GLOBAL X DEFENSE TECH ETF (SHLD) Institutional Ownership Changes & 13F Activity
GLOBAL X DEFENSE TECH ETF (SHLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mirae Asset Global Etfs Holdings Ltd., Envestnet Asset Management Inc, Raymond James Financial Inc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Private Client Services, Llc | Buy | +3,804 | — | 3,804 | $228.55K | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Sell | -470 | -97.9% | 10 | $1.00 | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -1,362,699 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -8,243 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Premier Financial Group | Sell | -570 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Integrated Wealth Concepts Llc | Sell | -364,559 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -20 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -76,567 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -21,284 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Sell | -35,209 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -46,753 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -28,515 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | Sell | -5,889 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -30,383 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -3,348 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -168 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -53,909 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -28,516 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -15,132 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -11,449 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -8,198 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Sell | -4,529 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -13 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -10,128,782 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Sell | -3,897,587 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,244,427 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -997,148 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -763,024 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -699,345 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -435,066 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about SHLD activity
Which institutional owners are buying SHLD?
Institutional owners buying SHLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHLD activity?
"Buy" means an investor increased their reported position in SHLD compared to the prior reporting period. This reflects growing exposure to GLOBAL X DEFENSE TECH ETF (SHLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHLD increasing?
Institutional interest in SHLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.