Who Owns GLOBAL X FDS (MLPX)? -- Institutional Holders (2026-06-30)

175 institutions reported holding $417.6M of GLOBAL X FDS (MLPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: RATIONAL ADVISORS, INC. ($49.2M), Decker Wealth Management LLC ($27.3M), SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO ($24.4M), ENVESTNET ASSET MANAGEMENT INC ($24.1M), Presidio Capital Management, LLC ($21.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RATIONAL ADVISORS, INC.$49.2M667,709Trimmed
2Decker Wealth Management LLC$27.3M371,036Trimmed
3SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$24.4M330,585Hold
4ENVESTNET ASSET MANAGEMENT INC$24.1M326,689Added
5Presidio Capital Management, LLC$21.6M293,435Added
6Cambridge Investment Research Advisors, Inc.$18.6M252,488Added
7COMMONWEALTH EQUITY SERVICES, LLC$14.7M199,210Added
8EVERGREEN CAPITAL MANAGEMENT LLC$11.5M156,042Added
9Apollon Wealth Management, LLC$10.1M136,453Added
10Warner Group LLC$9.5M129,447Added
11Fiduciary Alliance LLC$9.0M122,022Added
12Baker Avenue Asset Management, LP$8.9M121,160Added
13Farther Finance Advisors, LLC$8.3M113,093Added
14THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$8.2M110,989Added
15NOTTINGHAM ADVISORS, INC.$6.7M88,072Trimmed
16Seascape Capital Management$6.5M88,345Trimmed
17Sageworth Trust Co$6.3M85,268Hold
18Trinity Legacy Partners, LLC$5.8M75,974Trimmed
19Rooted Wealth Advisors, Inc.$5.3M72,498Added
20KMG FIDUCIARY PARTNERS, LLC$5.3M71,576Added
21LEAVELL INVESTMENT MANAGEMENT, INC.$4.4M59,072Trimmed
22DDFG, Inc$4.3M58,507Trimmed
23Glassy Mountain Advisors, Inc.$3.8M52,107Trimmed
24PARK AVENUE SECURITIES LLC$3.8M52,034Added
25Blume Capital Management, Inc.$3.8M51,362Added

Source: SEC Form 13F filings · as of 2026-06-30