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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,313,723$474M0.03%+976,45813F-HRTimelineGroup
LPL Financial LLC3,658,321$237M0.06%+466,77113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,073,192$200M+798,968Timeline
MORGAN STANLEYin group MORGAN STANLEY2,673,833$173M0.01%+334,21813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,489,866$161M0.01%+190,39413F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,850,265$120M1.04%+1,850,00013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…816,083$53.1M0.09%+145,35013F-HRTimelineGroup
SOFI WEALTH, LLC790,079$51.2M2.55%+219,88013F-HRTimeline
Henshaw Capital LLC762,000$49.4M1.77%+3,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.689,419$44.7M0.07%+92,80813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding655,777$42.5M+89,562Timeline
Parkway Wealth Management Group, LLC627,234$40.6M5.45%13F-HRTimeline
Merit Financial Group, LLC593,799$38.5M0.31%+128,25413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC582,564$37.7M0.01%+88,74013F-HRTimelineGroup
OneDigital Investment Advisors LLC548,690$35.5M0.35%+45,61913F-HRTimeline
Sanctuary Advisors, LLC546,365$35.4M0.19%+45,62413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA545,474$35.3M0.01%-358,19813F-HRTimelineGroup
Cetera Investment Advisers512,658$33.2M0.04%+103,20213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP510,499$33.1M0.03%+27,90313F-HRTimelineGroup
AE Wealth Management LLC403,254$26.1M0.15%+11,39813F-HRTimeline
NewEdge Advisors, LLC375,784$24.3M0.09%+67,49713F-HRTimeline
Advocacy Wealth Management, LLC374,775$24.3M1.02%+18,55213F-HRTimeline
UBS Group AGin group UBS Group AG342,451$22.2M<0.01%+9,60313F-HRTimelineGroup
Bensler, LLC332,479$21.5M2.16%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd330,671$21.4M0.22%-68,55013F-HRTimelineGroup
Fullerton Fund Management Co Ltd.327,718$21.2M0.93%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…326,176$21.1M0.01%+162,08013F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC324,476$21M0.23%-8,54813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/243,847$15.8M0.01%+83,56213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC233,933$15.2M0.52%+9,88313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC226,465$14.7M0.04%+23,00413F-HRTimeline
Austin Private Wealth, LLC213,820$13.9M1.04%+12,55913F-HRTimeline
Evolution Wealth Advisors, LLC205,907$13.3M1.34%+2,79813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC194,061$12.6M0.3%+30,21713F-HRTimelineGroup
Cambridge Investment Research Advisors,…180,116$11.7M0.03%+13,41513F-HRTimeline
Integrated Wealth Concepts LLC176,905$11.5M0.14%+60,18213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,446$11.4M0.02%-29,52013F-HRTimeline
Decker Wealth Management LLC172,240$11.2M2.45%13F-HRTimeline
Patton Albertson Miller Group, LLC167,950$10.9M1.28%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …166,093$10.8M0.64%+35,59813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.166,092$10.8M0.69%+11,08513F-HRTimelineGroup
POTENTIA WEALTH163,989$10.6M3.89%-25,99313F-HRTimeline
Shepherd Financial Partners LLC162,478$10.5M0.98%+11,58913F-HRTimeline
Goldstein Advisors, LLC161,795$10.5M1.19%+4,69813F-HRTimeline
Proficio Capital Partners LLC150,537$9.75M0.68%+43,54513F-HRTimeline
Steward Partners Investment Advisory, L…144,468$9.36M0.05%+17,87413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.135,091$8.75M0.1%+19,52113F-HRTimelineGroup
West Wealth Group, LLC133,604$8.66M1.8%+11,42013F-HRTimeline
OAK FAMILY ADVISORS, LLC132,309$8.57M2.63%-2,31513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC131,438$8.52M0.13%-1,78513F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC129,437$8.39M2%-32,99413F-HRTimeline
Riggs Asset Managment Co. Inc.125,840$8.15M1.64%+1,17513F-HRTimeline
MA Private Wealth120,709$7.82M1.3%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding119,482$7.74M+30,368Timeline
MGO ONE SEVEN LLC118,735$7.69M0.16%+53,97513F-HRTimeline
Sterling Manor Financial, LLC117,253$7.6M4.74%+1,32013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding117,171$7.59M+52,600Timeline
Private Advisor Group, LLC115,632$7.49M0.04%+32,20613F-HRTimeline
WJ Wealth Management, LLC112,904$7.32M3.2%+7513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.110,414$7.16M0.08%-12,67413F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC108,870$7.05M1.26%+40913F-HRTimeline
EQ LLC107,991$7M2.02%+19,48313F-HRTimeline
Perigon Wealth Management, LLC107,980$7M0.13%+35,12513F-HRTimeline
CFS Investment Advisory Services, LLC107,476$6.96M0.51%+16,86313F-HRTimeline
Dynasty Wealth Management, LLC104,257$6.75M0.07%new13F-HRTimeline
KWB Wealth103,665$6.72M0.64%new13F-HRTimeline
Stonebrook Private Inc.101,969$6.61M1.38%+90,50213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC101,386$6.57M0.06%+22,26313F-HRTimelineGroup
Kelly Financial Services LLC101,230$6.56M1.64%+5,62513F-HRTimeline
Triad Wealth Partners, LLC100,556$6.52M0.62%+27,05313F-HRTimeline
Millington Financial Advisors, LLC88,103$6.42M2.84%new13F-HRTimeline
Qube Research & Technologies Ltd98,294$6.37M0.01%-10,53813F-HRTimeline
Security Financial Services, INC.95,797$6.21M0.97%-11,88413F-HRTimeline
Sharkey, Howes & Javer93,360$6.05M0.77%+3,22313F-HRTimeline
Scarborough Advisors, LLC90,934$5.89M0.99%+3,04413F-HRTimeline
Pettinga Financial Advisors LLC90,077$5.84M1.11%+3,75413F-HRTimeline
Tennessee Valley Asset Management Partn…89,275$5.78M0.75%+5,90613F-HRTimeline
Horst & Graben Wealth Management LLC88,780$5.75M0.87%+4,77913F-HRTimeline
Stokes Family Office, LLC88,623$5.74M0.53%+2,38713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC85,321$5.53M0.37%+79,38713F-HR/ATimeline
Physician Wealth Advisors, Inc.83,244$5.39M0.75%+6,70513F-HRTimeline
StoneCrest Wealth Management, Inc.82,498$5.35M2.16%+5,84213F-HRTimeline
Strategic Blueprint, LLC82,283$5.33M0.32%+26,96813F-HRTimeline
CIBC WORLD MARKET INC.81,857$5.3M0.01%+9,63813F-HRTimeline
Keystone Financial Group80,283$5.2M0.38%+6,17413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC78,025$5.06M0.11%+59,79013F-HRTimeline
EWA, LLC77,732$5.04M1.23%+5,22713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,000$4.99M0.01%+12,70213F-HR/ATimelineGroup
Arax Advisory Partners76,702$4.97M0.14%new13F-HRTimeline
Foguth Wealth Management, LLC.74,550$4.95M0.77%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC75,336$4.88M1.46%+4,19213F-HRTimeline
Quadcap Wealth Management, LLC74,350$4.82M0.55%-8,00813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC73,505$4.76M0.1%+50,20313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.72,074$4.67M0.51%-3,22413F-HRTimeline
MCMORGAN & CO LLC71,810$4.65M0.77%+3,81313F-HRTimeline
TSFG, LLC71,740$4.65M0.69%+21,21613F-HRTimeline
BEACON FINANCIAL GROUP70,630$4.58M0.46%+7,18013F-HRTimeline
Buttonwood Financial Group, LLC60,534$4.55M2.42%-46,17613F-HRTimeline
Cardinal Strategic Wealth Guidance69,193$4.48M1.17%new13F-HRTimeline
One Wealth Advisors, LLC67,403$4.37M0.53%+6,97713F-HRTimeline
ONE Advisory Partners, LLC66,828$4.33M1.31%+3,46913F-HRTimeline
Mariner, LLCin group Mariner, LLC63,164$4.09M<0.01%-9,46313F-HRTimelineGroup
Midwest Capital Advisors, LLC63,149$4.09M1.96%+4,27313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC61,594$3.99M0.84%-10,70913F-HRTimeline
Gotham Asset Management, LLC59,521$3.86M0.01%+18,33513F-HRTimeline
Ameliora Wealth Management Ltd.58,658$3.8M1.16%+7,00813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,226$3.71M<0.01%-16,42313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,004$3.69M0.05%-5,57913F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P55,800$3.62M<0.01%+24,10013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…55,326$3.58M0.04%+14,34113F-HRTimelineGroup
Perennial Investment Advisors, LLC53,218$3.45M0.27%+1,12013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,116$3.38M<0.01%+17,41113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,362$3.33M<0.01%+1,38213F-HRTimelineGroup
Farther Finance Advisors, LLC51,082$3.31M0.04%+34,40913F-HRTimeline
NWAM LLC42,937$3.27M0.18%+34,16713F-HRTimeline
BUSH INVESTMENT GROUP, LLC49,620$3.21M1.8%+1,91013F-HRTimeline
Belpointe Asset Management LLC49,068$3.18M0.11%-62113F-HRTimeline
Vise Technologies, Inc.48,881$3.17M0.06%+17,33713F-HRTimeline
EHRLICH FINANCIAL GROUP48,465$3.14M1.79%+45,03913F-HRTimeline
Claro Advisors Inc.47,290$3.06M0.42%+5,38713F-HRTimeline
Alliance Wealth Advisors, LLC /UT46,439$3.01M0.65%+43,38813F-HRTimeline
Apeiron RIA LLC41,352$2.93M0.59%+28,05313F-HRTimeline
TSA Wealth Managment LLC44,943$2.91M0.96%+7,40913F-HRTimeline
HERBST GROUP, LLC44,362$2.87M1.69%-6,96013F-HRTimeline
ShoreHaven Wealth Partners, LLC44,178$2.86M1.03%-6,08813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC43,818$2.84M1.27%13F-HRTimeline
Cypress Wealth Services, LLC43,748$2.83M0.39%+6,82113F-HRTimeline
Fortis Advisors, LLC42,785$2.77M1.53%-7913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,667$2.76M0.02%+5,86213F-HRTimelineGroup
JT Stratford LLC42,235$2.74M0.35%+36,77113F-HRTimeline
Nikulski Financial, Inc.40,900$2.65M0.63%new13F-HRTimeline
Hobbs Wealth Management, LLC40,513$2.62M2.56%+4,25213F-HRTimeline
Avid Wealth Partners LLC40,258$2.61M1.27%new13F-HRTimeline
CoreCap Advisors, LLC40,107$2.6M0.09%+1,18913F-HRTimeline
Great Diamond Partners, LLC39,536$2.56M0.49%+19713F-HRTimeline
HighTower Advisors, LLC38,806$2.51M<0.01%+14,55313F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding37,574$2.43M+705Timeline
U.S. Capital Wealth Advisors, LLC36,593$2.37M0.06%+2,17713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,253$2.35M<0.01%+5,40313F-HRTimelineGroup
Clear Creek Financial Management, LLC35,842$2.32M0.19%new13F-HRTimeline
Van Hulzen Asset Management, LLC35,589$2.31M0.17%new13F-HRTimeline
Embree Financial Group35,433$2.3M0.28%+23,64113F-HRTimeline
Vertex Planning Partners, LLC35,259$2.28M0.53%+35513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM35,118$2.27M0.2%-8,72313F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…33,993$2.2M0.47%+28,88813F-HRTimeline
Ethos Financial Group, LLC33,710$2.19M0.16%-3,22413F-HRTimeline
SWP FINANCIAL LLC33,813$2.19M1.1%+2,31713F-HRTimeline
Willow Financial LLC33,233$2.15M2.19%13F-HRTimeline
Synergy Investment Management, LLC33,155$2.15M0.76%+47613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC33,133$2.15M0.2%+16,66113F-HRTimelineGroup
Financial Sense Advisors, Inc.33,027$2.14M0.4%-33,66413F-HRTimeline
WT Wealth Management32,734$2.12M0.61%new13F-HRTimeline
Solstein Capital, LLC32,659$2.12M0.85%+8,24913F-HRTimeline
Quadrant Private Wealth Management, LLC32,510$2.11M0.35%-2,01213F-HRTimeline
Virtus Family Office LLC32,503$2.11M1.82%-15,86213F-HRTimeline
Financial Partners Group, Inc27,948$2.1M0.24%+3,57813F-HRTimeline
Maia Wealth LLC29,537$2.1M0.36%-3,78013F-HRTimeline
Bison Wealth, LLC28,672$2.1M0.24%+15,17113F-HRTimeline
PFG Advisors31,132$2.02M0.1%+5,95713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …30,559$1.98M0.03%+4,51113F-HRTimelineGroup
Town Capital LLC30,002$1.94M1.59%13F-HRTimeline
CARLSON FINANCIAL, INC.29,965$1.94M1.12%13F-HRTimeline
Scissortail Wealth Management, LLC29,653$1.92M0.44%+40113F-HRTimeline
IHT Wealth Management, LLC29,638$1.92M0.05%+8,26313F-HRTimeline
Accel Wealth Management29,454$1.91M0.52%+5,16513F-HRTimeline
Mayflower Financial Advisors, LLC29,188$1.89M0.23%+23913F-HRTimeline
Transcendent Capital Group LLC28,311$1.83M0.83%new13F-HRTimeline
Inscription Capital, LLC28,134$1.82M0.19%+6,74913F-HRTimeline
Gen-Wealth Partners Inc28,043$1.82M0.58%+2,62413F-HRTimeline
D.A. DAVIDSON & CO.27,959$1.81M0.01%+1,21713F-HRTimeline
Bleakley Financial Group, LLC27,797$1.8M0.03%-1,66213F-HRTimeline
ArborFi Advisors, LLC27,706$1.8M1.46%+10,31913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC27,502$1.78M<0.01%+8,06113F-HRTimelineGroup
World Investment Advisors27,422$1.78M0.03%-14,14713F-HR/ATimeline
TD Waterhouse Canada Inc.27,195$1.76M0.01%-1,12313F-HRTimeline
Tyche Wealth Partners LLC27,082$1.75M0.28%+6,91113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC26,873$1.74M0.8%13F-HRTimeline
Carter Financial Group, INC.26,264$1.71M1.01%+1,67513F-HRTimeline
Csenge Advisory Group25,682$1.66M0.08%+2,53213F-HRTimeline
WealthBridge Capital Management, LLC25,632$1.66M0.38%+22,33113F-HRTimeline
Lifelong Wealth Advisors, Inc.25,433$1.65M0.44%new13F-HRTimeline
Bedminster, LLC25,089$1.63M1.49%13F-HRTimeline
Peck Wealth Management, LLC24,617$1.59M1.51%-80113F-HRTimeline
May Hill Capital, LLC23,999$1.55M0.42%+12,76013F-HR/ATimeline
Orion Porfolio Solutions, LLC23,835$1.54M0.01%+4,62413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC23,829$1.54M0.17%+7,12613F-HRTimeline
Terra Nova Asset Management LLC23,806$1.54M1.02%-3,65113F-HRTimeline
Spectrum Planning & Advisory Services I…23,697$1.54M0.79%+1,28613F-HRTimeline
WCG Wealth Advisors LLC23,495$1.52M0.04%+5,48413F-HRTimeline
American Institute for Advanced Investm…22,982$1.5M0.97%+3,36213F-HRTimeline
IFP Advisors, Inc23,130$1.5M0.03%+11,12613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.23,103$1.5M0.99%+14,00813F-HRTimeline
A4 Wealth Advisors LLC22,729$1.47M1.27%+8,98113F-HRTimeline
MGB Wealth Management, LLC22,693$1.47M0.42%+2,64913F-HRTimeline
FFG RETIREMENT ADVISORS LLC22,095$1.43M0.89%+14,60313F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.22,050$1.43M0.01%013F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC22,037$1.43M0.45%+13,85513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC22,025$1.43M0.4%+9,27313F-HRTimeline
Braun-Bostich & Associates Inc.21,766$1.41M0.87%+2,47713F-HRTimeline
Daviman Financial, LLC21,395$1.39M0.81%13F-HRTimeline