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Global X Fds shares owned by Oakmont Partners

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in Global X Fds

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All positions including Global X Fds held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 47k 23.96
2025-12-31 $731k 35k 21.10

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View all positions for Oakmont Partners

Top funds holding Global X Fds

Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
HighTower Advisors
Northwestern Mutual Wealth Management Company
Hedeker Wealth Management
Cetera Investment Advisers
Royal Bank of Canada
New Wave Wealth Advisors
Envestnet Asset Management
Foguth Wealth Management
Private Advisor
Advisor Group Holdings

View all funds holding Global X Fds