13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
MLPX

GLOBAL X MLP & ENERGY INFRASTR

360 institutions still hold GLOBAL X MLP & ENERGY INFRASTR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954y293·360 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.9%
vs prior quarter
13F value held
$1.7B
53.0% inst. owned
of float
Holders
360
-107 QoQ
filers reporting
Activity
+103 / −108
+1,030 added · −952 reduced
this quarter
Concentration
48.03%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

360 institutions reported MLPX in Q1 2026. MORGAN STANLEY leads at 48.0% of the visible book. -107 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$798M10.8M0.05%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$173M2.3M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$94M1.3M0.02%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60M810K0.01%Q1 202605
UBS Group AG
CIK 0001610520
$56M757K0.01%Q1 202606
RATIONAL ADVISORS, INC.
CIK 0001143565
$50M673K5.08%Q1 202607
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$45M611K0.02%Q1 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$35M475K0.03%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M467K0.01%Q1 202610
Payne Capital Management, LLC
CIK 0001994332
$31M418K9.36%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$31M415K0.00%Q1 202612
Advisory Alpha, LLC
CIK 0001576762
$31M413K0.83%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$30M408K0.01%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$30M398K0.00%Q1 202615
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$29M398K0.04%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$29M392K0.01%Q1 202617
Decker Wealth Management LLC
CIK 0002129751
$28M375K6.28%Q1 202618
GenTrust, LLC
CIK 0001697110
$28M373K1.18%Q1 202619
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$26M435K0.02%Q4 202520
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
CIK 0000315024
$24M331K9.97%Q1 2026
Page 1 of 18
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