Who Owns XRMI?
Global X - S&P 500 Risk Managed Income ETF — Institutional Ownership & 13F Holdings
$16.90
-0.34 (-1.97%)
Market Cap
$42.9M
Shares Outstanding
2,425,994
Institutional Holders
21
Total Inst. Value
$14.1M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
21
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | LPL Financial LLCNew | $5.6M | 301,190 |
| 2 | ENVESTNET ASSET MANAGEMENT INCNew | $2.2M | 120,093 |
| 3 | Cetera Investment AdvisersNew | $1.9M | 101,992 |
| 4 | Kingsview Wealth Management, LLCNew | $1.5M | 78,878 |
| 5 | SteelPeak Wealth, LLCNew | $745K | 40,375 |
| 6 | Founders Financial Alliance, LLCNew | $685K | 37,163 |
| 7 | JANE STREET GROUP, LLCNew | $459K | 24,914 |
| 8 | OLD MISSION CAPITAL LLCNew | $279K | 15,114 |
| 9 | Brookwood Investment Group LLCNew | $276K | 14,953 |
| 10 | OSAIC HOLDINGS, INC.New | $155K | 8,412 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| LPL Financial LLCNew | +301K | $5.6M |
| ENVESTNET ASSET MANAGEMENT INCNew | +120K | $2.2M |
| Cetera Investment AdvisersNew | +102K | $1.9M |
| Kingsview Wealth Management, LLCNew | +79K | $1.5M |
| SteelPeak Wealth, LLCNew | +40K | $745K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold XRMI?
As of Q1 2025, 21 institutional investors report holding XRMI (Global X - S&P 500 Risk Managed Income ETF) in their 13F filings.
Which hedge fund owns the most XRMI?
The largest institutional holder of XRMI is LPL Financial LLC with $5.6M in shares.
Are institutions buying or selling XRMI?
This quarter, 21 institutions opened new positions in XRMI and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.