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XRMI GLOBAL X FDS

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S&P 500 RISK (fund)

22 managers (22 13F filers) reported a position in XRMI shares at 2025-03-31, 909,471 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
9
Reduced
2
Sold out
1
Shares held by filers
909,471

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC301,190$5.55M<0.01%+4,14013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,093$2.21M<0.01%+20,42113F-HRTimelineGroup
Cetera Investment Advisers101,992$1.88M<0.01%-5,69313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95,432$1.84M0.04%013F-HRTimelineGroup
Kingsview Wealth Management, LLC78,878$1.45M0.03%new13F-HRTimeline
SteelPeak Wealth, LLC40,375$745K0.03%new13F-HRTimeline
Founders Financial Alliance, LLC37,163$685K0.17%+4,04813F-HRTimeline
Arete Wealth Advisors, LLC29,321$541K0.04%+3,27113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,914$459K<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…19,381$357K<0.01%+35613F-HRTimeline
OLD MISSION CAPITAL LLC15,114$279K0.01%new13F-HRTimeline
Brookwood Investment Group LLC14,953$276K0.05%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,412$155K<0.01%-1,44713F-HRTimelineGroup
Luminist Capital LLC7,501$138K0.15%+9113F-HRTimeline
SBI Securities Co., Ltd.6,775$125K<0.01%+51913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,500$46.1K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,472$45.6K<0.01%013F-HRTimeline
NFSG Corp2,306$42.5K0.01%+10013F-HRTimeline
IFP Advisors, Inc624$11.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.73$1.35K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$39<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.