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XRMI GLOBAL X FDS

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S&P 500 RISK (fund)

18 managers (18 13F filers) reported a position in XRMI shares at 2026-06-30, 895,482 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
9
Reduced
1
Sold out
3
Shares held by filers
895,482

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC212,357$3.65M<0.01%+21,22613F-HRTimeline
Cetera Investment Advisers200,165$3.44M<0.01%+11,43513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC177,835$3.06M<0.01%+31,46213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC143,132$2.46M0.03%+23,24913F-HRTimelineGroup
Founders Financial Alliance, LLC49,401$849K0.11%-90513F-HRTimeline
Tactive Advisors, LLC33,893$583K0.14%+1,99913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,584$337K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,236$296K<0.01%+6,62513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,160$226K<0.01%+1,10713F-HRTimelineGroup
Sequoia Financial Advisors, LLC12,060$207K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,973$120K<0.01%+32513F-HRTimelineGroup
SBI Securities Co., Ltd.6,166$106K<0.01%+15013F-HRTimeline
PRIVATE TRUST CO NA2,472$42.5K<0.01%013F-HRTimeline
IFP Advisors, Inc624$10.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC225$3.87K<0.01%013F-HRTimeline
Triumph Capital Management125$2.15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.73$1.25K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$26<0.01%013F-HRTimelineGroup