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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
RDA Financial Network3,244$210K0.05%+15013F-HRTimeline
&PARTNERS3,232$209K<0.01%-3813F-HRTimeline
Mountain Capital Investment Advisors In…2,721$209K0.03%new13F-HRTimeline
ETF Store, Inc.3,212$208K0.21%new13F-HRTimeline
PRIVATE TRUST CO NA3,209$208K0.02%-14213F-HRTimeline
Lantern Wealth Advisors, LLC3,194$207K0.11%new13F-HRTimeline
Magnolia Private Wealth, LLC3,182$206K0.14%new13F-HRTimeline
Imprint Wealth LLC3,162$205K0.96%+79813F-HRTimeline
Gilliland Jeter Wealth Management LLC3,150$204K0.06%new13F-HRTimeline
Simplicity Wealth,LLC3,143$204K0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,098$201K0.09%-1613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,899$189K<0.01%+9913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,357$153K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,233$145K0.09%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,102$136K<0.01%+2413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,088$135K<0.01%+55113F-HRTimelineGroup
Larson Financial Group LLC1,985$129K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,803$128K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,892$123K0.04%013F-HRTimeline
Archer Investment Corp1,819$118K0.03%-76613F-HRTimeline
Crewe Advisors LLC1,741$113K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$97.2K<0.01%+1,14313F-HRTimelineGroup
Sound Income Strategies, LLC1,174$91.5K<0.01%+1,07813F-HRTimeline
Keating Financial Advisory Services, In…1,402$90.8K0.01%13F-HRTimeline
AdvisorNet Financial, Inc1,342$87K<0.01%+13013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,318$86.1K<0.01%new13F-HRTimeline
Allworth Financial LP1,320$85.5K<0.01%+21713F-HRTimeline
Wilmington Savings Fund Society, FSB1,200$77.7K<0.01%013F-HRTimeline
Investors Research Corp1,037$67.2K0.01%+35413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,000$64.8K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,000$64.8K0.03%-1,00013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…964$62.5K<0.01%new13F-HRTimeline
Triumph Capital Management939$60.8K0.01%new13F-HRTimeline
Key Capital Management, INC939$60.8K0.06%13F-HRTimeline
POM Investment Strategies, LLC933$60.4K0.03%013F-HRTimeline
Wells Financial Advisors INC831$53.8K0.1%new13F-HRTimeline
North Star Investment Management Corp.800$51.8K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.773$50.1K0.02%new13F-HRTimeline
LRI Investments, LLC750$48.6K<0.01%013F-HRTimeline
Northwest Capital Management Inc696$45.1K0.2%-2,45013F-HRTimeline
First PREMIER Bank650$42K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC613$39.7K<0.01%-8613F-HRTimeline
VALLEY NATIONAL ADVISERS INC576$37K0.01%013F-HRTimeline
First Command Advisory Services, Inc.539$34.9K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.505$32.7K0.03%+9213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC450$29.2K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.420$27.2K0.02%+7413F-HRTimeline
Pacifica Partners Inc.360$23.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC284$18.4K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC270$17.5K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc251$16.2K0.01%-11013F-HRTimeline
Dunhill Financial, LLC250$16.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC234$15.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC235$15K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.232$15K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners231$14K<0.01%new13F-HRTimeline
Orion Capital Management LLC199$12.9K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.198$12.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.183$11.9K<0.01%-2,16813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\174$11.3K<0.01%-11213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…158$10.2K<0.01%-1613F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors150$9.74K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC150$9.72K<0.01%013F-HRTimeline
LGT Financial Advisors LLC141$9.13K0.06%-17013F-HRTimeline
Team Financial Group, LLC136$8.81K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC129$8.36K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC101$6.49K0.01%013F-HRTimeline
Hillsdale Investment Management Inc.100$6.48K<0.01%013F-HRTimeline
American Capital Advisory, LLC100$6.48K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.92$6K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC91$5.88K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC71$4.62K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC70$4.54K<0.01%013F-HRTimeline
Networth Advisors, LLC61$3.95K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…59$3.82K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC50$3.25K<0.01%new13F-HRTimeline
Bogart Wealth, LLC45$2.92K<0.01%013F-HRTimeline
Go Invest LLC42$2.7K<0.01%13F-HRTimeline
Channing Global Advisors, LLC41$2.66K<0.01%-813F-HRTimeline
Westend Capital Management, LLC34$2.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.30$1.94K<0.01%-4913F-HRTimeline
FIRST COMMUNITY TRUST NA29$1.88K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT28$1.81K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC28$1.81K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT25$1.62K<0.01%013F-HRTimeline
Greenline Wealth Management LLC20$1.3K<0.01%13F-HRTimeline
Clearstead Advisors, LLC9$584<0.01%new13F-HRTimeline
Strive Financial Group ,LLC8$518<0.01%13F-HR/ATimeline
Horizon Investments, LLC4$259<0.01%013F-HRTimeline
ALERUS FINANCIAL NA1$65<0.01%new13F-HRTimeline