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Get Institutions for : 
Global X S&p 500 Risk Managed Income Etf (XRMI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 532,414  
% of shares held : 
 5.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 274,674  
% of shares held change : 
   3.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 52,507
 9.86%
 
Increased Positions :
6
 236,085
 44.34%
 
Unchanged Positions :
6
 19,669
 3.69%
 
Decreased Positions :
1
-13,874
-2.61%
 
Closed Positions :
1
-44
-0.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1876 - 2024-06-30 252,142 $4,750,000 195,508
   Cetera Investment Advisers 1670 - 2024-06-30 92,008 $1,733,000 6,838
   FINANCIAL NETWORK 1143 - 2024-03-31 82,682 $1,596,000 -4,980
   PRINCIPAL SECURITIES INC. 394 - 2024-06-30 73,360 $1,382,000 10,202
   ENVESTNET ASSET MANAGEMENT INC 2799 - 2024-06-30 73,360 $1,382,000 9,044
   JANE STREET GROUP LLC 3566 *New 2024-06-30 51,213 $965,000 51,213
   Founders Financial Alliance LLC 146 - 2024-06-30 24,707 $465,000 2,882
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2393 - 2024-06-30 22,959 $433,000 512
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3883 - 2024-06-30 18,557 $350,000 18,557
   Arete Wealth Advisors LLC 548 - 2024-06-30 14,903 $281,000 2,262
   Kingsview Wealth Management LLC 877 - 2024-06-30 14,000 $264,000 0
   Advisor Group Holdings Inc. 4137 - 2024-06-30 4,957 $93,000 -13,874
   PRIVATE TRUST CO NA 1133 - 2024-06-30 2,472 $47,000 0
   BANK OF AMERICA CORP /DE/ 5460 - 2024-06-30 2,500 $47,000 0
   Newbridge Financial Services Group Inc. 412 - 2024-06-30 2,200 $41,000 0
   UBS Group AG 5996 *New 2024-06-30 1,096 $21,000 1,096
   IFP Advisors Inc 2262 - 2024-06-30 624 $12,000 0
   MORGAN STANLEY 6668 *New 2024-06-30 198 $4,000 198
   HARBOUR INVESTMENTS INC. 2911 - 2024-06-30 73 $1,000 0
   WELLS FARGO & CO/MN 6247 *Closed 2024-06-30 0 $0 -44
   PROEQUITIES INC. 9528 - 2024-06-30 0 $0 0
  21 Records found
  1    
  Page 1 of 1
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