 0.51% of their portfolio Menlo Park, CA 45,11345.1k $3.3m $3.3m 0.51% Reduced -440 -440
84 Cordoba Advisory Partners LLC 0.70% of their portfolio NEW YORK, NY 44,87644.9k $3.3m $3.3m 0.70% Added +412 +412
85 HBW ADVISORY SERVICES LLC 0.30% of their portfolio SIMI VALLEY, CA 44,30944.3k $3.3m $3.3m 0.30% Added +7.3k +7,277
86 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.19% of their portfolio KNOXVILLE, TN 44,18344.2k $3.3m $3.3m 0.19% Reduced -554 -554
87 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 42,95943.0k $3.2m $3.2m 0.01% Added +4.7k +4,740
88 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 42,02442.0k $3.1m $3.1m 0.06% Added +3.1k +3,078
89 NAPLES GLOBAL ADVISORS, LLC 0.19% of their portfolio NAPLES, FL 41,64741.6k $3.1m $3.1m 0.19% Added +530 +530
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 38,74538.7k $2.9m $2.9m 0.00% Added +3.6k +3,557
91 HORIZON FINANCIAL SERVICES, LLC 1.08% of their portfolio WINSTON SALEM, NC 38,10138.1k $2.8m $2.8m 1.08% Added +1.3k +1,253
92 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% of their portfolio Westlake, OH 38,03438.0k $2.8m $2.8m 0.14% Reduced -1.8k -1,766
93 Snowden Capital Advisors LLC 0.07% of their portfolio New York, NY 37,98238.0k $2.8m $2.8m 0.07% Added +3.6k +3,635
94 OARSMAN CAPITAL, INC. 0.29% of their portfolio MILWAUKEE, WI 37,49237.5k $2.8m $2.8m 0.29% Added +178 +178
95 Capital Advisors, Ltd. LLC 0.27% of their portfolio SHAKER HEIGHTS, OH 36,61136.6k $2.7m $2.7m 0.27% Added +2.7k +2,729
96 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 36,09136.1k $2.7m $2.7m 0.01% Added +51 +51
97 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 34,69834.7k $2.6m $2.6m 0.04% First filing
98 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 34,67034.7k $2.6m $2.6m 0.00% Reduced -24.6k -24,590
99 Financial Partners Group, Inc 0.25% of their portfolio Overland Park, KS 33,72633.7k $2.5m $2.5m 0.25% Added +1.1k +1,060
100 Midwest Professional Planners, LTD. 0.47% of their portfolio WAUSAU, WI 32,77732.8k $2.4m $2.4m 0.47% Added +3.8k +3,813