Global X S&P 500 Risk ManageXRMIETF
13F holders, Q3 2025 (September 30)20holders −4
4new positions
8sold out
$17.68avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Global X S&P 500 Risk Manage (XRMI) in their 13F filings, down 4 from Q2 2025. 4 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($4.2M), Cetera Investment Advisers ($2.4M) and Envestnet Asset Management Inc. ($2.3M).
- Company
- Global X S&P 500 Risk Manage
- CUSIP
- 37960A206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $345K |
| Exits | 8 | $2.5M |
All 13F filers, Q2 2025 → Q3 2025: 91,869 shares bought and 159,686 shares sold, net −67,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Reduce -7.7% | 240,265 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 134,908 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 129,357 | $2.3M |
| Principal Securities, Inc. | 0.03% | Add +6.7% | 110,836 | $2.0M |
| Founders Financial Alliance, LLC | 0.16% | Add +22.1% | 47,428 | $839K |
| Brookwood Investment Group LLC | 0.09% | Add +76.2% | 40,565 | $717K |
| Tactive Advisors, LLC | 0.16% | Add +21.9% | 31,067 | $549K |
| Old Mission Capital LLC | 0.01% | Add +74.5% | 22,934 | $405K |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 14,242 | $252K |
| Truist Financial Corp. | 0.00% | New | 14,128 | $250K |
| Luminist Capital LLC | 0.11% | Add +0.6% | 7,376 | $131K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.2% | 5,644 | $100K |
| Sunbelt Securities, Inc. | 0.01% | New | 5,169 | $91K |
| Private Trust Co. NA | 0.00% | No change | 2,472 | $44K |
| NFSG Corp | 0.01% | Reduce -13.3% | 2,000 | $35K |
| IFP Advisors, Inc | 0.00% | No change | 624 | $11K |
| Highline Wealth Partners LLC | 0.00% | New | 225 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 73 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $19 |
| FMR LLC | 0.00% | New | 1 | $18 |
"% 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.