GLOBAL X DEFENSE TECH ETF (SHLD) Institutional Shareholders
GLOBAL X DEFENSE TECH ETF (SHLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.07B in SHLD holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SHLD tracked by InsiderSet, reporting ownership valued at approximately $678.36M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $605.68M, representing an estimated loss of -10.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SHLD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Mirae Asset Global Etfs Holdings Ltd., and several other long-term asset managers with concentrated positions in GLOBAL X DEFENSE TECH ETF (SHLD).
This page ranks the largest institutional SHLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
590
Total Reported Value
$4.07B
Largest Holder
Bank Of America Corp
Largest Position
$678.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.05% | 9,575,995 | $678,363,465 | $605,681,684 | -$72,681,781 | -10.71% | |
| Lpl Financial Llc | 0.09% | 4,971,123 | $352,154,366 | $314,423,530 | -$37,730,836 | -10.71% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.38% | 4,044,268 | $283,089,133 | $255,799,951 | -$27,289,182 | -9.64% | |
| Morgan Stanley | 0.02% | 3,561,154 | $252,272,162 | $225,242,991 | -$27,029,172 | -10.71% | |
| Bank Of Montreal | 0.08% | 2,778,058 | $196,797,630 | $175,712,169 | -$21,085,462 | -10.71% | |
| Raymond James Financial Inc | 0.02% | 1,102,762 | $78,119,657 | $69,749,697 | -$8,369,961 | -10.71% | |
| Envestnet Asset Management Inc | 0.02% | 1,043,894 | $73,949,473 | $66,026,296 | -$7,923,178 | -10.71% | |
| Jane Street Group, Llc | 0.08% | 1,002,810 | $71,039,061 | $63,427,733 | -$7,611,329 | -10.71% | |
| Merit Financial Group, Llc | 0.44% | 1,172,606 | $70,016,281 | $74,167,330 | +$4,151,049 | +5.93% | |
| Onedigital Investment Advisors Llc | 0.68% | 982,367 | $69,590,876 | $62,134,713 | -$7,456,163 | -10.71% | |
| Osaic Holdings, Inc. | 0.09% | 821,520 | $58,200,627 | $51,961,140 | -$6,239,487 | -10.72% | |
| Royal Bank Of Canada | 0.01% | 817,433 | $57,907,000 | $51,702,637 | -$6,204,363 | -10.71% | |
| Ubs Group Ag | 0.01% | 814,450 | $57,695,638 | $51,513,963 | -$6,181,676 | -10.71% | |
| Sanctuary Advisors, Llc | 0.30% | 770,947 | $54,613,913 | $48,762,398 | -$5,851,515 | -10.71% | |
| Sofi Wealth, Llc | 2.54% | 744,037 | $52,707,592 | $47,060,340 | -$5,647,252 | -10.71% | |
| Cetera Investment Advisers | 0.05% | 654,029 | $46,331,388 | $41,367,334 | -$4,964,054 | -10.71% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 639,965 | $45,335,178 | $40,477,786 | -$4,857,392 | -10.71% | |
| Global X Japan Co., Ltd. | 1.51% | 689,061 | $41,143,832 | $43,583,108 | +$2,439,276 | +5.93% | |
| Stifel Financial Corp | 0.04% | 578,738 | $40,999,212 | $36,605,179 | -$4,394,034 | -10.72% | |
| Advocacy Wealth Management, Llc | 1.27% | 587,492 | $35,079,153 | $37,158,869 | +$2,079,716 | +5.93% | |
| Benjamin Edwards Inc | 0.30% | 553,219 | $33,032,139 | $34,991,102 | +$1,958,963 | +5.93% | |
| Ae Wealth Management Llc | 0.17% | 455,015 | $32,233,297 | $28,779,699 | -$3,453,598 | -10.71% | |
| Ascent Group, Llc | 0.84% | 343,515 | $24,334,627 | $21,727,324 | -$2,607,303 | -10.71% | |
| Mml Investors Services, Llc | 0.06% | 314,089 | $22,250,097 | $19,866,129 | -$2,383,968 | -10.71% | |
| Stratos Wealth Partners, Ltd. | 0.25% | 308,317 | $21,841,236 | $19,501,050 | -$2,340,186 | -10.71% | |
| Cerity Partners Llc | 0.03% | 301,998 | $21,393,466 | $19,101,374 | -$2,292,093 | -10.71% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 1.05% | 355,947 | $21,253,574 | $22,513,648 | +$1,260,074 | +5.93% | |
| Creativeone Wealth, Llc | 0.48% | 292,228 | $20,701,429 | $18,483,421 | -$2,218,008 | -10.71% | |
| Goldstein Advisors, Llc | 1.83% | 335,543 | $20,035,273 | $21,223,095 | +$1,187,822 | +5.93% | |
| Susquehanna International Group, Llp | 0.03% | 279,371 | $19,790,642 | $17,670,216 | -$2,120,426 | -10.71% | |
| Portfolio Strategies, Inc. | 2.43% | 277,726 | $19,676,666 | $17,566,170 | -$2,110,497 | -10.73% | |
| Meitav Investment House Ltd | 0.13% | 327,597 | $19,560,817 | $20,720,510 | +$1,159,693 | +5.93% | |
| Shepherd Financial Partners Llc | 1.54% | 228,543 | $16,189,982 | $14,455,345 | -$1,734,637 | -10.71% | |
| Commonwealth Equity Services, Llc | 0.02% | 267,424 | $15,967,889 | $16,914,568 | +$946,679 | +5.93% | |
| Confluence Investment Management Llc | 0.25% | 262,921 | $15,699,013 | $16,629,753 | +$930,740 | +5.93% | |
| Arax Advisory Partners | 0.43% | 214,582 | $15,200,966 | $13,572,312 | -$1,628,655 | -10.71% | |
| Triad Wealth Partners, Llc | 1.20% | 214,036 | $15,162,300 | $13,537,777 | -$1,624,523 | -10.71% | |
| Perigon Wealth Management, Llc | 0.27% | 213,813 | $15,146,488 | $13,523,672 | -$1,622,816 | -10.71% | |
| Schroder Investment Management Group | 0.01% | 218,760 | $14,941,308 | $13,836,570 | -$1,104,738 | -7.39% | |
| Integrated Wealth Concepts Llc | 0.12% | 210,149 | $14,886,944 | $13,291,924 | -$1,595,020 | -10.71% | |
| Valley Wealth Managers, Inc. | 0.88% | 193,621 | $13,716,111 | $12,246,528 | -$1,469,583 | -10.71% | |
| Mgo One Seven Llc | 0.22% | 227,846 | $13,604,697 | $14,411,260 | +$806,563 | +5.93% | |
| Patton Albertson Miller Group, Llc | 1.33% | 224,449 | $13,401,879 | $14,196,399 | +$794,520 | +5.93% | |
| Evolution Wealth Advisors, Llc | 1.54% | 220,193 | $13,147,720 | $13,927,207 | +$779,487 | +5.93% | |
| Horst & Graben Wealth Management Llc | 1.63% | 202,340 | $12,387,297 | $12,798,005 | +$410,708 | +3.32% | |
| Kwb Wealth | 1.05% | 204,879 | $12,233,300 | $12,958,597 | +$725,297 | +5.93% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 168,338 | $11,925,100 | $10,647,379 | -$1,277,722 | -10.71% | |
| Decker Wealth Management Llc | 2.45% | 193,358 | $11,545,422 | $12,229,894 | +$684,472 | +5.93% | |
| Eq Llc | 2.80% | 191,016 | $11,405,553 | $12,081,762 | +$676,209 | +5.93% | |
| West Wealth Group, Llc | 2.24% | 160,155 | $11,345,392 | $10,129,804 | -$1,215,588 | -10.71% |
Frequently asked questions about SHLD
Who owns the most SHLD stock?
The largest holders of SHLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X DEFENSE TECH ETF (SHLD).
Is SHLD widely held by superinvestors?
Many widely followed stocks like SHLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.