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Disclosery

SHLD GLOBAL X FDS

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DEFENSE TECH ETF (fund)

602 managers (611 13F filers) reported a position in SHLD shares at 2026-06-30, 78,743,504 shares in all. 81 filers opened a position and 82 filers sold out during the quarter.

Managers
602
13F filers
611
New
81
Added
322
Reduced
140
Sold out
82
Shares held by filers
78,743,504

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
HARBOUR INVESTMENTS, INC.35,934$2.15M0.03%+26,04813F-HRTimeline
Inscription Capital, LLC35,338$2.11M0.19%+3,12413F-HRTimeline
WT Wealth Management35,235$2.1M0.58%-1,76313F-HRTimeline
Forefront Wealth Partners, LLC35,209$2.1M0.65%+12,55913F-HRTimeline
SMITH, MOORE & CO.34,930$2.09M0.14%+1,40113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…34,758$2.08M0.64%+1,40113F-HRTimelineGroup
Accel Wealth Management34,597$2.07M0.46%+2,46913F-HRTimeline
AssuredPartners Investment Advisors, LLC34,560$2.06M0.2%+2,77013F-HRTimeline
Bison Wealth, LLC30,978$2.01M0.19%-65213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM33,566$2M0.13%-1,92313F-HRTimelineGroup
Intentional Wealth Strategies, LLC33,545$2M1.88%+14,48913F-HRTimeline
Hopwood Nicholas Hunter33,339$1.99M0.55%+16,25313F-HRTimeline
Avidian Wealth Enterprises, LLC33,137$1.98M0.05%+12,54213F-HRTimeline
Chatterton & Associates Inc.32,011$1.97M1.16%+11,01213F-HRTimeline
Black Swift Group, LLC32,780$1.96M0.28%+21,07013F-HRTimeline
FFG RETIREMENT ADVISORS LLC32,769$1.96M1.04%+9,71813F-HRTimeline
Belpointe Asset Management LLC32,385$1.93M0.06%-11,09313F-HRTimeline
ArborFi Advisors, LLC32,270$1.93M1.4%+86713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,222$1.92M0.02%-22,97613F-HRTimelineGroup
Maia Wealth LLC32,150$1.92M0.28%-51613F-HRTimeline
Emergent Wealth Advisors, LLC29,550$1.88M0.98%+5,49013F-HRTimeline
CARLSON FINANCIAL, INC.31,488$1.88M0.96%+75013F-HRTimeline
ARWA LLC31,226$1.87M0.78%+28,28513F-HRTimeline
D.A. DAVIDSON & CO.31,207$1.86M0.01%+2,65113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …30,559$1.82M0.02%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC30,383$1.81M0.01%+25,10313F-HRTimeline
IHT Wealth Management, LLC30,071$1.8M0.04%+82013F-HRTimeline
Financial Sense Advisors, Inc.29,378$1.75M0.35%-3,83413F-HRTimeline
Owen LaRue, LLC29,210$1.74M0.61%+5,86113F-HRTimeline
Csenge Advisory Group29,195$1.74M0.07%+3,76013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…28,516$1.7M0.17%+7,18913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,515$1.7M<0.01%+24,80313F-HR/ATimeline
Carter Financial Group, INC.27,386$1.64M0.85%-18213F-HRTimeline
Financial Partners Group, Inc27,142$1.62M0.16%-3,32913F-HRTimeline
WealthPoint Financial, LLC27,041$1.61M1.18%+6,82213F-HRTimeline
MATHER GROUP, LLC.26,675$1.59M0.01%+7,47913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC26,557$1.59M0.51%+6,55213F-HRTimeline
Janney Montgomery Scott LLC26,160$1.56M<0.01%-24,82913F-HRTimeline
WEALTHGARDEN F.S. LLC26,087$1.56M0.88%+9,82313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,844$1.54M0.02%+11,35813F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC25,494$1.52M0.64%+5613F-HRTimeline
Crestwood Advisors Group, LLC25,419$1.52M0.02%+85813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC24,792$1.48M0.71%+4,37013F-HRTimeline
THEORY FINANCIAL LLC24,468$1.46M0.46%+4,78213F-HRTimeline
Ausdal Financial Partners, Inc.24,349$1.45M0.06%+1,12613F-HRTimeline
Perennial Advisors, LLC24,295$1.45M0.22%new13F-HRTimeline
Bull Harbor Capital LLC24,055$1.44M0.28%+4,10513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,015$1.41M<0.01%+12,56313F-HRTimeline
Terra Nova Asset Management LLC23,273$1.39M0.85%-1,31613F-HRTimeline
Clear Creek Financial Management, LLC22,660$1.35M0.09%-56,26113F-HRTimeline
WealthTrak Capital Management LLC22,441$1.34M0.88%+5,94013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,136$1.32M0.02%-88513F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC21,990$1.31M0.27%-1,02513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,790$1.3M0.02%+5,38213F-HRTimelineGroup
XY Planning Network, Inc.21,499$1.28M0.16%+11,43813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,384$1.28M0.07%-66,44513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,284$1.27M<0.01%+5,34113F-HR/ATimelineGroup
Curran Financial Partners, LLC20,970$1.25M0.19%+5,95513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding20,693$1.24MnewTimeline
United Advisor Group, LLC20,580$1.23M0.13%+5,58413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,328$1.21M0.06%-65013F-HRTimeline
Parkway Wealth Management Group, LLC20,307$1.21M0.14%-474,48113F-HRTimeline
Meridian Wealth Management, LLC20,178$1.2M0.04%+2,40313F-HRTimeline
Kingsbury Capital Investment Advisors L…20,100$1.2M1.02%+7,17713F-HRTimeline
KMT WEALTH MANAGEMENT, LLC20,100$1.2M1.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC19,761$1.18M0.05%+3,45713F-HRTimeline
Advyzon Investment Management, LLC19,706$1.18M0.09%+3,62313F-HRTimeline
Tempus Wealth Planning, LLC19,462$1.16M0.23%+8,97913F-HRTimeline
5T Wealth, LLC19,360$1.16M0.43%-4,84013F-HRTimeline
Vantage Point Financial LLC19,326$1.15M0.35%+4,43313F-HRTimeline
American Institute for Advanced Investm…19,237$1.15M0.66%-4,09513F-HRTimeline
First Heartland Consultants, Inc.18,923$1.13M0.07%new13F-HRTimeline
DV EQUITIES, LLC18,776$1.12M0.16%13F-HRTimeline
Balefire, LLC18,685$1.12M0.18%new13F-HRTimeline
Balboa Wealth Partners18,639$1.11M0.15%new13F-HRTimeline
MAI Capital Management18,578$1.11M<0.01%-2,16413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,362$1.09M<0.01%new13F-HRTimelineGroup
Peck Wealth Management, LLC18,063$1.08M0.91%-6,60113F-HRTimeline
WealthPLAN Partners, LLC18,039$1.08M0.21%+2,55513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,018$1.08M<0.01%+1,19113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding17,854$1.07M-1,514Timeline
GatePass Capital, LLC17,674$1.06M0.4%+8,67613F-HRTimeline
Cresset Asset Management, LLC17,486$1.05M<0.01%+93913F-HRTimeline
Brown Miller Wealth Management, LLC17,324$1.03M0.26%+1,31713F-HRTimeline
J.W. COLE ADVISORS, INC.17,173$1.03M0.02%-4,85713F-HRTimeline
Arrowroot Family Office, LLC17,058$1.02M0.29%+1,58213F-HRTimeline
Visionary Wealth Advisors16,918$1.01M0.04%+9,37213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd16,804$1M0.03%-1,09213F-HRTimelineGroup
Compound Planning, Inc.16,756$1M0.03%+2,20813F-HRTimeline
Sigma Planning Corp16,519$987K0.02%+12013F-HRTimeline
Merkkuri Wealth Advisors LLC16,205$968K0.6%+4,76413F-HRTimeline
Endowment Wealth Management, Inc.16,060$959K0.37%new13F-HRTimeline
Sovran Advisors, LLC14,768$944K0.07%+2,04813F-HRTimeline
Patriot Financial Group Insurance Agenc…15,333$916K0.09%-9,27513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.15,268$912K<0.01%+3,89113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,132$904K0.04%+11,52713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.15,000$896K<0.01%013F-HRTimelineGroup
Cascade Financial Partners, LLC14,845$886K0.08%013F-HRTimeline
SUTTON PLACE INVESTORS LLC14,660$875K0.42%+2,20813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,549$869K<0.01%+13,80613F-HRTimelineGroup
Joel Isaacson & Co., LLC14,300$854K0.02%new13F-HRTimeline
Quantinno Capital Management LP14,143$844K<0.01%+1,95613F-HRTimeline
Virtus Family Office LLC13,877$829K0.66%-20,64713F-HRTimeline
Bravias Capital Group, LLC13,562$810K0.48%+17713F-HRTimeline
Advisory Services Network, LLC13,308$795K0.01%-1,39713F-HRTimeline
Signature Equity Partners, LLC13,025$778K0.36%+15313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,997$776K0.04%+52413F-HRTimelineGroup
HighPoint Advisor Group LLC12,901$770K0.03%+89613F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,709$759K0.02%new13F-HRTimeline
SHP Wealth Management12,611$753K0.05%013F-HRTimeline
Magnolia Private Wealth, LLC12,547$749K0.41%+5,42213F-HRTimeline
Parallel Advisors, LLC12,470$745K0.01%+5,00013F-HRTimeline
RFG Advisory, LLC12,405$741K0.01%+90113F-HRTimeline
Global Retirement Partners, LLC12,295$734K0.01%13F-HRTimeline
Alteri Wealth LLC12,291$734K0.2%+65613F-HRTimeline
Brookwood Investment Group LLC12,225$730K0.08%+7,83213F-HRTimeline
HB Wealth Management, LLC12,173$727K<0.01%+5,63013F-HRTimeline
CoreCap Advisors, LLC12,109$723K0.02%-6,00213F-HRTimeline
Sanchez Gaunt Capital Management, LLC12,093$722K0.4%+2,64013F-HRTimeline
WCG Wealth Advisors LLC11,911$711K0.02%-15,58513F-HRTimeline
SCOTIA CAPITAL INC.11,730$700K<0.01%+35013F-HRTimeline
FWG Investments, LLC.11,685$698K0.37%+3,99913F-HRTimeline
WealthBridge Capital Management, LLC11,647$695K0.14%-17,59613F-HRTimeline
IFG Advisory, LLC11,572$691K0.02%+11,37213F-HRTimeline
Cassilly Financial Group LLC11,533$689K0.5%+5,62113F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,449$684K<0.01%+5,01513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,345$677K<0.01%+3,41513F-HRTimelineGroup
SBI Securities Co., Ltd.11,304$675K0.02%-5,87113F-HRTimeline
Creative Planningin group Creative Planning11,286$674K<0.01%+2,90813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,221$670K<0.01%new13F-HRTimelineGroup
Arcadia Wealth Management, LLC11,160$666K0.21%+6,26213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,767$645K0.01%+4,00013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL10,762$643K<0.01%new13F-HRTimeline
MKT Advisors LLC10,023$639K0.2%+3,39513F-HRTimeline
Western Wealth Management, LLC10,642$635K0.02%-3,72913F-HRTimeline
Moors & Cabot, Inc.10,600$633K0.02%+5,45913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,481$626K0.03%+33713F-HRTimeline
Integrated Wealth Management10,458$624K0.66%+1,89513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,712$620K+1,237Timeline
QUATTRO FINANCIAL ADVISORS LLC10,300$615K0.13%013F-HRTimeline
Ethos Financial Group, LLC9,674$600K0.04%-37,16513F-HRTimeline
Beacon Financial Advisory LLC9,804$585K0.12%+1,73313F-HRTimeline
PINNACLE ASSOCIATES LTD9,715$580K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,671$577K0.01%+23013F-HRTimelineGroup
RDA Financial Network9,611$574K0.13%+2,79913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.9,545$570K<0.01%+1,61513F-HRTimelineGroup
Lunt Capital Management, Inc.9,490$567K0.21%-2,42513F-HRTimeline
OMNI 360 Wealth, Inc.9,353$558K0.26%+1,23813F-HRTimeline
NOVEM GROUP9,213$550K0.06%new13F-HRTimeline
Sowell Financial Services LLC9,110$544K0.02%-2413F-HRTimeline
Lloyd Advisory Services, LLC.9,081$542K0.21%+7,23313F-HRTimeline
Sequoia Financial Advisors, LLC9,039$540K<0.01%-1,22613F-HRTimeline
Gilliland Jeter Wealth Management LLC9,007$538K0.14%+84013F-HRTimeline
IMC-Chicago, LLC8,998$537K<0.01%-9,76713F-HRTimeline
Walker Asset Management, LLC8,963$535K0.27%+1,03513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,927$533K<0.01%+26013F-HRTimelineGroup
Betterment LLC8,926$533K<0.01%+3,45513F-HRTimeline
Prospera Financial Services Inc8,834$527K0.01%-5,27013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,826$527K0.03%+1,57113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,749$522K<0.01%+4,30713F-HRTimelineGroup
Lantern Wealth Advisors, LLC8,665$517K0.24%+2,71813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,652$517K0.03%new13F-HRTimeline
Regal Investment Advisors LLC8,639$516K0.03%+2,65913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,550$510K0.01%+3,40713F-HRTimeline
Vectors Research Management, LLC8,546$510K0.13%+14713F-HRTimeline
Archford Capital Strategies, LLC8,416$503K0.05%+58213F-HRTimeline
Riggs Asset Managment Co. Inc.8,403$502K0.09%-109,41213F-HRTimeline
NWAM LLC8,338$498K0.02%-31,54413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,198$490K<0.01%+52813F-HRTimelineGroup
Tranquilli Financial Advisor LLC8,116$485K0.26%+36113F-HRTimeline
Quantum Portfolio Management LLC8,082$483K0.17%-3,04913F-HRTimeline
Midwest Financial Group LLC7,970$476K0.17%new13F-HRTimeline
Portside Wealth Group, LLC7,942$474K0.06%-50213F-HRTimeline
NVWM, LLC7,911$472K0.1%+26613F-HRTimeline
Laidlaw Wealth Management LLC7,795$465K1.33%-6,26713F-HRTimeline
COURIER CAPITAL LLC7,642$456K0.02%+14713F-HRTimeline
CGN Advisors LLC7,562$452K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,433$445K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC7,434$444K0.01%+1,50113F-HRTimeline
Stirlingshire Investments, Inc.7,322$439K0.33%-1,11013F-HRTimeline
Sonoma Allocations LLC7,097$438K0.14%-1,03713F-HRTimeline
Range Advisory, LLC7,216$431K0.05%+55713F-HRTimeline
MCF Advisors LLC7,171$430K0.02%013F-HRTimeline
Imprint Wealth LLC7,176$428K1.74%+1,46113F-HRTimeline
Main Street Financial Solutions, LLC7,139$426K0.03%new13F-HRTimeline
MN Wealth Advisors, LLC6,970$416K0.18%+1,59713F-HRTimeline
Activest Wealth Management6,944$415K0.08%+6813F-HRTimeline
Castleview Partners, LLC6,943$415K0.18%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,940$414K0.01%+1,89013F-HRTimelineGroup
SeaCrest Wealth Management, LLC6,917$413K0.05%+81613F-HRTimeline
GeoWealth Management, LLC6,901$412K0.01%+85013F-HRTimeline
NWF Advisory Services Inc.6,825$408K0.04%-73013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,728$402K<0.01%+4,29513F-HRTimelineGroup
Key Capital Management, INC6,633$396K0.2%+3,39313F-HRTimeline
Intrepid Financial Planning Group LLC6,621$395K0.13%+34613F-HRTimeline
Caliber Wealth Management, LLC / KS6,611$395K0.04%+2,50613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,600$394K0.01%+2,69513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,559$392K<0.01%-40913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,398$382K<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,393$382K0.02%-4413F-HRTimeline