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Global X S&P 500 Risk Manage (XRMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Foguth Wealth Management, Llc.
NEW
Shares740,544
Change+740,544
Value$12.7M
Filed 2026-10-19
LPL Financial LLC
INCREASED
Shares231,956 from 212,357
Change+19,599 (+9%)
Value$4.0M (+$350.8K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares13,513 from 13,160
Change+353 (+3%)
Value$233.1K (+$6.9K)
Filed 2026-10-30
World Equity Group, Inc.
NEW
Shares11,209
Change+11,209
Value$193.3K
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares6,138 from 6,166
Change-28 (0%)
Value$105.9K (-$113)
Filed 2026-10-22
Private Trust Co NA
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$42.6K (+$148)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$10.8K (+$37)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$3.9K (+$13)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.2K (+$7)
Filed 2026-10-14
Harbour Investments, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$1.3K (+$4)
Filed 2026-11-09
Tactive Advisors, LLC
CLOSED
Shares0 from 33,893
Change-33,893 (-100%)
Value$0 (-$582.6K)
Filed 2026-10-08
Cetera Investment Advisers
N/A
Shares— from 200,165
Change-200,165 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 177,835
Change-177,835 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 143,132
Change-143,132 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 49,401
Change-49,401 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,584
Change-19,584 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,236
Change-17,236 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Foguth Wealth Management, Llc.
NEW740,544—+740,544——$12.7M—2026-10-19
LPL Financial LLC
INCREASED231,956212,357+19,599+9%$3.7M$4.0M+$350.8K2026-11-06
Truist Financial Corp
INCREASED13,51313,160+353+3%$226.2K$233.1K+$6.9K2026-10-30
World Equity Group, Inc.
NEW11,209—+11,209——$193.3K—2026-10-14
SBI Securities Co., Ltd.
DECREASED6,1386,166-280%$106.0K$105.9K-$1132026-10-22
Private Trust Co NA
UNCHANGED2,4722,47200%$42.5K$42.6K+$1482026-10-20
IFP Advisors, Inc
UNCHANGED62462400%$10.7K$10.8K+$372026-10-16
Highline Wealth Partners LLC
UNCHANGED22522500%$3.9K$3.9K+$132026-10-19
Triumph Capital Management
UNCHANGED12512500%$2.1K$2.2K+$72026-10-14
Harbour Investments, Inc.
UNCHANGED737300%$1.3K$1.3K+$42026-11-09
Tactive Advisors, LLC
CLOSED033,893-33,893-100%$582.6K$0-$582.6K2026-10-08
Cetera Investment Advisers
N/A—200,165-200,165-100%$3.4M———
Envestnet Asset Management Inc
N/A—177,835-177,835-100%$3.1M———
Principal Securities, Inc.
N/A—143,132-143,132-100%$2.5M———
Founders Financial Alliance, LLC
N/A—49,401-49,401-100%$849.2K———
Susquehanna International Group, LLP
N/A—19,584-19,584-100%$336.6K———
MML Investors Services, LLC
N/A—17,236-17,236-100%$296.3K———
Sequoia Financial Advisors, LLC
N/A—12,060-12,060-100%$207.3K———
Osaic Holdings, Inc.
N/A—6,973-6,973-100%$119.9K———
BFC Planning, Inc.
N/A—435-435-100%$7.5K———
Morgan Stanley
N/A—1-1-100%$26———
Showing 21 of 21 institutions