Global X Defense Tech ETFSHLDETF
13F holders, Q2 2025 (June 30)252holders +116
124new positions
11sold out
4famous investors
$60.22avg. 13F price*
At the end of Q2 2025, 252 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 116 from Q1 2025. 124 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($212.2M), LPL Financial LLC ($120.2M) and Morgan Stanley ($103.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $194.8M |
| Exits | 11 | $10.5M |
All 13F filers, Q1 2025 → Q2 2025: 9,573,223 shares bought and 1,435,638 shares sold, net +8,137,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| Bank of America Corp. | 0.02% | Add +74.1% | 3,522,494 | $212.2M |
| LPL Financial LLC | 0.04% | Add +71.6% | 1,995,676 | $120.2M |
| Morgan Stanley | 0.01% | Add +124.8% | 1,711,271 | $103.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +342.1% | 1,063,557 | $63.4M |
| Henshaw Capital LLC | 1.81% | No change | 759,000 | $45.7M |
| Royal Bank of Canada | 0.01% | Add +36.5% | 699,226 | $42.1M |
| Thrivent Financial for Lutherans | 0.07% | New | 495,610 | $29.9M |
| Stifel Financial Corp. | 0.03% | Reduce -22.6% | 486,463 | $29.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -56.2% | 427,821 | $25.8M |
| Benjamin Edwards Inc. | 0.29% | Reduce -24.6% | 381,878 | $23.0M |
| Osaic Holdings, Inc. | 0.04% | Add +111.0% | 372,597 | $22.4M |
| Quadrature Capital Ltd | 0.35% | New | 333,665 | $20.1M |
| Jane Street Group, LLC | 0.03% | Add +161.7% | 320,000 | $19.3M |
| Parker Investment Management, LLC | 2.95% | New | 319,966 | $19.3M |
| JPMorgan Chase & Co. | 0.00% | Add +202.1% | 291,846 | $17.6M |
| Cetera Investment Advisers | 0.03% | Add +189.8% | 253,522 | $15.3M |
| Marks Wealth, LLC | 4.51% | New | 230,922 | $13.9M |
| MML Investors Services, LLC | 0.04% | Add +141.8% | 223,498 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +81.8% | 174,566 | $10.5M |
| Beck Capital Management, LLC | 2.46% | Add +53.6% | 163,698 | $9.9M |
| D. E. Shaw & Co. | 0.01% | New | 161,965 | $9.8M |
| SMI Advisory Services, LLC | 1.88% | New | 159,858 | $9.7M |
| Confluence Investment Management LLC | 0.14% | Reduce -26.7% | 160,759 | $9.7M |
| Oak Family Advisors, LLC | 3.34% | Add +140.3% | 153,014 | $9.2M |
| AE Wealth Management LLC | 0.06% | Add +6288.0% | 145,647 | $8.8M |
| WJ Wealth Management, LLC | 2.76% | New | 145,268 | $8.8M |
| UBS Group AG | 0.00% | Reduce -34.0% | 142,236 | $8.6M |
| Phoenix Financial Ltd. | 0.11% | Add +6.5% | 139,088 | $8.4M |
| Citadel Advisors | 0.01% | Add +521.0% | 137,105 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +91.8% | 124,237 | $7.5M |
| Sterling Manor Financial, LLC | 4.95% | Reduce -16.9% | 123,111 | $7.4M |
| Riggs Asset Managment Co. Inc. | 1.77% | New | 119,643 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +91.8% | 104,078 | $6.3M |
| Proficio Capital Partners LLC | 0.38% | New | 100,694 | $6.1M |
| Valley Wealth Managers, Inc. | 0.43% | Reduce -9.6% | 98,396 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +183.8% | 95,310 | $5.7M |
| Quadcap Wealth Management, LLC | 0.71% | Reduce -7.9% | 92,688 | $5.6M |
| Sharkey, Howes & Javer | 0.75% | Add +4.5% | 92,574 | $5.6M |
| Financially Speaking Inc | 3.51% | New | 88,580 | $5.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -51.9% | 79,331 | $4.8M |
| Renaissance Technologies | 0.01% | New | 76,897 | $4.6M |
| Prudential PLC | 0.03% | Reduce -7.8% | 74,800 | $4.5M |
| StoneCrest Wealth Management, Inc. | 2.14% | New | 74,645 | $4.5M |
| James Investment Research, Inc. | 0.53% | Add +55.7% | 74,020 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +773.4% | 71,785 | $4.3M |
| Financial Sense Advisors, Inc. | 0.99% | Add +39.4% | 66,616 | $4.0M |
| Oppenheimer & Co. Inc. | 0.05% | Add +25.4% | 62,153 | $3.7M |
| Herbst Group, LLC | 2.11% | Add +5.5% | 58,562 | $3.5M |
| Ethos Financial Group, LLC | 0.29% | Reduce -4.5% | 55,561 | $3.4M |
| Belpointe Asset Management LLC | 0.13% | Add +644.2% | 52,707 | $3.2M |
| Perigon Wealth Management, LLC | 0.07% | New | 49,270 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +22.4% | 48,442 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +380.4% | 46,709 | $2.8M |
| Private Advisor Group, LLC | 0.01% | New | 45,592 | $2.7M |
| World Investment Advisors | 0.06% | Add +79.0% | 41,195 | $2.5M |
| Keel Point, LLC | 0.16% | Reduce -0.1% | 40,032 | $2.4M |
| Great Diamond Partners, LLC | 0.50% | New | 39,323 | $2.4M |
| Tidal Investments LLC | 0.01% | New | 38,000 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +17.8% | 37,989 | $2.3M |
| First International Bank of Israel Ltd. | 1.33% | — | 37,490 | $2.3M |
| National Bank of Canada | 0.00% | Add +108.8% | 37,478 | $2.3M |
| Bank Hapoalim BM | 0.30% | Add +2.1% | 35,410 | $2.1M |
| Centiva Capital, LP | 0.14% | New | 35,000 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.46% | New | 33,935 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +3654.3% | 29,734 | $1.8M |
| Old Mission Capital LLC | 0.05% | Reduce -70.0% | 29,446 | $1.8M |
| Financial Advocates Investment Management | 0.14% | Add +10.2% | 28,748 | $1.7M |
| Evolution Wealth Advisors, LLC | 0.25% | New | 28,650 | $1.7M |
| Principal Financial Group Inc. | 0.00% | New | 28,039 | $1.7M |
| Bleakley Financial Group, LLC | 0.04% | New | 27,340 | $1.6M |
| Carter Financial Group, INC. | 1.06% | — | 26,842 | $1.6M |
| Synergy Asset Management, LLC | 0.18% | New | 25,869 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +73.3% | 25,717 | $1.5M |
| GTS Securities LLC | 0.07% | New | 25,392 | $1.5M |
| Simplex Trading, LLC | 0.04% | New | 25,233 | $1.5M |
| Cibc World Market Inc. | 0.00% | New | 24,451 | $1.5M |
| Solstein Capital, LLC | 0.75% | Add +12680.1% | 24,410 | $1.5M |
| Terra Nova Asset Management LLC | 0.99% | Add +1.4% | 23,414 | $1.4M |
| Prosperity Financial Group, Inc. | 0.59% | Add +0.3% | 23,105 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +217.9% | 23,570 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +33.3% | 22,648 | $1.4M |
| Menora Mivtachim Holdings LTD. | 0.01% | Add +69.6% | 22,050 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.4% | 21,791 | $1.3M |
| Mariner, LLC | 0.00% | New | 21,754 | $1.3M |
| Y.D. More Investments Ltd | 0.09% | Reduce -1.9% | 21,575 | $1.3M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 20,233 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +304.8% | 20,242 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +83.0% | 18,868 | $1.1M |
| Walleye Capital LLC | 0.01% | New | 18,835 | $1.1M |
| MGB Wealth Management, LLC | 0.37% | Add +23.1% | 18,654 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +7300.4% | 18,501 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +7.7% | 17,816 | $1.1M |
| Gotham Asset Management | 0.01% | Add +1.2% | 17,702 | $1.1M |
| MAI Capital Management | 0.01% | Add +40.7% | 17,293 | $1.0M |
| ORG Partners LLC | 0.23% | Add +3.0% | 17,565 | $1.0M |
| IMC-Chicago, LLC | 0.03% | New | 16,852 | $1.0M |
| Advisory Services Network, LLC | 0.02% | New | 16,482 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | New | 15,585 | $939K |
| Atria Investments, Inc | 0.01% | Add +84.5% | 15,123 | $911K |
| Brown Miller Wealth Management, LLC | 0.28% | Reduce -0.2% | 14,861 | $895K |
"% 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.