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Disclosery

SHLD GLOBAL X FDS

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DEFENSE TECH ETF (fund)

416 managers (421 13F filers) reported a position in SHLD shares at 2025-09-30, 37,118,779 shares in all. 192 filers opened a position and 25 filers sold out during the quarter.

Managers
416
13F filers
421
New
192
Added
156
Reduced
39
Sold out
25
Shares held by filers
37,118,779

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FIRETHORN WEALTH PARTNERS, LLC12,567$883K0.35%new13F-HRTimeline
DF DENT & CO INC12,545$881K0.01%new13F-HRTimeline
Global Retirement Partners, LLC12,279$862K0.02%+10,35213F-HRTimeline
Forthright Family Wealth Advisory LLC12,120$851K0.52%new13F-HRTimeline
IFP Advisors, Inc12,004$843K0.02%+3,00513F-HR/ATimeline
Integrated Advisors Network LLC11,909$836K0.04%new13F-HRTimeline
Lunt Capital Management, Inc.11,847$832K0.32%new13F-HRTimeline
Embree Financial Group11,792$828K0.11%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,745$825K0.1%-33413F-HR/ATimelineGroup
Wealthspire Advisors, LLC11,693$821K<0.01%+80813F-HRTimeline
Meridian Wealth Management, LLC11,555$812K0.03%new13F-HRTimeline
Stonebrook Private Inc.11,467$805K0.17%new13F-HRTimeline
SFG Wealth Management, LLC.11,445$804K0.35%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,383$800K0.02%+11713F-HRTimeline
SMITH, MOORE & CO.11,339$796K0.06%+2,60213F-HRTimeline
Tranquilli Financial Advisor LLC11,260$791K0.47%+1,25513F-HRTimeline
May Hill Capital, LLC11,239$789K0.23%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC11,206$787K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.11,103$780K0.04%new13F-HRTimeline
Lauer Wealth, LLC11,650$777K0.57%+1,48613F-HRTimeline
THEORY FINANCIAL LLC11,168$750K0.26%new13F-HRTimeline
Quantinno Capital Management LP10,656$748K<0.01%new13F-HRTimeline
Western Wealth Management, LLC10,384$729K0.04%+6,73213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC10,323$725K0.29%+3,40013F-HRTimeline
David J Yvars Group10,260$721K0.39%+3,81513F-HRTimeline
5T Wealth, LLC10,196$716K0.31%new13F-HRTimeline
MATHER GROUP, LLC.9,868$693K0.01%new13F-HRTimeline
Prospera Financial Services Inc9,839$691K0.01%+4,35213F-HRTimeline
PINNACLE ASSOCIATES LTD9,675$680K0.01%013F-HRTimeline
Bravias Capital Group, LLC9,608$675K0.45%+4,27513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,518$669K0.05%+3313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …9,325$655K<0.01%+3,96013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC9,653$648K0.46%new13F-HRTimeline
GROUP ONE TRADING LLC9,157$643K0.02%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.9,095$638K0.41%+6,43413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,073$637K<0.01%new13F-HRTimelineGroup
NVWM, LLC8,955$629K0.14%new13F-HRTimeline
Sequoia Financial Advisors, LLC8,893$625K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC8,793$618K0.08%-1,18013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.8,705$611K0.02%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.8,541$600K0.03%-5,16513F-HRTimeline
Vantage Point Financial LLC8,517$598K0.23%new13F-HRTimeline
Tempus Wealth Planning, LLC8,405$590K0.14%+4,30213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,387$589K0.23%new13F-HR/ATimelineGroup
NWAM LLC8,770$589K0.03%new13F-HR/ATimeline
WealthPLAN Partners, LLC8,351$587K0.09%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,250$579K0.42%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,182$575K0.14%new13F-HRTimeline
Curran Financial Partners, LLC8,151$573K0.11%new13F-HRTimeline
Visionary Wealth Advisors8,127$571K0.03%-88613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,821$549K0.03%+69613F-HRTimelineGroup
COMERICA BANK7,766$545K<0.01%+48613F-HRTimeline
Per Stirling Capital Management, LLC.7,732$543K0.06%+813F-HRTimeline
WealthTrak Capital Management LLC7,567$532K0.44%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC7,492$526K0.33%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC7,487$526K0.3%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,218$509K<0.01%+3,28213F-HRTimeline
Summit Financial, LLC6,867$482K0.01%+1,18913F-HRTimeline
Federation des caisses Desjardins du Qu…6,764$475K<0.01%+3,23913F-HRTimeline
CWM, LLCin group CWM, LLC6,590$463K<0.01%+5,27913F-HRTimelineGroup
HB Wealth Management, LLC6,568$461K<0.01%+30713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,560$461K<0.01%new13F-HRTimelineGroup
Alteri Wealth LLC6,354$446K0.15%+1,52713F-HRTimeline
CGN Advisors LLC6,300$443K0.04%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC6,265$440K0.17%+1,21713F-HRTimeline
Trademark Financial Management, LLC6,260$440K0.26%+1,96013F-HRTimeline
Sowell Financial Services LLC6,237$438K0.02%new13F-HRTimeline
Focus Financial Network, Inc.6,038$424K0.02%new13F-HRTimeline
Walker Asset Management, LLC6,020$423K0.24%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.6,011$422K0.26%+1113F-HRTimeline
Cornerstone Wealth Management, LLC5,968$419K0.02%new13F-HRTimeline
Mutual Advisors, LLC6,147$419K0.01%+2,64213F-HRTimeline
Intrepid Financial Planning Group LLC5,962$419K0.16%+1,23213F-HRTimeline
Patriot Financial Group Insurance Agenc…5,952$418K0.05%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,934$417K0.03%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,893$414K<0.01%-131,21213F-HRTimelineGroup
Fox Hill Wealth Management5,810$408K0.19%+2,14713F-HRTimeline
Belvedere Trading LLC5,588$393K0.03%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,537$389K0.18%new13F-HRTimeline
Curi Capital, LLC5,507$387K0.01%new13F-HRTimeline
JT Stratford LLC5,464$384K0.05%+1,61413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,264$370K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,272$367K<0.01%+32213F-HRTimelineGroup
Family Office Research LLC5,221$367K0.16%+313F-HRTimeline
MKT Advisors LLC5,215$366K0.14%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC5,200$365K0.03%+40013F-HRTimeline
Main Street Financial Solutions, LLC5,185$364K0.02%new13F-HRTimeline
Regal Investment Advisors LLC5,098$358K0.02%+1913F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,105$358K0.12%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,000$351K0.03%013F-HRTimeline
IFG Advisory, LLC4,954$348K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning4,855$341K<0.01%+65713F-HRTimelineGroup
Empirical Asset Management, LLC4,768$335K0.09%new13F-HRTimeline
Foundations Investment Advisors, LLC4,730$332K<0.01%new13F-HRTimeline
Portside Wealth Group, LLC4,715$331K0.05%new13F-HRTimeline
Sovran Advisors, LLC4,886$331K0.03%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,609$330K0.03%+24613F-HRTimeline
Centiva Capital, LP4,644$326K0.03%-30,35613F-HRTimeline
Cresset Asset Management, LLC4,389$308K<0.01%+1,00313F-HR/ATimeline
L & S Advisors Inc4,358$306K0.03%new13F-HRTimeline
Worth Asset Management, LLC4,260$299K0.13%new13F-HRTimeline
FULLCIRCLE WEALTH LLC4,425$298K0.1%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,237$298K0.02%-9613F-HRTimelineGroup
KICKSTAND VENTURES, LLC.4,200$295K0.06%new13F-HRTimeline
Obermeyer Wealth Partners4,155$292K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,150$291K0.02%new13F-HRTimelineGroup
Arcadia Wealth Management, LLC4,109$289K0.11%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,092$287K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC4,075$286K0.07%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,055$285K0.02%+2,26513F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,000$281K<0.01%new13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC3,995$281K0.02%new13F-HRTimeline
DAVENPORT & Co LLC3,976$279K<0.01%new13F-HRTimeline
FWG Investments, LLC.3,940$277K0.19%new13F-HRTimeline
Valeo Financial Advisors, LLC3,834$269K0.01%-413F-HRTimeline
Collaborative Wealth Managment Inc.3,783$266K0.11%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,773$265K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,705$260K<0.01%+3,60513F-HRTimelineGroup
MN Wealth Advisors, LLC3,609$253K0.14%new13F-HRTimeline
Kingsview Wealth Management, LLC3,572$251K<0.01%-60813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,545$249K0.16%013F-HRTimeline
Aptus Capital Advisors, LLC3,521$247K<0.01%+13213F-HRTimeline
LVW Advisors, LLC3,452$242K0.03%new13F-HRTimeline
Manchester Capital Management LLC3,447$242K0.03%013F-HRTimeline
EHRLICH FINANCIAL GROUP3,426$241K0.14%new13F-HRTimeline
SWEENEY & MICHEL, LLC3,501$238K0.08%new13F-HRTimeline
Baker Ellis Asset Management LLC3,360$236K0.03%013F-HRTimeline
PRIVATE TRUST CO NA3,351$235K0.02%+92513F-HRTimeline
WealthBridge Capital Management, LLC3,301$232K0.05%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,301$232K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC3,332$230K0.01%new13F-HRTimeline
&PARTNERS3,270$230K<0.01%new13F-HRTimeline
Parallel Advisors, LLC3,267$230K<0.01%+1,56513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,229$227K0.02%new13F-HRTimeline
Ignite Planners, LLC3,190$224K0.04%new13F-HRTimeline
Northwest Capital Management Inc3,146$221K0.23%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,140$221K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,131$220K0.02%+2,41713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,114$219K0.11%new13F-HRTimeline
Signal Advisors Wealth, LLC3,114$219K0.02%-5,98913F-HRTimeline
RDA Financial Network3,094$217K0.05%new13F-HRTimeline
Weaver Consulting Group3,070$216K0.05%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,051$214K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC3,053$214K0.01%new13F-HRTimeline
Modern Wealth Management, LLC3,036$213K<0.01%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC3,000$211K0.08%-50013F-HRTimeline
Saxony Capital Management, LLC3,000$211K0.14%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,910$204K0.2%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,901$204K<0.01%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,869$201K<0.01%new13F-HRTimelineGroup
Winthrop Advisory Group LLC2,865$201K0.02%new13F-HRTimeline
Discipline Wealth Solutions, LLC2,858$201K0.05%new13F-HRTimeline
Compound Planning, Inc.2,849$200K0.01%new13F-HRTimeline
Copia Wealth Management2,770$195K0.14%+1,38713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,800$193K<0.01%new13F-HRTimelineGroup
Archer Investment Corp2,585$182K0.04%+57013F-HRTimeline
Imprint Wealth LLC2,364$166K0.53%13F-HRTimeline
Strategic Wealth Partners, Ltd.2,351$165K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,203$155K<0.01%+1,89313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,078$146K<0.01%+1,87813F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,000$140K0.05%new13F-HRTimeline
Larson Financial Group LLC1,985$139K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,918$135K<0.01%+68313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,892$133K0.05%+413F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC1,803$127K<0.01%new13F-HRTimeline
Crewe Advisors LLC1,741$122K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,537$108K<0.01%-5,42313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,466$103K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,337$91.2K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc1,212$85.2K<0.01%-99713F-HRTimeline
Wilmington Savings Fund Society, FSB1,200$84.3K<0.01%new13F-HR/ATimeline
Allworth Financial LP1,103$77.5K<0.01%+86313F-HRTimeline
Avion Wealth975$68K0.01%-2513F-HRTimeline
POM Investment Strategies, LLC933$65.5K0.04%013F-HRTimeline
North Star Investment Management Corp.800$56.2K<0.01%013F-HRTimeline
LRI Investments, LLC750$52.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC699$49.1K<0.01%+2813F-HRTimeline
Investors Research Corp683$48K0.01%013F-HRTimeline
First PREMIER Bank650$46K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC576$40K0.01%013F-HRTimeline
First Command Advisory Services, Inc.539$37.9K<0.01%013F-HRTimeline
Painted Porch Advisors LLC450$31.6K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.413$29K0.03%013F-HR/ATimeline
TFC Financial Management, Inc.400$28.1K<0.01%new13F-HRTimeline
Financial Life Planners369$25.9K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc361$25.4K0.01%013F-HRTimeline
Pacifica Partners Inc.360$25.3K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…357$25.1K<0.01%+33413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.346$24.3K0.02%new13F-HRTimeline
LGT Financial Advisors LLC311$21.8K0.05%new13F-HRTimeline
NFSG Corp299$21K<0.01%+22413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\286$20.1K<0.01%-21413F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…265$19K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC250$17.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC235$17K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC234$16.4K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.232$16K<0.01%+13113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Raleigh Capital Management Inc.198$13.9K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…174$12.2K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors150$10.6K<0.01%013F-HRTimelineGroup