Global X Defense Tech ETFSHLDETF
13F holders, Q4 2024 (December 31)110holders +22
38new positions
18sold out
1famous investor
$37.31avg. 13F price*
At the end of Q4 2024, 110 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 22 from Q3 2024. 38 opened new positions and 18 sold out. The largest holders were 3EDGE Asset Management, LP ($64.2M), Menora Mivtachim Holdings LTD. ($45.5M) and Raymond James Financial Inc. ($34.6M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $44.4M |
| Exits | 18 | $30.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,991,709 shares bought and 4,391,086 shares sold, net −2,399,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| 3EDGE Asset Management, LP | 3.96% | Add +11.8% | 1,716,996 | $64.2M |
| Menora Mivtachim Holdings LTD. | 0.29% | Reduce -73.5% | 1,216,377 | $45.5M |
| Raymond James Financial Inc. | 0.01% | — | 924,528 | $34.6M |
| Jane Street Group, LLC | 0.02% | Add +153.7% | 339,138 | $12.7M |
| LPL Financial LLC | 0.00% | Add +128.3% | 299,701 | $11.2M |
| Bank of America Corp. | 0.00% | New | 212,009 | $7.9M |
| Morgan Stanley | 0.00% | New | 201,593 | $7.5M |
| Townsquare Capital LLC | 0.08% | Reduce -1.2% | 200,770 | $7.5M |
| Sterling Manor Financial, LLC | 4.59% | Reduce -0.9% | 175,749 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +17.4% | 167,568 | $6.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 149,215 | $5.6M |
| Phoenix Financial Ltd. | 0.08% | Reduce -2.2% | 148,811 | $5.6M |
| Merit Financial Group, LLC | 0.10% | New | 147,041 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +440.9% | 113,792 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -41.5% | 107,456 | $4.0M |
| Prudential PLC | 0.02% | New | 102,300 | $3.8M |
| Beck Capital Management, LLC | 1.01% | Add +45.9% | 101,350 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -22.3% | 96,745 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -12.9% | 92,463 | $3.5M |
| Sharkey, Howes & Javer | 0.48% | Add +2.8% | 90,651 | $3.4M |
| Potentia Wealth | 1.48% | — | 88,777 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | New | 71,083 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +58.8% | 61,050 | $2.3M |
| Oak Family Advisors, LLC | 0.88% | Add +5.6% | 60,381 | $2.3M |
| Ethos Financial Group, LLC | 0.29% | Add +3.3% | 58,171 | $2.2M |
| Flow Traders U.S. LLC | 0.08% | New | 50,982 | $1.9M |
| Alliance Wealth Advisors, LLC | 0.48% | Add +3.2% | 49,301 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +146.4% | 46,644 | $1.7M |
| Portside Wealth Group, LLC | 0.26% | Add +11.1% | 42,560 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | New | 37,300 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -36.2% | 37,000 | $1.4M |
| Certior Financial Group, LLC | 1.22% | — | 36,645 | $1.4M |
| Old Mission Capital LLC | 0.03% | Reduce -29.3% | 35,585 | $1.3M |
| Bank Hapoalim BM | 0.22% | Reduce -5.0% | 34,330 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +34.5% | 31,644 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.61% | New | 30,400 | $1.1M |
| Cerity Partners LLC | 0.00% | No change | 28,887 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 26,737 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -2.1% | 24,541 | $916K |
| Stifel Financial Corp. | 0.00% | Add +62.1% | 22,433 | $839K |
| Financial Advocates Investment Management | 0.05% | New | 22,379 | $837K |
| Wallace Advisory Group, LLC | 0.56% | New | 21,817 | $812K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 20,233 | $757K |
| National Bank of Canada | 0.00% | Reduce -1.7% | 17,632 | $660K |
| Prosperity Financial Group, Inc. | 0.32% | Reduce -0.8% | 17,068 | $639K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -16.7% | 16,778 | $628K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 16,563 | $620K |
| Citadel Advisors | 0.00% | New | 16,343 | $611K |
| ORG Partners LLC | 0.08% | Reduce -3.1% | 15,187 | $568K |
| MGB Wealth Management, LLC | 0.16% | Add +104.1% | 13,368 | $500K |
| Stelac Advisory Services LLC | 0.19% | New | 12,756 | $477K |
| Equitable Holdings, Inc. | 0.00% | New | 12,709 | $475K |
| James Investment Research, Inc. | 0.06% | Add +30.0% | 12,631 | $473K |
| D.A. Davidson & Co. | 0.00% | New | 11,712 | $438K |
| World Investment Advisors | 0.01% | Reduce -35.0% | 11,635 | $435K |
| Virtus Family Office LLC | 0.46% | Add +2.0% | 9,746 | $366K |
| Comprehensive Financial Planning, Inc. | 0.28% | — | 8,986 | $336K |
| Norden Group LLC | 0.04% | Reduce -7.5% | 8,839 | $331K |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 8,824 | $330K |
| Marathon Trading Investment Management LLC | 0.05% | No change | 8,400 | $314K |
| Geller Advisors LLC | 0.02% | No change | 7,600 | $285K |
| Quantum Portfolio Management LLC | 0.14% | New | 7,175 | $268K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,995 | $262K |
| Prosperity Wealth Management, Inc. | 0.11% | Reduce -0.5% | 6,821 | $255K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,810 | $255K |
| Ameriprise Financial Inc. | 0.00% | New | 6,815 | $255K |
| Insigneo Advisory Services, LLC | 0.02% | Add +14.0% | 6,383 | $239K |
| Brown Advisory Inc. | 0.00% | No change | 6,356 | $238K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.1% | 6,353 | $238K |
| Cascade Financial Partners, LLC | 0.03% | No change | 6,300 | $236K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +22.0% | 5,762 | $232K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.9% | 5,594 | $221K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -21.0% | 5,838 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,736 | $215K |
| Walleye Capital LLC | 0.00% | New | 5,696 | $213K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.4% | 5,598 | $209K |
| National Wealth Management Group, LLC | 0.14% | New | 5,565 | $208K |
| Smith, Moore & Co. | 0.02% | New | 5,514 | $206K |
| Gibbs Wealth Management | 0.06% | New | 5,453 | $204K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 5,400 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +266.4% | 3,789 | $142K |
| Continuum Advisory, LLC | 0.01% | No change | 2,517 | $94K |
| MAI Capital Management | 0.00% | New | 2,500 | $94K |
| Financial Network Wealth Advisors LLC | 0.16% | New | 2,359 | $88K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +100.0% | 2,000 | $75K |
| Private Trust Co. NA | 0.01% | Add +409.8% | 1,866 | $70K |
| Mather Group, Llc. | 0.00% | Add +45.8% | 1,855 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | Add +72.2% | 1,550 | $58K |
| GeoWealth Management, LLC | 0.00% | No change | 1,248 | $47K |
| IFP Advisors, Inc | 0.00% | No change | 800 | $30K |
| First PREMIER Bank | 0.01% | No change | 650 | $24K |
| AE Wealth Management LLC | 0.00% | New | 635 | $24K |
| FMR LLC | 0.00% | New | 484 | $18K |
| Investors Research Corp | 0.00% | Add +284.2% | 438 | $16K |
| Aventura Private Wealth, LLC | 0.01% | — | 370 | $14K |
| Principal Securities, Inc. | 0.00% | New | 250 | $9K |
| Comerica Bank | 0.00% | New | 162 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 122 | $5K |
| NewEdge Advisors, LLC | 0.00% | New | 103 | $4K |
"% 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.