Who owns XRMMX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XRMMX from SEC Form 13F filings across 55 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 55 institutions disclosed 3.8M shares of XRMMX worth $54.3M; the largest disclosed holder is ROBINSON CAPITAL MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
55
13F holders
$54.3M
value, 2026 filers
3.8M
shares disclosed
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XRMMX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ROBINSON CAPITAL MANAGEMENT, LLC | 409,360 | $6.1M | 2.7% | — | -5.1% |
| 2 | WELLS FARGO & COMPANY/MN | 404,926 | $6.0M | 0.0% | — | +2.4% |
| 3 | GUGGENHEIM CAPITAL LLC | 300,841 | $4.4M | 0.0% | — | +183.0% |
| 4 | Advisors Asset Management, Inc. | 288,741 | $4.3M | 0.1% | — | +27.5% |
| 5 | ROYAL BANK OF CANADA | 250,134 | $3.7M | 0.0% | — | +4.3% |
| 6 | MORGAN STANLEY | 241,249 | $3.6M | 0.0% | — | +5.0% |
| 7 | UBS Group AG | 176,179 | $2.6M | 0.0% | — | +4.5% |
| 8 | ProVise Management Group, LLC | 170,525 | $2.5M | 0.2% | — | +1.6% |
| 9 | Arax Advisory PartnersNEW | 167,228 | $2.5M | 0.0% | — | new |
| 10 | Kestra Advisory Services, LLCNEW | 165,782 | $2.5M | 0.0% | — | new |
| 11 | Rockefeller Capital Management L.P. | 126,763 | $1.9M | 0.0% | — | -4.7% |
| 12 | Wagner Wealth Management, LLC | 126,357 | $1.9M | 0.3% | — | +17.0% |
| 13 | RAYMOND JAMES FINANCIAL INC | 93,287 | $1.4M | 0.0% | — | -11.9% |
| 14 | LPL Financial LLC | 91,476 | $1.4M | 0.0% | — | +3.1% |
| 15 | OSAIC HOLDINGS, INC. | 67,300 | $994,718 | 0.0% | — | +33.2% |
| 16 | WEDBUSH SECURITIES INC | 58,972 | $872 | 0.0% | — | +8.6% |
| 17 | Gateway Wealth Partners, LLC | 57,670 | $852,593 | 0.1% | — | -50.0% |
| 18 | OPPENHEIMER & CO INC | 55,780 | $824,652 | 0.0% | — | +3.6% |
| 19 | Janney Montgomery Scott LLC | 52,658 | $778 | 0.0% | — | +101.8% |
| 20 | STIFEL FINANCIAL CORP | 52,474 | $775,760 | 0.0% | — | -12.3% |
| 21 | Apollon Wealth Management, LLC | 44,430 | $656,853 | 0.0% | — | 0.0% |
| 22 | Estate Planners Group, LLC | 42,067 | $621,919 | 0.3% | — | -0.1% |
| 23 | Samalin Investment Counsel, LLC | 38,437 | $568,249 | 0.2% | — | -29.6% |
| 24 | &PARTNERS | 30,039 | $444,096 | 0.0% | — | -8.2% |
| 25 | HighTower Advisors, LLC | 26,111 | $386,025 | 0.0% | — | -22.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.