Global X Defense Tech ETFSHLDETF
13F holders, Q2 2026 (June 30)610holders −4
81new positions
81sold out
6famous investors
$59.70avg. 13F price*
At the end of Q2 2026, 610 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, down 4 from Q1 2026. 81 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($604.8M), Harel Insurance Investments & Financial Services Ltd. ($418.4M) and LPL Financial LLC ($315.9M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X Defense Tech ETF
- CUSIP
- 37960A529
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $120.5M |
| Exits | 81 | $283.1M |
All 13F filers, Q1 2026 → Q2 2026: 14,542,442 shares bought and 6,805,370 shares sold, net +7,737,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 610 holders
| Bank of America Corp. | 0.04% | Add +5.8% | 10,128,782 | $604.8M |
| Harel Insurance Investments & Financial Services Ltd. | 2.04% | Add +50.5% | 6,990,465 | $418.4M |
| LPL Financial LLC | 0.07% | Add +6.4% | 5,291,103 | $315.9M |
| JPMorgan Chase & Co. | 0.02% | Add +16.6% | 4,389,422 | $257.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.28% | Reduce -3.6% | 3,897,587 | $231.4M |
| Morgan Stanley | 0.01% | Add +2.1% | 3,635,394 | $217.1M |
| Bank of Montreal | 0.07% | Add +13.1% | 3,140,770 | $187.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +30.5% | 1,362,699 | $81.4M |
| Raymond James Financial Inc. | 0.02% | Add +12.8% | 1,244,427 | $74.3M |
| OneDigital Investment Advisors LLC | 0.62% | Add +25.3% | 1,230,452 | $73.5M |
| Merit Financial Group, LLC | 0.43% | Add +39.8% | 1,172,606 | $70.0M |
| Osaic Holdings, Inc. | 0.07% | Add +21.4% | 997,148 | $59.5M |
| Stifel Financial Corp. | 0.05% | Add +68.2% | 973,435 | $58.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +48.2% | 948,362 | $56.6M |
| Sanctuary Advisors, LLC | 0.25% | Add +15.8% | 892,482 | $53.3M |
| Sofi Wealth, LLC | 1.98% | Add +10.7% | 823,592 | $49.2M |
| Jane Street Group, LLC | 0.03% | Reduce -23.9% | 763,024 | $45.6M |
| Henshaw Capital LLC | 1.47% | Reduce -0.4% | 759,000 | $45.3M |
| UBS Group AG | 0.01% | Reduce -10.7% | 727,323 | $43.4M |
| Royal Bank of Canada | 0.01% | Reduce -14.4% | 699,345 | $41.8M |
| Global X Japan Co., Ltd. | 1.51% | Reduce -11.7% | 689,061 | $41.1M |
| NewEdge Advisors, LLC | 0.12% | Add +40.1% | 675,460 | $40.3M |
| Cetera Investment Advisers | 0.03% | Reduce -4.5% | 624,679 | $37.3M |
| Arax Advisory Partners | 0.25% | Add +189.9% | 622,078 | $37.1M |
| Advocacy Wealth Management, LLC | 1.27% | Add +25.1% | 587,492 | $35.1M |
| Benjamin Edwards Inc. | 0.30% | Add +85.1% | 553,219 | $33.0M |
| Ascent Group, LLC | 0.79% | Add +29.4% | 444,378 | $26.5M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -19.8% | 435,066 | $26.0M |
| AE Wealth Management LLC | 0.12% | Reduce -9.1% | 413,512 | $24.7M |
| Cerity Partners LLC | 0.03% | Add +28.8% | 389,073 | $23.2M |
| Triad Wealth Partners, LLC | 1.37% | Add +67.3% | 358,058 | $23.0M |
| CreativeOne Wealth, LLC | 0.47% | Add +25.2% | 365,846 | $21.8M |
| Integrated Wealth Concepts LLC | 0.14% | Add +73.5% | 364,559 | $21.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | Add +32.8% | 355,947 | $21.3M |
| Goldstein Advisors, LLC | 1.83% | Add +37.8% | 335,543 | $20.0M |
| Meitav Investment House Ltd. | 0.13% | New | 327,597 | $19.6M |
| Shepherd Financial Partners LLC | 1.46% | Add +30.2% | 297,514 | $17.8M |
| Vise Technologies, Inc. | 0.20% | Add +504.6% | 295,524 | $17.6M |
| MML Investors Services, LLC | 0.03% | Reduce -10.4% | 281,535 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.8% | 267,424 | $16.0M |
| Confluence Investment Management LLC | 0.25% | Add +113.3% | 262,921 | $15.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.60% | New | 245,627 | $14.7M |
| Valley Wealth Managers, Inc. | 0.84% | Add +25.6% | 243,238 | $14.5M |
| Mgo One Seven LLC | 0.22% | Add +30.3% | 227,846 | $13.6M |
| Patton Albertson Miller Group, LLC | 1.33% | Add +16.5% | 224,449 | $13.4M |
| Evolution Wealth Advisors, LLC | 1.54% | Add +5.7% | 220,193 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.7% | 219,730 | $13.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -23.2% | 214,462 | $12.8M |
| Schroder Investment Management Group | 0.01% | Reduce -2.4% | 213,508 | $12.5M |
| Horst & Graben Wealth Management LLC | 1.63% | Add +30.6% | 202,340 | $12.4M |
| West Wealth Group, LLC | 2.00% | Add +27.9% | 204,917 | $12.2M |
| KWB Wealth | 1.05% | Add +100.5% | 204,879 | $12.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +141.0% | 198,994 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +125.8% | 197,160 | $11.8M |
| Decker Wealth Management LLC | 2.45% | Reduce -2.5% | 193,358 | $11.5M |
| Eq LLC | 2.80% | Add +64.3% | 191,016 | $11.4M |
| Marks Group Wealth Management, Inc | 0.97% | New | 187,085 | $11.2M |
| CFS Investment Advisory Services, LLC | 0.74% | Reduce -2.9% | 174,549 | $11.2M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -40.1% | 184,568 | $11.0M |
| Scarborough Advisors, LLC | 1.26% | Add +18.3% | 172,055 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.1% | 180,254 | $10.8M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -16.6% | 178,386 | $10.7M |
| Ewa, LLC | 1.86% | Add +31.4% | 170,302 | $10.2M |
| Physician Wealth Advisors, Inc. | 1.21% | Add +35.9% | 169,122 | $10.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -1.0% | 168,153 | $10.0M |
| Tennessee Valley Asset Management Partners | 1.09% | Add +8.5% | 165,561 | $9.9M |
| Security Financial Services, INC. | 1.35% | Add +16.4% | 162,500 | $9.7M |
| Farther Finance Advisors, LLC | 0.07% | Add +90.4% | 159,160 | $9.5M |
| Pettinga Financial Advisors LLC | 1.52% | Add +20.7% | 158,324 | $9.5M |
| New England Private Wealth Advisors LLC | 0.91% | Add +1092.0% | 149,135 | $9.4M |
| Kelly Financial Services LLC | 2.01% | Add +14.0% | 157,258 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +90.1% | 155,372 | $9.3M |
| Cardinal Strategic Wealth Guidance | 2.09% | Add +89.4% | 154,389 | $9.2M |
| Stonebrook Private Inc. | 1.67% | Add +33.2% | 153,572 | $9.2M |
| D. E. Shaw & Co. | 0.01% | New | 149,904 | $9.0M |
| Strategic Blueprint, LLC | 0.44% | Add +20.2% | 147,408 | $8.8M |
| Potentia Wealth | 3.52% | Reduce -5.6% | 143,846 | $8.6M |
| Keystone Financial Group | 0.49% | Add +32.2% | 139,364 | $8.3M |
| Plancorp, LLC | 0.20% | New | 136,498 | $8.3M |
| Jones Financial Companies LLLP | 0.00% | Add +39.8% | 137,010 | $8.0M |
| Foguth Wealth Management, LLC. | 0.90% | Add +60.3% | 131,078 | $7.9M |
| Embree Financial Group | 0.78% | Add +64.0% | 130,116 | $7.8M |
| Savvy Advisors, Inc. | 0.17% | Add +28.0% | 129,990 | $7.8M |
| Beck Capital Management, LLC | 1.43% | Add +0.2% | 129,675 | $7.7M |
| Beacon Financial Group | 0.70% | Add +25.7% | 128,904 | $7.7M |
| Midwest Capital Advisors, LLC | 3.10% | Add +32.9% | 127,758 | $7.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.12% | Add +14.7% | 126,408 | $7.5M |
| MA Private Wealth | 1.11% | Add +8.4% | 125,366 | $7.5M |
| One Wealth Advisors, LLC | 0.80% | Add +12.9% | 122,090 | $7.3M |
| National Bank of Canada | 0.01% | Add +337.8% | 121,707 | $7.3M |
| Sharkey, Howes & Javer | 0.82% | Add +9.7% | 113,048 | $6.8M |
| ONE Advisory Partners, LLC | 1.81% | Add +22.6% | 111,594 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -34.2% | 110,759 | $6.6M |
| Stokes Family Office, LLC | 0.77% | Reduce -2.6% | 110,071 | $6.6M |
| Bridgelight Financial Advisors, Inc. | 4.48% | New | 109,512 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -31.7% | 107,740 | $6.4M |
| Independent Financial Group, LLC | 0.12% | Add +7.4% | 104,905 | $6.3M |
| Mariner, LLC | 0.01% | Add +14.1% | 104,030 | $6.2M |
| Buttonwood Financial Group, LLC | 3.52% | Add +25.2% | 103,100 | $6.2M |
| Ehrlich Financial Group | 3.13% | Add +23.3% | 101,933 | $6.1M |
"% of holder's portfolio" is SHLD's weight in each manager's 13F, not the share of Global X Defense Tech ETF the manager owns.