Global X Funds - KRMA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,064,523 | 46,222 | 0.0% | 0.01% | 1 | -1,067,487 | -50.07% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 99,820 | 4,334 | 0.0% | — | 2 | +99,820 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 84,194 | 3,655 | 0.0% | 0.0% | 3 | -1,615 | -1.88% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,956 | 1,387 | 0.02% | 0.02% | 4 | -126 | -0.39% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,632 | 1,286 | 0.0% | 0.0% | 5 | -334 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 27,059 | 1,174 | 0.0% | 0.0% | 6 | +1,745 | 6.89% | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 24,727 | 1,073 | 0.08% | 0.1% | 7 | -2,300 | -8.51% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,228 | 878 | 0.0% | 0.0% | 8 | +2,749 | 15.73% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 20,155 | 875 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,205 | 833 | 0.0% | 0.0% | 10 | +500 | 2.67% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 17,500 | 759 | 0.0% | 0.0% | 11 | +10,500 | 150.0% | Q4 2025 | Feb 17, 2026 |
| Smart Portfolios, LLC | History | Reduced | 15,180 | 659 | 0.66% | 0.64% | 12 | -127 | -0.83% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,257 | 619 | 0.0% | 0.0% | 13 | +9,501 | 199.77% | Q4 2025 | Mar 25, 2026 |
| APS Management Group, Inc. | History | Added to | 12,506 | 543 | 0.46% | 0.46% | 14 | +371 | 3.06% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,027 | 478 | 0.0% | 0.0% | 15 | +6,278 | 132.2% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 10,942 | 475 | 0.09% | 0.09% | 16 | +787 | 7.75% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,317 | 447 | 0.02% | 0.02% | 17 | -4 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,873 | 428 | 0.0% | 0.0% | 18 | -953 | -8.8% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 9,558 | 415 | 0.04% | 0.04% | 19 | -1,378 | -12.6% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,521 | 370 | 0.01% | 0.01% | 20 | +77 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Farrow Financial, Inc. | History | Added to | 8,335 | 361 | 0.21% | 0.21% | 21 | +2 | 0.02% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,276 | 316 | 0.0% | 0.0% | 22 | +885 | 13.85% | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,950 | 308 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 5,791 | 251 | 0.0% | 1.32% | 24 | -9,070,000 | -99.94% | Q4 2025 | Feb 11, 2026 |
| Eagle Strategies LLC | History | Reduced | 5,772 | 250 | 0.03% | 0.03% | 25 | -176 | -2.96% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,137 | 136 | 0.01% | 0.03% | 26 | -2,331 | -42.63% | Q4 2025 | Jan 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 2,663 | 115 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,549 | 67 | 0.0% | 0.0% | 28 | +6 | 0.39% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 1,530 | 66 | 0.0% | 0.0% | 29 | +82 | 5.66% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,090 | 47 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 913 | 39 | 0.0% | — | 31 | +913 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 385 | 16 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 346 | 15 | 0.0% | — | 33 | +346 | New | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 307 | 13 | 0.0% | 0.0% | 34 | -6 | -1.92% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 289 | 12 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 96 | 4 | 0.0% | 0.0% | 38 | -32 | -25.0% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 101 | 4 | 0.0% | 0.0% | 37 | +1 | 1.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 95 | 4 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 3 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 64 | 2 | 0.0% | — | 40 | +64 | New | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 3.31% | — | -192,285 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -17,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,705 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,596 | -100.0% | Q3 2025 | Nov 26, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CURIO WEALTH, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |