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Global X Defense Tech ETF (SHLD) Institutional Ownership

Global X Defense Tech ETF logo
$59.76 +0.42 (+0.71%)
As of 11:00 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
191
Total
Institutional Inflows
(last 12 months)
$799.73M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$33.56M
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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
10/14/2026Focus Financial Network Inc.62,218$3.74M0.1%-7.9%0.059%
10/14/2026XY Planning Network Inc.20,690$1.24M0.1%-3.8%0.019%
10/14/2026Signal Advisors Wealth LLC5,107$307K0.0%-19.3%0.005%
10/14/2026B. Riley Wealth Advisors Inc.5,461$328K0.0%N/A0.005%
10/13/2026Forvis Mazars Wealth Advisors LLC3,624$218K0.0%N/A0.003%
10/13/2026Courier Capital LLC26,202$1.57M0.3%-77.7%0.025%
10/13/2026Accel Wealth Management37,728$2.27M0.5%+9.0%0.035%
10/13/2026Cascade Investment Group Inc.4,366$262K0.1%N/A0.004%
10/13/2026Sax Wealth Advisors LLC5,557$334K0.0%N/A0.005%
10/13/2026Terra Nova Asset Management LLC25,925$1.56M1.1%+11.4%0.024%
10/13/2026Midwest Financial Network LLC4,403$265K0.2%+13.8%0.004%
10/10/2026Valley Wealth Managers Inc.259,995$15.62M0.8%+6.9%0.245%
10/10/2026Castleview Partners LLC8,303$499K0.2%+19.6%0.008%
10/9/2026GK Wealth Management LLC525$32K0.0%N/A0.000%
10/9/2026Balefire LLC21,052$1.27M0.2%+12.7%0.020%
10/9/2026Decker Wealth Management LLC193,024$11.60M2.4%-0.2%0.181%
10/9/2026Emergent Wealth Advisors LLC48,464$2.91M1.5%+64.0%0.045%
10/8/2026Farther Finance Advisors LLC142,860$8.58M0.1%-10.2%0.134%
10/8/2026CoreCap Advisors LLC18,492$1.11M0.0%+52.7%0.017%
10/8/2026Apeiron RIA LLC73,119$4.40M1.0%+55.9%0.068%
10/8/2026Avidian Wealth Enterprises LLC34,159$2.05M0.1%N/A0.032%
10/7/2026Retirement Wealth Solutions LLC1,903$114K0.1%N/A0.002%
10/7/2026Cassilly Financial Group LLC8,822$530K0.4%-23.5%0.008%
10/7/2026Investors Research Corp837$50K0.0%-19.3%0.001%
10/7/2026Asempa Wealth Advisors7,759$467K0.4%+88.6%0.007%
10/2/2026 Private Client Services LLC3,804$229K0.1%N/A0.003%
9/23/2026Envestnet Portfolio Solutions Inc.8,243$492K0.0%+36.3%0.007%
9/23/2026Envestnet Asset Management Inc.1,362,699$81.37M0.0%+30.5%1.227%
9/9/2026Sequoia Financial Advisors LLC9,039$540K0.0%-11.9%0.008%
9/9/2026Tidal Investments LLC6,559$392K0.0%-5.9%0.006%
9/9/2026Van Hulzen Asset Management LLC36,957$2.21M0.2%+3.3%0.033%
9/9/2026Archford Capital Strategies LLC8,416$503K0.1%+7.4%0.008%
9/9/2026Lunt Capital Management Inc.9,490$567K0.2%-20.4%0.009%
9/9/2026BlueCrest Capital Management Ltd60,000$3.58M0.1%N/A0.054%
9/9/2026Capital Analysts LLC848$51K0.0%-98.3%0.001%
9/9/2026Integrated Wealth Concepts LLC364,559$21.77M0.1%+73.5%0.328%
9/9/2026RFG Advisory LLC12,405$741K0.0%+7.8%0.011%
9/9/2026NewEdge Advisors LLC675,460$40.33M0.1%+40.1%0.608%
9/9/2026Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD81,970$4.91M0.6%N/A0.074%
9/9/2026IFP Advisors Inc39,198$2.34M0.0%+21.4%0.035%
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9/9/2026XY Planning Network Inc.21,499$1.28M0.2%+113.7%0.019%
9/8/2026Allworth Financial LP3,369$201K0.0%+79.0%0.003%
9/8/2026Waverly Advisors LLC75,519$4.51M0.0%+1,589.5%0.068%
9/2/2026Range Advisory LLC7,216$431K0.1%+8.4%0.006%
8/27/2026Corient Private Wealth LP21,284$1.27M0.0%+33.5%0.019%
8/25/2026Kingsbury Capital Investment Advisors LLC20,100$1.20M1.0%+55.5%0.018%
8/24/2026Carlson Financial Inc.31,488$1.88M1.0%+2.4%0.028%
8/23/2026Ameritas Advisory Services LLC89,824$5.36M0.1%+481.2%0.081%
8/23/2026Ameliora Wealth Management Ltd.85,039$5.08M1.5%+41.4%0.077%
8/23/2026HB Wealth Management LLC12,173$727K0.0%+86.0%0.011%
8/22/2026XP Advisory US Inc.1,555$93K0.1%N/A0.001%
8/22/2026Markowski Investments1,289$77K0.0%N/A0.001%
8/22/2026Cassilly Financial Group LLC11,533$689K0.5%+95.1%0.010%
8/22/2026Hopwood Nicholas Hunter33,339$1.99M0.5%N/A0.030%
8/22/2026BAM Wealth Management LLC4,711$281K0.2%-21.4%0.004%
8/22/2026NWF Advisory Services Inc.6,825$408K0.0%-9.7%0.006%
8/22/2026TD Waterhouse Canada Inc.39,056$2.39M0.0%+16.4%0.035%
8/22/2026Kickstand Ventures LLC.4,238$253K0.0%-74.1%0.004%
8/21/2026Carter Financial Group INC.27,386$1.64M0.9%-0.7%0.025%
8/21/2026Beacon Capital Management LLC86,304$5.15M0.8%+565.6%0.078%
8/21/2026Buttonwood Financial Group LLC103,100$6.16M3.6%+25.2%0.093%
8/21/2026Tranquilli Financial Advisor LLC8,116$485K0.3%+4.7%0.007%
8/21/2026Emergent Wealth Advisors LLC29,550$1.88M1.0%+22.8%0.027%
8/21/2026Beacon Financial Advisory LLC9,804$585K0.1%+21.5%0.009%
8/21/2026Tsfg LLC2,832$169K0.0%-96.7%0.003%
8/21/2026Laidlaw Wealth Management LLC7,795$465K1.4%-44.6%0.007%
8/21/2026Solstein Capital LLC44,211$2.64M0.9%+34.5%0.040%
8/20/2026Wedbush Securities Inc.373,205$11.50M0.3%+7,064.6%0.336%
7/12/2026Walker Asset Management LLC8,963$535K0.3%+13.1%0.008%
7/10/2026Accel Wealth Management34,597$2.07M0.5%+7.7%0.030%
7/10/2026KWB Wealth204,879$12.23M1.0%+100.5%0.180%
7/10/2026Fulcrum Equity Management5,316$317K0.2%+28.5%0.005%
7/10/2026FFG Retirement Advisors LLC32,769$1.96M1.0%+42.2%0.029%
7/9/2026Centurion Wealth Management LLC4,022$240K0.1%-14.0%0.004%
7/9/2026Focus Financial Network Inc.67,542$4.05M0.1%+55.4%0.059%
7/9/2026Pettinga Financial Advisors LLC158,324$9.45M1.5%+20.7%0.139%
7/9/2026Ehrlich Financial Group101,933$6.09M3.1%+23.3%0.090%
7/8/2026First Heartland Consultants Inc.18,923$1.13M0.1%N/A0.017%
7/8/2026Sonoma Allocations LLC7,097$438K0.2%-12.7%0.006%
7/8/2026Midwest Financial Network LLC3,870$231K0.2%N/A0.003%
7/8/2026Archer Investment Management LLC98,551$5.88M2.0%+39.3%0.086%
7/7/2026David J Yvars Group4,211$251K0.1%-74.0%0.004%
7/7/2026Balefire LLC18,685$1.12M0.2%N/A0.016%
7/7/2026CoreCap Advisors LLC12,109$723K0.0%-33.1%0.011%
7/6/2026RDA 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%
6/26/2026WealthPoint 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%
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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%
6/4/2026Town Capital LLC42,904$3.04M2.5%+43.0%0.036%
6/3/2026Parallel Advisors LLC7,470$529K0.0%+19.1%0.006%
6/3/2026NewEdge Advisors LLC482,011$34.15M0.1%+28.3%0.406%
6/1/2026Foguth Wealth Management LLC.81,761$5.52M0.7%+9.7%0.069%
6/1/2026Keel Point LLC2,852$202K0.0%N/A0.002%
5/28/2026Maripau Wealth Management LLC4,614$327K0.1%+48.9%0.004%
5/27/2026Security Financial Services INC.139,546$9.89M1.6%+45.7%0.118%
5/22/2026Verus Capital Partners LLC87,829$6.22M0.4%+2.9%0.074%


SHLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 214 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), Envestnet Asset Management Inc. ($81.37M), Royal Bank of Canada ($57.91M), Sanctuary Advisors LLC ($54.61M), and Sofi Wealth LLC ($52.71M).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 191 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), Envestnet Asset Management Inc. ($318.81K), NewEdge Advisors LLC ($299.68K), and Royal Bank of Canada ($271.96K).

Institutional investors have bought a total of 11,618,402 shares in the last 24 months. This purchase volume represents approximately $799.73M in transactions.

Of the 34 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), Courier Capital LLC ($91.52K), Tsfg LLC ($81.85K), Capital Analysts LLC ($48.71K), Sofi Wealth LLC ($46.04K), Farther Finance Advisors LLC ($16.30K), and World Investment Advisors ($14.15K).

Institutional investors have sold a total of 514,318 shares in the last 24 months. This volume of shares sold represents approximately $33.19M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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