XRMI Institutional Ownership
Global X - S&P 500 Risk Managed Income ETF
1W: +0.0%
1M: -0.1%
3M: +0.8%
YTD: -1.5%
1Y: -0.6%
3Y: +17.6%
5Y: +5.6%
$17.32
+0.06 (+0.35%)
Weekly Expected Move ±1.0%
$17
$17
$17
$17
$18
Overview
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Holdings
Changes
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Institutional Ownership — XRMI
21
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
2
New Positions
9
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 212,357 | 4M | +21,226 | +11.1% | 11Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 200,165 | 3M | +11,435 | +6.1% | 10Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 177,835 | 3M | +31,462 | +21.5% | 13Q | SEC ↗ |
| 4 | PRINCIPAL SECURITIES, INC. | 143,132 | 2M | +23,249 | +19.4% | 11Q | SEC ↗ |
| 5 | Founders Financial Alliance, LLC | 49,401 | 856K | -905 | -1.8% | 14Q | SEC ↗ |
| 6 | Tactive Advisors, LLC | 33,893 | 587K | +1,999 | +6.3% | 5Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 19,584 | 339K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 17,236 | 299K | +6,625 | +62.4% | 2Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 13,160 | 228K | +1,107 | +9.2% | 4Q | SEC ↗ |
| 10 | Sequoia Financial Advisors, LLC NEW | 12,060 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 6,973 | 121K | +325 | +4.9% | 14Q | SEC ↗ |
| 12 | SBI Securities Co., Ltd. | 6,166 | 107K | +150 | +2.5% | 7Q | SEC ↗ |
| 13 | Sunbelt Securities, Inc. | 4,417 | 77K | — | +0.0% | 3Q | SEC ↗ |
| 14 | PRIVATE TRUST CO NA | 2,472 | 43K | — | +0.0% | 11Q | SEC ↗ |
| 15 | IFP Advisors, Inc | 624 | 11K | — | +0.0% | 20Q | SEC ↗ |
| 16 | HIGHLINE WEALTH PARTNERS LLC | 225 | 4K | — | +0.0% | 4Q | SEC ↗ |
| 17 | Triumph Capital Management | 125 | 2K | — | +0.0% | 4Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 73 | 1K | — | +0.0% | 14Q | SEC ↗ |
| 19 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 9Q | SEC ↗ |
| 20 | Global Wealth Strategies & Associates | 0 | 0K | -78 | -100.0% | 2Q | SEC ↗ |
| 21 | FMR LLC | 0 | 0K | -14 | -100.0% | 2Q | SEC ↗ |
| 22 | OLD MISSION CAPITAL LLC | 0 | 0K | -22,654 | -100.0% | 4Q | SEC ↗ |
| 23 | UBS Group AG | 0 | 0K | -226 | -100.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | 0K | -10,801 | -100.0% | 2Q | SEC ↗ |
| 25 | Newbridge Financial Services Group, In | 0 | 0K | -800 | -100.0% | 10Q | SEC ↗ |
| 26 | Luminist Capital LLC | 0 | 0K | -1,254 | -100.0% | 6Q | SEC ↗ |
| 27 | Brookwood Investment Group LLC | 0 | 0K | -60,553 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,584 | 339K |
| Sequoia Financial Advisors, LLC | 12,060 | 209K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Brookwood Investment Group LLC | 60,553 | 1M |
| OLD MISSION CAPITAL LLC | 22,654 | 392K |
| JANE STREET GROUP, LLC | 10,801 | 187K |
| Luminist Capital LLC | 1,254 | 22K |
| Newbridge Financial Services Group, | 800 | 14K |
| UBS Group AG | 226 | 4K |
| Global Wealth Strategies & Associat | 78 | 1K |
| FMR LLC | 14 | 0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +31,462 | +21.5% | 177,835 |
| PRINCIPAL SECURITIES, INC. | +23,249 | +19.4% | 143,132 |
| LPL Financial LLC | +21,226 | +11.1% | 212,357 |
| Cetera Investment Advisers | +11,435 | +6.1% | 200,165 |
| MML INVESTORS SERVICES, LLC | +6,625 | +62.4% | 17,236 |
| Tactive Advisors, LLC | +1,999 | +6.3% | 33,893 |
| TRUIST FINANCIAL CORP | +1,107 | +9.2% | 13,160 |
| OSAIC HOLDINGS, INC. | +325 | +4.9% | 6,973 |
| SBI Securities Co., Ltd. | +150 | +2.5% | 6,166 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Founders Financial Alliance, LLC | -905 | -1.8% | 49,401 |