Global X Defense Tech ETFSHLDETF
13F holders, Q1 2025 (March 31)136holders +26
58new positions
31sold out
2famous investors
$46.49avg. 13F price*
At the end of Q1 2025, 136 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 26 from Q4 2024. 58 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($94.2M), LPL Financial LLC ($54.1M) and Raymond James Financial Inc. ($45.4M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $113.4M |
| Exits | 31 | $90.1M |
All 13F filers, Q4 2024 → Q1 2025: 7,417,281 shares bought and 4,073,298 shares sold, net +3,343,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Bank of America Corp. | 0.01% | Add +854.4% | 2,023,347 | $94.2M |
| LPL Financial LLC | 0.02% | Add +288.0% | 1,162,816 | $54.1M |
| Raymond James Financial Inc. | 0.02% | Add +5.6% | 975,888 | $45.4M |
| Morgan Stanley | 0.00% | Add +277.6% | 761,273 | $35.4M |
| Henshaw Capital LLC | 1.56% | New | 759,000 | $35.3M |
| Stifel Financial Corp. | 0.03% | Add +2699.8% | 628,087 | $29.2M |
| Royal Bank of Canada | 0.01% | Add +350.1% | 512,136 | $23.8M |
| Benjamin Edwards Inc. | 0.33% | New | 506,839 | $23.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +238.4% | 240,552 | $11.2M |
| Confluence Investment Management LLC | 0.15% | New | 219,370 | $10.2M |
| UBS Group AG | 0.00% | New | 215,599 | $10.0M |
| Potentia Wealth | 3.95% | Add +103.8% | 180,962 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +64.3% | 176,563 | $8.2M |
| Merit Financial Group, LLC | 0.12% | Add +12.3% | 165,048 | $7.7M |
| Sterling Manor Financial, LLC | 4.93% | Reduce -15.7% | 148,221 | $6.9M |
| Phoenix Financial Ltd. | 0.09% | Reduce -12.3% | 130,558 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -63.9% | 122,279 | $5.7M |
| Valley Wealth Managers, Inc. | 0.38% | New | 108,807 | $5.1M |
| Beck Capital Management, LLC | 1.46% | Add +5.2% | 106,596 | $5.0M |
| Quadcap Wealth Management, LLC | 0.68% | New | 100,647 | $4.7M |
| Old Mission Capital LLC | 0.09% | Add +175.7% | 98,118 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | New | 96,600 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -42.7% | 96,032 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -4.5% | 92,410 | $4.3M |
| Sharkey, Howes & Javer | 0.59% | Reduce -2.2% | 88,632 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +43.3% | 87,491 | $4.1M |
| Prudential PLC | 0.02% | Reduce -20.7% | 81,100 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.3% | 64,779 | $3.0M |
| Oak Family Advisors, LLC | 1.23% | Add +5.4% | 63,666 | $3.0M |
| Herbst Group, LLC | 1.83% | New | 55,513 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.4% | 54,277 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Add +32.9% | 49,558 | $2.3M |
| Financial Sense Advisors, Inc. | 0.64% | New | 47,775 | $2.2M |
| James Investment Research, Inc. | 0.28% | Add +276.4% | 47,547 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +27.0% | 47,000 | $2.2M |
| Ethos Financial Group, LLC | 0.21% | No change | 58,171 | $2.2M |
| Keel Point, LLC | 0.14% | New | 40,055 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +25.1% | 39,579 | $1.8M |
| Bank Hapoalim BM | 0.24% | Add +1.1% | 34,690 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | New | 33,583 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.1% | 32,249 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +27182.5% | 28,101 | $1.3M |
| Financial Advocates Investment Management | 0.09% | Add +16.6% | 26,100 | $1.2M |
| Terra Nova Asset Management LLC | 0.85% | New | 23,089 | $1.1M |
| Prosperity Financial Group, Inc. | 0.53% | Add +35.0% | 23,041 | $1.1M |
| World Investment Advisors | 0.03% | Add +97.8% | 23,016 | $1.1M |
| Citadel Advisors | 0.00% | Add +35.1% | 22,078 | $1.0M |
| Y.D. More Investments Ltd | 0.09% | No change | 22,000 | $1.0M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,233 | $942K |
| National Bank of Canada | 0.00% | Add +1.8% | 17,950 | $835K |
| Gotham Asset Management | 0.01% | New | 17,486 | $814K |
| ORG Partners LLC | 0.20% | Add +12.3% | 17,053 | $802K |
| D.A. Davidson & Co. | 0.01% | Add +45.0% | 16,985 | $791K |
| Owen LaRue, LLC | 0.39% | New | 16,750 | $780K |
| Wallace Advisory Group, LLC | 0.54% | Reduce -5.2% | 20,678 | $774K |
| RFG Advisory, LLC | 0.02% | New | 16,549 | $770K |
| MGB Wealth Management, LLC | 0.26% | Add +13.3% | 15,147 | $705K |
| Brown Miller Wealth Management, LLC | 0.24% | New | 14,890 | $693K |
| Equitable Holdings, Inc. | 0.01% | Add +16.8% | 14,841 | $691K |
| Visionary Wealth Advisors | 0.04% | New | 13,242 | $616K |
| Janney Montgomery Scott LLC | 0.00% | Add +93.9% | 13,205 | $615K |
| Menora Mivtachim Holdings LTD. | 0.00% | Reduce -98.9% | 13,000 | $605K |
| Cascade Financial Partners, LLC | 0.07% | Add +97.6% | 12,450 | $580K |
| MAI Capital Management | 0.00% | Add +391.7% | 12,293 | $572K |
| Wells Fargo & Company | 0.00% | Add +19.8% | 10,575 | $492K |
| Brown Advisory Inc. | 0.00% | Add +62.3% | 10,313 | $480K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +73.9% | 9,977 | $464K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +40.3% | 9,814 | $457K |
| Virtus Family Office LLC | 0.58% | No change | 9,746 | $454K |
| Sanctuary Advisors, LLC | 0.00% | Add +73.8% | 9,722 | $453K |
| Apollon Wealth Management, LLC | 0.01% | New | 8,960 | $417K |
| Pinnacle Associates Ltd. | 0.01% | New | 8,850 | $412K |
| Prosperity Wealth Management, Inc. | 0.19% | Add +24.1% | 8,468 | $394K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,388 | $390K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +116.9% | 8,219 | $383K |
| Atria Investments, Inc | 0.00% | New | 8,195 | $381K |
| Comerica Bank | 0.00% | Add +4859.3% | 8,034 | $374K |
| National Wealth Management Group, LLC | 0.24% | Add +42.2% | 7,914 | $368K |
| TD Waterhouse Canada Inc. | 0.00% | Add +378.4% | 7,415 | $349K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,498 | $349K |
| Smith, Moore & Co. | 0.03% | Add +36.0% | 7,498 | $349K |
| Quantum Portfolio Management LLC | 0.17% | No change | 7,175 | $334K |
| Belpointe Asset Management LLC | 0.02% | New | 7,082 | $330K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 6,383 | $297K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 6,315 | $294K |
| Foguth Wealth Management, LLC. | 0.07% | New | 6,250 | $291K |
| Signal Advisors Wealth, LLC | 0.03% | New | 6,250 | $291K |
| Focus Financial Network, Inc. | 0.01% | New | 5,516 | $257K |
| New England Private Wealth Advisors LLC | 0.04% | New | 5,358 | $249K |
| Bank of New York Mellon Corp | 0.00% | New | 5,316 | $247K |
| Truist Financial Corp. | 0.00% | New | 5,264 | $245K |
| Family Office Research LLC | 0.12% | New | 5,218 | $243K |
| Capstone Wealth Management Group, LLC | 0.14% | Reduce -83.0% | 5,179 | $241K |
| HBW Advisory Services LLC | 0.03% | New | 5,104 | $238K |
| Joseph P. Lucia & Associates, LLC | 0.11% | New | 5,048 | $235K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 5,000 | $233K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 5,000 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,931 | $230K |
| Keystone Financial Group | 0.02% | New | 4,579 | $213K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,503 | $210K |
"% 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.