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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,575,995$678M0.05%+2,262,27213F-HRTimelineGroup
LPL Financial LLC4,971,123$352M0.09%+1,312,80213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…4,645,365$329M2.23%+2,795,10013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding4,242,818$297M+1,169,626Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,765,205$257M0.02%+1,275,33913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,561,154$252M0.02%+887,32113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,778,058$197M0.08%+2,534,21113F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,700,000$120M0.73%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,102,762$78.1M0.02%+520,19813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,049,941$74.4M+394,164Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,002,810$71M0.08%+945,58413F-HRTimelineGroup
OneDigital Investment Advisors LLC982,367$69.6M0.68%+433,67713F-HRTimeline
Merit Financial Group, LLC839,041$59.4M0.44%+245,24213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.821,520$58.2M0.09%+132,10113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA817,433$57.9M0.01%+271,95913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding814,610$57.7M+472,159Timeline
Global X Japan Co., Ltd.780,717$55.3M2.84%new13F-HRTimeline
Sanctuary Advisors, LLC770,947$54.6M0.3%+224,58213F-HRTimeline
Henshaw Capital LLC762,000$54M2%013F-HRTimeline
SOFI WEALTH, LLC744,037$52.7M2.54%-46,04213F-HRTimeline
Cetera Investment Advisers654,029$46.3M0.05%+141,37113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…639,965$45.3M0.03%+313,78913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP578,738$41M0.04%+68,23913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…542,589$38.4M0.07%-273,49413F-HRTimelineGroup
Parkway Wealth Management Group, LLC494,788$36.7M4.65%-132,44613F-HRTimeline
NewEdge Advisors, LLC482,011$34.1M0.12%+106,22713F-HR/ATimeline
Advocacy Wealth Management, LLC469,614$33.3M1.47%+94,83913F-HRTimeline
AE Wealth Management LLC455,015$32.2M0.17%+51,76113F-HRTimeline
Bensler, LLC409,770$29M3%+77,29113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC343,515$24.3M0.84%+109,58213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC314,089$22.3M0.06%+87,62413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.308,317$21.8M0.25%+173,22613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC301,998$21.4M0.03%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC298,894$21.2M0.21%-25,58213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC292,228$20.7M0.48%+98,16713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…279,371$19.8M0.03%+227,25513F-HRTimelineGroup
Portfolio Strategies, Inc.277,726$19.7M2.43%+263,41213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …267,958$19M1.08%+101,86513F-HRTimeline
Goldstein Advisors, LLC243,471$17.2M1.92%+81,67613F-HRTimeline
Cambridge Investment Research Advisors,…243,327$17.2M0.04%+63,21113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC228,936$16.2M0.02%+53,49013F-HRTimeline
Shepherd Financial Partners LLC228,543$16.2M1.54%+66,06513F-HRTimeline
Arax Advisory Partners214,582$15.2M0.43%+137,88013F-HRTimeline
Triad Wealth Partners, LLC214,036$15.2M1.2%+113,48013F-HRTimeline
Perigon Wealth Management, LLC213,813$15.1M0.27%+105,83313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP218,760$14.9M0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC210,149$14.9M0.12%+33,24413F-HRTimeline
Evolution Wealth Advisors, LLC208,314$14.8M1.5%+2,40713F-HRTimeline
Decker Wealth Management LLC198,254$14M3.19%+26,01413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.193,621$13.7M0.88%+27,52913F-HRTimelineGroup
Patton Albertson Miller Group, LLC192,626$13.6M1.62%+24,67613F-HRTimeline
CFS Investment Advisory Services, LLC179,757$13.2M0.91%+72,28113F-HRTimeline
MGO ONE SEVEN LLC174,906$12.4M0.25%+56,17113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC169,874$12M0.09%+68,48813F-HRTimelineGroup
Steward Partners Investment Advisory, L…168,338$11.9M0.06%+23,87013F-HRTimeline
West Wealth Group, LLC160,155$11.3M2.24%+26,55113F-HRTimeline
Private Advisor Group, LLC157,842$11.2M0.05%+42,21013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding156,192$11.1M+39,021Timeline
Tennessee Valley Asset Management Partn…152,623$10.8M1.43%+63,34813F-HRTimeline
POTENTIA WEALTH152,343$10.8M4.17%-11,64613F-HRTimeline
Horst & Graben Wealth Management LLC154,953$10.5M1.43%+66,17313F-HRTimeline
Scarborough Advisors, LLC145,442$10.3M1.13%+54,50813F-HRTimeline
Security Financial Services, INC.139,546$9.89M1.56%+43,74913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding139,236$9.86M+19,754Timeline
Kelly Financial Services LLC137,982$9.74M2.35%+36,75213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC134,400$9.52M<0.01%+130,19413F-HRTimelineGroup
Pettinga Financial Advisors LLC131,187$9.29M1.75%+41,11013F-HRTimeline
Proficio Capital Partners LLC129,742$9.25M0.49%-20,79513F-HRTimeline
EWA, LLC129,631$9.18M2.08%+51,89913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC129,437$9.17M2.1%013F-HRTimeline
Physician Wealth Advisors, Inc.124,454$8.82M1.23%+41,21013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC123,276$8.73M0.14%-8,16213F-HRTimeline
Strategic Blueprint, LLC122,591$8.68M0.51%+40,30813F-HRTimeline
OAK FAMILY ADVISORS, LLC119,159$8.44M2.6%-13,15013F-HRTimeline
WJ Wealth Management, LLC118,982$8.43M3.95%+6,07813F-HRTimeline
Riggs Asset Managment Co. Inc.117,815$8.35M1.72%-8,02513F-HRTimeline
EQ LLC116,230$8.23M2.32%+8,23913F-HRTimeline
MA Private Wealth115,684$8.2M1.39%-5,02513F-HRTimeline
Stonebrook Private Inc.115,281$8.17M1.74%+13,31213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC113,217$8.02M0.01%new13F-HRTimelineGroup
Stokes Family Office, LLC112,996$8M0.83%+24,37313F-HRTimeline
Dynasty Wealth Management, LLC111,260$7.88M0.07%+7,00313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC110,207$7.81M1.31%+1,33713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC110,000$7.79M0.05%new13F-HRTimelineGroup
One Wealth Advisors, LLC108,097$7.66M0.95%+40,69413F-HRTimeline
Sterling Manor Financial, LLC107,682$7.63M4.77%-9,57113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management105,900$7.5M0.01%new13F-HRTimelineGroup
Keystone Financial Group105,426$7.47M0.51%+25,14313F-HRTimeline
Sharkey, Howes & Javer103,102$7.3M0.98%+9,74213F-HRTimeline
BEACON FINANCIAL GROUP102,549$7.26M0.72%+31,91913F-HRTimeline
Savvy Advisors, Inc.101,573$7.2M0.19%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC97,668$6.92M0.16%+19,64313F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,005$6.85M<0.01%+86,57613F-HRTimelineGroup
Midwest Capital Advisors, LLC96,120$6.81M3.18%+32,97113F-HRTimeline
CIBC WORLD MARKET INC.94,493$6.69M0.01%+12,63613F-HRTimeline
KWB Wealth102,177$6.62M0.65%-1,48813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.93,177$6.6M0.06%-17,23713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC91,174$6.46M0.01%+28,01013F-HRTimelineGroup
ONE Advisory Partners, LLC91,025$6.45M1.99%+24,19713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC87,829$6.22M0.43%+2,50813F-HRTimeline
Vestmark Advisory Solutions, Inc.87,302$6.18M0.07%new13F-HRTimeline
Farther Finance Advisors, LLC83,602$6.14M0.06%+32,52013F-HRTimeline
Millington Financial Advisors, LLC90,148$6.08M2.56%+2,04513F-HRTimeline
TSFG, LLC84,683$6M0.91%+12,94313F-HRTimeline
StoneCrest Wealth Management, Inc.84,316$5.97M2.53%+1,81813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…84,310$5.97M0.07%+28,98413F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC82,997$5.88M3.21%+33,37713F-HRTimeline
TTP Investments, Inc.82,848$5.87M2.45%new13F-HRTimeline
EHRLICH FINANCIAL GROUP82,671$5.86M3.37%+34,20613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC82,609$5.85M0.12%+9,10413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,558$5.85M0.01%+5,55813F-HRTimelineGroup
Buttonwood Financial Group, LLC82,332$5.83M3.59%+21,79813F-HRTimeline
HighTower Advisors, LLC81,738$5.79M0.01%+42,93213F-HRTimeline
Cardinal Strategic Wealth Guidance81,519$5.77M1.52%+12,32613F-HRTimeline
Perennial Investment Advisors, LLC80,735$5.72M0.46%+27,51713F-HRTimeline
Embree Financial Group79,323$5.62M0.66%+43,89013F-HRTimeline
HBW ADVISORY SERVICES LLC78,996$5.6M0.59%+60,79013F-HRTimeline
Clear Creek Financial Management, LLC78,921$5.59M0.43%+43,07913F-HRTimeline
Foguth Wealth Management, LLC.81,761$5.52M0.64%+7,21113F-HRTimeline
Envision Financial Transparency, LLC76,894$5.45M5.29%13F-HRTimeline
TSA Wealth Managment LLC76,467$5.42M1.75%+31,52413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.76,425$5.41M0.61%+4,35113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC75,873$5.37M1.35%+71,57313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp75,069$5.32M<0.01%+23,70713F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC75,001$5.31M1.66%-33513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO71,610$5.07M<0.01%new13F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT71,573$5.07M1.1%+25,13413F-HRTimeline
Archer Investment Management, LLC70,763$5.01M2.11%+59,56913F-HRTimeline
EP Wealth Advisors, LLC70,013$4.96M0.02%+63,46513F-HRTimeline
ShoreHaven Wealth Partners, LLC69,412$4.92M1.77%+25,23413F-HRTimeline
Claro Advisors Inc.66,783$4.73M0.57%+19,49313F-HRTimeline
Quadcap Wealth Management, LLC66,599$4.72M0.54%-7,75113F-HRTimeline
Segment Wealth Management, LLC65,325$4.63M0.27%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC63,723$4.51M0.11%+27,13013F-HRTimeline
Synergy Investment Management, LLC63,343$4.49M1.47%+30,18813F-HRTimeline
JT Stratford LLC62,996$4.46M0.57%+20,76113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P61,132$4.33M0.01%+5,33213F-HRTimelineGroup
Ameliora Wealth Management Ltd.60,151$4.26M1.36%+1,49313F-HRTimeline
Summit Financial, LLC59,564$4.22M0.05%+51,03313F-HRTimeline
MCMORGAN & CO LLC59,310$4.2M0.68%-12,50013F-HRTimeline
Cypress Wealth Services, LLC58,703$4.16M0.59%+14,95513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC58,159$4.12M0.01%+21,90613F-HRTimelineGroup
Fortis Advisors, LLC55,932$3.96M1.98%+13,14713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,198$3.91M0.05%-1,80613F-HRTimelineGroup
May Hill Capital, LLC55,132$3.91M0.98%+31,13313F-HRTimeline
Nikulski Financial, Inc.54,907$3.89M0.96%+14,00713F-HRTimeline
Vertex Planning Partners, LLC53,507$3.79M0.74%+18,24813F-HRTimeline
Gotham Asset Management, LLC52,536$3.72M0.01%-6,98513F-HRTimeline
Janney Montgomery Scott LLC50,989$3.61M0.01%+31,98213F-HRTimeline
Empowered Funds, LLC50,466$3.58M0.02%new13F-HR/ATimeline
Atria Investments, Inc49,924$3.54M0.04%+29,88113F-HRTimeline
Fullerton Fund Management Co Ltd.49,844$3.53M0.28%-277,87413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,555$3.51M0.09%+44,70413F-HRTimelineGroup
San Luis Wealth Advisors LLC49,249$3.49M0.58%new13F-HRTimeline
Quadrant Private Wealth Management, LLC48,524$3.44M0.53%+16,01413F-HRTimeline
Mayflower Financial Advisors, LLC48,093$3.41M0.41%+18,90513F-HRTimeline
Hobbs Wealth Management, LLC47,273$3.35M3.31%+6,76013F-HRTimeline
Ethos Financial Group, LLC46,839$3.32M0.24%+13,12913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,463$3.3M0.02%+7,79613F-HRTimelineGroup
NORTHBRIDGE FINANCIAL GROUP, LLC43,801$3.26M1.4%-1713F-HRTimeline
Avid Wealth Partners LLC45,036$3.19M1.51%+4,77813F-HRTimeline
SWP FINANCIAL LLC44,884$3.18M1.62%+11,07113F-HRTimeline
Trek Financial, LLC44,839$3.18M0.17%+34,34413F-HRTimeline
Vise Technologies, Inc.48,881$3.17M0.06%013F-HRTimeline
Belpointe Asset Management LLC43,478$3.08M0.11%-5,59013F-HRTimeline
Focus Financial Network, Inc.43,452$3.08M0.11%+35,07013F-HRTimeline
Apeiron RIA LLC42,944$3.04M0.71%+1,59213F-HRTimeline
Town Capital LLC42,904$3.04M2.46%+12,90213F-HRTimeline
Steelhead Wealth Management LLC42,006$2.98M1.51%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC40,197$2.85M0.32%+16,36813F-HRTimeline
NWAM LLC39,882$2.83M0.16%-3,05513F-HRTimeline
Federation des caisses Desjardins du Qu…38,638$2.74M0.01%+31,81913F-HRTimeline
A4 Wealth Advisors LLC38,638$2.74M2.28%+15,90913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,753$2.67M<0.01%+10,25113F-HRTimelineGroup
Gen-Wealth Partners Inc37,507$2.66M0.84%+9,46413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC37,296$2.64M0.49%new13F-HRTimeline
Mutual Advisors, LLC37,225$2.64M0.06%+17,80413F-HRTimeline
WT Wealth Management36,998$2.62M0.78%+4,26413F-HRTimeline
Tepp RIA, LLC36,901$2.61M2.05%new13F-HRTimeline
Daviman Financial, LLC36,793$2.61M1.54%+15,39813F-HRTimeline
Tradition Wealth Management, LLC36,683$2.6M0.18%+15,65113F-HRTimeline
HERBST GROUP, LLC36,172$2.56M1.58%-8,19013F-HRTimeline
Scissortail Wealth Management, LLC36,155$2.56M0.51%+6,50213F-HRTimeline
Great Diamond Partners, LLC36,144$2.56M0.49%-3,39213F-HRTimeline
Van Hulzen Asset Management, LLC35,786$2.54M0.19%+19713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM35,489$2.51M0.39%+37113F-HRTimelineGroup
Bedminster, LLC35,230$2.5M2.32%+10,14113F-HRTimeline
Spectrum Planning & Advisory Services I…34,944$2.48M1.23%+11,24713F-HRTimeline
Braun-Bostich & Associates Inc.34,821$2.47M1.55%+13,05513F-HRTimeline
TD Waterhouse Canada Inc.33,555$2.46M0.01%+6,36013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC34,627$2.45M2.3%+17,42613F-HRTimeline
Virtus Family Office LLC34,524$2.45M2.09%+2,02113F-HRTimeline
World Investment Advisors33,876$2.4M0.04%+6,45413F-HRTimeline
Skyline Advisors, Inc.33,630$2.38M0.83%new13F-HRTimeline
Peak Wealth Management LLC33,563$2.38M1.95%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC31,790$2.38M0.26%new13F-HRTimeline
SMITH, MOORE & CO.33,529$2.38M0.17%+19,84713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…33,357$2.36M0.87%+9,79313F-HRTimelineGroup
GTS SECURITIES LLC33,305$2.36M0.08%+22,10013F-HRTimeline
Financial Sense Advisors, Inc.33,212$2.35M0.48%+18513F-HRTimeline