Who owns XRMI?
Global X S&P 500 Risk Managed Income ETF · Global X
18 institutions reported holding XRMI, worth $15.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XRMI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $3.7M | 212,357 | +21,226 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.4M | 200,165 | +11,435 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.1M | 177,835 | +31,462 shares |
| Principal Securities, Inc. | Des Moines, IA | $2.5M | 143,132 | +23,249 shares |
| Founders Financial Alliance, LLC | Raleigh, NC | $849K | 49,401 | −905 shares |
| Tactive Advisors, LLC | Jacksonville, FL | $583K | 33,893 | +1,999 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $337K | 19,584 | New position |
| MML Investors Services, LLC | Springfield, MA | $296K | 17,236 | +6,625 shares |
| Truist Financial Corp. | Charlotte, NC | $226K | 13,160 | +1,107 shares |
| Sequoia Financial Advisors, LLC | Akron, OH | $207K | 12,060 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XRMI?
18 institutional managers reported holding XRMI in Form 13F filings for June 30, 2026, worth $15.4M in total. The largest reported position was held by LPL Financial LLC, at $3.7M.
Did institutions buy or sell XRMI last quarter?
Reported 13F value rose 16.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XRMI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.