XRMI Institutional Ownership & Shareholders
GLOBAL X S&P 500 RISK MANAGE (XRMI) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foguth Wealth Management, Llc. is currently the largest disclosed institutional shareholder of XRMI tracked by InsiderSet, reporting ownership valued at approximately $12.74M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.59M, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed XRMI value among the investors covered in this analysis. Major shareholders include Foguth Wealth Management, Llc., Lpl Financial Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in GLOBAL X S&P 500 RISK MANAGE (XRMI).
This page ranks the largest institutional XRMI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
20
Total Reported Value
$27.83M
Largest Holder
Foguth Wealth Management, Llc.
Largest Position
$12.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, Llc. | 1.29% | 740,544 | $12,740,617 | $12,587,471 | -$153,146 | -1.20% | |
| Lpl Financial Llc | 0.00% | 212,357 | $3,650,412 | $3,609,559 | -$40,853 | -1.12% | |
| Cetera Investment Advisers | 0.00% | 200,165 | $3,440,832 | $3,402,325 | -$38,507 | -1.12% | |
| Envestnet Asset Management Inc | 0.00% | 177,835 | $3,056,985 | $3,022,768 | -$34,217 | -1.12% | |
| Principal Securities, Inc. | 0.03% | 143,132 | $2,460,439 | $2,432,900 | -$27,539 | -1.12% | |
| Founders Financial Alliance, Llc | 0.11% | 49,401 | $849,197 | $839,698 | -$9,499 | -1.12% | |
| Susquehanna International Group, Llp | 0.00% | 19,584 | $336,649 | $332,881 | -$3,768 | -1.12% | |
| Mml Investors Services, Llc | 0.00% | 17,236 | $296,293 | $292,971 | -$3,322 | -1.12% | |
| Truist Financial Corp | 0.00% | 13,513 | $233,091 | $229,689 | -$3,402 | -1.46% | |
| Sequoia Financial Advisors | 0.00% | 12,060 | $207,307 | $204,991 | -$2,316 | -1.12% | |
| World Equity Group, Inc. | 0.08% | 11,209 | $193,347 | $190,526 | -$2,821 | -1.46% | |
| Osaic Holdings, Inc. | 0.00% | 6,973 | $119,867 | $118,524 | -$1,343 | -1.12% | |
| Sbi Securities Co., Ltd. | 0.00% | 6,138 | $105,881 | $104,331 | -$1,550 | -1.46% | |
| Sunbelt Securities, Inc. | 0.00% | 4,417 | $74,647 | $75,078 | +$431 | +0.58% | |
| Private Trust Co Na | 0.00% | 2,472 | $42,642 | $42,018 | -$624 | -1.46% | |
| Ifp Advisors, Inc | 0.00% | 624 | $10,764 | $10,607 | -$157 | -1.46% | |
| Highline Wealth Partners Llc | 0.00% | 225 | $3,881 | $3,824 | -$57 | -1.46% | |
| Triumph Capital Management | 0.00% | 125 | $2,156 | $2,125 | -$31 | -1.45% | |
| Harbour Investments, Inc. | 0.00% | 73 | $1,255 | $1,241 | -$14 | -1.13% | |
| Morgan Stanley | 0.00% | 1 | $26 | $17 | -$9 | -34.62% |
Frequently asked questions about XRMI
Who are the largest institutional holders of XRMI?
The largest institutional holders of XRMI reported in the latest SEC Form 13F filings include Foguth Wealth Management, Llc., Lpl Financial Llc, Cetera Investment Advisers, Envestnet Asset Management Inc, and Principal Securities, Inc.. InsiderSet ranks institutional holders by their latest reported XRMI position.
What is XRMI institutional ownership?
This page tracks XRMI positions reported by institutional investment managers through SEC Form 13F. GLOBAL X S&P 500 RISK MANAGE (XRMI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XRMI?
InsiderSet currently tracks 20 institutional managers reporting XRMI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XRMI shareholders.
How much XRMI stock do institutions own?
Institutional investment managers disclosed approximately $27.83M in XRMI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XRMI institutional ownership last updated?
The latest XRMI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XRMI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XRMI position after the reporting date.
Are institutions buying or selling XRMI?
Institutional buying and selling can be analyzed by comparing XRMI positions across consecutive 13F reporting periods. InsiderSet's XRMI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XRMI ownership changes.
How has XRMI institutional ownership changed over time?
InsiderSet tracks XRMI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.