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Disclosery

SHLD GLOBAL X FDS

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DEFENSE TECH ETF (fund)

599 managers (608 13F filers) reported a position in SHLD shares at 2026-06-30, 78,899,097 shares in all. 81 filers opened a position and 82 filers sold out during the quarter.

Managers
599
13F filers
608
New
81
Added
321
Reduced
140
Sold out
82
Shares held by filers
78,899,097

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,128,782$605M0.04%+552,78713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,990,465$418M2.03%+2,345,10013F-HRTimelineGroup
LPL Financial LLC5,291,103$316M0.07%+319,98013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,389,422$258M0.02%+624,21713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,897,587$231M-345,231Timeline
MORGAN STANLEYin group MORGAN STANLEY3,635,394$217M0.01%+74,24013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,140,770$188M0.07%+362,71213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,370,942$81.9M+321,001Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,244,427$74.3M0.02%+141,66513F-HRTimelineGroup
OneDigital Investment Advisors LLC1,230,452$73.5M0.62%+248,08513F-HRTimeline
Merit Financial Group, LLC1,172,606$70M0.44%+333,56513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.997,148$59.5M0.07%+175,62813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP973,435$58.1M0.05%+394,69713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…948,362$56.6M0.03%+308,39713F-HRTimelineGroup
Sanctuary Advisors, LLC892,482$53.3M0.25%+121,53513F-HRTimeline
SOFI WEALTH, LLC823,592$49.2M1.98%+79,55513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC763,024$45.6M0.03%-239,78613F-HRTimelineGroup
Henshaw Capital LLC759,000$45.3M1.47%-3,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding727,483$43.4M-87,127Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA699,345$41.8M0.01%-118,08813F-HRTimelineGroup
Global X Japan Co., Ltd.689,061$41.1M1.51%-91,65613F-HRTimeline
NewEdge Advisors, LLC675,460$40.3M0.12%+193,44913F-HRTimeline
Cetera Investment Advisers624,679$37.3M0.03%-29,35013F-HRTimeline
Arax Advisory Partners622,078$37.1M0.25%+407,49613F-HRTimeline
Advocacy Wealth Management, LLC587,492$35.1M1.27%+117,87813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC553,219$33M0.3%+254,32513F-HRTimelineGroup
Integrated Wealth Concepts LLC527,958$31.5M0.15%+317,80913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC444,378$26.5M0.79%+100,86313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…435,066$26M0.04%-107,52313F-HRTimelineGroup
AE Wealth Management LLC413,512$24.7M0.12%-41,50313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC389,073$23.2M0.03%+87,07513F-HRTimelineGroup
Triad Wealth Partners, LLC358,058$23M1.37%+144,02213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC365,846$21.8M0.47%+73,61813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …355,947$21.3M1.05%+87,98913F-HRTimeline
Goldstein Advisors, LLC335,543$20M1.83%+92,07213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding327,597$19.6MnewTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD327,597$19.6M0.13%new13F-HRTimelineGroup
Shepherd Financial Partners LLC297,514$17.8M1.46%+68,97113F-HRTimeline
Vise Technologies, Inc.295,524$17.6M0.2%+246,64313F-HRTimeline
MML INVESTORS SERVICES, LLC281,535$16.8M0.03%-32,55413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC267,424$16M0.02%+38,48813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC262,921$15.7M0.25%+139,64513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.243,238$14.5M0.84%+49,61713F-HRTimelineGroup
MGO ONE SEVEN LLC227,846$13.6M0.22%+52,94013F-HRTimeline
Patton Albertson Miller Group, LLC224,449$13.4M1.33%+31,82313F-HRTimeline
Evolution Wealth Advisors, LLC220,193$13.1M1.54%+11,87913F-HRTimeline
Cambridge Investment Research Advisors,…219,730$13.1M0.03%-23,59713F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…214,462$12.8M0.01%-64,90913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP213,508$12.5M0.01%-5,25213F-HRTimeline
Horst & Graben Wealth Management LLC202,340$12.4M1.63%+47,38713F-HRTimeline
West Wealth Group, LLC204,917$12.2M2%+44,76213F-HRTimeline
KWB Wealth204,879$12.2M1.05%+102,70213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…198,994$11.9M0.02%+116,43613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.197,160$11.8M0.11%+109,85813F-HRTimeline
Decker Wealth Management LLC193,358$11.5M2.45%-4,89613F-HRTimeline
EQ LLC191,016$11.4M2.8%+74,78613F-HRTimeline
Marks Group Wealth Management, Inc187,085$11.2M0.97%new13F-HRTimeline
CFS Investment Advisory Services, LLC174,549$11.2M0.74%-5,20813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.184,568$11M0.11%-123,74913F-HRTimelineGroup
Scarborough Advisors, LLC172,055$11M1.26%+26,61313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC180,254$10.8M<0.01%+45,85413F-HRTimelineGroup
Perigon Wealth Management, LLC178,386$10.7M0.17%-35,42713F-HRTimeline
EWA, LLC170,302$10.2M1.86%+40,67113F-HRTimeline
Physician Wealth Advisors, Inc.169,122$10.1M1.21%+44,66813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC168,153$10M0.06%-1,72113F-HRTimelineGroup
Tennessee Valley Asset Management Partn…165,561$9.89M1.09%+12,93813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding162,691$9.71M+6,499Timeline
Security Financial Services, INC.162,500$9.7M1.35%+22,95413F-HRTimeline
Farther Finance Advisors, LLC159,160$9.5M0.07%+75,55813F-HRTimeline
Pettinga Financial Advisors LLC158,324$9.45M1.52%+27,13713F-HRTimeline
New England Private Wealth Advisors LLC149,135$9.4M0.91%+136,62413F-HRTimeline
Kelly Financial Services LLC157,258$9.39M2.01%+19,27613F-HRTimeline
HighTower Advisors, LLC155,372$9.28M0.01%+73,63413F-HRTimeline
Cardinal Strategic Wealth Guidance154,389$9.22M2.09%+72,87013F-HRTimeline
Stonebrook Private Inc.153,572$9.17M1.67%+38,29113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.149,904$8.95M0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC147,408$8.8M0.44%+24,81713F-HRTimeline
POTENTIA WEALTH143,846$8.59M3.52%-8,49713F-HRTimeline
Keystone Financial Group139,364$8.32M0.49%+33,93813F-HRTimeline
Plancorp, LLC136,498$8.25M0.2%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding137,632$8.22M-1,604Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP137,010$8M<0.01%+39,00513F-HRTimelineGroup
Foguth Wealth Management, LLC.131,078$7.87M0.9%+49,31713F-HRTimeline
Embree Financial Group130,116$7.77M0.78%+50,79313F-HRTimeline
Savvy Advisors, Inc.129,990$7.76M0.17%+28,41713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC129,675$7.74M1.43%+23813F-HRTimeline
BEACON FINANCIAL GROUP128,904$7.7M0.7%+26,35513F-HRTimeline
Midwest Capital Advisors, LLC127,758$7.63M3.1%+31,63813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC126,408$7.55M1.12%+16,20113F-HRTimeline
MA Private Wealth125,366$7.49M1.11%+9,68213F-HRTimeline
One Wealth Advisors, LLC122,090$7.29M0.8%+13,99313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/121,707$7.27M0.01%+93,90413F-HRTimelineGroup
Sharkey, Howes & Javer113,048$6.75M0.82%+9,94613F-HRTimeline
ONE Advisory Partners, LLC111,594$6.66M1.81%+20,56913F-HRTimeline
Steward Partners Investment Advisory, L…110,759$6.61M0.03%-57,57913F-HRTimeline
Stokes Family Office, LLC110,071$6.57M0.77%-2,92513F-HRTimeline
Bridgelight Financial Advisors, Inc.109,512$6.54M4.48%new13F-HRTimeline
Private Advisor Group, LLC107,740$6.43M0.03%-50,10213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC104,905$6.26M0.12%+7,23713F-HRTimeline
Mariner, LLCin group Mariner, LLC104,030$6.21M0.01%+12,85613F-HRTimelineGroup
Buttonwood Financial Group, LLC103,100$6.16M3.52%+20,76813F-HRTimeline
EHRLICH FINANCIAL GROUP101,933$6.09M3.13%+19,26213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…101,207$6.04M0.05%+16,89713F-HRTimelineGroup
CIBC WORLD MARKET INC.99,296$5.93M0.01%+4,80313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC98,779$5.9M0.11%+16,17013F-HRTimelineGroup
Perennial Investment Advisors, LLC98,691$5.89M0.39%+17,95613F-HRTimeline
Archer Investment Management, LLC98,551$5.88M2.01%+27,78813F-HRTimeline
Frisch Financial Group, Inc.95,909$5.73M0.98%+82,41313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp93,123$5.56M<0.01%+18,05413F-HRTimelineGroup
Millington Financial Advisors, LLC92,445$5.55M2.18%+2,29713F-HRTimeline
Synergy Investment Management, LLC92,936$5.55M1.34%+29,59313F-HRTimeline
JT Stratford LLC90,833$5.42M0.59%+27,83713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC90,329$5.39M1.52%+15,32813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…89,824$5.36M0.11%+74,36813F-HRTimelineGroup
Vertex Planning Partners, LLC87,750$5.24M0.78%+34,24313F-HRTimeline
Avid Wealth Partners LLC86,848$5.19M2.51%+41,81213F-HRTimeline
Beacon Capital Management, LLC86,304$5.15M0.76%+73,33813F-HRTimeline
ShoreHaven Wealth Partners, LLC86,155$5.14M1.62%+16,74313F-HRTimeline
Steelhead Wealth Management LLC85,382$5.1M2.05%+43,37613F-HRTimeline
Ameliora Wealth Management Ltd.85,039$5.08M1.51%+24,88813F-HRTimeline
Claro Advisors Inc.84,077$5.02M0.53%+17,29413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.82,629$4.9M0.03%-10,54813F-HRTimelineGroup
Strategies Wealth Advisors, LLC81,899$4.89M0.44%+61,24713F-HRTimeline
OAK FAMILY ADVISORS, LLC80,541$4.81M1.39%-38,61813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.79,666$4.76M0.48%+3,24113F-HRTimeline
HBW ADVISORY SERVICES LLC77,089$4.6M0.42%-1,90713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC76,567$4.57M<0.01%-36,65013F-HRTimelineGroup
Waverly Advisors, LLC75,519$4.51M0.03%+71,04913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC75,046$4.48M0.91%-82713F-HRTimeline
TSA Wealth Managment LLC74,550$4.45M1.26%-1,91713F-HRTimeline
MCMORGAN & CO LLC74,179$4.43M0.67%+14,86913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC73,716$4.4M0.01%+15,55713F-HRTimelineGroup
Quadcap Wealth Management, LLC71,934$4.3M0.42%+5,33513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO71,610$4.28M<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC70,822$4.23M0.52%+12,11913F-HRTimeline
May Hill Capital, LLC69,711$4.16M0.87%+14,57913F-HRTimeline
OLD MISSION CAPITAL LLC69,334$4.14M0.11%new13F-HRTimeline
&PARTNERS68,100$4.11M0.02%+63,18913F-HRTimeline
EP Wealth Advisors, LLC67,972$4.06M0.02%-2,04113F-HRTimeline
Focus Financial Network, Inc.67,542$4.05M0.13%+24,09013F-HRTimeline
M1 Capital Management LLC65,360$3.9M1.44%+34,22513F-HRTimeline
Hobbs Wealth Management, LLC64,926$3.88M3.28%+17,65313F-HRTimeline
Quadrant Private Wealth Management, LLC64,482$3.86M0.86%+15,95813F-HRTimeline
Town Capital LLC64,431$3.85M2.44%+21,52713F-HRTimeline
Skyline Advisors, Inc.63,061$3.77M1.18%+29,43113F-HRTimeline
GTS SECURITIES LLC62,946$3.76M0.08%+29,64113F-HRTimeline
Summit Financial, LLC60,537$3.63M0.04%+97313F-HRTimeline
BlueCrest Capital Management Ltd60,000$3.58M0.15%new13F-HRTimeline
Nikulski Financial, Inc.59,702$3.57M0.77%+4,79513F-HRTimeline
WEALTH ALLIANCE, LLC59,521$3.55M0.3%+33,13613F-HRTimeline
Alliance Wealth Advisors, LLC /UT57,824$3.45M0.65%-13,74913F-HRTimeline
Atria Investments, Inc57,274$3.42M0.03%+7,35013F-HRTimeline
A4 Wealth Advisors LLC57,062$3.41M2.3%+18,42413F-HRTimeline
Federation des caisses Desjardins du Qu…56,783$3.39M0.01%+18,14513F-HRTimeline
Dynasty Wealth Management, LLC56,725$3.39M0.03%-54,53513F-HRTimeline
Tepp RIA, LLC55,767$3.33M2.26%+18,86613F-HRTimeline
SWP FINANCIAL LLC55,023$3.29M1.52%+10,13913F-HRTimeline
Fortis Advisors, LLC54,883$3.28M1.53%-1,04913F-HRTimeline
Daybright Advisory Services, Inc.51,433$3.25M0.78%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,909$3.22M0.02%+3,44613F-HRTimelineGroup
Trek Financial, LLC52,965$3.16M0.16%+8,12613F-HRTimeline
Gotham Asset Management, LLC52,722$3.15M0.01%+18613F-HRTimeline
Mayflower Financial Advisors, LLC52,688$3.15M0.27%+4,59513F-HRTimeline
Golden State Wealth Management, LLC52,397$3.13M0.29%+46,52813F-HRTimeline
Gen-Wealth Partners Inc51,829$3.09M0.86%+14,32213F-HRTimeline
Lifelong Wealth Advisors, Inc.50,697$3.03M0.71%+23,02413F-HRTimeline
Scissortail Wealth Management, LLC50,176$3M0.58%+14,02113F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC49,927$2.98M1.15%+6,12613F-HRTimeline
Schwallier Wealth Management LLC47,890$2.86M1.81%new13F-HRTimeline
Spectrum Planning & Advisory Services I…47,637$2.84M1.27%+12,69313F-HRTimeline
Mutual Advisors, LLC47,587$2.84M0.05%+10,36213F-HRTimeline
Apeiron RIA LLC46,908$2.8M0.72%+3,96413F-HRTimeline
Ashton Thomas Private Wealth, LLC46,893$2.8M0.06%+17,84513F-HRTimeline
Kingsview Wealth Management, LLC46,753$2.79M0.03%+14,65313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC45,868$2.74M0.43%+8,57213F-HRTimeline
Solstein Capital, LLC44,211$2.64M0.9%+11,35213F-HRTimeline
Integrated Advisors Network LLC43,688$2.61M0.12%+17,96013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC43,675$2.61M<0.01%+5,92213F-HRTimelineGroup
Qube Research & Technologies Ltd43,037$2.57M<0.01%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P42,502$2.54M<0.01%-18,63013F-HRTimelineGroup
PFG Advisors42,455$2.53M0.13%+10,63413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC41,784$2.49M2.11%+7,15713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,671$2.49M<0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.41,598$2.48M<0.01%new13F-HRTimeline
Tradition Wealth Management, LLC41,598$2.48M0.15%+4,91513F-HRTimeline
Peak Wealth Management LLC41,050$2.45M1.72%+7,48713F-HRTimeline
World Investment Advisors34,494$2.41M0.04%+61813F-HRTimeline
TD Waterhouse Canada Inc.39,056$2.39M0.01%+5,50113F-HRTimeline
Bedminster, LLC39,686$2.37M2.02%+4,45613F-HRTimeline
IFP Advisors, Inc39,198$2.34M0.04%+6,91913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.39,050$2.33M0.01%+6,00013F-HRTimelineGroup
Braun-Bostich & Associates Inc.37,760$2.25M1.26%+2,93913F-HRTimeline
Clearstead Advisors, LLC37,631$2.25M0.02%+11,73613F-HRTimeline
Van Hulzen Asset Management, LLC36,957$2.21M0.16%+1,17113F-HRTimeline
UPTICK PARTNERS, LLC36,809$2.2M0.34%+17,28713F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC36,656$2.19M0.62%+10,35313F-HRTimeline
Maridea Wealth Management LLC36,448$2.18M0.24%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC36,344$2.17M0.59%+8,45613F-HRTimeline
HERBST GROUP, LLC36,291$2.17M1.18%+11913F-HRTimeline
Tyche Wealth Partners LLC36,133$2.16M0.3%+7,12913F-HRTimeline