Who Owns Global X - Defense Tech ETF (SHLD)?Hedge Fund & Institutional Holders

$75.70-0.30 (-0.39%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.4300023700020703e+245T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$36.28$46.72$57.15$67.58$78.02Sep 24Jun 25Mar 26

SHLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Harel Insurance Investments & Financial Services Ltd.New Position+1.9M+$120.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+816K+$52.0M
SOFI WEALTH, LLCNew Position+790K+$51.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+652K+$42.0M
Parkway Wealth Management Group, LLCNew Position+627K+$40.6M
Sanctuary Advisors, LLCNew Position+613K+$39.1M
Merit Financial Group, LLCNew Position+594K+$38.5M
AE Wealth Management LLCNew Position+403K+$26.1M
Bensler, LLCNew Position+332K+$21.5M
Fullerton Fund Management Co Ltd.New Position+328K+$21.2M
BENJAMIN EDWARDS INCNew Position+324K+$21.0M
Mirae Asset Global Investments Co., Ltd.New Position+297K+$19.2M
Ascent Group, LLCNew Position+234K+$15.2M
Austin Private Wealth, LLCNew Position+214K+$13.9M
Evolution Wealth Advisors, LLCNew Position+206K+$13.3M

SHLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-358K-$63.4B
Quadrature Capital LtdDecreased-69K-$28.0B
POTENTIA WEALTHDecreased-26K-$13.3B
Brookstone Capital ManagementDecreased-181K-$13.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-155K-$11.5B
BECK CAPITAL MANAGEMENT, LLCDecreased-33K-$11.4B
WJ Wealth Management, LLCDecreased-37K-$10.6B
CAXTON ASSOCIATES LLPClosed Position-147K-$10.4B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-2K-$9.3B
Qube Research & Technologies LtdDecreased-11K-$7.6B
Security Financial Services, INC.Decreased-12K-$7.6B
Quadcap Wealth Management, LLCDecreased-8K-$5.8B
JANE STREET GROUP, LLCDecreased-16K-$5.2B
Mariner, LLCDecreased-9K-$5.1B
CAPITAL INSIGHT PARTNERS, LLCDecreased-11K-$5.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/3,762,353$243.0M0.02%Share
2LPL Financial LLC3,658,321$237.0M0.06%Share
3BANK OF AMERICA CORP /DE/3,201,957$207.0M0.02%Share
4MORGAN STANLEY2,633,120$170.0M0.01%Share
5Harel Insurance Investments & Financial Services Ltd.1,850,265$120.0M1.04%Share
6JPMORGAN CHASE & CO1,748,756$113.0M0.01%Share
7MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,670,499$108.0M0.16%Share
8MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,105,643$72.0M0.11%Share
9SOFI WEALTH, LLC790,079$51.2M2.55%Share
10OSAIC HOLDINGS, INC.673,870$43.0M0.06%Share
11ENVESTNET ASSET MANAGEMENT INC652,499$42.0M0.01%Share
12Parkway Wealth Management Group, LLC627,234$40.6M5.45%Share
13Merit Financial Group, LLC593,605$38.5M0.31%Share
14Sanctuary Advisors, LLC546,365$35.4M0.19%Share
15OneDigital Investment Advisors LLC548,690$35.0M0.34%Share
16Cetera Investment Advisers512,658$33.0M0.04%Share
17STIFEL FINANCIAL CORP506,763$32.0M0.03%Share
18JPMORGAN CHASE & CO491,520$31.0M0.00%Share
19ROYAL BANK OF CANADA467,378$30.0M0.00%Share
20AE Wealth Management LLC402,513$26.1M0.15%Share
21THRIVENT FINANCIAL FOR LUTHERANS412,425$26.0M0.05%Share
22RAYMOND JAMES FINANCIAL INC403,881$26.0M0.01%Share
23THRIVENT FINANCIAL FOR LUTHERANS403,658$26.0M0.05%Share
24Advocacy Wealth Management, LLC374,775$24.3M1.02%Share
25NewEdge Advisors, LLC375,784$24.0M0.09%Share
26BANK OF AMERICA CORP /DE/340,071$22.0M0.00%Share
27Bensler, LLC332,479$21.5M2.16%Share
28Fullerton Fund Management Co Ltd.327,718$21.2M0.93%Share
29UBS Group AG321,343$20.8M0.00%Share
30BENJAMIN EDWARDS INC312,116$20.2M0.22%Share
31Mirae Asset Global Investments Co., Ltd.297,050$19.2M0.05%Share
32JPMORGAN CHASE & CO248,990$16.0M0.00%Share
33MML INVESTORS SERVICES, LLC226,465$14.0M0.03%Share
34BANK OF MONTREAL /CAN/218,526$14.0M0.00%Share
35Austin Private Wealth, LLC213,820$13.9M1.03%Share
36Evolution Wealth Advisors, LLC205,907$13.3M1.34%Share
37Ascent Group, LLC201,633$13.1M0.45%Share
38COMMONWEALTH EQUITY SERVICES, LLC175,446$11.0M0.01%Share
39Cambridge Investment Research Advisors, Inc.180,116$11.0M0.03%Share
40Integrated Wealth Concepts LLC176,905$11.0M0.13%Share
41RAYMOND JAMES FINANCIAL INC178,683$11.0M0.00%Share
42PATTON ALBERTSON MILLER GROUP, LLC167,950$10.9M1.28%Share
43C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors166,093$10.8M0.64%Share
44VALLEY WEALTH MANAGERS, INC.165,187$10.7M0.69%Share
45POTENTIA WEALTH163,989$10.6M3.89%Share
46Shepherd Financial Partners LLC162,478$10.5M0.98%Share
47Goldstein Advisors, LLC161,795$10.5M1.19%Share
48CreativeOne Wealth, LLC168,821$10.0M0.24%Share
49Proficio Capital Partners LLC150,537$9.8M0.68%Share
50Steward Partners Investment Advisory, LLC144,468$9.0M0.05%Share

SHLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025479$2.8B+242
Q3 2025237$1.9T+11
Q2 2025226$903.3B+90
Q1 2025136$476.1B+41
Q4 202495$65.2T+31
Q3 202464$86.8T+34
Q2 202430$8.7T+17
Q1 202413$2.9T—

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As of Q4 2025, 50 institutional investors hold SHLD (Global X - Defense Tech ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $243.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SHLD?

As of Q4 2025, 50 institutional investors report holding SHLD (Global X - Defense Tech ETF) in their 13F filings.

Who is the largest institutional holder of SHLD?

The largest institutional holder of SHLD is BANK OF AMERICA CORP /DE/ with $243.0M in shares.

Is institutional ownership of SHLD increasing or decreasing?

This quarter, 15 institutions opened new positions in SHLD and 1 closed their positions.