Global X S&P 500 Risk ManageXRMIETF

13F holders, Q1 2025 (March 31)
21holders +4
4new positions
1sold out
$18.53avg. 13F price*

At the end of Q1 2025, 21 institutions reported holding Global X S&P 500 Risk Manage (XRMI) in their 13F filings, up 4 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($5.6M), Envestnet Asset Management Inc. ($2.2M) and Cetera Investment Advisers ($1.9M).

Company
Global X S&P 500 Risk Manage
CUSIP
37960A206
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 15Q1 2024Q2 2024: 18Q2 2024Q3 2024: 16Q3 2024Q4 2024: 17Q4 2024Q1 2025: 21Q1 2025Q2 2025: 24Q2 2025Q3 2025: 20Q3 2025Q4 2025: 25Q4 2025Q1 2026: 20Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$2.9M
Exits1$577K

All 13F filers, Q4 2024 → Q1 2025: 192,228 shares bought and 37,046 shares sold, net +155,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

LPL Financial LLC 0.00% Add +1.4% 301,190 $5.6M
Envestnet Asset Management Inc. 0.00% Add +20.5% 120,093 $2.2M
Cetera Investment Advisers 0.00% Reduce -5.3% 101,992 $1.9M
Principal Securities, Inc. 0.04% No change 95,432 $1.8M
Kingsview Wealth Management, LLC 0.03% New 78,878 $1.5M
SteelPeak Wealth, LLC 0.03% New 40,375 $745K
Founders Financial Alliance, LLC 0.17% Add +12.2% 37,163 $685K
Arete Wealth Advisors, LLC 0.04% Add +12.6% 29,321 $541K
Jane Street Group, LLC 0.00% New 24,914 $459K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.9% 19,381 $357K
Old Mission Capital LLC 0.01% New 15,114 $279K
Brookwood Investment Group LLC 0.05% — 14,953 $276K
Osaic Holdings, Inc. 0.00% Reduce -14.7% 8,412 $155K
Luminist Capital LLC 0.15% Add +1.2% 7,501 $138K
SBI Securities Co., Ltd. 0.00% Add +8.3% 6,775 $125K
Bank of America Corp. 0.00% No change 2,500 $46K
Private Trust Co. NA 0.00% No change 2,472 $46K
NFSG Corp 0.01% Add +4.5% 2,306 $43K
IFP Advisors, Inc 0.00% No change 624 $12K
Harbour Investments, Inc. 0.00% No change 73 $1K
Morgan Stanley 0.00% Add +100.0% 2 $39

"% of holder's portfolio" is XRMI's weight in each manager's 13F, not the share of Global X S&P 500 Risk Manage the manager owns.