Global X Funds - KRMA
Detailed investor-level table based on 13F positions.
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 | 1,024,242 | 42,554 | 0.0% | 0.0% | 1 | -40,281 | -3.78% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 84,763 | 3,521 | 0.0% | 0.0% | 2 | +569 | 0.68% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,776 | 2,816 | 0.0% | 0.0% | 3 | -32,044 | -32.1% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 55,025 | 2,286 | 0.02% | — | 4 | +55,025 | New | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,840 | 1,405 | 0.02% | 0.02% | 5 | +1,884 | 5.9% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,674 | 1,274 | 0.0% | 0.0% | 6 | +1,042 | 3.52% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 28,387 | 1,179 | 0.27% | — | 7 | +28,387 | New | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,058 | 1,165 | 0.0% | 0.0% | 8 | +999 | 3.69% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,566 | 1,020 | 0.0% | 0.0% | 9 | +10,309 | 72.31% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,576 | 854 | 0.0% | 0.0% | 10 | +348 | 1.72% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,931 | 828 | 0.0% | 0.0% | 11 | -224 | -1.11% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,775 | 821 | 0.0% | 0.0% | 12 | +8,748 | 79.33% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,205 | 756 | 0.0% | 0.0% | 13 | -1,000 | -5.21% | Q1 2026 | May 12, 2026 |
| Smart Portfolios, LLC | History | Added to | 15,870 | 659 | 0.66% | 0.66% | 14 | +690 | 4.55% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 15,483 | 643 | 0.05% | 0.08% | 15 | -9,244 | -37.38% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 12,734 | 559 | 0.08% | 0.09% | 16 | +1,792 | 16.38% | Q1 2026 | May 11, 2026 |
| APS Management Group, Inc. | History | Added to | 12,518 | 520 | 0.45% | 0.46% | 17 | +12 | 0.1% | Q1 2026 | Apr 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 10,976 | 456 | 0.04% | 0.04% | 18 | +1,418 | 14.84% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,351 | 430 | 0.02% | 0.02% | 19 | +34 | 0.33% | Q1 2026 | May 19, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,010 | 374 | 0.01% | 0.01% | 20 | +489 | 5.74% | Q1 2026 | May 15, 2026 |
| Farrow Financial, Inc. | History | Added to | 8,380 | 348 | 0.2% | 0.21% | 21 | +45 | 0.54% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,381 | 306 | 0.0% | 0.0% | 22 | -2,492 | -25.24% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,950 | 288 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 6,139 | 255 | 0.03% | 0.03% | 24 | +367 | 6.36% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,810 | 241 | 0.0% | 0.0% | 25 | -1,466 | -20.15% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 4,974 | 206 | 0.0% | — | 26 | +4,974 | New | Q1 2026 | May 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 2,663 | 110 | 0.08% | 0.09% | 27 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ascentis Independent Advisors | History | New | 1,684 | 70 | 0.01% | — | 28 | +1,684 | New | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 1,574 | 65 | 0.0% | 0.0% | 29 | +44 | 2.88% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,568 | 65 | 0.0% | 0.0% | 30 | +19 | 1.23% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,090 | 45 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,016 | 42 | 0.01% | 0.0% | 32 | +709 | 230.94% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 913 | 39 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 385 | 15 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 295 | 12 | 0.0% | 0.0% | 35 | +6 | 2.08% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 200 | 8 | 0.0% | — | 36 | +200 | New | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 100 | 4 | 0.0% | 0.0% | 38 | +4 | 4.17% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 37 | -1 | -0.99% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 95 | 3 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LRI Investments, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,791 | -100.0% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,137 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |