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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,337,265$445M0.03%+2,814,77113F-HR/ATimelineGroup
LPL Financial LLC3,191,550$224M0.07%+1,195,87413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,339,615$164M0.01%+628,34413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,299,472$162M0.01%+2,007,62613F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding2,274,224$159M+1,198,507Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA903,672$63.5M0.01%+204,44613F-HRTimelineGroup
Henshaw Capital LLC759,000$53.3M1.99%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…670,733$47.1M0.09%+175,12313F-HRTimelineGroup
SOFI WEALTH, LLC570,199$40.1M2.16%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding566,215$39.8M+441,978Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.596,611$37.5M0.05%+224,01413F-HRTimelineGroup
OneDigital Investment Advisors LLC503,071$35.3M0.36%+498,32313F-HRTimeline
Sanctuary Advisors, LLC500,741$35.2M0.2%+454,03213F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC493,824$34.7M0.01%+66,00313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP482,596$33.9M0.03%-3,86713F-HRTimelineGroup
Merit Financial Group, LLC465,545$32.7M0.3%+386,21413F-HR/ATimeline
Cetera Investment Advisers409,456$28.8M0.03%+155,93413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd399,221$28M0.33%+65,55613F-HRTimelineGroup
AE Wealth Management LLC391,856$27.5M0.18%+246,20913F-HRTimeline
Advocacy Wealth Management, LLC356,223$25M1.09%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC333,024$23.4M0.26%-48,85413F-HRTimelineGroup
UBS Group AGin group UBS Group AG332,848$23.4M<0.01%+190,61213F-HRTimelineGroup
NewEdge Advisors, LLC308,287$21.7M0.1%+286,49613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC224,050$15.7M0.56%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC204,966$14.4M0.02%+100,88813F-HRTimeline
MML INVESTORS SERVICES, LLC203,461$14.3M0.04%-20,03713F-HRTimeline
Evolution Wealth Advisors, LLC203,109$14.3M1.92%+174,45913F-HRTimeline
Austin Private Wealth, LLC201,261$14.1M1.09%new13F-HRTimeline
POTENTIA WEALTH189,982$13.3M5.09%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management185,774$13M0.16%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…166,701$11.7M0.03%-7,86513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…164,096$11.5M0.01%+158,38813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC163,844$11.5M0.28%new13F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC162,431$11.4M2.63%-1,26713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/160,285$11.3M<0.01%+153,14613F-HRTimelineGroup
Goldstein Advisors, LLC157,097$11M1.34%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.155,007$10.9M0.72%+56,61113F-HRTimelineGroup
Shepherd Financial Partners LLC150,889$10.6M1.01%new13F-HRTimeline
CAXTON ASSOCIATES LLP147,355$10.4M0.28%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC134,624$9.46M3.07%-18,39013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC133,223$9.36M0.13%-27,53613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …130,495$9.17M0.53%new13F-HRTimeline
Steward Partners Investment Advisory, L…126,594$8.89M0.05%+54,80913F-HRTimeline
Riggs Asset Managment Co. Inc.124,665$8.76M1.9%+5,02213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.123,088$8.65M0.11%-16,00013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC116,723$8.2M0.07%+112,44413F-HRTimeline
West Wealth Group, LLC122,184$8.15M1.84%new13F-HRTimeline
Sterling Manor Financial, LLC115,933$8.14M5.13%-7,17813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.115,570$8.12M0.1%+20,26013F-HRTimelineGroup
WJ Wealth Management, LLC112,829$7.71M3.39%-32,43913F-HR/ATimeline
Qube Research & Technologies Ltd108,832$7.64M0.01%+79,09813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC108,461$7.62M1.48%+74,52613F-HRTimeline
Security Financial Services, INC.107,681$7.56M1.22%new13F-HRTimeline
Buttonwood Financial Group, LLC106,710$7.52M3.25%new13F-HRTimeline
Proficio Capital Partners LLC106,992$7.52M0.52%+6,29813F-HR/ATimeline
Kelly Financial Services LLC95,605$6.72M1.74%new13F-HRTimeline
Sharkey, Howes & Javer90,137$6.33M0.81%-2,43713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding89,114$6.26M+42,574Timeline
EQ LLC88,508$6.22M2.11%new13F-HRTimeline
CFS Investment Advisory Services, LLC90,613$6.19M0.46%new13F-HRTimeline
Scarborough Advisors, LLC87,890$6.17M1.09%new13F-HRTimeline
Pettinga Financial Advisors LLC86,323$6.06M1.18%new13F-HRTimeline
Stokes Family Office, LLC86,236$6.06M0.58%new13F-HRTimeline
Horst & Graben Wealth Management LLC84,001$5.9M0.9%new13F-HRTimeline
Private Advisor Group, LLC83,426$5.86M0.03%+37,83413F-HRTimeline
Tennessee Valley Asset Management Partn…83,369$5.86M0.79%new13F-HRTimeline
Quadcap Wealth Management, LLC82,358$5.78M0.68%-10,33013F-HRTimeline
Financially Speaking Inc80,523$5.66M3.72%-8,05713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,123$5.56M0.04%new13F-HRTimelineGroup
StoneCrest Wealth Management, Inc.76,656$5.38M2.36%+2,01113F-HRTimeline
Physician Wealth Advisors, Inc.76,539$5.38M0.77%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.75,298$5.29M0.58%+1,27813F-HRTimeline
Keystone Financial Group74,109$5.21M0.4%+68,82413F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,649$5.17M0.01%-246,35113F-HRTimelineGroup
Triad Wealth Partners, LLC73,503$5.16M0.67%new13F-HRTimeline
Perigon Wealth Management, LLC72,855$5.12M0.1%+23,58513F-HRTimeline
Mariner, LLCin group Mariner, LLC72,627$5.1M0.01%+50,87313F-HRTimelineGroup
EWA, LLC72,505$5.09M1.41%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC72,303$5.08M0.84%new13F-HRTimeline
CIBC WORLD MARKET INC.72,219$5.07M0.01%+47,76813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC71,144$5M1.58%new13F-HRTimeline
SG Americas Securities, LLC70,291$4.94M0.02%new13F-HRTimeline
MCMORGAN & CO LLC67,997$4.78M0.74%new13F-HRTimeline
Financial Sense Advisors, Inc.66,691$4.68M0.86%+7513F-HRTimeline
SIMPLEX TRADING, LLC65,169$4.58M0.1%+39,93613F-HRTimeline
MGO ONE SEVEN LLC64,760$4.55M0.11%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding64,571$4.54M+46,099Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,298$4.52M0.01%+15,85613F-HRTimelineGroup
BEACON FINANCIAL GROUP63,450$4.46M0.44%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …62,583$4.4M0.05%+43013F-HRTimelineGroup
ONE Advisory Partners, LLC63,359$4.33M1.33%new13F-HRTimeline
One Wealth Advisors, LLC60,426$4.24M0.53%new13F-HRTimeline
Midwest Capital Advisors, LLC58,876$4.14M1.99%new13F-HRTimeline
Strategic Blueprint, LLC55,315$3.89M0.17%new13F-HRTimeline
Perennial Investment Advisors, LLC52,098$3.66M0.3%new13F-HRTimeline
Ameliora Wealth Management Ltd.51,650$3.63M1.21%new13F-HRTimeline
HERBST GROUP, LLC51,322$3.6M2.24%-7,24013F-HRTimeline
TSFG, LLC50,524$3.55M0.56%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC50,266$3.53M1.31%new13F-HRTimeline
Value Star Asset Management (Hong Kong)…50,000$3.51M7.13%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,980$3.51M<0.01%+42,62713F-HRTimelineGroup
Belpointe Asset Management LLC49,689$3.49M0.13%-3,01813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC51,738$3.47M0.13%+25,86913F-HRTimelineGroup
Virtus Family Office LLC48,365$3.4M3.18%+38,61913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/48,258$3.39M<0.01%+10,78013F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC47,710$3.35M1.99%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC45,371$3.19M0.01%+7,37113F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM43,841$3.08M0.38%+8,43113F-HRTimelineGroup
Fortis Advisors, LLC42,864$3.01M1.72%new13F-HRTimeline
Claro Advisors Inc.41,903$2.94M0.43%new13F-HRTimeline
World Investment Advisors41,569$2.92M0.06%+37413F-HRTimeline
Gotham Asset Management, LLC41,186$2.89M0.01%+23,48413F-HRTimeline
Keel Point, LLC41,116$2.89M0.18%+1,08413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,985$2.88M0.05%new13F-HRTimelineGroup
Great Diamond Partners, LLC39,339$2.76M0.54%+1613F-HRTimeline
CoreCap Advisors, LLC38,918$2.73M0.1%+38,85313F-HRTimeline
TSA Wealth Managment LLC37,534$2.64M0.9%new13F-HRTimeline
Owen LaRue, LLC37,296$2.62M1.03%+22,67013F-HRTimeline
Ethos Financial Group, LLC36,934$2.59M0.2%-18,62713F-HRTimeline
Cypress Wealth Services, LLC36,927$2.59M0.42%new13F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding36,869$2.59M+3,122Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,805$2.59M0.02%+11,08813F-HRTimelineGroup
Hobbs Wealth Management, LLC36,261$2.55M2.14%new13F-HRTimeline
Vertex Planning Partners, LLC34,904$2.45M0.47%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,705$2.44M<0.01%-3,28413F-HRTimelineGroup
Quadrant Private Wealth Management, LLC34,522$2.42M0.44%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,416$2.42M0.07%new13F-HRTimeline
Synergy Investment Management, LLC32,679$2.3M0.88%new13F-HRTimeline
Maia Wealth LLC33,317$2.23M0.38%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P31,700$2.23M<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.31,544$2.22M0.08%new13F-HRTimeline
SWP FINANCIAL LLC31,496$2.21M1.13%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30,850$2.17M<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC29,459$2.07M0.05%+2,11913F-HRTimeline
Scissortail Wealth Management, LLC29,252$2.05M0.45%new13F-HRTimeline
Mayflower Financial Advisors, LLC28,949$2.03M0.26%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd28,425$2M0.05%+24,40413F-HRTimeline
TD Waterhouse Canada Inc.28,318$1.99M0.01%+4,74813F-HRTimeline
Terra Nova Asset Management LLC27,457$1.93M1.22%+4,04313F-HRTimeline
D.A. DAVIDSON & CO.26,742$1.88M0.01%+4,09413F-HRTimeline
Atria Investments, Inc26,604$1.87M0.02%+11,48113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …26,048$1.83M0.03%+5,81513F-HRTimelineGroup
Gen-Wealth Partners Inc25,419$1.79M0.6%new13F-HRTimeline
Peck Wealth Management, LLC25,418$1.79M1.71%13F-HRTimeline
PFG Advisors25,175$1.77M0.07%new13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…25,146$1.77M1%-12,34413F-HRTimelineGroup
Carter Financial Group, INC.24,589$1.73M1.04%-2,25313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd24,575$1.73M0.1%+3,00013F-HRTimelineGroup
Solstein Capital, LLC24,410$1.71M0.78%013F-HRTimeline
Financial Partners Group, Inc24,370$1.71M0.21%+17,69713F-HRTimeline
Accel Wealth Management24,289$1.71M0.5%new13F-HRTimeline
HighTower Advisors, LLC24,253$1.7M<0.01%+9,64213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23,302$1.64M0.03%new13F-HRTimelineGroup
Csenge Advisory Group23,150$1.63M0.08%new13F-HRTimeline
Certus Wealth Management, LLC23,007$1.62M0.97%new13F-HRTimeline
Advisory Services Network, LLC22,586$1.59M0.02%+6,10413F-HRTimeline
ORG Partners LLC22,564$1.59M0.29%+4,99913F-HRTimeline
Spectrum Planning & Advisory Services I…22,411$1.57M0.89%new13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.22,050$1.55M0.01%013F-HRTimelineGroup
Inscription Capital, LLC21,385$1.5M0.16%+15,66013F-HRTimeline
IHT Wealth Management, LLC21,375$1.5M0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,437$1.44M0.09%+19513F-HRTimeline
Tyche Wealth Partners LLC20,171$1.42M0.25%new13F-HRTimeline
MGB Wealth Management, LLC20,044$1.41M0.4%+1,39013F-HRTimeline
American Institute for Advanced Investm…19,620$1.38M0.9%+7,99013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,441$1.37M<0.01%+57313F-HRTimelineGroup
Braun-Bostich & Associates Inc.19,289$1.35M0.85%new13F-HRTimeline
Orion Porfolio Solutions, LLC19,211$1.35M0.01%+5,01013F-HRTimeline
Tradition Wealth Management, LLC18,881$1.33M0.1%new13F-HRTimeline
Janney Montgomery Scott LLC18,682$1.31M<0.01%+4,60913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,235$1.28M0.03%+6,09513F-HRTimeline
HBW ADVISORY SERVICES LLC18,107$1.27M0.14%+3,89813F-HRTimeline
WCG Wealth Advisors LLC18,011$1.27M0.08%new13F-HRTimeline
Quantum Portfolio Management LLC17,723$1.24M0.37%+7,44913F-HRTimeline
ArborFi Advisors, LLC17,387$1.22M0.99%new13F-HRTimeline
MAI Capital Management17,323$1.22M0.01%+3013F-HRTimeline
Wealth Watch Advisors, INC17,256$1.21M0.5%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC16,703$1.17M0.14%new13F-HRTimeline
Farther Finance Advisors, LLC16,673$1.17M0.02%+1,08813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC16,472$1.16M0.11%+11,70713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,116$1.13M<0.01%+12,05713F-HRTimelineGroup
Laidlaw Wealth Management LLC15,991$1.12M2.68%new13F-HRTimeline
Sigma Planning Corp15,826$1.11M0.03%+7,98213F-HRTimeline
National Wealth Management Group, LLC15,557$1.09M0.41%+4,11913F-HRTimeline
Brown Miller Wealth Management, LLC15,518$1.09M0.31%+65713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,095$1.06M<0.01%+6,77313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,015$1.05M0.02%+2,78513F-HRTimelineGroup
PKS Advisory Services, LLC14,426$1.01M0.21%new13F-HRTimeline
Trek Financial, LLC14,198$997K0.06%+6,50413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,079$989K0.02%+1,50113F-HRTimelineGroup
A4 Wealth Advisors LLC13,748$966K0.81%13F-HRTimeline
Avidian Wealth Enterprises, LLC13,339$937K0.04%new13F-HRTimeline
Cascade Financial Partners, LLC13,314$935K0.11%+85713F-HRTimeline
BigSur Wealth Management LLC13,245$930K0.23%013F-HRTimeline
Bison Wealth, LLC13,501$929K0.09%new13F-HRTimeline
SBI Securities Co., Ltd.13,147$923K0.02%+3,51413F-HRTimeline
Apeiron RIA LLC13,299$908K0.2%new13F-HRTimeline
IMC-Chicago, LLC12,904$906K0.02%-3,94813F-HRTimeline
Kercheville Advisors, LLC12,800$899K0.27%+8,10013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC12,752$896K0.24%+9,32713F-HRTimeline