Global X Defense Tech ETFSHLD ETF 13F holders, Q2 2024 (June 30) 42 holders +27
26 new positions
1 sold out
1 famous investor
$33.01 avg. 13F price*
At the end of Q2 2024 , 42 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 27 from Q1 2024. 26 opened new positions and 1 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($126.4M), Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) ($15.0M) and Jane Street Group, LLC ($4.7M). One famous investor held it Israel Englander (0.0% of Millennium Management'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 2024 → Q2 2024 Institutions Total Value New Positions 26 $150.5M Exits 1 $632K
All 13F filers, Q1 2024 → Q2 2024: 4,765,841 shares bought and 19,051 shares sold, net +4,746,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2024 Shares Value ▼ Menora Mivtachim Holdings LTD. 0.86% New 3,816,000 $126.4M Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.77% New 450,000 $15.0M Jane Street Group, LLC 0.01% Add +386.7% 143,126 $4.7M Sterling Manor Financial, LLC 3.24% Add +9.7% 128,493 $4.3M MML Investors Services, LLC 0.02% Add +22.8% 113,750 $3.8M Sharkey, Howes & Javer 0.41% Add +150.9% 76,712 $2.5M Osaic Holdings, Inc. 0.00% Add +6.2% 48,994 $1.6M CPR Investments Inc. 1.12% New 40,777 $1.4M Bank Hapoalim BM 0.18% New 36,045 $1.2M Susquehanna International Group, LLP 0.00% Add +5.7% 31,505 $1.0M LPL Financial LLC 0.00% New 29,839 $989K Raymond James & Associates 0.00% New 28,957 $959K National Bank of Canada 0.00% New 18,424 $604K Old Mission Capital LLC 0.01% New 16,220 $537K Stifel Financial Corp. 0.00% New 14,934 $495K Cambridge Investment Research Advisors, Inc. 0.00% New 14,005 $464K Wells Fargo & Company 0.00% New 13,367 $443K Envestnet Asset Management Inc. 0.00% New 12,790 $424K Virtus Family Office LLC 0.43% New 9,553 $317K Millennium Management 0.00% New 9,436 $313K Diversify Wealth Management, LLC 0.04% — 8,846 $303K Marathon Trading Investment Management LLC 0.08% No change 8,400 $278K Geller Advisors LLC 0.02% No change 7,587 $252K James Investment Research, Inc. 0.03% New 7,397 $245K Prosperity Wealth Management, Inc. 0.11% New 6,854 $227K Brown Advisory Inc. 0.00% New 6,356 $211K Cascade Financial Partners, LLC 0.03% No change 6,300 $209K Diversify Advisory Services, LLC 0.01% New 6,265 $208K Concourse Financial Group Securities, Inc. 0.01% Add +0.0% 6,143 $204K Federation des caisses Desjardins du Quebec 0.00% New 1,000 $33K Laffer Tengler Investments, Inc. 0.01% New 963 $32K First PREMIER Bank 0.01% New 650 $22K Steward Partners Investment Advisory, LLC 0.00% No change 484 $16K Parallel Advisors, LLC 0.00% New 332 $11K Rothschild Investment LLC 0.00% New 150 $5K Royal Bank of Canada 0.00% New 108 $4K Venturi Wealth Management, LLC 0.00% Add +89.1% 104 $3K Gold Investment Management Ltd. 0.00% No change 72 $2K Financial Network Wealth Advisors LLC 0.00% New 59 $2K Y.D. More Investments Ltd 0.00% New 22,300 $2K CIBC Private Wealth Group LLC 0.00% No change 50 $2K Lanark Financial, Inc. 0.00% No change 32 $1K
"% 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.