Global X Funds - DAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 609,314 | 27,797 | 1.43% | 1.42% | 1 | -13,617 | -2.19% | Q4 2025 | Jan 27, 2026 |
| Hamilton Wealth, LLC | History | Added to | 193,156 | 8,811 | 1.68% | 1.76% | 2 | +4,097 | 2.17% | Q4 2025 | Feb 19, 2026 |
| Y.D. More Investments Ltd | History | Added to | 143,564 | 6,563 | 0.31% | 0.32% | 3 | +17,030 | 13.46% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 92,059 | 4,199 | 0.0% | 0.0% | 4 | +8,724 | 10.47% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 89,991 | 4,105 | 0.01% | 0.0% | 5 | +84,312 | 1484.63% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 86,573 | 3,950 | 0.13% | 0.01% | 6 | +81,250 | 1526.39% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 77,804 | 3,549 | 0.01% | 0.01% | 7 | -9,432 | -10.81% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 59,781 | 2,727 | 0.0% | 0.0% | 8 | -29,411 | -32.97% | Q4 2025 | Feb 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 52,249 | 2,356 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 44,106 | 2,012 | 0.0% | 0.0% | 10 | +7,830 | 21.58% | Q4 2025 | Feb 17, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 39,962 | 1,823 | 0.73% | 0.81% | 11 | -1,609 | -3.87% | Q4 2025 | Jan 16, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 38,387 | 1,751 | 0.32% | 0.29% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | New | 31,341 | 1,429 | 0.01% | — | 13 | +31,341 | New | Q4 2025 | Feb 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 29,352 | 1,339 | 0.25% | 0.35% | 14 | -7,304 | -19.93% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,025 | 1,187 | 0.0% | — | 15 | +26,025 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 22,283 | 1,016 | 0.02% | 0.02% | 16 | +2,696 | 13.76% | Q4 2025 | Jan 22, 2026 |
| Avestar Capital, LLC | History | New | 20,232 | 922 | 0.06% | — | 17 | +20,232 | New | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,749 | 809 | 0.0% | 0.0% | 18 | -593 | -3.23% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,700 | 670 | 0.0% | 0.0% | 19 | -39,595 | -72.93% | Q4 2025 | Feb 17, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 13,903 | 634 | 0.24% | 0.23% | 20 | +755 | 5.74% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,159 | 463 | 0.0% | — | 21 | +10,159 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 10,082 | 459 | 0.04% | 0.05% | 22 | -22 | -0.22% | Q4 2025 | Jan 30, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 9,712 | 443 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,134 | 416 | 0.0% | 0.0% | 24 | -400 | -4.2% | Q4 2025 | Feb 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 8,092 | 369 | 0.28% | 0.29% | 25 | -307 | -3.66% | Q4 2025 | Feb 11, 2026 |
| Nikulski Financial, Inc. | History | New | 6,950 | 317 | 0.08% | — | 26 | +6,950 | New | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | New | 6,940 | 316 | 0.01% | — | 27 | +6,940 | New | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 6,164 | 281 | 0.0% | 0.0% | 28 | +1,340 | 27.78% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,634 | 257 | 0.0% | 0.0% | 29 | -517 | -8.41% | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,553 | 253 | 0.01% | 0.01% | 30 | -202 | -3.51% | Q4 2025 | Feb 13, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 5,293 | 241 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,068 | 231 | 0.0% | 0.0% | 32 | -235 | -4.43% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,833 | 220 | 0.0% | 0.0% | 33 | -21,514 | -81.66% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | No change | 4,514 | 205 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,495 | 205 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 4,410 | 201 | 0.0% | — | 36 | +4,410 | New | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | No change | 1,952 | 89 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | No change | 1,705 | 77 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,478 | 67 | 0.02% | — | 39 | +1,478 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,305 | 59 | 0.0% | 0.0% | 40 | +103 | 8.57% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,150 | 52 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | No change | 1,001 | 45 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 975 | 44 | 0.0% | — | 43 | +975 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 950 | 43 | 0.0% | 0.0% | 44 | +400 | 72.73% | Q4 2025 | Jan 14, 2026 |
| Activest Wealth Management | History | No change | 798 | 36 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 453 | 20 | 0.01% | 0.01% | 46 | +193 | 74.23% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 346 | 15 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 300 | 13 | 0.0% | — | 48 | +300 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 235 | 10 | 0.0% | — | 49 | +214 | 1019.05% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 100 | 4 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 70 | 3 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 50 | 2 | 0.0% | — | 52 | +50 | New | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | New | 28 | 1 | 0.0% | — | 54 | +28 | New | Q4 2025 | Jan 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 22 | 1 | 0.0% | — | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -43,919 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Nicholas Hoffman & Company, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.26% | — | -6,981 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,397 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,251 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,129 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -940 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 17, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |