SHLD Institutional Ownership & Shareholders
GLOBAL X DEFENSE TECH ETF (SHLD) is currently held by 601 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $646.01M, representing an estimated gain of +6.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed SHLD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Jpmorgan Chase & Co, 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
601
Total Reported Value
$4.34B
Largest Holder
Bank Of America Corp
Largest Position
$604.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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 | $646,013,716 | +$41,224,149 | +6.82% | |
| Lpl Financial Llc | 0.07% | 5,291,103 | $315,931,773 | $337,466,549 | +$21,534,776 | +6.82% | |
| Jpmorgan Chase & Co | 0.02% | 4,389,422 | $257,659,186 | $279,957,335 | +$22,298,149 | +8.65% | |
| Peakshares Llc | 0.18% | 3,973 | $237,228,000 | $253,398 | -$236,974,602 | -99.89% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.28% | 3,897,587 | $231,370,244 | $248,588,099 | +$17,217,855 | +7.44% | |
| Morgan Stanley | 0.01% | 3,635,394 | $217,069,379 | $231,865,429 | +$14,796,050 | +6.82% | |
| Bank Of Montreal | 0.07% | 3,140,770 | $187,535,377 | $200,318,311 | +$12,782,934 | +6.82% | |
| Envestnet Asset Management Inc | 0.02% | 1,362,699 | $81,366,768 | $86,912,942 | +$5,546,174 | +6.82% | |
| Raymond James Financial Inc | 0.02% | 1,244,427 | $74,304,733 | $79,369,554 | +$5,064,821 | +6.82% | |
| Onedigital Investment Advisors Llc | 0.62% | 1,230,452 | $73,470,268 | $78,478,229 | +$5,007,961 | +6.82% | |
| Merit Financial Group, Llc | 0.44% | 1,172,606 | $70,016,282 | $74,788,811 | +$4,772,529 | +6.82% | |
| Osaic Holdings, Inc. | 0.07% | 997,148 | $59,542,738 | $63,598,099 | +$4,055,361 | +6.81% | |
| Stifel Financial Corp | 0.05% | 973,435 | $58,124,964 | $62,085,684 | +$3,960,720 | +6.81% | |
| Sofi Wealth, Llc | 2.18% | 940,379 | $56,497,989 | $59,977,373 | +$3,479,384 | +6.16% | |
| Sanctuary Advisors, Llc | 0.25% | 892,482 | $53,290,111 | $56,922,502 | +$3,632,391 | +6.82% | |
| Jane Street Group, Llc | 0.03% | 763,024 | $45,560,163 | $48,665,671 | +$3,105,508 | +6.82% | |
| Henshaw Capital Llc | 1.47% | 759,000 | $45,319,890 | $48,409,020 | +$3,089,130 | +6.82% | |
| Ubs Group Ag | 0.01% | 727,323 | $43,428,457 | $46,388,661 | +$2,960,204 | +6.82% | |
| Royal Bank Of Canada | 0.01% | 699,345 | $41,760,000 | $44,604,224 | +$2,844,224 | +6.81% | |
| Newedge Advisors, Llc | 0.12% | 675,460 | $40,331,696 | $43,080,839 | +$2,749,143 | +6.82% | |
| Global X Japan Co., Ltd. | 1.56% | 638,258 | $38,346,541 | $40,708,095 | +$2,361,554 | +6.16% | |
| Cetera Investment Advisers | 0.03% | 624,679 | $37,299,573 | $39,842,027 | +$2,542,454 | +6.82% | |
| Arax Advisory Partners | 0.25% | 622,078 | $37,144,245 | $39,676,135 | +$2,531,890 | +6.82% | |
| Advocacy Wealth Management, Llc | 1.27% | 587,492 | $35,079,153 | $37,470,240 | +$2,391,087 | +6.82% | |
| Benjamin Edwards Inc | 0.30% | 553,219 | $33,032,139 | $35,284,308 | +$2,252,169 | +6.82% | |
| Thrivent Financial For Lutherans | 0.04% | 435,066 | $25,978,000 | $27,748,509 | +$1,770,509 | +6.82% | |
| Ascent Group, Llc | 0.70% | 388,459 | $23,338,611 | $24,775,915 | +$1,437,304 | +6.16% | |
| Cerity Partners Llc | 0.03% | 389,073 | $23,231,513 | $24,815,076 | +$1,583,563 | +6.82% | |
| Vise Technologies, Inc. | 0.19% | 385,124 | $23,138,249 | $24,563,209 | +$1,424,960 | +6.16% | |
| Creativeone Wealth, Llc | 0.47% | 365,846 | $21,844,664 | $23,333,658 | +$1,488,994 | +6.82% | |
| Integrated Wealth Concepts Llc | 0.14% | 364,559 | $21,767,823 | $23,251,573 | +$1,483,750 | +6.82% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.99% | 334,229 | $20,080,493 | $21,317,126 | +$1,236,633 | +6.16% | |
| Meitav Investment House Ltd | 0.13% | 328,318 | $19,725,327 | $20,940,122 | +$1,214,795 | +6.16% | |
| Triad Wealth Partners, Llc | 1.00% | 299,319 | $17,983,090 | $19,090,566 | +$1,107,476 | +6.16% | |
| Shepherd Financial Partners Llc | 1.46% | 297,514 | $17,764,562 | $18,975,443 | +$1,210,881 | +6.82% | |
| Goldstein Advisors, Llc | 1.57% | 294,213 | $17,676,311 | $18,764,905 | +$1,088,594 | +6.16% | |
| Mml Investors Services, Llc | 0.03% | 281,535 | $16,810,452 | $17,956,302 | +$1,145,850 | +6.82% | |
| Valley Wealth Managers, Inc. | 0.89% | 259,995 | $15,620,500 | $16,582,481 | +$961,981 | +6.16% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.60% | 245,627 | $14,712,227 | $15,666,090 | +$953,863 | +6.48% | |
| Patton Albertson Miller Group, Llc | 1.43% | 236,168 | $14,188,962 | $15,062,795 | +$873,833 | +6.16% | |
| Mgo One Seven Llc | 0.23% | 230,236 | $13,832,603 | $14,684,452 | +$851,849 | +6.16% | |
| Evolution Wealth Advisors, Llc | 1.54% | 220,193 | $13,147,720 | $14,043,910 | +$896,190 | +6.82% | |
| Susquehanna International Group, Llp | 0.01% | 214,462 | $12,805,526 | $13,678,386 | +$872,860 | +6.82% | |
| West Wealth Group, Llc | 1.95% | 209,693 | $12,598,379 | $13,374,220 | +$775,841 | +6.16% | |
| Schroder Investment Management Group | 0.01% | 213,508 | $12,532,920 | $13,617,540 | +$1,084,620 | +8.65% | |
| Rockefeller Capital Management L.P. | 0.02% | 198,994 | $11,881,975 | $12,691,837 | +$809,862 | +6.82% | |
| Vestmark Advisory Solutions, Inc. | 0.11% | 197,160 | $11,772,438 | $12,574,865 | +$802,427 | +6.82% | |
| Decker Wealth Management Llc | 2.36% | 193,024 | $11,596,891 | $12,311,071 | +$714,180 | +6.16% | |
| Eq Llc | 2.80% | 191,016 | $11,405,553 | $12,183,000 | +$777,447 | +6.82% | |
| Marks Group Wealth Management, Inc | 0.97% | 187,085 | $11,170,846 | $11,932,281 | +$761,435 | +6.82% |
Frequently asked questions about SHLD
Who are the largest institutional holders of SHLD?
The largest institutional holders of SHLD reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Jpmorgan Chase & Co, Peakshares Llc, and Mirae Asset Global Etfs Holdings Ltd.. InsiderSet ranks institutional holders by their latest reported SHLD position.
What is SHLD institutional ownership?
This page tracks SHLD positions reported by institutional investment managers through SEC Form 13F. GLOBAL X DEFENSE TECH ETF (SHLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHLD?
InsiderSet currently tracks 601 institutional managers reporting SHLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHLD shareholders.
How much SHLD stock do institutions own?
Institutional investment managers disclosed approximately $4.34B in SHLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHLD institutional ownership last updated?
The latest SHLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHLD position after the reporting date.
Are institutions buying or selling SHLD?
Institutional buying and selling can be analyzed by comparing SHLD positions across consecutive 13F reporting periods. InsiderSet's SHLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHLD ownership changes.
How has SHLD institutional ownership changed over time?
InsiderSet tracks SHLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.