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Global X Defense Tech ETF (SHLD) Institutional Ownership

Global X Defense Tech ETF logo
$63.75 +0.64 (+1.01%)
As of 09/3/2026 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)
169
Total
Institutional Inflows
(last 12 months)
$737.24M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$23.30M
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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
9/2/2026 Range Advisory LLC7,216$431K0.1%+8.4%0.006%
8/27/2026 Corient Private Wealth LP21,284$1.27M0.0%+33.5%0.019%
8/25/2026 Kingsbury Capital Investment Advisors LLC20,100$1.20M1.0%+55.5%0.018%
8/24/2026 Carlson Financial Inc.31,488$1.88M1.0%+2.4%0.028%
8/23/2026 Ameritas Advisory Services LLC89,824$5.36M0.1%+481.2%0.081%
8/23/2026 Ameliora Wealth Management Ltd.85,039$5.08M1.5%+41.4%0.077%
8/23/2026 HB Wealth Management LLC12,173$727K0.0%+86.0%0.011%
8/22/2026 XP Advisory US Inc.1,555$93K0.1%N/A0.001%
8/22/2026 Markowski Investments1,289$77K0.0%N/A0.001%
8/22/2026 Cassilly Financial Group LLC11,533$689K0.5%+95.1%0.010%
8/22/2026 Hopwood Nicholas Hunter33,339$1.99M0.5%N/A0.030%
8/22/2026 BAM Wealth Management LLC4,711$281K0.2%-21.4%0.004%
8/22/2026 NWF Advisory Services Inc.6,825$408K0.0%-9.7%0.006%
8/22/2026 TD Waterhouse Canada Inc.39,056$2.39M0.0%+16.4%0.035%
8/22/2026 Kickstand Ventures LLC.4,238$253K0.0%-74.1%0.004%
8/21/2026 Carter Financial Group INC.27,386$1.64M0.9%-0.7%0.025%
8/21/2026 Beacon Capital Management LLC86,304$5.15M0.8%+565.6%0.078%
8/21/2026 Buttonwood Financial Group LLC103,100$6.16M3.6%+25.2%0.093%
8/21/2026 Tranquilli Financial Advisor LLC8,116$485K0.3%+4.7%0.007%
8/21/2026 Emergent Wealth Advisors LLC29,550$1.88M1.0%+22.8%0.027%
8/21/2026 Beacon Financial Advisory LLC9,804$585K0.1%+21.5%0.009%
8/21/2026 Tsfg LLC2,832$169K0.0%-96.7%0.003%
8/21/2026 Laidlaw Wealth Management LLC7,795$465K1.4%-44.6%0.007%
8/21/2026 Solstein Capital LLC44,211$2.64M0.9%+34.5%0.040%
8/20/2026 Wedbush Securities Inc.373,205$11.50M0.3%+7,064.6%0.336%
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%
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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%
6/24/2026 Redwood Investment Management LLC21,327$1.51M0.2%+66.4%0.018%
6/18/2026 Western Wealth Management LLC14,371$1.02M0.0%+16.6%0.012%
6/16/2026 Steelhead 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%
6/1/2026 Keel 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%
5/19/2026 Western Wealth Management LLC14,371$1.02M0.0%+16.6%0.012%
5/19/2026 Sonoma Allocations LLC8,134$602K0.2%N/A0.007%
5/19/2026 Bank of America Corp DE9,575,995$678.36M0.0%+30.9%8.071%
5/19/2026 Centaurus 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%
5/18/2026 Royal Bank of Canada817,433$57.91M0.0%+49.9%0.689%
5/18/2026 Empowered 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%
5/15/2026 Wealth 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%
5/15/2026 Waverly 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%
5/14/2026 Sei Investments Co.71,610$5.07M0.0%N/A0.060%
5/14/2026 Group One Trading LLC8,392$594K0.0%+56.7%0.007%
5/13/2026 Cetera Investment Advisers654,029$46.33M0.0%+27.6%0.551%
5/13/2026 Envision 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%
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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%
5/6/2026 Frisch 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%
5/5/2026 Mcmorgan & 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%


SHLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 188 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 169 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), Wedbush Securities Inc. ($368.00K), Royal Bank of Canada ($271.96K), Sanctuary Advisors LLC ($224.58K), and Decker Wealth Management LLC ($198.25K).

Institutional investors have bought a total of 10,572,673 shares in the last 24 months. This purchase volume represents approximately $737.24M in transactions.

Of the 24 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), Tsfg LLC ($81.85K), Sofi Wealth LLC ($46.04K), World Investment Advisors ($14.15K), Mcmorgan & Co. LLC ($12.50K), Kickstand Ventures LLC. ($12.14K), and David J Yvars Group ($11.96K).

Institutional investors have sold a total of 349,265 shares in the last 24 months. This volume of shares sold represents approximately $23.30M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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