Skip to content

XRMI GLOBAL X FDS

Follow

S&P 500 RISK (fund)

25 managers (25 13F filers) reported a position in XRMI shares at 2025-12-31, 873,595 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers
25
13F filers
25
New
5
Added
7
Reduced
8
Sold out
0
Shares held by filers
873,595

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC256,731$4.59M<0.01%+16,46613F-HRTimeline
Cetera Investment Advisers151,052$2.7M<0.01%+16,14413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC135,379$2.42M<0.01%+6,02213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC114,459$2.05M0.03%+3,62313F-HRTimelineGroup
Brookwood Investment Group LLC60,553$1.08M0.13%+19,98813F-HRTimeline
Founders Financial Alliance, LLC41,896$749K0.14%-5,53213F-HRTimeline
Tactive Advisors, LLC26,515$474K0.14%-4,55213F-HRTimeline
OLD MISSION CAPITAL LLC22,654$405K0.02%-28013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,703$281K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,390$221K<0.01%-1,73813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,281$219K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,909$123K<0.01%-7,33313F-HRTimelineGroup
SBI Securities Co., Ltd.5,671$101K<0.01%+2713F-HRTimeline
Sunbelt Securities, Inc.4,417$78.9K0.01%-75213F-HRTimeline
PRIVATE TRUST CO NA2,472$44.2K<0.01%013F-HRTimeline
Luminist Capital LLC2,347$41.9K0.05%-5,02913F-HRTimeline
NFSG Corp800$14.3K<0.01%-1,20013F-HRTimeline
IFP Advisors, Inc624$11.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG226$4.04K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC225$4.02K<0.01%013F-HRTimeline
Triumph Capital Management125$2.23K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates78$1.39K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.73$1.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC14$250<0.01%+1313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$25<0.01%013F-HR/ATimelineGroup