SEC 13F Intelligence

XRMIGLOBAL X FDS

CUSIP 37960A206 · Yahoo Finance ↗ · Google Finance ↗

Global X Fds (XRMI) has 20 institutional holders in Filings Flow’s 13F database, together reporting 783.7K shares worth $13M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cetera Investment Advisers, and Envestnet Asset Management Inc.

Institutional Holders
20
Q1 2026
Reported Value
$13M
Ticker
XRMI
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’21: 7Q4 ’21Q4 ’22: 5Q4 ’22Q4 ’25: 25Q4 ’25Q1 ’26: 20Q1 ’26filingsflow.com
Total reported value
Q4 ’21: $3MQ4 ’21Q4 ’22: $195,062Q4 ’22Q4 ’25: $16MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Founders Financial Alliance, LLC$555M AUM0.15%$850,22850.3KQ1 2026
Tactive Advisors, LLC$406M AUM0.15%$539,05631.9KQ1 2026
Brookwood Investment Group LLC$810M AUM0.13%$1M60.6KQ4 2025OLDER
SteelPeak Wealth, LLC$3.9B AUM0.03%$809,07645.2KQ2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M119.9KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.01%$877,27749.0KQ2 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$404,82622.7KQ4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$74,6474.4KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$44,1082.5KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$3M188.7KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$101,6786.0KQ1 2026
NFSG Corp$608M AUM0.00%$14,296800Q4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,803225Q1 2026
LPL Financial LLC$376.6B AUM0.00%$3M191.1KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M146.4KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$179,34010.6KQ1 2026
Triumph Capital Management$491M AUM0.00%$2,113125Q1 2026
Global Wealth Strategies & Associates$528M AUM0.00%$1,31878Q1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$203,71212.1KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$10,546624Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$4,194234Q2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$112,3516.6KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$280,61315.7KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$182,55110.8KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,23473Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$44,7252.5KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$4,039226Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$36520Q2 2025OLDER
FMR LLC$1.90T AUM0.00%$25014Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$251Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.