Institutional Ownership Global X Fds S&P 500 Risk Mana (XRMI)
This table provides information about the institutional ownership of Global X Fds S&P 500 Risk Mana (XRMI). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 809,439 shares, which have been reported (via 13F filing form) to have a value of $14.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
240,265
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
134,908
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
129,357
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
110,836
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
47,428
shares
|
$846,115
0.17% of portfolio
|
Q3 2025
Added 22.14%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
40,565
shares
|
$723,679
0.09% of portfolio
|
Q3 2025
Added 76.23%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
31,067
shares
|
$554,235
0.16% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
22,934
shares
|
$409,142
0.0% of portfolio
|
Q3 2025
Added 74.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,242
shares
|
$254,077
0.0% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,128
shares
|
$252,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
7,376
shares
|
$131,587
0.11% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5,644
shares
|
$100,688
0.0% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,169
shares
|
$92,214
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,472
shares
|
$44,100
0.0% of portfolio
|
Q1 2024
Reduced 24.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$35,680
0.01% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
624
shares
|
$11,132
0.0% of portfolio
|
Q3 2023
Reduced 98.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
225
shares
|
$4,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
125
shares
|
$2,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
73
shares
|
$1,302
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|