DAX Institutional Ownership & Shareholders
GLOBAL X DAX GERMANY ETF (DAX) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $69.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osborne Partners Capital Management, Llc is currently the largest disclosed institutional shareholder of DAX tracked by InsiderSet, reporting ownership valued at approximately $27.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.95M, representing an estimated gain of +0.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed DAX value among the investors covered in this analysis. Major shareholders include Osborne Partners Capital Management, Llc, Y.D. More Investments Ltd, Flow Traders U.S. Llc, and several other long-term asset managers with concentrated positions in GLOBAL X DAX GERMANY ETF (DAX).
This page ranks the largest institutional DAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
52
Total Reported Value
$69.25M
Largest Holder
Osborne Partners Capital Management, Llc
Largest Position
$27.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osborne Partners Capital Management, Llc | 1.54% | 627,800 | $27,728,687 | $27,945,324 | +$216,637 | +0.78% | |
| Y.D. More Investments Ltd | 0.23% | 168,374 | $7,428,878 | $7,494,849 | +$65,971 | +0.89% | |
| Flow Traders U.S. Llc | 0.26% | 144,428 | $6,379,000 | $6,428,938 | +$49,938 | +0.78% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 128,408 | $5,671,525 | $5,715,838 | +$44,313 | +0.78% | |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | 84,954 | $3,726,000 | $3,781,566 | +$55,566 | +1.49% | |
| Lpl Financial Llc | 0.00% | 80,928 | $3,574,423 | $3,602,356 | +$27,933 | +0.78% | |
| Advisors Capital Management, Llc | 0.03% | 66,428 | $2,933,991 | $2,956,916 | +$22,925 | +0.78% | |
| Bank Of America Corp | 0.00% | 37,915 | $1,674,630 | $1,687,714 | +$13,084 | +0.78% | |
| Financial Sense Advisors, Inc. | 0.29% | 33,402 | $1,475,308 | $1,486,827 | +$11,519 | +0.78% | |
| Genesee Capital Advisors, Llc | 0.46% | 33,509 | $1,474,349 | $1,491,589 | +$17,240 | +1.17% | |
| Insigneo Advisory Services, Llc | 0.05% | 29,444 | $1,300,483 | $1,310,644 | +$10,161 | +0.78% | |
| Royal Bank Of Canada | 0.00% | 27,170 | $1,200,000 | $1,209,421 | +$9,421 | +0.79% | |
| Leavell Investment Management, Inc. | 0.04% | 22,550 | $1,006,997 | $1,003,770 | -$3,227 | -0.32% | |
| Avestar Capital, Llc | 0.09% | 22,726 | $999,921 | $1,011,605 | +$11,684 | +1.17% | |
| Nikulski Financial, Inc. | 0.16% | 17,145 | $761,420 | $763,177 | +$1,757 | +0.23% | |
| Jane Street Group, Llc | 0.00% | 14,652 | $647,150 | $652,206 | +$5,056 | +0.78% | |
| Strait & Sound Wealth Management Llc | 0.21% | 13,741 | $606,913 | $611,655 | +$4,742 | +0.78% | |
| Global View Capital Management Llc | 0.13% | 13,635 | $599,926 | $606,936 | +$7,010 | +1.17% | |
| Openarc Corporate Advisory, Llc | 0.01% | 12,506 | $550,251 | $556,681 | +$6,430 | +1.17% | |
| Kohmann Bosshard Financial Services, Llc | 0.04% | 11,795 | $520,974 | $525,032 | +$4,058 | +0.78% | |
| Belvedere Trading Llc | 0.03% | 8,005 | $353,565 | $356,327 | +$2,762 | +0.78% | |
| Parallel Advisors, Llc | 0.01% | 7,610 | $336,118 | $338,745 | +$2,627 | +0.78% | |
| D. E. Shaw & Co., Inc. | 0.00% | 7,006 | $309,441 | $311,859 | +$2,418 | +0.78% | |
| Osaic Holdings, Inc. | 0.00% | 7,004 | $309,372 | $311,770 | +$2,398 | +0.78% | |
| Mml Investors Services, Llc | 0.00% | 6,893 | $304,431 | $306,829 | +$2,398 | +0.79% | |
| Envestnet Asset Management Inc | 0.00% | 6,446 | $284,701 | $286,931 | +$2,230 | +0.78% | |
| Wealthfront Advisers Llc | 0.00% | 4,752 | $209,886 | $211,526 | +$1,640 | +0.78% | |
| Dakota Wealth Management | 0.00% | 4,514 | $201,984 | $200,932 | -$1,052 | -0.52% | |
| Fmr Llc | 0.00% | 3,539 | $156,301 | $157,532 | +$1,231 | +0.79% | |
| Us Bancorp \De\ | 0.00% | 1,952 | $86,216 | $86,890 | +$674 | +0.78% | |
| Cape Investment Advisory, Inc. | 0.02% | 1,518 | $66,791 | $67,571 | +$780 | +1.17% | |
| Bank Of Montreal | 0.00% | 1,478 | $65,300 | $65,790 | +$490 | +0.75% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,150 | $50,793 | $51,190 | +$397 | +0.78% | |
| Morgan Stanley | 0.00% | 1,049 | $46,345 | $46,694 | +$349 | +0.75% | |
| Ifp Advisors, Inc | 0.00% | 920 | $40,479 | $40,952 | +$473 | +1.17% | |
| Td Waterhouse Canada Inc. | 0.00% | 875 | $38,064 | $38,949 | +$885 | +2.32% | |
| Spire Wealth Management | 0.00% | 850 | $37,399 | $37,836 | +$437 | +1.17% | |
| Ubs Group Ag | 0.00% | 841 | $37,145 | $37,436 | +$291 | +0.78% | |
| Lfa - Lugano Financial Advisors Sa | 0.02% | 645 | $28,488 | $28,711 | +$223 | +0.78% | |
| Medallion Wealth Advisors, Llc | 0.00% | 321 | $14,178 | $14,289 | +$111 | +0.78% | |
| Fifth Third Bancorp | 0.00% | 235 | $10,379 | $10,461 | +$82 | +0.79% | |
| Rockefeller Capital Management L.P. | 0.00% | 223 | $9,862 | $9,926 | +$64 | +0.65% | |
| Sbi Securities Co., Ltd. | 0.00% | 190 | $8,360 | $8,457 | +$97 | +1.17% | |
| Signaturefd, Llc | 0.00% | 127 | $5,603 | $5,653 | +$50 | +0.90% | |
| Wells Fargo & Company/Mn | 0.00% | 125 | $5,508 | $5,564 | +$56 | +1.02% | |
| National Bank Of Canada | 0.00% | 114 | $5,016 | $5,074 | +$58 | +1.17% | |
| Whittier Trust Co | 0.00% | 100 | $4,576 | $4,451 | -$125 | -2.72% | |
| Bluecrest Capital Management Ltd | 0.00% | 86 | $3,798 | $3,828 | +$30 | +0.79% | |
| Vanguard Advisers Inc | 0.00% | 80 | $3,533 | $3,561 | +$28 | +0.79% | |
| Assetmark, Inc | 0.00% | 4 | $176 | $178 | +$2 | +1.17% |
Frequently asked questions about DAX
Who are the largest institutional holders of DAX?
The largest institutional holders of DAX reported in the latest SEC Form 13F filings include Osborne Partners Capital Management, Llc, Y.D. More Investments Ltd, Flow Traders U.S. Llc, Federation Des Caisses Desjardins Du Quebec, and Harel Insurance Investments & Financial Services Ltd.. InsiderSet ranks institutional holders by their latest reported DAX position.
What is DAX institutional ownership?
This page tracks DAX positions reported by institutional investment managers through SEC Form 13F. GLOBAL X DAX GERMANY ETF (DAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DAX?
InsiderSet currently tracks 52 institutional managers reporting DAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DAX shareholders.
How much DAX stock do institutions own?
Institutional investment managers disclosed approximately $69.25M in DAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DAX institutional ownership last updated?
The latest DAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DAX position after the reporting date.
Are institutions buying or selling DAX?
Institutional buying and selling can be analyzed by comparing DAX positions across consecutive 13F reporting periods. InsiderSet's DAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DAX ownership changes.
How has DAX institutional ownership changed over time?
InsiderSet tracks DAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.