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 17 institutions that hold shares in the stock, with a total of 691,441 shares, which have been reported (via 13F filing form) to have a value of $13.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
280,024
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
105,713
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,816
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 22.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
89,155
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
29,306
shares
|
$556,814
0.16% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,381
shares
|
$482,239
0.0% of portfolio
|
Q3 2024
Added 36.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
24,094
shares
|
$457,786
0.04% of portfolio
|
Q3 2024
Added 61.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
20,936
shares
|
$397,784
0.0% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
14,000
shares
|
$266,000
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,146
shares
|
$97,774
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$47,500
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,472
shares
|
$46,968
0.0% of portfolio
|
Q1 2024
Reduced 24.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$41,800
0.01% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
624
shares
|
$11,856
0.0% of portfolio
|
Q3 2023
Reduced 98.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
73
shares
|
$1,387
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
Reduced 99.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|