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Global X Defense Tech ETF (SHLD) Institutional Ownership

Global X Defense Tech ETF logo
$67.53 -0.55 (-0.81%)
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)
89
Total
Institutional Inflows
(last 12 months)
$293.42M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.25M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp75,069$5.32M0.0%+46.2%0.063%
5/5/2026Theory Financial LLC19,686$1.40M0.5%+71.5%0.017%
5/5/2026Geneos Wealth Management Inc.7,844$556K0.0%+92.2%0.007%
5/5/2026Harel Insurance Investments & Financial Services Ltd.4,645,365$329.08M2.2%+151.1%3.915%
5/5/2026Ethos 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%
5/5/2026Sanctuary 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%
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%
5/4/2026 Vantage 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%
5/1/2026 TSA Wealth Managment LLC76,467$5.42M1.8%+70.1%0.065%
5/1/2026 Avid Wealth Partners LLC45,036$3.19M1.5%+11.9%0.038%
5/1/2026 Sequoia Financial Advisors LLC10,265$727K0.0%+15.4%0.009%
5/1/2026 Relyea Zuckerberg Hanson LLC3,372$239K0.0%N/A0.003%
4/30/2026 Beacon Financial Group102,549$7.27M0.7%+45.2%0.087%
4/30/2026 Kestra Advisory Services LLC81,768$5.79M0.0%+47.9%0.069%
4/30/2026 CFS Investment Advisory Services LLC179,757$13.19M0.9%+67.3%0.152%
4/30/2026 Quantum Portfolio Management LLC11,131$789K0.0%+3.2%0.009%
4/29/2026 WealthPLAN Partners LLC15,484$1.10M0.2%+68.3%0.013%
4/29/2026 ArborFi Advisors LLC31,403$2.23M1.8%+13.3%0.027%
4/29/2026 Horst & Graben Wealth Management LLC154,953$10.46M1.5%+74.5%0.131%
4/29/2026 Centerpoint Advisory Group2,845$202K0.2%N/A0.002%
4/29/2026 Integrated Advisors Network LLC25,728$1.82M0.1%+123.7%0.022%
4/28/2026 Ascentis Independent Advisors19,979$1.42M0.1%N/A0.017%
4/28/2026 Stephens Inc. AR9,441$669K0.0%+168.5%0.008%
4/28/2026 B.O.S.S. Retirement Advisors LLC27,888$1.98M0.6%+26.6%0.024%
4/28/2026 Bravias Capital Group LLC13,385$948K0.6%+18.0%0.011%
4/28/2026 Beacon Financial Advisory LLC8,071$572K0.1%+73.9%0.007%
4/28/2026 Evolution Wealth Management Inc.793$56K0.0%+57.0%0.001%
4/27/2026 Apeiron RIA LLC42,944$3.04M0.7%+3.8%0.036%
4/27/2026 Arcadia Wealth Management LLC4,898$347K0.1%+23.8%0.004%
4/27/2026 HB Wealth Management LLC6,543$464K0.0%+7.3%0.006%
4/27/2026 PFG Investments LLC3,742$265K0.0%N/A0.003%
4/27/2026 World Investment Advisors33,876$2.40M0.0%+23.5%0.029%
4/27/2026 Carter Financial Group INC.27,568$1.95M1.2%+5.0%0.023%
4/27/2026 Bedminster LLC35,230$2.50M2.3%+40.4%0.030%
4/27/2026 Private Advisor Group LLC157,842$11.18M0.1%+36.5%0.133%
4/27/2026 Trademark Financial Management LLC5,426$384K0.2%+17.0%0.005%
4/25/2026 Seamount Financial Group Inc.5,949$421K0.2%+4.7%0.005%
4/25/2026 Physician Wealth Advisors Inc.124,454$8.82M1.2%+49.5%0.105%
4/24/2026 Midwest Capital Advisors LLC96,120$6.81M3.2%+52.2%0.081%
4/24/2026 Essex Financial Services Inc.8,745$619K0.0%+6.0%0.007%
4/24/2026 James Investment Research Inc.76,425$5.41M0.6%+6.0%0.065%
4/24/2026 Financial Life Planners370$26K0.0%N/A0.000%
4/24/2026 Partners Wealth Management LLC3,010$213K0.2%N/A0.003%
4/24/2026 American Institute for Advanced Investment Management LLP23,332$1.65M1.0%+1.5%0.020%
4/24/2026 Walker Asset Management LLC7,928$562K0.3%+9.5%0.007%
4/23/2026 Daviman Financial LLC36,793$2.61M1.5%+72.0%0.031%
4/23/2026 Caliber Wealth Management LLC KS4,105$291K0.0%N/A0.003%
4/23/2026 Mayflower Financial Advisors LLC48,093$3.41M0.3%+64.8%0.041%
4/23/2026 Brown Miller Wealth Management LLC16,007$1.13M0.3%-7.2%0.014%
4/23/2026 EWA LLC129,631$9.18M2.1%+66.8%0.110%
4/23/2026 Catalina Capital Group LLC7,844$556K0.3%+47.5%0.007%
4/23/2026 Ameliora Wealth Management Ltd.60,151$4.26M1.4%+2.5%0.051%
4/23/2026 Oregon Pacific Wealth Management LLC2,898$205K0.2%N/A0.002%
4/23/2026 Tepp RIA LLC36,901$2.61M2.0%N/A0.031%
4/23/2026 Apollon Wealth Management LLC16,408$1.16M0.0%+8.7%0.014%
4/22/2026 Patriot Financial Group Insurance Agency LLC24,608$1.74M0.1%+230.5%0.021%
4/22/2026 Janney Montgomery Scott LLC50,989$3.61M0.0%+168.3%0.043%
4/22/2026 Advocate Investing Services LLC2,500$177K0.1%N/A0.002%
4/22/2026 FWG Investments LLC.7,686$544K0.3%+59.1%0.007%
4/22/2026 WT Wealth Management36,998$2.62M0.8%+13.0%0.031%
4/22/2026 Merkkuri Wealth Advisors LLC11,441$810K0.5%+52.1%0.010%
4/21/2026 Parkway Wealth Management Group LLC494,788$36.74M4.7%-21.1%0.420%
4/20/2026 Kestra Private Wealth Services LLC74,424$5.27M0.1%+20.3%0.063%
4/20/2026 Chatterton & Associates Inc.20,999$1.56M1.1%+121.0%0.018%
4/20/2026 Cardinal Strategic Wealth Guidance81,519$5.78M1.5%+17.8%0.069%
4/20/2026 Cardinal Point Capital Management ULC5,547$393K0.0%N/A0.005%
4/20/2026 RFG Advisory LLC11,504$815K0.0%-11.4%0.010%
4/17/2026 WealthBridge Capital Management LLC29,243$2.07M0.5%+14.1%0.025%
4/17/2026 Signal Advisors Wealth LLC4,831$342K0.0%+45.5%0.004%
4/17/2026 Baker Ellis Asset Management LLC2,960$210K0.0%-11.9%0.003%
4/17/2026 SWP Financial LLC44,884$3.18M1.6%+32.7%0.038%
4/17/2026 Sweeney & Michel LLC5,007$373K0.1%+33.3%0.004%
4/17/2026 Brookstone Capital Management14,486$1.03M0.0%+176.4%0.012%
4/16/2026 Spectrum Planning & Advisory Services Inc.34,944$2.48M1.2%+47.5%0.030%
4/16/2026 Evolve Private Wealth LLC8,469$600K0.0%N/A0.007%
4/16/2026 Terra Nova Asset Management LLC24,589$1.74M1.3%+3.3%0.021%
4/16/2026 Triad Wealth Partners LLC214,036$15.16M1.2%+112.9%0.183%
4/16/2026 Fortem Financial Group LLC75,873$5.38M1.3%+1,664.5%0.065%
4/16/2026 Founders Financial Securities LLC6,437$478K0.0%-34.4%0.006%
4/15/2026 Nations Financial Group Inc. IA ADV10,144$719K0.0%+14.4%0.009%
3/17/2026Rockefeller Capital Management L.P.77,000$4.99M0.0%+19.8%0.079%
3/13/2026 World Investment Advisors27,422$1.78M0.0%-34.0%0.028%


SHLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHLD shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Global X Defense Tech ETF. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($329.08M), Sanctuary Advisors LLC ($54.61M), Parkway Wealth Management Group LLC ($36.74M), Triad Wealth Partners LLC ($15.16M), CFS Investment Advisory Services LLC ($13.19M), Private Advisor Group LLC ($11.18M), and Horst & Graben Wealth Management LLC ($10.46M).Learn more on Global X Defense Tech ETF's institutional investors.

What percentage of Global X Defense Tech ETF's stock is owned by 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.

Which institutional investors have been buying Global X Defense Tech ETF's stock?

Of the 89 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), Sanctuary Advisors LLC ($224.58K), Triad Wealth Partners LLC ($113.48K), CFS Investment Advisory Services LLC ($72.28K), Fortem Financial Group LLC ($71.57K), Horst & Graben Wealth Management LLC ($66.17K), and HBW Advisory Services LLC ($60.79K).

How much institutional buying is happening at Global X Defense Tech ETF?

Institutional investors have bought a total of 4,143,154 shares in the last 24 months. This purchase volume represents approximately $293.42M in transactions.

Which of Global X Defense Tech ETF's major shareholders have been selling company stock?

Of the 10 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), World Investment Advisors ($14.15K), Founders Financial Securities LLC ($3.37K), Nwam LLC ($3.06K), Principal Financial Group Inc. ($3.00K), RFG Advisory LLC ($1.48K), and Brown Miller Wealth Management LLC ($1.24K).

How much institutional selling is happening at Global X Defense Tech ETF?

Institutional investors have sold a total of 160,052 shares in the last 24 months. This volume of shares sold represents approximately $11.25M in transactions.


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This page (NYSEARCA:SHLD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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