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Disclosery

SHLD GLOBAL X FDS

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DEFENSE TECH ETF (fund)

490 managers (495 13F filers) reported a position in SHLD shares at 2025-12-31, 46,309,905 shares in all. 79 filers opened a position and 35 filers sold out during the quarter.

Managers
490
13F filers
495
New
79
Added
249
Reduced
92
Sold out
35
Shares held by filers
46,309,905

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tradition Wealth Management, LLC21,032$1.36M0.1%+2,15113F-HRTimeline
Owen LaRue, LLC21,027$1.36M0.52%-16,26913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,735$1.34M0.08%+29813F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC17,201$1.31M1.14%13F-HRTimeline
Atria Investments, Inc20,043$1.3M0.01%-6,56113F-HRTimeline
Mutual Advisors, LLC19,421$1.26M0.03%+13,27413F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…19,145$1.24M0.59%-6,00113F-HRTimelineGroup
ORG Partners LLC19,037$1.23M0.22%-3,52713F-HRTimeline
Janney Montgomery Scott LLC19,007$1.23M<0.01%+32513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC18,829$1.22M0.66%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC18,722$1.22M0.03%+7,51613F-HRTimeline
HBW ADVISORY SERVICES LLC18,206$1.18M0.13%+9913F-HRTimeline
National Wealth Management Group, LLC18,128$1.17M0.41%+2,57113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,073$1.17M0.02%+3,99413F-HRTimelineGroup
Lauer Wealth, LLC15,750$1.15M0.87%+4,10013F-HRTimeline
MAI Capital Management17,323$1.12M0.01%013F-HRTimeline
Wealth Watch Advisors, INC17,270$1.12M0.42%+1413F-HRTimeline
Brown Miller Wealth Management, LLC17,243$1.12M0.31%+1,72513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17,187$1.12M0.05%-7,38813F-HRTimelineGroup
Sigma Planning Corp16,946$1.1M0.03%+1,12013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,819$1.09M<0.01%-31,43913F-HRTimelineGroup
Ausdal Financial Partners, Inc.16,781$1.09M0.05%+5,67813F-HRTimeline
Hopwood Nicholas Hunter16,360$1.06M0.34%13F-HRTimeline
J.W. COLE ADVISORS, INC.15,881$1.03M0.02%+4,49813F-HRTimeline
Meridian Wealth Management, LLC15,588$1.01M0.04%+4,03313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC15,457$1M0.35%+5,13413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,346$994K<0.01%+25113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,100$978K0.02%+8513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,454$957K<0.01%+6,23613F-HRTimeline
Avidian Wealth Enterprises, LLC14,527$941K0.03%+1,18813F-HRTimeline
Portfolio Strategies, Inc.14,314$927K0.11%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,179$919K0.34%+1,61213F-HRTimeline
United Advisor Group, LLC13,865$898K0.12%new13F-HRTimeline
SMITH, MOORE & CO.13,682$886K0.07%+2,34313F-HRTimeline
Cascade Financial Partners, LLC13,668$886K0.09%+35413F-HRTimeline
PKS Advisory Services, LLC13,609$882K0.2%-81713F-HRTimeline
THEORY FINANCIAL LLC11,479$874K0.29%+31113F-HRTimeline
UPTICK PARTNERS, LLC13,392$868K0.18%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,069$847K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC13,015$846K0.02%new13F-HRTimeline
WealthPoint Financial, LLC13,002$842K0.73%13F-HRTimeline
RFG Advisory, LLC12,988$841K0.02%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,813$830K0.09%new13F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC10,690$814K0.54%+1,03713F-HRTimeline
WealthTrak Capital Management LLC12,354$800K0.57%+4,78713F-HRTimeline
Signature Equity Partners, LLC12,343$800K0.44%13F-HRTimeline
Western Wealth Management, LLC12,324$799K0.04%+1,94013F-HRTimeline
SBI Securities Co., Ltd.12,211$791K0.02%-93613F-HRTimeline
Laidlaw Wealth Management LLC12,148$787K2.44%-3,84313F-HRTimeline
Advyzon Investment Management, LLC11,934$773K0.09%new13F-HRTimeline
Lunt Capital Management, Inc.11,842$767K0.29%-513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,785$764K0.07%+4013F-HRTimelineGroup
IMC-Chicago, LLC11,744$761K0.01%-1,16013F-HRTimeline
HighPoint Advisor Group LLC11,658$755K0.02%new13F-HRTimeline
SFG Wealth Management, LLC.11,564$749K0.29%+11913F-HRTimeline
Integrated Advisors Network LLC11,499$745K0.03%-41013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,429$740K<0.01%+10,09213F-HRTimelineGroup
Bravias Capital Group, LLC11,341$735K0.44%+1,73313F-HRTimeline
Prospera Financial Services Inc11,216$727K0.01%+1,37713F-HRTimeline
GTS SECURITIES LLC11,205$726K0.02%new13F-HRTimeline
Archer Investment Management, LLC11,194$725K0.39%new13F-HRTimeline
Wealthspire Advisors, LLC11,165$723K0.01%-52813F-HRTimeline
Curran Financial Partners, LLC11,152$723K0.14%+3,00113F-HRTimeline
5T Wealth, LLC11,120$720K0.29%+92413F-HRTimeline
Vantage Point Financial LLC11,008$713K0.26%+2,49113F-HRTimeline
Quantum Portfolio Management LLC10,783$699K0.31%-6,94013F-HRTimeline
Trek Financial, LLC10,495$680K0.04%-3,70313F-HRTimeline
Global Retirement Partners, LLC10,462$678K0.01%-1,81713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,839$675K0.03%new13F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC10,300$667K0.2%new13F-HRTimeline
MATHER GROUP, LLC.10,239$663K0.01%+37113F-HRTimeline
Alteri Wealth LLC10,233$663K0.21%+3,87913F-HRTimeline
Advisory Services Network, LLC10,044$651K0.01%-12,54213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,811$636K0.04%+29313F-HRTimeline
PINNACLE ASSOCIATES LTD9,675$627K0.01%013F-HRTimeline
Quantinno Capital Management LP9,644$625K<0.01%-1,01213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,521$618K<0.01%-6,59513F-HR/ATimelineGroup
Chatterton & Associates Inc.9,500$616K0.53%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,375$607K<0.01%+30213F-HRTimelineGroup
KICKSTAND VENTURES, LLC.9,212$597K0.13%+5,01213F-HRTimeline
WealthPLAN Partners, LLC9,201$596K0.09%+85013F-HRTimeline
Sequoia Financial Advisors, LLC8,893$576K<0.01%013F-HRTimeline
NVWM, LLC8,890$576K0.13%-6513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,864$574K0.03%+5,72413F-HRTimeline
SHP Wealth Management8,821$572K0.04%13F-HRTimeline
New England Private Wealth Advisors LLC8,793$570K0.07%013F-HR/ATimeline
COMERICA BANK8,692$563K<0.01%+92613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,679$562K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC8,531$555K0.01%+1,66413F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,486$550K0.01%-19,93913F-HRTimeline
Focus Financial Network, Inc.8,382$545K0.02%+2,34413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,251$535K0.03%+43013F-HRTimelineGroup
Visionary Wealth Advisors8,000$518K0.02%-12713F-HRTimeline
SUTTON PLACE INVESTORS LLC7,894$511K0.28%+40713F-HRTimeline
CGN Advisors LLC7,795$505K0.04%+1,49513F-HRTimeline
Premier Private Wealth Management LLC6,766$504K0.52%13F-HRTimeline
Merkkuri Wealth Advisors LLC7,522$487K0.33%-72813F-HRTimeline
Index Technologies Group LLC7,520$487K0.51%13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,445$482K0.06%+1,49313F-HRTimeline
Tranquilli Financial Advisor LLC7,443$482K0.28%-3,81713F-HRTimeline
Sowell Financial Services LLC7,421$481K0.02%+1,18413F-HRTimeline
Walker Asset Management, LLC7,243$469K0.25%+1,22313F-HRTimeline
Frisch Financial Group, Inc.7,123$463K0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,138$462K0.01%+1,87413F-HRTimeline
WEALTH ALLIANCE, LLC7,136$462K0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,011$454K<0.01%+42113F-HRTimelineGroup
XY Planning Network, Inc.6,946$450K0.08%new13F-HRTimeline
Asempa Wealth Advisors6,931$449K0.39%13F-HRTimeline
David J Yvars Group6,905$447K0.24%-3,35513F-HRTimeline
Federation des caisses Desjardins du Qu…6,819$442K<0.01%+5513F-HRTimeline
Integrated Wealth Management6,699$434K0.49%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,625$429K<0.01%+6513F-HRTimelineGroup
Curi Capital, LLC6,599$429K0.01%+1,09213F-HRTimeline
EP Wealth Advisors, LLC6,548$424K<0.01%13F-HRTimeline
Sovran Advisors, LLC5,415$419K0.04%+52913F-HRTimeline
Portside Wealth Group, LLC6,420$416K0.06%+1,70513F-HRTimeline
HRT FINANCIAL LP6,397$414K<0.01%new13F-HRTimeline
MKT Advisors LLC5,920$414K0.14%+70513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,381$413K0.16%-2,00613F-HRTimelineGroup
OMNI 360 Wealth, Inc.5,359$412K0.21%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,349$411K0.02%+38113F-HRTimeline
Intrepid Financial Planning Group LLC6,275$407K0.15%+31313F-HRTimeline
Parallel Advisors, LLC6,274$407K0.01%+3,00713F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,274$407K0.01%-2,26713F-HRTimeline
Joseph P. Lucia & Associates, LLC6,194$401K0.14%-7113F-HRTimeline
Clearview Wealth Advisors LLC6,157$399K0.25%new13F-HRTimeline
HB Wealth Management, LLC6,100$395K<0.01%-46813F-HRTimeline
THOMPSON DAVIS & CO., INC.6,011$389K0.23%013F-HRTimeline
Cassilly Financial Group LLC5,932$384K0.34%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,807$376K0.01%new13F-HRTimeline
Fox Hill Wealth Management5,714$370K0.17%-9613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,682$369K0.01%+2,81313F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC5,682$368K0.17%+14513F-HRTimeline
Emergent Wealth Advisors, LLC5,678$368K0.21%new13F-HRTimeline
IFG Advisory, LLC5,597$363K0.02%+64313F-HRTimeline
L & S Advisors Inc5,542$359K0.03%+1,18413F-HRTimeline
Richmond Investment Services, LLC5,520$358K0.06%new13F-HRTimeline
BAM Wealth Management, LLC5,383$349K0.25%new13F-HRTimeline
SIMPLEX TRADING, LLC5,364$348K0.01%-59,80513F-HRTimeline
GROUP ONE TRADING LLC5,354$347K0.01%-3,80313F-HRTimeline
Creative Planningin group Creative Planning5,340$346K<0.01%+48513F-HRTimelineGroup
SeaCrest Wealth Management, LLC4,875$346K0.04%+26613F-HRTimeline
Catalina Capital Group, LLC5,319$345K0.21%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,246$340K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,241$340K<0.01%-180,53313F-HRTimelineGroup
GeoWealth Management, LLC5,218$338K0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC5,200$337K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,047$327K<0.01%-22513F-HRTimelineGroup
Obermeyer Wealth Partners5,043$327K0.01%+88813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,000$324K0.02%013F-HRTimeline
Cresset Asset Management, LLC4,906$319K<0.01%+51713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,923$319K0.02%+4,90113F-HRTimeline
Stirlingshire Investments, Inc.4,883$318K0.28%13F-HRTimeline
OpenArc Corporate Advisory, LLC4,899$317K0.01%13F-HRTimeline
Sandbox Financial Partners, LLC4,849$314K0.09%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,851$314K0.01%+3,38513F-HR/ATimelineGroup
FWG Investments, LLC.4,832$313K0.2%+89213F-HRTimeline
Regal Investment Advisors LLC4,723$306K0.02%-37513F-HRTimeline
Family Office Research LLC4,585$301K0.12%-63613F-HRTimeline
Beacon Financial Advisory LLC4,640$301K0.07%+56513F-HRTimeline
Trademark Financial Management, LLC4,639$301K0.17%-1,62113F-HRTimeline
Optivise Advisory Services LLC4,607$298K0.17%new13F-HRTimeline
WEDBUSH SECURITIES INC4,587$297K0.01%+1,53413F-HRTimeline
Smartleaf Asset Management LLC4,501$294K0.01%+1,16913F-HRTimeline
M1 Capital Management LLC4,524$293K0.12%new13F-HRTimeline
GatePass Capital, LLC4,475$290K0.15%new13F-HRTimeline
Choate Investment Advisors4,467$289K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,456$289K<0.01%+1,55513F-HRTimeline
Empirical Asset Management, LLC4,418$286K0.08%-35013F-HRTimeline
FMR LLCin group FMR LLC4,415$286K<0.01%+2,21213F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC4,300$279K0.07%new13F-HRTimeline
Tempus Wealth Planning, LLC4,268$277K0.06%-4,13713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,212$273K<0.01%+50713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,206$273K<0.01%new13F-HR/ATimelineGroup
MN Wealth Advisors, LLC4,176$271K0.14%+56713F-HRTimeline
SWEENEY & MICHEL, LLC3,757$268K0.08%+25613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,773$265K<0.01%013F-HRTimelineGroup
Worth Asset Management, LLC4,088$265K0.11%-17213F-HRTimeline
Geneos Wealth Management Inc.4,081$264K0.01%+2,16313F-HRTimeline
BigSur Wealth Management LLC4,045$263K0.06%-9,20013F-HRTimeline
Compound Planning, Inc.4,028$261K0.01%+1,17913F-HRTimeline
DAVENPORT & Co LLC4,026$261K<0.01%+5013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,995$259K0.02%013F-HRTimeline
Manchester Capital Management LLC3,978$258K0.04%+53113F-HRTimeline
Arcadia Wealth Management, LLC3,957$256K0.1%-15213F-HRTimeline
Valeo Financial Advisors, LLC3,834$248K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC3,754$243K<0.01%-97613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,751$243K0.16%+20613F-HRTimeline
LANARK FINANCIAL, INC.3,714$241K0.02%+58313F-HRTimeline
Ignite Planners, LLC3,190$240K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC3,619$234K<0.01%+9813F-HRTimeline
Copia Wealth Management3,607$234K0.17%+83713F-HRTimeline
KINTRA WEALTH, LLC3,606$234K0.03%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,516$228K<0.01%+21513F-HRTimelineGroup
Lloyd Advisory Services, LLC.3,426$222K0.09%new13F-HRTimeline
Forthright Family Wealth Advisory LLC3,407$221K0.14%-8,71313F-HRTimeline
Baker Ellis Asset Management LLC3,360$218K0.03%013F-HRTimeline
Winthrop Advisory Group LLC3,343$217K0.02%+47813F-HR/ATimeline
Kingsview Wealth Management, LLC3,331$216K<0.01%-24113F-HRTimeline
Signal Advisors Wealth, LLC3,321$215K0.02%+20713F-HRTimeline