Global X S&P 500 Risk ManageXRMIETF

13F holders, Q2 2025 (June 30)
24holders +3
3new positions
1sold out
$17.89avg. 13F price*

At the end of Q2 2025, 24 institutions reported holding Global X S&P 500 Risk Manage (XRMI) in their 13F filings, up 3 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($4.7M), Cetera Investment Advisers ($2.2M) and Envestnet Asset Management Inc. ($2.1M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$196K
Exits1$541K

All 13F filers, Q1 2025 → Q2 2025: 60,994 shares bought and 118,822 shares sold, net −57,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

LPL Financial LLC 0.00% Reduce -13.6% 260,365 $4.7M
Cetera Investment Advisers 0.00% Add +22.1% 124,524 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -2.4% 117,260 $2.1M
Principal Securities, Inc. 0.03% Add +8.9% 103,890 $1.9M
Kingsview Wealth Management, LLC 0.01% Reduce -37.8% 49,037 $877K
SteelPeak Wealth, LLC 0.03% Add +12.0% 45,225 $809K
Founders Financial Alliance, LLC 0.16% Add +4.5% 38,831 $695K
Tactive Advisors, LLC 0.15% — 25,489 $456K
Brookwood Investment Group LLC 0.07% Add +53.9% 23,018 $412K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 19,392 $347K
Old Mission Capital LLC 0.01% Reduce -13.1% 13,139 $235K
Osaic Holdings, Inc. 0.00% Add +53.1% 12,882 $230K
Jane Street Group, LLC 0.00% Reduce -55.2% 11,171 $200K
Susquehanna International Group, LLP 0.00% New 10,686 $191K
Luminist Capital LLC 0.13% Reduce -2.2% 7,334 $131K
SBI Securities Co., Ltd. 0.00% Reduce -1.7% 6,659 $119K
Bank of America Corp. 0.00% No change 2,500 $45K
Private Trust Co. NA 0.00% No change 2,472 $44K
NFSG Corp 0.01% No change 2,306 $41K
IFP Advisors, Inc 0.00% No change 624 $11K
Ameritas Advisory Services, LLC 0.00% New 234 $4K
Harbour Investments, Inc. 0.00% No change 73 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 20 $365
Morgan Stanley 0.00% Reduce -50.0% 1 $25

"% 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.