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Global X Conscious Companies ETF (KRMA) Institutional Ownership

Global X Conscious Companies ETF logo
$40.87 -0.09 (-0.23%)
Closing price 07/18/2025 03:55 PM Eastern
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$40.86 0.00 (0.00%)
As of 07/18/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X Conscious Companies ETF (NASDAQ:KRMA)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$20.70M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$60.89M
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KRMA Institutional Buying and Selling by Quarter

Global X Conscious Companies ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 MJT & Associates Financial Advisory Group Inc.2,458$99K0.1%-19.9%0.015%
7/16/2025 MJT & Associates Financial Advisory Group Inc.2,458$99K0.1%-19.9%0.015%
7/11/2025 Farther Finance Advisors LLC1,539$62K0.0%+35.1%0.010%
7/2/2025 HBW Advisory Services LLC5,004$202K0.0%-10.1%0.031%
5/19/2025Jane Street Group LLC15,393$574K0.0%N/A0.095%
5/15/2025Royal Bank of Canada41,078$1.53M0.0%+3.0%0.253%
5/14/2025Freedom Investment Management Inc.28,653$1.07M0.1%+9.9%0.177%
5/14/2025CW Advisors LLC9,754$364K0.0%+4.2%0.060%
5/13/2025HighTower Advisors LLC20,486$764K0.0%-5.2%0.126%
5/9/2025Syntegra Private Wealth Group LLC11,836$441K0.1%-4.4%0.073%
5/8/2025US Financial Advisors LLC30,166$1.12M0.3%+5.7%0.192%
5/7/2025 MJT & Associates Financial Advisory Group Inc.3,067$114K0.1%N/A0.019%
5/7/2025LPL Financial LLC79,718$2.97M0.0%-6.2%0.506%
5/2/2025Wealthfront Advisers LLC18,102$675K0.0%-23.8%0.115%
4/24/2025Smart Portfolios LLC15,378$573K0.6%+2.5%0.097%
4/23/2025Eagle Strategies LLC6,075$226K0.0%+15.7%0.038%
4/22/2025Cambridge Investment Research Advisors Inc.6,200$231K0.0%-26.2%0.039%
4/9/2025Merit Financial Group LLC14,395$537K0.0%-33.9%0.091%
2/17/2025US Financial Advisors LLC28,538$1.12M0.3%-1.4%0.177%
2/17/2025Citadel Advisors LLC8,295$324K0.0%N/A0.052%
2/17/2025Bank of America Corp DE17,525$685K0.0%-17.9%0.109%
2/14/2025Stifel Financial Corp21,055$823K0.0%-2.8%0.131%
2/14/2025Freedom Investment Management Inc.26,074$1.02M0.1%+1.7%0.162%
2/13/2025Envestnet Asset Management Inc.8,364$327K0.0%N/A0.052%
2/13/2025Perennial Investment Advisors LLC24,706$966K0.1%-11.0%0.154%
2/13/2025Wells Fargo & Company MN12,501$489K0.0%-2.8%0.078%
2/11/2025Congress Wealth Management LLC DE9,364$366K0.0%-33.8%0.058%
2/11/2025LPL Financial LLC84,987$3.32M0.0%+7.8%0.529%
2/10/2025Commonwealth Equity Services LLC15,996$625K0.0%-3.8%0.099%
2/10/2025 Farther Finance Advisors LLC1,135$44K0.0%N/A0.007%
2/10/2025Smart Portfolios LLC15,003$586K0.6%+1.8%0.093%
2/7/2025Independent Advisor Alliance90,094$3.52M0.0%N/A0.560%
2/7/2025Daiwa Securities Group Inc.11,674,069$456.34M2.0%-1.7%72.600%
1/29/2025Gladstone Institutional Advisory LLC22,140$865K0.0%-20.5%0.138%
1/28/2025Kingsview Wealth Management LLC31,729$1.24M0.0%+2.0%0.197%
1/15/2025Merit Financial Group LLC21,773$851K0.0%+3.5%0.135%
1/10/2025 HBW Advisory Services LLC5,695$223K0.0%+18.4%0.035%
11/15/2024Stifel Financial Corp21,655$848K0.0%-2.3%0.117%
11/14/2024CreativeOne Wealth LLC6,945$272K0.0%-7.2%0.038%
11/13/2024Freedom Investment Management Inc.25,647$1.00M0.1%+1.3%0.139%
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11/13/2024Daiwa Securities Group Inc.11,874,001$464.75M2.1%-9.5%64.253%
11/12/2024Kingsview Wealth Management LLC31,097$1.22M0.0%-3.1%0.168%
10/31/2024US Financial Advisors LLC28,957$1.13M0.4%-11.4%0.175%
10/28/2024Gladstone Institutional Advisory LLC27,852$1.09M0.1%-67.0%0.168%
10/25/2024Eagle Strategies LLC5,441$213K0.0%-10.1%0.033%
10/22/2024Syntegra Private Wealth Group LLC12,217$478K0.1%+19.0%0.074%
10/4/2024 HBW Advisory Services LLC4,810$188K0.0%-11.8%0.029%
8/16/2024Northwestern Mutual Wealth Management Co.1,418$52K0.0%+30.1%0.008%
8/10/2024Perennial Investment Advisors LLC27,371$1.01M0.1%-2.8%0.156%
8/8/2024Eagle Strategies LLC6,055$224K0.0%N/A0.034%
8/7/2024Daiwa Securities Group Inc.13,123,226$485.30M2.6%+3.2%74.564%
5/24/2024Cetera Advisors LLC35,287$1.28M0.0%N/A0.199%
5/14/2024CreativeOne Wealth LLC8,376$303K0.0%-27.7%0.047%
5/9/2024Kingsview Wealth Management LLC32,646$1.18M0.0%-2.9%0.184%
5/2/2024Daiwa Securities Group Inc.12,721,889$460.79M2.6%-3.8%71.152%
2/9/2024CreativeOne Wealth LLC11,580$387K0.0%-16.0%0.064%
2/9/2024Gladstone Institutional Advisory LLC216,780$7.24M0.4%+0.7%1.201%
2/8/2024Kingsview Wealth Management LLC33,626$1.12M0.0%-3.1%0.186%
2/8/2024Farrow Financial Inc.8,113$271K0.2%N/A0.045%
2/8/2024US Financial Advisors LLC32,824$1.10M0.4%+7.5%0.182%
2/6/2024Merit Financial Group LLC23,951$800K0.0%-3.1%0.133%
1/31/2024Western Wealth Management LLC11,375$380K0.0%N/A0.063%
1/31/2024Daiwa Securities Group Inc.13,220,068$441.55M2.7%+2.3%73.241%
1/24/2024Allworth Financial LP3,581$120K0.0%-17.9%0.020%
11/16/2023Smart Portfolios LLC17,369$519K0.9%-3.2%0.097%
11/13/2023US Financial Advisors LLC30,540$912K0.4%+2.7%0.171%
11/8/2023HighTower Advisors LLC23,497$701K0.0%N/A0.131%
11/7/2023Kingsview Wealth Management LLC34,715$1.04M0.0%+3.3%0.194%
11/7/2023Merit Financial Group LLC24,706$738K0.0%+3.2%0.138%
11/1/2023Daiwa Securities Group Inc.12,920,000$385.79M2.7%-22.0%72.260%
11/1/2023Wealthfront Advisers LLC16,809$502K0.0%+6.6%0.094%
10/31/2023Allworth Financial LP4,360$130K0.0%+21.8%0.024%
10/30/2023Congress Wealth Management LLC DE15,834$473K0.0%+13.7%0.089%
10/23/2023Commonwealth Equity Services LLC20,096$600K0.0%+2.4%0.112%
10/17/2023CreativeOne Wealth LLC13,787$412K0.0%-18.4%0.077%
8/14/2023Perennial Investment Advisors LLC28,464$883K0.2%+8.8%0.132%
8/10/2023GeoWealth Management LLC7,510$233K0.0%-7.1%0.035%
8/10/2023US Financial Advisors LLC29,747$923K0.4%-4.9%0.138%
8/9/2023Flow Traders U.S. LLC7,331$227K0.0%N/A0.034%
8/8/20233D L Capital Management LLC25,617$795K0.2%+2.8%0.119%
8/1/2023Merit Financial Group LLC23,939$743K0.0%+24.3%0.111%
7/31/2023LPL Financial LLC43,831$1.36M0.0%-3.8%0.204%
7/18/2023Allworth Financial LP3,581$111K0.0%N/A0.017%
7/6/2023 HBW Advisory Services LLC5,451$169K0.0%N/A0.025%
5/23/2023Toroso Investments LLC63,588$1.88M0.1%-2.8%0.293%
5/16/2023Syntegra Private Wealth Group LLC11,473$338K0.1%N/A0.053%
5/15/2023Gladstone Institutional Advisory LLC253,856$7.49M0.5%+6.1%1.169%
5/12/2023Financial Architects Inc22,242$656K0.1%-1.5%0.102%
5/12/2023GeoWealth Management LLC8,083$238K0.0%+14.7%0.037%
5/8/20233D L Capital Management LLC24,919$735K0.2%-3.8%0.115%
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5/4/2023US Financial Advisors LLC31,284$923K0.4%+7.0%0.144%
5/2/2023Daiwa Securities Group Inc.16,570,000$488.65M3.4%+5.4%76.324%
4/28/2023Wealthfront Advisers LLC15,689$463K0.0%-4.6%0.072%
4/24/2023Merit Financial Group LLC19,257$568K0.0%+8.1%0.089%
2/13/2023GeoWealth Management LLC7,046$195K0.0%+1,036.5%0.032%
2/7/2023LPL Financial LLC50,503$1.40M0.0%-13.8%0.231%
2/7/2023Financial Architects Inc22,586$625K0.1%-7.4%0.103%
2/6/2023Daiwa Securities Group Inc.15,720,000$435.29M3.3%+2.3%71.846%
2/2/2023Congress Wealth Management LLC DE13,575$376K0.0%+11.8%0.062%
2/1/2023Gladstone Institutional Advisory LLC239,309$6.63M0.5%+167.4%1.094%
(Data available from 1/1/2016 forward)

KRMA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KRMA shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Global X Conscious Companies ETF. The most heavily invested institutionals were Daiwa Securities Group Inc. ($456.34M), Independent Advisor Alliance ($3.52M), LPL Financial LLC ($2.97M), Royal Bank of Canada ($1.53M), Cetera Advisors LLC ($1.28M), Kingsview Wealth Management LLC ($1.24M), and US Financial Advisors LLC ($1.12M).Learn more on Global X Conscious Companies ETF's institutional investors.

Which institutional investors have been buying Global X Conscious Companies ETF's stock?

Of the 31 institutional investors that purchased Global X Conscious Companies ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Daiwa Securities Group Inc. ($701.41K), Independent Advisor Alliance ($90.09K), Cetera Advisors LLC ($35.29K), HighTower Advisors LLC ($23.50K), Jane Street Group LLC ($15.39K), Western Wealth Management LLC ($11.38K), and Envestnet Asset Management Inc. ($8.36K).

How much institutional buying is happening at Global X Conscious Companies ETF?

Institutional investors have bought a total of 552,805 shares in the last 24 months. This purchase volume represents approximately $20.70M in transactions.

Which of Global X Conscious Companies ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Global X Conscious Companies ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Daiwa Securities Group Inc. ($1.45M), Gladstone Institutional Advisory LLC ($62.37K), Merit Financial Group LLC ($7.38K), Wealthfront Advisers LLC ($5.66K), LPL Financial LLC ($5.27K), Congress Wealth Management LLC DE ($4.78K), and US Financial Advisors LLC ($4.15K).

How much institutional selling is happening at Global X Conscious Companies ETF?

Institutional investors have sold a total of 1,556,987 shares in the last 24 months. This volume of shares sold represents approximately $60.89M in transactions.



This page (NASDAQ:KRMA) was last updated on 7/19/2025 by MarketBeat.com Staff
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