Who Owns XRMI?

Global X - S&P 500 Risk Managed Income ETF — Institutional Ownership & 13F Holdings

$17.15

+0.03 (+0.18%)

Market Cap

$42.9M

Shares Outstanding

2,800,025

Institutional Holders

21

Total Inst. Value

$7.6M

% of Float Held

QoQ Holder Change

+10

Institutional data as of Q1 2025

New Positions

5

Closed Positions

2

Increased

10

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Cetera Investment Advisers$1.9M101,992
2PRINCIPAL SECURITIES, INC.$1.8M95,432
3SteelPeak Wealth, LLCNew$745K40,375
4Founders Financial Alliance, LLC$685K37,163
5Arete Wealth Advisors, LLC$541K29,321
6JANE STREET GROUP, LLCNew$459K24,914
7Cambridge Investment Research Advisors, Inc.$357K19,381
8OLD MISSION CAPITAL LLCNew$279K15,114
9Brookwood Investment Group LLCNew$276K14,953
10OSAIC HOLDINGS, INC.$155K8,412

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
Cetera Investment Advisers-6K$1.9M

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Frequently Asked Questions

How many institutional investors hold XRMI?

As of Q1 2025, 21 institutional investors report holding XRMI (Global X - S&P 500 Risk Managed Income ETF) in their 13F filings.

Which hedge fund owns the most XRMI?

The largest institutional holder of XRMI is Cetera Investment Advisers with $1.9M in shares.

Are institutions buying or selling XRMI?

This quarter, 5 institutions opened new positions in XRMI and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.