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Disclosery

SHLD GLOBAL X FDS

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DEFENSE TECH ETF (fund)

605 managers (614 13F filers) reported a position in SHLD shares at 2026-03-31, 71,315,341 shares in all. 140 filers opened a position and 19 filers sold out during the quarter.

Managers
605
13F filers
614
New
140
Added
365
Reduced
63
Sold out
19
Shares held by filers
71,315,341

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.33,050$2.34M0.01%+11,00013F-HRTimelineGroup
Solstein Capital, LLC32,859$2.33M0.96%+20013F-HRTimeline
Maia Wealth LLC32,666$2.31M0.39%+3,12913F-HRTimeline
IFP Advisors, Inc32,279$2.29M0.05%+9,14913F-HRTimeline
Inscription Capital, LLC32,214$2.28M0.24%+4,08013F-HRTimeline
Accel Wealth Management32,128$2.28M0.59%+2,67413F-HRTimeline
Kingsview Wealth Management, LLC32,100$2.27M0.03%+28,76913F-HRTimeline
PFG Advisors31,821$2.25M0.11%+68913F-HRTimeline
ArborFi Advisors, LLC31,403$2.22M1.82%+3,69713F-HRTimeline
M1 Capital Management LLC31,135$2.21M1.02%+26,61113F-HRTimeline
CARLSON FINANCIAL, INC.30,738$2.18M1.28%+77313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …30,559$2.16M0.03%013F-HRTimelineGroup
Financial Partners Group, Inc30,471$2.16M0.26%+2,52313F-HRTimeline
Pioneer Family Office, LLC30,055$2.13M1.37%new13F-HRTimeline
IHT Wealth Management, LLC29,251$2.07M0.05%-38713F-HRTimeline
WealthBridge Capital Management, LLC29,243$2.07M0.48%+3,61113F-HRTimeline
Ashton Thomas Private Wealth, LLC29,048$2.06M0.05%+10,32613F-HRTimeline
Tyche Wealth Partners LLC29,004$2.05M0.32%+1,92213F-HRTimeline
Bleakley Financial Group, LLC28,993$2.05M0.03%+1,19613F-HRTimeline
D.A. DAVIDSON & CO.28,556$2.02M0.01%+59713F-HRTimeline
Bison Wealth, LLC31,630$2.02M0.2%+2,95813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC27,888$1.98M0.6%+5,85113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/27,803$1.97M<0.01%+10,98413F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.27,673$1.96M0.52%+2,24013F-HRTimeline
Carter Financial Group, INC.27,568$1.95M1.21%+1,30413F-HRTimeline
WCG Wealth Advisors LLC27,496$1.95M0.05%+4,00113F-HRTimeline
WEALTH ALLIANCE, LLC26,385$1.87M0.18%+19,24913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC26,303$1.84M0.59%+10,84613F-HRTimeline
Clearstead Advisors, LLC25,895$1.83M0.02%+25,88613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD25,794$1.83M<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC25,728$1.82M0.1%+14,22913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC25,438$1.8M0.83%-1,43513F-HRTimeline
Csenge Advisory Group25,435$1.8M0.08%-24713F-HRTimeline
Snowden Capital Advisors LLC24,811$1.76M0.05%+11,79613F-HRTimeline
Peck Wealth Management, LLC24,664$1.75M1.75%+4713F-HRTimeline
Patriot Financial Group Insurance Agenc…24,608$1.74M0.1%+17,16313F-HRTimeline
Terra Nova Asset Management LLC24,589$1.74M1.29%+78313F-HRTimeline
Crestwood Advisors Group, LLC24,561$1.74M0.03%new13F-HRTimeline
SFG Wealth Management, LLC.24,514$1.74M0.71%+12,95013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.24,480$1.73M1.13%+1,37713F-HRTimeline
5T Wealth, LLC24,200$1.71M0.68%+13,08013F-HRTimeline
Emergent Wealth Advisors, LLC24,060$1.7M1.01%+18,38213F-HRTimeline
Owen LaRue, LLC23,349$1.65M0.63%+2,32213F-HRTimeline
American Institute for Advanced Investm…23,332$1.65M1.07%+35013F-HRTimeline
Ausdal Financial Partners, Inc.23,223$1.65M0.07%+6,44213F-HRTimeline
FFG RETIREMENT ADVISORS LLC23,051$1.63M0.95%+95613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,021$1.63M0.03%+4,94813F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC23,015$1.63M0.42%+99013F-HRTimeline
Forefront Wealth Partners, LLC22,650$1.6M0.67%new13F-HRTimeline
National Wealth Management Group, LLC22,554$1.6M0.6%+4,42613F-HRTimeline
J.W. COLE ADVISORS, INC.22,030$1.56M0.05%+6,14913F-HRTimeline
Chatterton & Associates Inc.20,999$1.56M1.09%+11,49913F-HRTimeline
RATIONAL ADVISORS, INC.22,000$1.56M0.16%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…21,327$1.51M0.19%+8,51413F-HR/ATimelineGroup
Oakmont Investment Advisors, Inc.21,090$1.49M1.37%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,978$1.49M0.09%+24313F-HRTimeline
MAI Capital Management20,742$1.47M0.01%+3,41913F-HRTimeline
Strategies Wealth Advisors, LLC20,652$1.46M0.15%new13F-HRTimeline
Avidian Wealth Enterprises, LLC20,595$1.46M0.05%+6,06813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC20,422$1.45M0.78%+1,59313F-HR/ATimeline
Lauer Wealth, LLC19,111$1.43M1.15%+3,36113F-HRTimeline
WealthPoint Financial, LLC20,219$1.43M1.2%+7,21713F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC20,005$1.42M0.52%+5,82613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,979$1.42M0.11%new13F-HRTimelineGroup
Bull Harbor Capital LLC19,950$1.41M0.38%13F-HRTimeline
THEORY FINANCIAL LLC19,686$1.39M0.49%+8,20713F-HRTimeline
UPTICK PARTNERS, LLC19,522$1.38M0.28%+6,13013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,368$1.37M+14,122Timeline
MATHER GROUP, LLC.19,196$1.36M0.01%+8,95713F-HRTimeline
Intentional Wealth Strategies, LLC19,056$1.35M1.26%13F-HRTimeline
IMC-Chicago, LLC18,765$1.33M0.02%+7,02113F-HRTimeline
CoreCap Advisors, LLC18,111$1.28M0.04%-21,99613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17,896$1.27M0.05%+70913F-HRTimelineGroup
Elequin Capital, LP17,829$1.26M0.12%new13F-HRTimeline
Meridian Wealth Management, LLC17,775$1.26M0.04%+2,18713F-HRTimeline
Benson Wealth Management INC17,561$1.24M1.7%new13F-HRTimeline
SBI Securities Co., Ltd.17,175$1.22M0.03%+4,96413F-HRTimeline
Hopwood Nicholas Hunter17,086$1.21M0.38%+72613F-HRTimeline
PKS Advisory Services, LLC16,903$1.2M0.28%+3,29413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,827$1.19M<0.01%+1,48113F-HRTimelineGroup
Cresset Asset Management, LLC16,547$1.17M0.01%+11,64113F-HRTimeline
WealthTrak Capital Management LLC16,501$1.17M0.83%+4,14713F-HRTimeline
Wealth Watch Advisors, INC16,457$1.17M0.49%-81313F-HRTimeline
Independent Advisor Alliance16,426$1.16M0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,408$1.16M0.02%+1,30813F-HRTimelineGroup
Sigma Planning Corp16,399$1.16M0.03%-54713F-HRTimeline
KICKSTAND VENTURES, LLC.16,377$1.16M0.24%+7,16513F-HRTimeline
Cornerstone Wealth Management, LLC16,304$1.15M0.06%+9,95513F-HRTimeline
WEALTHGARDEN F.S. LLC16,264$1.15M0.79%+5,57413F-HRTimeline
David J Yvars Group16,175$1.15M0.64%+9,27013F-HRTimeline
Advyzon Investment Management, LLC16,083$1.14M0.1%+4,14913F-HRTimeline
Brown Miller Wealth Management, LLC16,007$1.13M0.32%-1,23613F-HRTimeline
WealthPLAN Partners, LLC15,484$1.1M0.21%+6,28313F-HRTimeline
Arrowroot Family Office, LLC15,476$1.1M0.36%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,456$1.09M0.04%new13F-HRTimelineGroup
Curran Financial Partners, LLC15,015$1.06M0.19%+3,86313F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.15,000$1.06M<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC14,996$1.06M0.13%+1,13113F-HRTimeline
Vantage Point Financial LLC14,893$1.06M0.37%+3,88513F-HRTimeline
Cascade Financial Partners, LLC14,845$1.05M0.11%+1,17713F-HRTimeline
Advisory Services Network, LLC14,705$1.04M0.01%+4,66113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,669$1.04M0.02%+8,98713F-HRTimelineGroup
Compound Planning, Inc.14,548$1.03M0.03%+10,52013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,486$1.03M0.01%+9,24513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP15,943$1.02M<0.01%+6,42213F-HRTimelineGroup
Western Wealth Management, LLC14,371$1.02M0.04%+2,04713F-HR/ATimeline
Prospera Financial Services Inc14,104$999K0.02%+2,88813F-HRTimeline
Laidlaw Wealth Management LLC14,062$996K3.46%+1,91413F-HRTimeline
Frisch Financial Group, Inc.13,496$956K0.2%+6,37313F-HRTimeline
Bravias Capital Group, LLC13,385$948K0.62%+2,04413F-HRTimeline
SIMPLEX TRADING, LLC13,308$943K0.03%+7,94413F-HRTimeline
Beacon Capital Management, LLC12,966$919K0.16%new13F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding12,928$916K+6,547Timeline
Kingsbury Capital Investment Advisors L…12,923$915K0.86%13F-HRTimeline
Signature Equity Partners, LLC12,872$912K0.49%+52913F-HRTimeline
SHP Wealth Management12,611$893K0.07%+3,79013F-HRTimeline
New England Private Wealth Advisors LLC12,511$886K0.1%+3,71813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,473$884K0.05%+68813F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC12,452$882K0.48%+4,55813F-HRTimeline
Sovran Advisors, LLC12,720$868K0.07%+7,30513F-HRTimeline
Quantinno Capital Management LP12,187$863K<0.01%+2,54313F-HRTimeline
HighPoint Advisor Group LLC12,005$850K0.04%+34713F-HRTimeline
Lunt Capital Management, Inc.11,915$844K0.32%+7313F-HRTimeline
Black Swift Group, LLC11,710$830K0.15%new13F-HRTimeline
Alteri Wealth LLC11,635$824K0.27%+1,40213F-HRTimeline
Contango Wealth Management LLC11,621$823K0.96%new13F-HRTimeline
RFG Advisory, LLC11,504$815K0.01%-1,48413F-HRTimeline
Merkkuri Wealth Advisors LLC11,441$810K0.54%+3,91913F-HRTimeline
SCOTIA CAPITAL INC.11,380$806K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,377$806K<0.01%+2,00213F-HRTimelineGroup
Quantum Portfolio Management LLC11,131$789K0.34%+34813F-HR/ATimeline
Asempa Wealth Advisors10,704$787K0.69%+3,77313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,452$773K<0.01%-3,00213F-HRTimeline
PRIVATE TRUST CO NA10,561$748K0.07%+7,35213F-HRTimeline
Tempus Wealth Planning, LLC10,483$743K0.17%+6,21513F-HRTimeline
Members Advisory Group LLC10,454$741K0.25%new13F-HRTimeline
XY Planning Network, Inc.10,061$739K0.12%+3,11513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,300$730K0.22%013F-HRTimeline
Sequoia Financial Advisors, LLC10,265$727K<0.01%+1,37213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,144$719K0.04%+1,28013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,886$700K0.01%+2,74813F-HRTimeline
PINNACLE ASSOCIATES LTD9,715$688K0.01%+4013F-HRTimeline
Sanchez Gaunt Capital Management, LLC9,453$670K0.42%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,441$669K0.01%+5,92513F-HRTimelineGroup
Sowell Financial Services LLC9,134$647K0.02%+1,71313F-HRTimeline
GatePass Capital, LLC8,998$637K0.31%+4,52313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,745$619K0.03%+49413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,667$614K<0.01%+4,45513F-HRTimelineGroup
Integrated Wealth Management8,563$607K0.7%+1,86413F-HRTimeline
Sonoma Allocations LLC8,134$602K0.21%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,469$600K0.03%new13F-HRTimeline
Portside Wealth Group, LLC8,444$598K0.08%+2,02413F-HRTimeline
Stirlingshire Investments, Inc.8,432$597K0.52%+3,54913F-HRTimeline
Vectors Research Management, LLC8,399$595K0.17%new13F-HRTimeline
GROUP ONE TRADING LLC8,392$594K0.02%+3,03813F-HRTimeline
Creative Planningin group Creative Planning8,378$593K<0.01%+3,03813F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC8,167$579K0.17%+5,01713F-HRTimeline
OMNI 360 Wealth, Inc.8,115$575K0.3%+2,75613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,114$575K0.14%new13F-HRTimeline
Beacon Financial Advisory LLC8,071$572K0.13%+3,43113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,475$564K0.01%-36413F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,930$562K<0.01%13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,930$562K<0.01%+7,87113F-HRTimelineGroup
Walker Asset Management, LLC7,928$562K0.3%+68513F-HRTimeline
Wealthspire Advisors, LLC7,923$561K<0.01%-3,24213F-HRTimeline
Sandbox Financial Partners, LLC7,881$558K0.16%+3,03213F-HRTimeline
Geneos Wealth Management Inc.7,844$556K0.01%+3,76313F-HRTimeline
Catalina Capital Group, LLC7,844$556K0.34%+2,52513F-HRTimeline
Archford Capital Strategies, LLC7,834$555K0.06%new13F-HRTimeline
Tranquilli Financial Advisor LLC7,755$549K0.32%+31213F-HRTimeline
FWG Investments, LLC.7,686$544K0.35%+2,85413F-HRTimeline
Index Technologies Group LLC7,681$544K0.59%+16113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,670$543K0.01%new13F-HRTimelineGroup
NVWM, LLC7,645$542K0.12%-1,24513F-HRTimeline
CGN Advisors LLC7,562$536K0.04%-23313F-HRTimeline
NWF Advisory Services Inc.7,555$535K0.06%new13F-HRTimeline
Visionary Wealth Advisors7,546$535K0.02%-45413F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,503$531K0.16%-26,49013F-HRTimeline
COURIER CAPITAL LLC7,495$531K0.03%new13F-HR/ATimeline
Parallel Advisors, LLC7,470$529K0.01%+1,19613F-HR/ATimeline
Orion Porfolio Solutions, LLC7,379$523K<0.01%-16,45613F-HRTimeline
Curi Capital, LLC7,280$516K0.01%+68113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,255$514K0.03%+2,33213F-HRTimeline
Family Office Research LLC7,055$511K0.22%+2,47013F-HRTimeline
MCF Advisors LLC7,171$508K0.02%new13F-HRTimeline
Magnolia Private Wealth, LLC7,125$505K0.34%+3,94313F-HRTimeline
Gateway Wealth Partners, LLC6,983$495K0.02%new13F-HRTimeline
MKT Advisors LLC6,628$490K0.16%+70813F-HRTimeline
Activest Wealth Management6,876$487K0.09%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,857$486K<0.01%-15413F-HRTimelineGroup
RDA Financial Network6,812$483K0.12%+3,56813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,767$479K0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,437$478K0.03%-3,37413F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC6,968$476K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC6,707$475K0.03%+1,50713F-HRTimeline
Range Advisory, LLC6,659$472K0.09%new13F-HRTimeline
HB Wealth Management, LLC6,543$464K<0.01%+44313F-HRTimeline
Jaffetilchin Investment Partners, LLC6,537$463K0.03%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,507$461K0.04%-26,62613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,434$456K<0.01%new13F-HRTimelineGroup