Who Owns SHLD?
Global X - Defense Tech ETF — Institutional Ownership & 13F Holdings
$67.51
-0.06 (-0.09%)
Market Cap
$5.4B
Shares Outstanding
69,101,979
Institutional Holders
136
Total Inst. Value
$519.7M
% of Float Held
—
QoQ Holder Change
+123
Institutional data as of Q1 2025
New Positions
71
Closed Positions
30
Increased
45
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $139.9M | 3,006 |
| 2 | BANK OF AMERICA CORP /DE/ | $94.2M | 2,023,347 |
| 3 | RAYMOND JAMES FINANCIAL INC | $45.4M | 975,888 |
| 4 | MORGAN STANLEY | $35.4M | 761,273 |
| 5 | STIFEL FINANCIAL CORP | $29.2M | 628,087 |
| 6 | ROYAL BANK OF CANADA | $23.8M | 512,136 |
| 7 | BENJAMIN EDWARDS INCNew | $23.6M | 506,839 |
| 8 | UBS Group AGNew | $10.0M | 215,599 |
| 9 | POTENTIA WEALTH | $8.4M | 180,962 |
| 10 | OSAIC HOLDINGS, INC. | $8.2M | 176,563 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +3K | $139.9M |
| BANK OF AMERICA CORP /DE/ | +1.8M | $94.2M |
| RAYMOND JAMES FINANCIAL INC | +51K | $45.4M |
| MORGAN STANLEY | +560K | $35.4M |
| STIFEL FINANCIAL CORP | +606K | $29.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | -1.2M | $605K |
| JANE STREET GROUP, LLC | -217K | $5.7M |
| Cambridge Investment Research Advisors, Inc. | -72K | $4.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -60K | $1.5M |
| PRUDENTIAL PLC | -21K | $3.8M |
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Frequently Asked Questions
How many institutional investors hold SHLD?
As of Q1 2025, 136 institutional investors report holding SHLD (Global X - Defense Tech ETF) in their 13F filings.
Which hedge fund owns the most SHLD?
The largest institutional holder of SHLD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $139.9M in shares.
Are institutions buying or selling SHLD?
This quarter, 71 institutions opened new positions in SHLD and 30 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.