SHLD GLOBAL X FDS

DEFENSE TECH ETF (fund)

Filings received so far for Q3 2026: 22 13F filers report a position in SHLD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	259,995	$15.6M	0.89%	+16,757	13F-HR Timeline Group
Decker Wealth Management LLC	193,024	$11.6M	2.36%	-334	13F-HR Timeline
Farther Finance Advisors, LLC	142,860	$8.58M	0.06%	-16,300	13F-HR Timeline
Apeiron RIA LLC	73,119	$4.4M	1%	+26,211	13F-HR Timeline
Emergent Wealth Advisors, LLC	48,464	$2.91M	1.52%	+18,914	13F-HR Timeline
Avidian Wealth Enterprises, LLC	34,159	$2.05M	0.06%	+1,022	13F-HR Timeline
Balefire, LLC	21,052	$1.26M	0.2%	+2,367	13F-HR Timeline
CoreCap Advisors, LLC	18,492	$1.11M	0.03%	+6,383	13F-HR Timeline
Cassilly Financial Group LLC	8,822	$530K	0.36%	-2,711	13F-HR Timeline
Castleview Partners, LLC	8,303	$499K	0.22%	+1,360	13F-HR Timeline
Asempa Wealth Advisors	7,759	$467K	0.36%	+3,645	13F-HR Timeline
Sound Income Strategies, LLC	4,635	$274K	0.01%	+148	13F-HR Timeline
David J Yvars Group	4,067	$244K	0.11%	-144	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,804	$229K	0.06%	new	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,904	$114K	0.03%	+6	13F-HR Timeline
Retirement Wealth Solutions LLC	1,903	$114K	0.06%	new	13F-HR Timeline
Investors Research Corp	837	$50.3K	0.01%	-200	13F-HR Timeline
GK Wealth Management LLC	525	$31.5K	0.02%	new	13F-HR Timeline
Pacifica Partners Inc.	360	$21.6K	0.01%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	29	$1.74K	<0.01%	0	13F-HR Timeline
CX Institutional	10	$1K	<0.01%	-470	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	5	$301	<0.01%	0	13F-HR Timeline