GLOBAL X FDS (DAX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
52
Reporting holders
$73.8M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| FLOW TRADERS U.S. LLC | $6.4M | 144,428 | 0.26% | 5q | +9.8%+$569.3K |
| Federation des caisses Desjardins du Quebec | $5.7M | 128,408 | 0.02% | new | NEW |
| Harel Insurance Investments & Financial Services Ltd. | $3.7M | 84,954 | 0.02% | 4q | +9.0%+$308.9K |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $569.4K | 12,892 | 0.00% | 5q | +96.0%+$278.8K |
| 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 |
| 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 |
| 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 |
| 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 | 52 | $73.8M | 1,672,203 | 10 | 17 | 14 | 0.0% |
| Q1 2026 | 51 | $72.9M | 1,714,534 | 11 | 12 | 13 | 1.0% |
| Q4 2025 | 55 | $83.1M | 1,807,782 | 11 | 13 | 14 | 0.8% |
| Q3 2025 | 57 | $79.6M | 1,762,509 | 7 | 19 | 12 | 1.0% |
| Q2 2025 | 65 | $97.4M | 2,155,512 | 35 | 13 | 8 | 0.6% |
| Q1 2025 | 35 | $63.9M | 1,606,953 | 15 | 9 | 5 | 1.6% |
| Q4 2024 | 22 | $38.5M | 1,156,414 | 5 | 4 | 3 | 0.0% |
| Q3 2024 | 21 | $42.8M | 1,217,666 | 3 | 6 | 5 | 0.0% |
| Q2 2024 | 21 | $39.6M | 1,246,771 | 6 | 2 | 7 | 0.0% |
| Q1 2024 | 18 | $27.2M | 814,923 | 5 | 4 | 3 | 0.0% |
| Q4 2023 | 19 | $28.7M | 930,316 | 5 | 5 | 5 | 0.0% |
| Q3 2023 | 16 | $22.3M | 821,581 | 2 | 6 | 4 | 0.0% |
| Q2 2023 | 19 | $25.9M | 866,718 | 5 | 5 | 4 | 0.8% |
| Q1 2023 | 19 | $24.3M | 812,107 | 6 | 3 | 4 | 1.8% |
| Q4 2022 | 17 | $64.1M | 735,860 | 8 | 3 | 2 | 70.6% |
| 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% |