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Global X Defense Tech ETF (SHLD) Institutional Ownership

Global X Defense Tech ETF logo
$70.81 +0.54 (+0.77%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X Defense Tech ETF (NYSEARCA:SHLD)

Current
Institutional Ownership
Percentage
57.57%
Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$698.60M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$17.18M
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SHLD Institutional Buying and Selling by Quarter

Global X Defense Tech ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Walker Asset Management LLC8,963$535K0.3%+13.1%0.008%
7/10/2026 Accel Wealth Management34,597$2.07M0.5%+7.7%0.030%
7/10/2026 KWB Wealth204,879$12.23M1.0%+100.5%0.180%
7/10/2026 Fulcrum Equity Management5,316$317K0.2%+28.5%0.005%
7/10/2026 FFG Retirement Advisors LLC32,769$1.96M1.0%+42.2%0.029%
7/9/2026 Centurion Wealth Management LLC4,022$240K0.1%-14.0%0.004%
7/9/2026 Focus Financial Network Inc.67,542$4.05M0.1%+55.4%0.059%
7/9/2026 Pettinga Financial Advisors LLC158,324$9.45M1.5%+20.7%0.139%
7/9/2026 Ehrlich Financial Group101,933$6.09M3.1%+23.3%0.090%
7/8/2026 First Heartland Consultants Inc.18,923$1.13M0.1%N/A0.017%
7/8/2026 Sonoma Allocations LLC7,097$438K0.2%-12.7%0.006%
7/8/2026 Midwest Financial Network LLC3,870$231K0.2%N/A0.003%
7/8/2026 Archer Investment Management LLC98,551$5.88M2.0%+39.3%0.086%
7/7/2026 David J Yvars Group4,211$251K0.1%-74.0%0.004%
7/7/2026 Balefire LLC18,685$1.12M0.2%N/A0.016%
7/7/2026 CoreCap Advisors LLC12,109$723K0.0%-33.1%0.011%
7/6/2026 RDA Financial Network9,611$574K0.1%+41.1%0.008%
7/2/2026 CX Institutional480$29K0.0%N/A0.000%
7/1/2026 Confluence Investment Management LLC262,921$15.70M0.2%+113.3%0.222%
6/26/2026 WealthPoint Financial LLC20,219$1.43M1.1%+55.5%0.017%
6/24/2026Redwood Investment Management LLC21,327$1.51M0.2%+66.4%0.018%
6/18/2026Western Wealth Management LLC14,371$1.02M0.0%+16.6%0.012%
6/16/2026Steelhead Wealth Management LLC42,006$2.98M1.5%N/A0.035%
6/9/2026Contango Wealth Management LLC11,621$823K1.0%N/A0.010%
6/4/2026 Town Capital LLC42,904$3.04M2.5%+43.0%0.036%
6/3/2026 Parallel Advisors LLC7,470$529K0.0%+19.1%0.006%
6/3/2026 NewEdge Advisors LLC482,011$34.15M0.1%+28.3%0.406%
6/1/2026 Foguth Wealth Management LLC.81,761$5.52M0.7%+9.7%0.069%
6/1/2026Keel Point LLC2,852$202K0.0%N/A0.002%
5/28/2026 Maripau Wealth Management LLC4,614$327K0.1%+48.9%0.004%
5/27/2026 Security Financial Services INC.139,546$9.89M1.6%+45.7%0.118%
5/22/2026 Verus Capital Partners LLC87,829$6.22M0.4%+2.9%0.074%
5/19/2026Western Wealth Management LLC14,371$1.02M0.0%+16.6%0.012%
5/19/2026 Sonoma Allocations LLC8,134$602K0.2%N/A0.007%
5/19/2026Bank of America Corp DE9,575,995$678.36M0.0%+30.9%8.071%
5/19/2026Centaurus Financial Inc.3,605$255K0.0%N/A0.003%
5/19/2026 Bull Harbor Capital LLC19,950$1.41M0.4%N/A0.017%
5/19/2026 Arkadios Wealth Advisors4,386$311K0.0%N/A0.004%
5/18/2026 EverSource Wealth Advisors LLC1,681$119K0.0%+12.1%0.001%
5/18/2026Royal Bank of Canada817,433$57.91M0.0%+49.9%0.689%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

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5/18/2026Empowered Funds LLC50,466$3.58M0.0%N/A0.043%
5/16/2026 Quantinno Capital Management LP12,187$863K0.0%+26.4%0.010%
5/15/2026 Gateway Wealth Partners LLC6,983$495K0.0%N/A0.006%
5/15/2026Wealth Watch Advisors INC16,457$1.17M0.5%-4.7%0.014%
5/15/2026 Quadcap Wealth Management LLC66,599$4.72M0.5%-10.4%0.056%
5/15/2026Waverly Advisors LLC4,470$317K0.0%N/A0.004%
5/15/2026 Wealth Alliance LLC26,385$1.87M0.2%+269.7%0.022%
5/14/2026 Compound Planning Inc.14,548$1.03M0.0%+261.2%0.012%
5/14/2026Sei Investments Co.71,610$5.07M0.0%N/A0.060%
5/14/2026Group One Trading LLC8,392$594K0.0%+56.7%0.007%
5/13/2026 Cetera Investment Advisers654,029$46.33M0.0%+27.6%0.551%
5/13/2026Envision Financial Transparency LLC76,894$5.45M5.3%N/A0.065%
5/13/2026 Signature Equity Partners LLC12,872$912K0.5%+4.3%0.011%
5/12/2026 Clal Insurance Enterprises Holdings Ltd1,700,000$120.43M0.7%N/A1.433%
5/8/2026 PNC Financial Services Group Inc.8,667$614K0.0%+105.8%0.007%
5/7/2026 Florida Financial Advisors LLC8,114$575K0.1%N/A0.007%
5/7/2026 AlTi Global Inc.14,669$1.04M0.0%+158.2%0.012%
5/7/2026 Scarborough Advisors LLC145,442$10.30M1.1%+59.9%0.123%
5/7/2026 Parallel Advisors LLC7,470$529K0.0%+19.1%0.006%
5/7/2026 Decker Wealth Management LLC198,254$14.04M3.2%N/A0.167%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.24,480$1.73M1.1%+6.0%0.021%
5/7/2026 Valley Wealth Managers Inc.193,621$13.72M0.9%+16.6%0.163%
5/6/2026 Laidlaw Wealth Management LLC14,062$996K3.5%+15.8%0.012%
5/6/2026 GatePass Capital LLC8,998$637K0.3%+101.1%0.008%
5/6/2026 Quadrant Private Wealth Management LLC48,524$3.44M0.5%+49.3%0.041%
5/6/2026 Assetmark Inc.58,159$4.12M0.0%+60.4%0.049%
5/6/2026 PeakShares LLC1,973$140K0.1%N/A0.002%
5/6/2026 Main Street Group LTD1,781$126K0.0%N/A0.002%
5/6/2026Frisch Financial Group Inc.13,496$956K0.2%+89.5%0.011%
5/6/2026 Sofi Wealth LLC744,037$52.71M2.5%-5.8%0.627%
5/6/2026 Independent Financial Group LLC94,557$6.70M0.2%N/A0.080%
5/5/2026Mcmorgan & Co. LLC59,310$4.20M0.7%-17.4%0.050%
5/5/2026 Vectors Research Management LLC8,399$595K0.2%N/A0.007%
5/5/2026 D.A. Davidson & CO.28,556$2.02M0.0%+2.1%0.024%
5/5/2026 Members Advisory Group LLC10,454$741K0.3%N/A0.009%
5/5/2026 Bank of New York Mellon Corp75,069$5.32M0.0%+46.2%0.063%
5/5/2026 Theory Financial LLC19,686$1.40M0.5%+71.5%0.017%
5/5/2026 Geneos Wealth Management Inc.7,844$556K0.0%+92.2%0.007%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.4,645,365$329.08M2.2%+151.1%3.915%
5/5/2026 Ethos Financial Group LLC46,839$3.32M0.2%+38.9%0.039%
5/5/2026Signet Financial Management LLC40,197$2.85M0.3%+68.7%0.034%
5/5/2026 Sanctuary Advisors LLC770,947$54.61M0.3%+41.1%0.650%
5/5/2026 Sigma Planning Corp16,399$1.16M0.0%-3.2%0.014%
5/5/2026 Mosaic Advisors LLC3,192$216K0.3%N/A0.003%
5/5/2026 Wealthgarden F.S. LLC16,264$1.15M0.8%+52.1%0.014%
5/5/2026 Nwam LLC39,882$2.83M0.2%-7.1%0.034%
5/4/2026 Retirement Planning Group LLC3,055$216K0.0%N/A0.003%
5/4/2026 Integrity Wealth Solutions LLC3,149$223K0.1%N/A0.003%
5/4/2026 Bleakley Financial Group LLC28,993$2.05M0.0%+4.3%0.024%
5/4/2026 HBW Advisory Services LLC78,996$5.60M0.6%+333.9%0.067%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
5/4/2026 NWF Advisory Services Inc.7,555$535K0.1%N/A0.006%
5/4/2026 Principal Financial Group Inc.53,265$3.77M0.0%-5.3%0.045%
5/4/2026Vantage Point Financial LLC14,893$1.06M0.4%+35.3%0.013%
5/4/2026 Uptick Partners LLC19,522$1.38M0.3%+45.8%0.016%
5/4/2026 Y.D. More Investments Ltd17,896$1.27M0.0%+4.1%0.015%
5/2/2026 International Assets Investment Management LLC1,695$125K0.0%+75.8%0.001%
5/2/2026 Diversify Wealth Management LLC8,475$564K0.0%-4.1%0.007%
5/1/2026 Citizens Financial Group Inc. RI6,767$479K0.0%N/A0.006%
5/1/2026 Fifth Third Bancorp7,930$562K0.0%+13,340.7%0.007%
5/1/2026 Sovran Advisors LLC12,720$868K0.1%+134.9%0.011%


SHLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 institutional investors and hedge funds held shares of Global X Defense Tech ETF. The most heavily invested institutionals were Bank of America Corp DE ($678.36M), Harel Insurance Investments & Financial Services Ltd. ($329.08M), Clal Insurance Enterprises Holdings Ltd ($120.43M), Royal Bank of Canada ($57.91M), Sanctuary Advisors LLC ($54.61M), Sofi Wealth LLC ($52.71M), and Cetera Investment Advisers ($46.33M).Learn more on Global X Defense Tech ETF's institutional investors.

57.57% of Global X Defense Tech ETF's stock is owned by institutional investors. Learn more on SHLD's institutional investor holdings.

Of the 153 institutional investors that purchased Global X Defense Tech ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Harel Insurance Investments & Financial Services Ltd. ($2.80M), Bank of America Corp DE ($2.26M), Clal Insurance Enterprises Holdings Ltd ($1.70M), Royal Bank of Canada ($271.96K), Sanctuary Advisors LLC ($224.58K), Decker Wealth Management LLC ($198.25K), and Cetera Investment Advisers ($141.37K).

Institutional investors have bought a total of 9,925,619 shares in the last 24 months. This purchase volume represents approximately $698.60M in transactions.

Of the 18 institutional investors that sold Global X Defense Tech ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Parkway Wealth Management Group LLC ($132.45K), Sofi Wealth LLC ($46.04K), World Investment Advisors ($14.15K), Mcmorgan & Co. LLC ($12.50K), David J Yvars Group ($11.96K), Quadcap Wealth Management LLC ($7.75K), and CoreCap Advisors LLC ($6.00K).

Institutional investors have sold a total of 246,816 shares in the last 24 months. This volume of shares sold represents approximately $17.18M in transactions.


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Institutional ownership data for NYSEARCA:SHLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/12/2026. New 13F filings are added each quarter as they're published.
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