GLOBAL X FDS (DAX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
50
Reporting holders
$63.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $27.7M | 627,800 | 1.54% | 16q | +1.5%+$406.0K |
| Y.D. More Investments Ltd | $7.4M | 168,374 | 0.23% | 6q | +12.3%+$815.4K |
| Federation des caisses Desjardins du Quebec | $5.7M | 128,408 | 0.02% | new | NEW |
| LPL Financial LLC | $3.6M | 80,928 | 0.00% | 11q | +2.7%+$94.1K |
| Advisors Capital Management, LLC | $2.9M | 66,428 | 0.03% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.7M | 37,915 | 0.00% | 6q | +1.2%+$19.4K |
| Genesee Capital Advisors, LLC | $1.6M | 35,888 | 0.50% | 6q | -6.4%-$107.5K |
| Financial Sense Advisors, Inc. | $1.5M | 33,402 | 0.29% | 5q | -11.5%-$190.9K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.3M | 29,444 | 0.05% | 2q | +160.8%+$801.8K |
| ROYAL BANK OF CANADA | $1.2M | 27,170 | 0.00% | 15q | +4.4%+$50.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.0M | 22,550 | 0.04% | 2q | -53.8%-$1.2M |
| Avestar Capital, LLC | $1.0M | 22,726 | 0.06% | 3q | +2.8%+$27.8K |
| Nikulski Financial, Inc. | $761.4K | 17,145 | 0.16% | 3q | -2.8%-$22.0K |
| Global View Capital Management LLC | $724.4K | 16,402 | 0.15% | 5q | -35.8%-$404.4K |
| JANE STREET GROUP, LLC | $647.1K | 14,652 | 0.00% | 9q | +26.5%+$135.6K |
| Strait & Sound Wealth Management LLC | $606.9K | 13,741 | 0.21% | 6q | -3.5%-$22.0K |
| OpenArc Corporate Advisory, LLC | $552.4K | 12,506 | 0.01% | new | NEW |
| Kohmann Bosshard Financial Services, LLC | $521.0K | 11,795 | 0.04% | 11q | +17.1%+$76.1K |
| Belvedere Trading LLC | $362.4K | 8,005 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $336.1K | 7,610 | 0.01% | 3q | -3.7%-$12.8K |
| D. E. Shaw & Co., Inc. | $309.4K | 7,006 | 0.00% | 5q | -25.5%-$106.0K |
| OSAIC HOLDINGS, INC. | $309.4K | 7,004 | 0.00% | 7q | -89.3%-$2.6M |
| MML INVESTORS SERVICES, LLC | $304.4K | 6,893 | 0.00% | 2q | +8.6%+$24.0K |
| ENVESTNET ASSET MANAGEMENT INC | $284.7K | 6,446 | 0.00% | 5q | -2.0%-$5.9K |
| Wealthfront Advisers LLC | $209.9K | 4,752 | 0.00% | 5q | -11.0%-$25.9K |
| IFP Advisors, Inc | $171.1K | 3,874 | 0.00% | 2q | HELD |
| FMR LLC | $156.3K | 3,539 | 0.00% | 5q | +243.6%+$110.8K |
| US BANCORP \DE\ | $86.2K | 1,952 | 0.00% | 25q | HELD |
| AE Wealth Management LLC | $75.3K | 1,705 | 0.00% | 5q | HELD |
| Cape Investment Advisory, Inc. | $65.8K | 1,490 | 0.02% | new | NEW |
| BANK OF MONTREAL /CAN/ | $65.3K | 1,478 | 0.00% | 19q | -83.4%-$328.9K |
| Steward Partners Investment Advisory, LLC | $50.8K | 1,150 | 0.00% | 14q | HELD |
| MORGAN STANLEY | $46.3K | 1,049 | 0.00% | 31q | HELD |
| TD Waterhouse Canada Inc. | $38.6K | 875 | 0.00% | 2q | HELD |
| UBS Group AG | $37.1K | 841 | 0.00% | 2q | +82.4%+$16.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $29.8K | 675 | 0.00% | new | NEW |
| LFA - Lugano Financial Advisors SA | $28.5K | 645 | 0.02% | 4q | HELD |
| Spire Wealth Management | $19.9K | 450 | 0.00% | 5q | -52.6%-$22.1K |
| Medallion Wealth Advisors, LLC | $14.2K | 321 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $10.4K | 235 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $9.9K | 223 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $8.9K | 202 | 0.00% | 5q | -60.9%-$13.9K |
| FLOW TRADERS U.S. LLC | $6.4K | 144,428 | 0.26% | 5q | +9.8% |
| SIGNATUREFD, LLC | $5.5K | 125 | 0.00% | 5q | -63.9%-$9.8K |
| WELLS FARGO & COMPANY/MN | $5.5K | 125 | 0.00% | 14q | +6150.0%+$5.4K |
| NATIONAL BANK OF CANADA /FI/ | $5.0K | 114 | 0.00% | 8q | +418.2%+$4.0K |
| WHITTIER TRUST CO | $4.6K | 100 | 0.00% | 10q | HELD |
| BlueCrest Capital Management Ltd | $3.8K | 86 | 0.00% | new | NEW |
| Harel Insurance Investments & Financial Services Ltd. | $3.7K | 84,954 | 0.02% | 4q | +9.0% |
| VANGUARD ADVISERS INC | $3.5K | 80 | 0.00% | 2q | HELD |
| Commonwealth Retirement Investments LLC | $2.2K | 50 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $44 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | $63.5M | 1,436,375 | 10 | 14 | 15 | 0.0% |
| Q1 2026 | 48 | $63.5M | 1,490,305 | 10 | 10 | 13 | 1.1% |
| Q4 2025 | 53 | $76.8M | 1,668,960 | 11 | 12 | 14 | 0.9% |
| Q3 2025 | 53 | $76.7M | 1,698,318 | 6 | 18 | 10 | 1.0% |
| Q2 2025 | 60 | $91.9M | 2,033,161 | 31 | 12 | 8 | 0.6% |
| Q1 2025 | 32 | $63.8M | 1,604,878 | 12 | 9 | 5 | 1.6% |
| Q4 2024 | 22 | $38.5M | 1,156,414 | 5 | 4 | 3 | 0.0% |
| Q3 2024 | 20 | $40.6M | 1,155,319 | 3 | 5 | 5 | 0.0% |
| Q2 2024 | 19 | $39.2M | 1,234,332 | 4 | 2 | 7 | 0.0% |
| Q1 2024 | 17 | $27.2M | 814,423 | 5 | 4 | 2 | 0.0% |
| Q4 2023 | 15 | $26.8M | 867,962 | 4 | 5 | 3 | 0.0% |
| Q3 2023 | 14 | $20.5M | 753,552 | 1 | 5 | 4 | 0.0% |
| Q2 2023 | 18 | $25.5M | 854,354 | 5 | 5 | 3 | 0.8% |
| Q1 2023 | 17 | $23.4M | 797,084 | 4 | 3 | 4 | 0.0% |
| Q4 2022 | 16 | $63.3M | 713,860 | 8 | 3 | 2 | 71.2% |
| Q3 2022 | 14 | $15.0M | 651,635 | 4 | 3 | 2 | 11.3% |
| Q2 2022 | 15 | $295.9M | 192,841 | 2 | 1 | 4 | 98.5% |
| Q1 2022 | 17 | $221.6M | 135,729 | 6 | 3 | 4 | 98.3% |
| Q4 2021 | 14 | $16.4M | 507,360 | 4 | 2 | 2 | 0.0% |
| Q3 2021 | 11 | $5.3M | 165,694 | 3 | 2 | 0 | 0.0% |
| Q2 2021 | 11 | $3.7M | 97,626 | 6 | 0 | 1 | 11.4% |
| Q1 2021 | 6 | $1.9M | 59,191 | 1 | 0 | 2 | 0.0% |
| Q4 2020 | 6 | $2.1M | 67,155 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 7 | $1.9M | 67,305 | 1 | 0 | 3 | 0.0% |
| Q2 2020 | 7 | $2.5M | 95,785 | 3 | 2 | 0 | 0.0% |
| Q1 2020 | 4 | $614.0K | 29,825 | 0 | 0 | 2 | 0.0% |
| Q4 2019 | 8 | $4.2M | 147,743 | 1 | 2 | 3 | 0.0% |
| Q3 2019 | 8 | $3.7M | 142,579 | 0 | 3 | 4 | 0.0% |
| Q2 2019 | 9 | $4.0M | 151,220 | 0 | 5 | 2 | 0.0% |
| Q1 2019 | 11 | $2.6M | 100,766 | 1 | 4 | 4 | 0.0% |
| Q4 2018 | 10 | $2.7M | 113,566 | 3 | 0 | 0 | 0.0% |