GLOBAL X DEFENSE TECH ETF SHLD
$63.96
+4.5% 52w: $57.16 – $77.77
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data57.1667.4677.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
608
+116 QoQ
13F value
$5.03B
+67.4% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.6×
$17.7M calls / $11.4M puts
Institutional value by quarter
Number of holders
Who owns SHLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.6M | $678.4M | 0.0% | +30.9% |
| LPL Financial LLC | Bank broker | 5.0M | $352.2M | 0.1% | +35.9% |
| Harel Insurance Investments & Financial Services Ltd. | Other | 4.6M | $329.1M | 2.2% | +151.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 4.0M | $283.1M | 0.4% | +45.7% |
| JPMORGAN CHASE & CO | Bank broker | 3.8M | $257.2M | 0.0% | +51.2% |
| MORGAN STANLEY | Bank broker | 3.6M | $252.3M | 0.0% | +33.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 2.8M | $196.8M | 0.1% | +1039.3% |
| Clal Insurance Enterprises Holdings Ltd | Other | 1.7M | $120.4M | 0.7% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $78.1M | 0.0% | +89.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $73.9M | 0.0% | +60.0% |
| JANE STREET GROUP, LLC | Market maker | 1.0M | $71.0M | 0.1% | +1652.4% |
| OneDigital Investment Advisors LLC | Wealth advisor | 982.4K | $69.6M | 0.7% | +79.0% |
| Merit Financial Group, LLC | Wealth advisor | 839.0K | $59.4M | 0.4% | +41.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 821.5K | $58.2M | 0.1% | +19.2% |
| ROYAL BANK OF CANADA | Bank broker | 817.4K | $57.9M | 0.0% | +49.9% |
| UBS Group AG | Bank broker | 814.5K | $57.7M | 0.0% | +137.8% |
| Global X Japan Co., Ltd. | Other | 780.7K | $55.3M | 2.8% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 770.9K | $54.6M | 0.3% | +41.1% |
| Henshaw Capital LLC | Other | 762.0K | $54.0M | 2.0% | Held |
| SOFI WEALTH, LLC | Wealth advisor | 744.0K | $52.7M | 2.5% | -5.8% |
| Cetera Investment Advisers | Wealth advisor | 654.0K | $46.3M | 0.0% | +27.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 640.0K | $45.3M | 0.0% | +96.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 578.7K | $41.0M | 0.0% | +13.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 542.6K | $38.4M | 0.1% | -33.5% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 494.8K | $36.7M | 4.6% | -21.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 482.0K | $34.1M | 0.1% | +28.3% |
| Advocacy Wealth Management, LLC | Wealth advisor | 469.6K | $33.3M | 1.5% | +25.3% |
| AE Wealth Management LLC | Wealth advisor | 455.0K | $32.2M | 0.2% | +12.8% |
| Bensler, LLC | Other | 409.8K | $29.0M | 3.0% | +23.2% |
| Ascent Group, LLC | Wealth advisor | 343.5K | $24.3M | 0.8% | +46.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 314.1K | $22.3M | 0.1% | +38.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 308.3K | $21.8M | 0.2% | +128.2% |
| Cerity Partners LLC | Diversified mechanical | 302.0K | $21.4M | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 298.9K | $21.2M | 0.2% | -7.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 292.2K | $20.7M | 0.5% | +50.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 279.4K | $19.8M | 0.0% | +436.1% |
| Portfolio Strategies, Inc. | Wealth advisor | 277.7K | $19.7M | 2.4% | +1840.2% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 268.0K | $19.0M | 1.1% | +61.3% |
| Goldstein Advisors, LLC | Wealth advisor | 243.5K | $17.2M | 1.9% | +50.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 243.3K | $17.2M | 0.0% | +35.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 228.9K | $16.2M | 0.0% | +30.5% |
| Shepherd Financial Partners LLC | Wealth advisor | 228.5K | $16.2M | 1.5% | +40.7% |
| Arax Advisory Partners | Wealth advisor | 214.6K | $15.2M | 0.4% | +179.8% |
| Triad Wealth Partners, LLC | Wealth advisor | 214.0K | $15.2M | 1.2% | +112.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 213.8K | $15.1M | 0.3% | +98.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 218.8K | $14.9M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 210.1K | $14.9M | 0.1% | +18.8% |
| Evolution Wealth Advisors, LLC | Wealth advisor | 208.3K | $14.8M | 1.5% | +1.2% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 198.6K | $14.1M | 0.0% | -33.2% |
| Decker Wealth Management LLC | Wealth advisor | 198.3K | $14.0M | 3.2% | +15.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding SHLD