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XRMI GLOBAL X FDS

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S&P 500 RISK (fund)

20 managers (20 13F filers) reported a position in XRMI shares at 2025-09-30, 809,315 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
9
Reduced
3
Sold out
8
Shares held by filers
809,315

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC240,265$4.25M<0.01%-20,10013F-HRTimeline
Cetera Investment Advisers134,908$2.39M<0.01%+10,38413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC129,357$2.29M<0.01%+12,09713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC110,836$1.96M0.03%+6,94613F-HRTimelineGroup
Founders Financial Alliance, LLC47,428$839K0.16%+8,59713F-HRTimeline
Brookwood Investment Group LLC40,565$717K0.09%+17,54713F-HRTimeline
Tactive Advisors, LLC31,067$549K0.16%+5,57813F-HRTimeline
OLD MISSION CAPITAL LLC22,934$405K0.01%+9,79513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,242$252K<0.01%+1,36013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,128$250K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC7,376$131K0.11%+4213F-HRTimeline
SBI Securities Co., Ltd.5,644$99.8K<0.01%-1,01513F-HRTimeline
Sunbelt Securities, Inc.5,169$91.4K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,472$43.7K<0.01%013F-HRTimeline
NFSG Corp2,000$35.4K0.01%-30613F-HRTimeline
IFP Advisors, Inc624$11K<0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC225$3.98K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.73$1.29K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$19<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$18<0.01%new13F-HRTimelineGroup