Global X Defense Tech ETFSHLDETF

13F holders, Q3 2024 (September 30)
88holders +46
49new positions
3sold out
$37.13avg. 13F price*

At the end of Q3 2024, 88 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 46 from Q2 2024. 49 opened new positions and 3 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($171.1M), 3EDGE Asset Management, LP ($57.2M) and Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) ($16.7M).

Company
Global X Defense Tech ETF
CUSIP
37960A529
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 15Q1 2024Q2 2024: 42Q2 2024Q3 2024: 88Q3 2024Q4 2024: 110Q4 2024Q1 2025: 136Q1 2025Q2 2025: 252Q2 2025Q3 2025: 421Q3 2025Q4 2025: 495Q4 2025Q1 2026: 614Q1 2026Q2 2026: 610Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions49$111.3M
Exits3$347K

All 13F filers, Q2 2024 → Q3 2024: 4,377,378 shares bought and 50,412 shares sold, net +4,326,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Menora Mivtachim Holdings LTD. 1.08% Add +20.4% 4,594,432 $171.1M
3EDGE Asset Management, LP 4.05% New 1,535,823 $57.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.29% No change 450,000 $16.7M
Townsquare Capital LLC 0.09% New 203,230 $7.6M
Osaic Holdings, Inc. 0.02% Add +274.8% 183,609 $6.8M
Sterling Manor Financial, LLC 4.47% Add +38.0% 177,296 $6.6M
Orion Porfolio Solutions, LLC 0.06% New 153,390 $5.7M
Orion Portfolio Solutions, LLC 0.06% New 153,390 $5.7M
Phoenix Financial Ltd. 0.08% New 152,146 $5.7M
Zimmermann Investment Management & Planning LLC 1.66% New 145,222 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +919.3% 142,757 $5.3M
Jane Street Group, LLC 0.01% Reduce -6.6% 133,701 $5.0M
LPL Financial LLC 0.00% Add +340.0% 131,289 $4.9M
MML Investors Services, LLC 0.02% Add +9.4% 124,438 $4.6M
Susquehanna International Group, LLP 0.01% Add +237.0% 106,174 $4.0M
Sharkey, Howes & Javer 0.47% Add +15.0% 88,186 $3.3M
Beck Capital Management, LLC 0.69% New 69,488 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% New 58,000 $2.2M
Oak Family Advisors, LLC 0.77% New 57,167 $2.1M
Ethos Financial Group, LLC 0.35% New 56,301 $2.1M
Raymond James & Associates 0.00% Add +81.8% 52,653 $2.0M
Old Mission Capital LLC 0.04% Add +210.4% 50,346 $1.9M
Alliance Wealth Advisors, LLC 0.47% New 47,770 $1.8M
Cetera Investment Advisers 0.00% New 38,454 $1.4M
Portside Wealth Group, LLC 0.24% New 38,311 $1.4M
Bank Hapoalim BM 0.21% Add +0.3% 36,150 $1.3M
Envestnet Asset Management Inc. 0.00% Add +127.7% 29,117 $1.1M
Cerity Partners LLC 0.00% New 28,887 $1.1M
Arete Wealth Advisors, LLC 0.08% New 25,078 $929K
Rockefeller Capital Management L.P. 0.00% New 23,531 $876K
Royal Bank of Canada 0.00% Add +19378.7% 21,037 $784K
Prosperity Consulting Group, LLC 0.06% New 20,142 $750K
Commonwealth Equity Services, LLC 0.00% New 18,928 $705K
CPR Investments Inc. 0.66% Reduce -53.6% 18,917 $704K
National Bank of Canada 0.00% Reduce -2.7% 17,931 $668K
World Investment Advisors 0.02% New 17,904 $667K
Prosperity Financial Group, Inc. 0.36% New 17,197 $640K
Wealth Enhancement Advisory Services, LLC 0.00% New 16,679 $621K
ORG Partners LLC 0.09% New 15,667 $583K
Stifel Financial Corp. 0.00% Reduce -7.4% 13,835 $515K
Atria Wealth Solutions, Inc. 0.00% New 11,616 $432K
GTS Securities LLC 0.01% New 10,923 $407K
Mgo One Seven LLC 0.02% New 10,396 $387K
Strategic Blueprint, LLC 0.02% New 9,988 $372K
James Investment Research, Inc. 0.04% Add +31.4% 9,717 $362K
Norden Group LLC 0.04% New 9,554 $356K
Virtus Family Office LLC 0.47% No change 9,553 $356K
Wells Fargo & Company 0.00% Reduce -31.4% 9,165 $341K
Marathon Trading Investment Management LLC 0.15% No change 8,400 $313K
Diversify Wealth Management, LLC 0.03% Reduce -16.4% 7,392 $283K
Geller Advisors LLC 0.02% Add +0.2% 7,600 $283K
Mercer Global Advisors Inc. 0.00% New 7,211 $274K
Prosperity Wealth Management, Inc. 0.10% No change 6,854 $255K
MGB Wealth Management, LLC 0.09% New 6,550 $244K
Cascade Financial Partners, LLC 0.03% No change 6,300 $243K
Diversify Advisory Services, LLC 0.01% Add +0.3% 6,281 $243K
CreativeOne Wealth, LLC 0.01% New 6,369 $237K
Brown Advisory Inc. 0.00% No change 6,356 $237K
Insigneo Advisory Services, LLC 0.02% New 5,600 $208K
Sanctuary Advisors, LLC 0.00% New 5,184 $206K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 5,000 $186K
Concourse Financial Group Securities, Inc. 0.01% Reduce -23.1% 4,722 $176K
Continuum Advisory, LLC 0.01% New 2,517 $99K
Mather Group, Llc. 0.00% New 1,272 $47K
GeoWealth Management, LLC 0.00% New 1,248 $46K
Steward Partners Investment Advisory, LLC 0.00% Add +113.6% 1,034 $38K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $37K
TD Waterhouse Canada Inc. 0.00% New 900 $34K
IFP Advisors, Inc 0.00% New 800 $30K
First PREMIER Bank 0.01% No change 650 $24K
Private Trust Co. NA 0.00% New 366 $14K
Parallel Advisors, LLC 0.00% No change 332 $12K
Aspire Private Capital, LLC 0.00% New 214 $8K
Rothschild Investment LLC 0.00% No change 150 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 142 $5K
Venturi Wealth Management, LLC 0.00% Add +21.1% 126 $5K
Investors Research Corp 0.00% New 114 $4K
Tower Research Capital LLC (TRC) 0.00% New 100 $4K
Sandy Spring Bank 0.00% New 75 $3K
Gold Investment Management Ltd. 0.00% No change 72 $3K
Y.D. More Investments Ltd 0.00% Add +6.3% 23,700 $2K
Hollencrest Capital Management 0.00% New 57 $2K
Cwm, LLC 0.00% New 59 $2K
CIBC Private Wealth Group LLC 0.00% No change 50 $2K
Lanark Financial, Inc. 0.00% No change 32 $1K
Jaffetilchin Investment Partners, LLC 0.00% New 20 $745
Northwestern Mutual Wealth Management Co. 0.00% New 7 $261
American Capital Advisory, LLC 0.00% New 4 $149

"% 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.