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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
INTEGRITY ALLIANCE, LLC.6,403$454K0.02%+12913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,336$449K0.47%new13F-HRTimeline
Intrepid Financial Planning Group LLC6,275$445K0.18%013F-HRTimeline
Joseph P. Lucia & Associates, LLC6,194$439K0.16%013F-HRTimeline
Centiva Capital, LP6,146$435K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC6,101$432K0.05%+1,22613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,079$431K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC6,070$430K<0.01%+1,65513F-HRTimelineGroup
GeoWealth Management, LLC6,051$429K0.02%+83313F-HRTimeline
THOMPSON DAVIS & CO., INC.6,031$427K0.28%+2013F-HRTimeline
BAM Wealth Management, LLC5,991$424K0.32%+60813F-HRTimeline
Regal Investment Advisors LLC5,980$424K0.02%+1,25713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,949$421K0.19%+26713F-HRTimeline
Lantern Wealth Advisors, LLC5,947$421K0.22%+2,75313F-HRTimeline
HUB Investment Partners, LLC5,933$420K0.01%new13F-HRTimeline
L & S Advisors Inc5,912$419K0.05%+37013F-HRTimeline
Cassilly Financial Group LLC5,912$419K0.36%-2013F-HRTimeline
Golden State Wealth Management, LLC5,869$416K0.05%new13F-HRTimeline
Fox Hill Wealth Management5,854$415K0.2%+14013F-HRTimeline
Smartleaf Asset Management LLC6,046$413K0.01%+1,54513F-HRTimeline
Imprint Wealth LLC5,715$405K1.85%+2,55313F-HRTimeline
Richmond Investment Services, LLC5,639$400K0.06%+11913F-HRTimeline
Cardinal Point Capital Management ULC5,547$393K0.02%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,487$389K<0.01%new13F-HRTimelineGroup
Betterment LLC5,471$388K<0.01%new13F-HRTimeline
Trademark Financial Management, LLC5,426$384K0.19%+78713F-HRTimeline
MN Wealth Advisors, LLC5,373$381K0.19%+1,19713F-HRTimeline
Beacon Pointe Advisors, LLC5,280$374K<0.01%new13F-HRTimeline
SWEENEY & MICHEL, LLC5,007$373K0.11%+1,25013F-HRTimeline
WEDBUSH SECURITIES INC5,209$369K0.01%+62213F-HRTimeline
Capital CS Group, LLC5,191$368K0.76%new13F-HRTimeline
Empirical Asset Management, LLC5,165$366K0.1%+74713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,143$364K0.01%-66413F-HRTimeline
Moors & Cabot, Inc.5,141$364K0.02%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,087$360K0.19%new13F-HRTimeline
Obermeyer Wealth Partners5,057$358K0.02%+1413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,050$358K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,047$358K<0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC5,026$356K<0.01%+1,00013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,000$354K0.02%013F-HRTimeline
&PARTNERS4,911$348K<0.01%+1,67913F-HRTimeline
Arcadia Wealth Management, LLC4,898$347K0.13%+94113F-HRTimeline
KINTRA WEALTH, LLC4,847$343K0.02%+1,24113F-HRTimeline
Signal Advisors Wealth, LLC4,831$342K0.02%+1,51013F-HRTimeline
Centurion Wealth Management LLC4,677$331K0.07%new13F-HRTimeline
Optivise Advisory Services LLC4,631$328K0.2%+2413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,614$327K0.14%+1,51613F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC4,587$325K0.02%new13F-HRTimeline
Waverly Advisors, LLC4,470$317K<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,442$315K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC4,393$311K0.04%new13F-HRTimeline
Arkadios Wealth Advisors4,386$311K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,293$304K0.04%new13F-HRTimeline
APS Management Group, Inc.4,278$303K0.26%new13F-HRTimeline
Resurgent Financial Advisors LLC4,182$296K0.11%new13F-HRTimeline
National Philanthropic Trust4,175$296K<0.01%new13F-HRTimeline
Fulcrum Equity Management4,138$293K0.29%new13F-HRTimeline
Worth Asset Management, LLC4,118$292K0.11%+3013F-HRTimeline
Caliber Wealth Management, LLC / KS4,105$291K0.03%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,085$289K0.02%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,059$288K0.01%+1,70213F-HRTimeline
ZEGA Investments, LLC4,056$287K0.05%new13F-HRTimeline
BigSur Wealth Management LLC4,045$287K0.08%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC4,008$284K0.02%+1313F-HRTimeline
Manchester Capital Management LLC3,978$282K0.04%013F-HRTimeline
Strategic Advisors LLC3,940$279K0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC3,938$279K<0.01%+18413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,919$278K<0.01%-53713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,905$277K0.02%new13F-HRTimeline
ETF Store, Inc.3,891$276K0.27%+67913F-HRTimeline
LANARK FINANCIAL, INC.3,883$275K0.02%+16913F-HRTimeline
MSH Capital Advisors LLC3,877$275K0.06%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,817$270K0.18%+6613F-HRTimeline
Winthrop Advisory Group LLC3,746$265K0.02%+40313F-HRTimeline
PFG Investments, LLC3,742$265K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,712$263K<0.01%-9,35713F-HRTimeline
Aptus Capital Advisors, LLC3,644$258K<0.01%+2513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,605$255K0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,499$248KnewTimeline
Copia Wealth Management3,434$243K0.17%-17313F-HRTimeline
Relyea Zuckerberg Hanson LLC3,372$239K0.02%new13F-HRTimeline
Valeo Financial Advisors, LLC3,357$238K0.01%-47713F-HRTimeline
Alta Wealth Advisors LLC3,310$234K0.08%new13F-HRTimeline
Berbice Capital Management LLC3,288$233K0.15%new13F-HRTimeline
Key Capital Management, INC3,240$230K0.15%+2,30113F-HRTimeline
Ignite Planners, LLC3,190$226K0.03%013F-HRTimeline
Integrity Wealth Solutions LLC3,149$223K0.09%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,249$223K<0.01%+35013F-HRTimelineGroup
ARWA LLC2,941$218K0.11%new13F-HRTimeline
Simplicity Wealth,LLC3,079$218K0.01%-6413F-HRTimeline
E&G Advisors, LLC3,060$217K0.05%new13F-HRTimeline
Retirement Planning Group, LLC3,055$216K0.01%new13F-HRTimeline
Mosaic Advisors LLC3,192$216K0.32%new13F-HRTimeline
Willow Financial LLC3,043$216K0.22%-30,19013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,010$213K0.22%new13F-HRTimeline
Baker Ellis Asset Management LLC2,960$210K0.02%-40013F-HRTimeline
Straight Path Wealth Management2,900$205K0.05%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC2,898$205K0.21%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC3,000$205K0.07%new13F-HRTimeline
Keel Point, LLC2,852$202K0.01%new13F-HRTimeline
Centerpoint Advisory Group2,845$202K0.15%new13F-HRTimeline
Advocate Investing Services LLC2,500$177K0.15%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,433$172K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,287$162K0.01%+18513F-HRTimelineGroup
Larson Financial Group LLC2,263$160K0.01%+27813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,233$158K0.1%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,179$154K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,167$154K<0.01%+1,99313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,118$150K<0.01%+1,96013F-HRTimelineGroup
Belvedere Trading LLC2,100$149K0.02%new13F-HRTimeline
PeakShares LLC1,973$140K0.13%new13F-HRTimeline
Keating Financial Advisory Services, In…1,928$137K0.02%+52613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,803$135K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,898$134K0.05%+613F-HRTimeline
Allworth Financial LP1,882$133K<0.01%+56213F-HRTimeline
Lloyd Advisory Services, LLC.1,848$131K0.04%-1,57813F-HRTimeline
Kingdom Financial Group LLC.1,848$131K0.04%+1,07513F-HRTimeline
Archer Investment Corp1,819$129K0.03%013F-HRTimeline
Main Street Group, LTD1,781$126K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,695$125K0.01%+73113F-HRTimeline
Crewe Advisors LLC1,741$123K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,681$119K<0.01%+18113F-HR/ATimelineGroup
KM Capital Management Ltd.1,596$102K0.07%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,442$99.1K<0.01%+12413F-HRTimeline
AdvisorNet Financial, Inc1,346$95.4K<0.01%+413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,340$94.9K0.01%+34013F-HRTimeline
Sound Income Strategies, LLC1,265$93K<0.01%+9113F-HRTimeline
Wilmington Savings Fund Society, FSB1,200$85K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,171$83K<0.01%+55813F-HRTimeline
Investors Research Corp1,037$73.5K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,022$72K0.01%+44613F-HRTimeline
Rossby Financial, LCC955$70.1K0.01%new13F-HRTimeline
POM Investment Strategies, LLC933$66.1K0.08%013F-HRTimeline
Wells Financial Advisors INC831$58.9K0.27%013F-HRTimeline
North Star Investment Management Corp.800$56.7K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.793$56.2K0.04%+28813F-HRTimeline
LRI Investments, LLC750$53.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN743$52.6K<0.01%-1,34513F-HR/ATimelineGroup
First PREMIER Bank650$46K0.01%013F-HRTimeline
Triumph Capital Management601$42.6K0.01%-33813F-HRTimeline
Premier Financial Group570$42.1K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.594$42.1K0.04%+17413F-HRTimeline
ADIRONDACK TRUST CO564$40K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.539$38.2K<0.01%013F-HRTimeline
2UniFi Bank535$37.9K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC502$35.5K0.02%+5213F-HRTimeline
Financially Speaking Inc489$34.6K0.17%new13F-HRTimeline
LGT Financial Advisors LLC372$26.4K0.14%+23113F-HRTimeline
Financial Life Planners370$26.2K0.02%new13F-HRTimeline
Pacifica Partners Inc.360$25.5K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding351$24.9K+201Timeline
Hilton Head Capital Partners, LLC271$19.2K0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc264$18.7K0.01%+1313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.255$18.1K0.01%new13F-HRTimeline
Coston, McIsaac & Partners261$18K<0.01%+3013F-HRTimeline
Dunhill Financial, LLC250$17.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC235$17K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.234$17K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Network Wealth Advisors LLC223$15.8K0.02%+9413F-HRTimeline
Root Financial Partners, LLC219$15.5K<0.01%new13F-HRTimeline
IFG Advisory, LLC200$14.2K0.04%-5,39713F-HRTimeline
Founders Financial Alliance, LLC200$14.2K<0.01%new13F-HRTimeline
Orion Capital Management LLC199$14.1K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.193$13.7K<0.01%-513F-HRTimeline
Aventura Private Wealth, LLC193$13.7K<0.01%+12313F-HRTimeline
Team Financial Group, LLC184$13K0.01%+4813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC179$12.7K<0.01%+8813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.154$10.9K<0.01%-2913F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$10.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC140$9.53K<0.01%+9013F-HRTimeline
Medallion Wealth Advisors, LLC120$8.5K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC101$7.16K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC100$7.08K<0.01%-8,57913F-HRTimelineGroup
Hillsdale Investment Management Inc.100$7.08K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC100$7.08K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…100$7.08K<0.01%new13F-HRTimeline
American Capital Advisory, LLC100$7.08K<0.01%013F-HRTimeline
Abound Wealth Management90$6.38K<0.01%new13F-HRTimeline
Portus Wealth Advisors, LLC86$6.09K0.01%new13F-HRTimeline
Networth Advisors, LLC80$5.68K<0.01%+1913F-HRTimeline
SJS Investment Consulting Inc.80$5.67K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC71$5.03K<0.01%013F-HRTimeline
Bogart Wealth, LLC65$4.62K<0.01%+2013F-HRTimeline
AMERIFLEX GROUP, INC.65$4.61K<0.01%-93513F-HRTimeline
VISION FINANCIAL MARKETS LLC51$3.58K<0.01%-5013F-HRTimeline
1 NORTH WEALTH SERVICES LLC45$3.19K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC35$2.48K<0.01%new13F-HRTimeline
Westend Capital Management, LLC34$2.41K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.30$2.12K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA29$2.05K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc29$2K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC27$2K<0.01%+1913F-HRTimeline
Darwin Wealth Management, LLC28$1.99K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT25$1.77K<0.01%013F-HRTimeline
New England Capital Financial Advisors …25$1.77K<0.01%new13F-HRTimeline
REAP Financial Group, LLC25$1.77K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources24$1.7K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22$1.56K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust20$1.42K<0.01%new13F-HRTimeline
Addison Advisors LLC20$1.42K<0.01%new13F-HRTimeline