Who Owns GLOBAL X FDS (DAX)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $36.5M of GLOBAL X FDS (DAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ($27.7M), Harel Insurance Investments & Financial Services Ltd. ($3.7M), LEAVELL INVESTMENT MANAGEMENT, INC. ($1.0M), Avestar Capital, LLC ($1.0M), Nikulski Financial, Inc. ($761,420). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $27.7M | 627,800 | Added |
| 2 | Harel Insurance Investments & Financial Services Ltd. | $3.7M | 84,954 | Added |
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.0M | 22,550 | Trimmed |
| 4 | Avestar Capital, LLC | $1.0M | 22,726 | Added |
| 5 | Nikulski Financial, Inc. | $761,420 | 17,145 | Trimmed |
| 6 | Global View Capital Management LLC | $724,444 | 16,402 | Trimmed |
| 7 | Kohmann Bosshard Financial Services, LLC | $520,974 | 11,795 | Added |
| 8 | Belvedere Trading LLC | $362,399 | 8,205 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $284,701 | 6,446 | Trimmed |
| 10 | IFP Advisors, Inc | $171,107 | 3,874 | Hold |
| 11 | AE Wealth Management LLC | $75,306 | 1,705 | Hold |
| 12 | Cape Investment Advisory, Inc. | $65,801 | 1,490 | New |
| 13 | TD Waterhouse Canada Inc. | $38,589 | 875 | Hold |
| 14 | LFA - Lugano Financial Advisors SA | $28,488 | 645 | Hold |
| 15 | Spire Wealth Management | $19,876 | 450 | Trimmed |
| 16 | SBI Securities Co., Ltd. | $8,922 | 202 | Trimmed |
| 17 | SIGNATUREFD, LLC | $5,521 | 125 | Trimmed |
| 18 | WHITTIER TRUST CO | $4,576 | 100 | Hold |
| 19 | Commonwealth Retirement Investments LLC | $2,208 | 50 | New |
| 20 | Investors Research Corp | $0 | 0 | Exited |
| 21 | Activest Wealth Management | $0 | 0 | Exited |
| 22 | Apollon Wealth Management, LLC | $0 | 0 | Exited |
| 23 | Value Investment Professionals, LLC | $0 | 0 | Exited |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
| 25 | Wealthcare Advisory Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30