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Disclosery

SHLD GLOBAL X FDS

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DEFENSE TECH ETF (fund)

250 managers (254 13F filers) reported a position in SHLD shares at 2025-06-30, 19,467,477 shares in all. 124 filers opened a position and 11 filers sold out during the quarter.

Managers
250
13F filers
254
New
124
Added
87
Reduced
24
Sold out
11
Shares held by filers
19,467,477

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Crewe Advisors LLC1,741$105K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,702$103K<0.01%new13F-HRTimeline
Copia Wealth Management1,383$83.3K0.07%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,311$79K<0.01%+22613F-HRTimelineGroup
Geneos Wealth Management Inc.1,235$74.4K<0.01%+70213F-HRTimeline
Avion Wealth1,000$60K0.01%new13F-HR/ATimeline
POM Investment Strategies, LLC933$56.2K0.04%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL873$52.6K0.02%+20913F-HRTimeline
North Star Investment Management Corp.800$48.2K<0.01%new13F-HRTimeline
LRI Investments, LLC750$45.2K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.714$43K<0.01%+48213F-HRTimeline
Investors Research Corp683$41.2K0.01%+313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC671$40.4K<0.01%-82913F-HRTimeline
First PREMIER Bank650$39K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC576$34K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.539$32.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$30.1K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.413$24.9K0.03%13F-HRTimeline
Glass Jacobson Investment Advisors llc361$21.8K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC310$18.7K<0.01%-11013F-HRTimelineGroup
Dunhill Financial, LLC250$15.1K<0.01%013F-HRTimeline
Allworth Financial LP240$14.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$12.1K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC167$10.1K<0.01%+11313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…166$10K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.152$9.16K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$9.04K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors150$9.04K<0.01%new13F-HRTimelineGroup
New England Capital Financial Advisors …132$7.95K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC129$7.77K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC122$7.38K<0.01%new13F-HRTimelineGroup
Hillsdale Investment Management Inc.120$7.23K<0.01%+7513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$6.03K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC100$6.03K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC100$6.03K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.101$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Bancorp, Inc.79$4.76K<0.01%new13F-HRTimeline
NFSG Corp75$4.54K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC70$4.22K<0.01%013F-HRTimeline
CoreCap Advisors, LLC65$3.92K<0.01%+1013F-HRTimeline
Channing Global Advisors, LLC49$2.95K<0.01%013F-HRTimeline
Bogart Wealth, LLC45$2.71K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC43$2.67K<0.01%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV35$2.11K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT25$1.51K<0.01%013F-HRTimeline
Westend Capital Management, LLC25$1.51K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23$1.39K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC4$241<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.