21 institutions reported holding $15.4M of Glb X Funds/s&p 500 Risk Managed In (XRMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($3.7M), Cetera Investment Advisers ($3.4M), ENVESTNET ASSET MANAGEMENT INC ($3.1M), PRINCIPAL SECURITIES, INC. ($2.5M), Founders Financial Alliance, LLC ($849,197). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.7M | 212,357 | Added |
| 2 | Cetera Investment Advisers | $3.4M | 200,165 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 177,835 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $2.5M | 143,132 | Added |
| 5 | Founders Financial Alliance, LLC | $849,197 | 49,401 | Trimmed |
| 6 | Tactive Advisors, LLC | $582,623 | 33,893 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $336,649 | 19,584 | New |
| 8 | MML INVESTORS SERVICES, LLC | $296,293 | 17,236 | Added |
| 9 | TRUIST FINANCIAL CORP | $226,225 | 13,160 | Added |
| 10 | Sequoia Financial Advisors, LLC | $207,307 | 12,060 | New |
| 11 | OSAIC HOLDINGS, INC. | $119,867 | 6,973 | Added |
| 12 | SBI Securities Co., Ltd. | $105,994 | 6,166 | Added |
| 13 | PRIVATE TRUST CO NA | $42,494 | 2,472 | Hold |
| 14 | IFP Advisors, Inc | $10,727 | 624 | Hold |
| 15 | HIGHLINE WEALTH PARTNERS LLC | $3,868 | 225 | Hold |
| 16 | Triumph Capital Management | $2,149 | 125 | Hold |
| 17 | HARBOUR INVESTMENTS, INC. | $1,255 | 73 | Hold |
| 18 | MORGAN STANLEY | $26 | 1 | Hold |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 20 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 21 | Luminist Capital LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30