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 $4.85B 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 $604.79M in its June 30, 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 $638.01M, representing an estimated gain of +5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SHLD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Harel Insurance Investments & Financial Services Ltd., Lpl Financial Llc, 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
596
Total Reported Value
$4.85B
Largest Holder
Bank Of America Corp
Largest Position
$604.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | 0.04% | 10,128,782 | $604,789,567 | $638,011,978 | +$33,222,411 | +5.49% | |
| Harel Insurance Investments & Financial Services Ltd. | 2.03% | 6,990,465 | $418,379,000 | $440,329,390 | +$21,950,390 | +5.25% | |
| Lpl Financial Llc | 0.07% | 5,291,103 | $315,931,773 | $333,286,578 | +$17,354,805 | +5.49% | |
| Jpmorgan Chase & Co | 0.02% | 4,389,422 | $257,659,186 | $276,489,692 | +$18,830,506 | +7.31% | |
| Peakshares Llc | 0.18% | 3,973 | $237,228,000 | $250,259 | -$236,977,741 | -99.89% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.28% | 3,897,587 | $231,370,244 | $245,509,005 | +$14,138,761 | +6.11% | |
| Morgan Stanley | 0.01% | 3,635,394 | $217,069,379 | $228,993,468 | +$11,924,089 | +5.49% | |
| Bank Of Montreal | 0.07% | 3,140,770 | $187,535,377 | $197,837,102 | +$10,301,725 | +5.49% | |
| Envestnet Asset Management Inc | 0.02% | 1,362,699 | $81,366,768 | $85,836,410 | +$4,469,642 | +5.49% | |
| Raymond James Financial Inc | 0.02% | 1,244,427 | $74,304,733 | $78,386,457 | +$4,081,724 | +5.49% | |
| Onedigital Investment Advisors Llc | 0.62% | 1,230,452 | $73,470,268 | $77,506,171 | +$4,035,903 | +5.49% | |
| Merit Financial Group, Llc | 0.44% | 1,172,606 | $70,016,282 | $73,862,452 | +$3,846,170 | +5.49% | |
| Osaic Holdings, Inc. | 0.07% | 997,148 | $59,542,738 | $62,810,353 | +$3,267,615 | +5.49% | |
| Stifel Financial Corp | 0.05% | 973,435 | $58,124,964 | $61,316,671 | +$3,191,707 | +5.49% | |
| Sanctuary Advisors, Llc | 0.25% | 892,482 | $53,290,111 | $56,217,441 | +$2,927,330 | +5.49% | |
| Sofi Wealth, Llc | 1.98% | 823,592 | $49,176,672 | $51,878,060 | +$2,701,388 | +5.49% | |
| Jane Street Group, Llc | 0.03% | 763,024 | $45,560,163 | $48,062,882 | +$2,502,719 | +5.49% | |
| Henshaw Capital Llc | 1.47% | 759,000 | $45,319,890 | $47,809,410 | +$2,489,520 | +5.49% | |
| Ubs Group Ag | 0.01% | 727,323 | $43,428,457 | $45,814,076 | +$2,385,619 | +5.49% | |
| Royal Bank Of Canada | 0.01% | 699,345 | $41,760,000 | $44,051,742 | +$2,291,742 | +5.49% | |
| Global X Japan Co., Ltd. | 1.51% | 689,061 | $41,143,832 | $43,403,952 | +$2,260,120 | +5.49% | |
| Newedge Advisors, Llc | 0.12% | 675,460 | $40,331,696 | $42,547,225 | +$2,215,529 | +5.49% | |
| Cetera Investment Advisers | 0.03% | 624,679 | $37,299,573 | $39,348,530 | +$2,048,957 | +5.49% | |
| Arax Advisory Partners | 0.25% | 622,078 | $37,144,245 | $39,184,693 | +$2,040,448 | +5.49% | |
| Advocacy Wealth Management, Llc | 1.27% | 587,492 | $35,079,153 | $37,006,121 | +$1,926,968 | +5.49% | |
| Benjamin Edwards Inc | 0.30% | 553,219 | $33,032,139 | $34,847,265 | +$1,815,126 | +5.50% | |
| Ascent Group, Llc | 0.79% | 444,378 | $26,533,804 | $27,991,370 | +$1,457,566 | +5.49% | |
| Thrivent Financial For Lutherans | 0.04% | 435,066 | $25,978,000 | $27,404,807 | +$1,426,807 | +5.49% | |
| Cerity Partners Llc | 0.03% | 389,073 | $23,231,513 | $24,507,708 | +$1,276,195 | +5.49% | |
| Triad Wealth Partners, Llc | 1.37% | 358,058 | $23,048,165 | $22,554,073 | -$494,092 | -2.14% | |
| Creativeone Wealth, Llc | 0.47% | 365,846 | $21,844,664 | $23,044,640 | +$1,199,976 | +5.49% | |
| Integrated Wealth Concepts Llc | 0.14% | 364,559 | $21,767,823 | $22,963,571 | +$1,195,748 | +5.49% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 1.05% | 355,947 | $21,253,574 | $22,421,102 | +$1,167,528 | +5.49% | |
| Goldstein Advisors, Llc | 1.83% | 335,543 | $20,035,273 | $21,135,854 | +$1,100,581 | +5.49% | |
| Meitav Investment House Ltd | 0.13% | 327,597 | $19,560,817 | $20,635,335 | +$1,074,518 | +5.49% | |
| Shepherd Financial Partners Llc | 1.46% | 297,514 | $17,764,562 | $18,740,407 | +$975,845 | +5.49% | |
| Vise Technologies, Inc. | 0.20% | 295,524 | $17,645,734 | $18,615,057 | +$969,323 | +5.49% | |
| Mml Investors Services, Llc | 0.03% | 281,535 | $16,810,452 | $17,733,890 | +$923,438 | +5.49% | |
| Commonwealth Equity Services, Llc | 0.02% | 267,424 | $15,967,889 | $16,845,038 | +$877,149 | +5.49% | |
| Confluence Investment Management Llc | 0.25% | 262,921 | $15,699,013 | $16,561,394 | +$862,381 | +5.49% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.60% | 245,627 | $14,712,227 | $15,472,045 | +$759,818 | +5.16% | |
| Valley Wealth Managers, Inc. | 0.84% | 243,238 | $14,523,741 | $15,321,562 | +$797,821 | +5.49% | |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | 198,550 | $14,065,282 | $12,506,665 | -$1,558,618 | -11.08% | |
| Mgo One Seven Llc | 0.22% | 227,846 | $13,604,697 | $14,352,020 | +$747,323 | +5.49% | |
| Patton Albertson Miller Group, Llc | 1.33% | 224,449 | $13,401,879 | $14,138,043 | +$736,164 | +5.49% | |
| Evolution Wealth Advisors, Llc | 1.54% | 220,193 | $13,147,720 | $13,869,957 | +$722,237 | +5.49% | |
| Susquehanna International Group, Llp | 0.01% | 214,462 | $12,805,526 | $13,508,961 | +$703,435 | +5.49% | |
| Schroder Investment Management Group | 0.01% | 213,508 | $12,532,920 | $13,448,869 | +$915,949 | +7.31% | |
| Horst & Graben Wealth Management Llc | 1.63% | 202,340 | $12,387,297 | $12,745,397 | +$358,100 | +2.89% | |
| West Wealth Group, Llc | 2.00% | 204,917 | $12,235,611 | $12,907,722 | +$672,111 | +5.49% |
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.