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 |
| HRT Financial LP | 0.00% | New | 14,650 | $882K |
| Owen LaRue, LLC | 0.37% | Reduce -12.7% | 14,626 | $881K |
| HighTower Advisors, LLC | 0.00% | New | 14,611 | $880K |
| HBW Advisory Services LLC | 0.11% | Add +178.4% | 14,209 | $856K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 14,201 | $856K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.6% | 14,073 | $848K |
| Integrity Alliance, Llc. | 0.05% | New | 13,706 | $826K |
| BigSur Wealth Management LLC | 0.20% | New | 13,245 | $800K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +28.2% | 12,578 | $758K |
| Cascade Financial Partners, LLC | 0.09% | Add +0.1% | 12,457 | $751K |
| Apollon Wealth Management, LLC | 0.01% | Add +36.5% | 12,230 | $737K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -74.1% | 12,160 | $733K |
| Independent Financial Group, LLC | 0.02% | New | 12,140 | $731K |
| OneAscent Financial Services LLC | 0.05% | New | 12,079 | $727K |
| American Institute for Advanced Investment Management, LLP | 0.50% | New | 11,630 | $701K |
| National Wealth Management Group, LLC | 0.39% | Add +44.5% | 11,438 | $689K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +34.3% | 11,266 | $679K |
| Chase Investment Counsel Corp. | 0.21% | New | 10,997 | $662K |
| Wealthspire Advisors, LLC | 0.00% | Add +45.2% | 10,885 | $656K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.1% | 10,884 | $656K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,818 | $652K |
| Prosperity Wealth Management, Inc. | 0.24% | Add +25.7% | 10,642 | $641K |
| Lauer Wealth, LLC | 0.52% | New | 10,164 | $622K |
| Quantum Portfolio Management LLC | 0.30% | Add +43.2% | 10,274 | $619K |
| New England Private Wealth Advisors LLC | 0.09% | Add +86.1% | 9,973 | $609K |
| Tranquilli Financial Advisor LLC | 0.37% | New | 10,005 | $603K |
| Virtus Family Office LLC | 0.75% | No change | 9,746 | $588K |
| Pinnacle Associates Ltd. | 0.01% | Add +9.3% | 9,675 | $583K |
| SBI Securities Co., Ltd. | 0.02% | New | 9,633 | $580K |
| Founders Financial Securities LLC | 0.04% | New | 9,485 | $571K |
| Foguth Wealth Management, LLC. | 0.12% | Add +47.0% | 9,188 | $554K |
| Signal Advisors Wealth, LLC | 0.04% | Add +45.6% | 9,103 | $548K |
| Visionary Wealth Advisors | 0.03% | Reduce -31.9% | 9,013 | $543K |
| IFP Advisors, Inc | 0.02% | Add +261.0% | 8,999 | $542K |
| Smith, Moore & Co. | 0.04% | Add +16.5% | 8,737 | $526K |
| Truist Financial Corp. | 0.00% | Add +58.1% | 8,322 | $501K |
| Sigma Planning Corp | 0.01% | New | 7,844 | $473K |
| Per Stirling Capital Management, LLC. | 0.06% | New | 7,724 | $465K |
| Trek Financial, LLC | 0.03% | New | 7,694 | $464K |
| Kestra Advisory Services, LLC | 0.00% | Add +72.5% | 7,588 | $457K |
| Bank of New York Mellon Corp | 0.00% | Add +38.3% | 7,353 | $443K |
| Comerica Bank | 0.00% | Reduce -9.4% | 7,280 | $439K |
| Bank of Montreal | 0.00% | Add +1099.8% | 7,139 | $430K |
| Insigneo Advisory Services, LLC | 0.04% | Add +11.8% | 7,133 | $430K |
| Essex Financial Services, Inc. | 0.03% | New | 7,125 | $429K |
| Wells Fargo & Company | 0.00% | Reduce -34.2% | 6,960 | $419K |
| Kirtland Hills Capital Management, LLC | 0.19% | New | 6,923 | $417K |
| Financial Partners Group, Inc | 0.06% | New | 6,673 | $402K |
| David J Yvars Group | 0.23% | New | 6,445 | $388K |
| HB Wealth Management, LLC | 0.00% | New | 6,261 | $377K |
| Thompson Davis & Co., Inc. | 0.25% | New | 6,000 | $362K |
| Clear Creek Financial Management, LLC | 0.03% | New | 5,730 | $345K |
| Inscription Capital, LLC | 0.05% | New | 5,725 | $345K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.9% | 5,708 | $344K |
| Summit Financial, LLC | 0.01% | New | 5,678 | $343K |
| Prospera Financial Services Inc | 0.01% | New | 5,487 | $331K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 5,365 | $323K |
| Bravias Capital Group, LLC | 0.24% | New | 5,333 | $321K |
| Keystone Financial Group | 0.03% | Add +15.4% | 5,285 | $318K |
| Family Office Research LLC | 0.15% | No change | 5,218 | $314K |
| Regal Investment Advisors LLC | 0.02% | New | 5,079 | $306K |
| Joseph P. Lucia & Associates, LLC | 0.12% | No change | 5,048 | $304K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 5,000 | $301K |
| Pathstone Holdings, LLC | 0.00% | New | 4,950 | $298K |
| Alteri Wealth LLC | 0.11% | Add +12.2% | 4,827 | $291K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 4,800 | $289K |
| Inspire Advisors, LLC | 0.03% | New | 4,765 | $287K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.7% | 4,748 | $286K |
| Intrepid Financial Planning Group LLC | 0.12% | New | 4,730 | $285K |
| Kercheville Advisors, LLC | 0.10% | New | 4,700 | $283K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 4,363 | $263K |
| XTX Topco Ltd | 0.01% | New | 4,333 | $261K |
| Trademark Financial Management, LLC | 0.16% | New | 4,300 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,279 | $258K |
| Creative Planning | 0.00% | New | 4,198 | $253K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,180 | $252K |
| Obermeyer Wealth Partners | 0.01% | New | 4,155 | $250K |
| Tempus Wealth Planning, LLC | 0.06% | New | 4,103 | $247K |
| Corient Private Wealth LP | 0.00% | New | 4,059 | $245K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,021 | $242K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,936 | $233K |
| JT Stratford LLC | 0.04% | New | 3,850 | $232K |
| Brookwood Investment Group LLC | 0.04% | New | 3,844 | $232K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,838 | $231K |
| Swmg, LLC | 0.07% | New | 3,639 | $221K |
| Fox Hill Wealth Management | 0.11% | New | 3,663 | $221K |
| Western Wealth Management, LLC | 0.01% | New | 3,652 | $220K |
| Mutual Advisors, LLC | 0.01% | New | 3,505 | $217K |
| Cascade Investment Group, Inc. | 0.15% | New | 3,545 | $214K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +49.0% | 3,525 | $212K |
| Hall Capital Management Co. Inc. | 0.09% | New | 3,500 | $211K |
| Manchester Capital Management LLC | 0.03% | New | 3,447 | $208K |
| Highline Wealth Partners LLC | 0.06% | Add +1270.0% | 3,425 | $206K |
| Cresset Asset Management, LLC | 0.00% | New | 3,386 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | New | 3,389 | $204K |
| Baker Ellis Asset Management LLC | 0.03% | New | 3,360 | $202K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | New | 2,661 | $160K |
| Private Trust Co. NA | 0.01% | Add +348.4% | 2,426 | $146K |
| AdvisorNet Financial, Inc | 0.01% | New | 2,209 | $133K |
| Archer Investment Corp | 0.03% | New | 2,015 | $121K |
| Larson Financial Group LLC | 0.00% | New | 1,985 | $120K |
| Global Retirement Partners, LLC | 0.00% | — | 1,927 | $116K |
| Elevation Wealth Partners, LLC | 0.04% | Add +182.2% | 1,888 | $114K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,790 | $108K |
| Crewe Advisors LLC | 0.01% | New | 1,741 | $105K |
| Parallel Advisors, LLC | 0.00% | New | 1,702 | $103K |
| Copia Wealth Management | 0.07% | New | 1,383 | $83K |
| Cwm, LLC | 0.00% | Add +20.8% | 1,311 | $79K |
| Geneos Wealth Management Inc. | 0.00% | Add +131.7% | 1,235 | $74K |
| Avion Wealth | 0.01% | New | 1,000 | $60K |
| POM Investment Strategies, LLC | 0.04% | New | 933 | $56K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +31.5% | 873 | $53K |
| North Star Investment Management Corp. | 0.00% | New | 800 | $48K |
| LRI Investments, LLC | 0.00% | New | 750 | $45K |
| Lanark Financial, Inc. | 0.00% | Add +207.8% | 714 | $43K |
| Investors Research Corp | 0.01% | Add +0.4% | 683 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -55.3% | 671 | $40K |
| First PREMIER Bank | 0.01% | No change | 650 | $39K |
| Valley National Advisers Inc. | 0.01% | New | 576 | $34K |
| First Command Advisory Services, Inc. | 0.00% | New | 539 | $32K |
| US Bancorp \de | 0.00% | New | 500 | $30K |
| Evolution Wealth Management Inc. | 0.03% | — | 413 | $25K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 361 | $22K |
| FMR LLC | 0.00% | Reduce -26.2% | 310 | $19K |
| Dunhill Financial, LLC | 0.00% | No change | 250 | $15K |
| Allworth Financial LP | 0.00% | No change | 240 | $14K |
| Spire Wealth Management | 0.00% | New | 200 | $12K |
| Signaturefd, LLC | 0.00% | Add +209.3% | 167 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 166 | $10K |
| Nova Wealth Management, Inc. | 0.01% | New | 152 | $9K |
| Colonial Trust Advisors | 0.00% | New | 150 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | New | 132 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 129 | $8K |
| St Germain D J Co. Inc. | 0.00% | New | 122 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | Add +166.7% | 120 | $7K |
| Vision Financial Markets LLC | 0.01% | New | 100 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 100 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 100 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 101 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 79 | $5K |
| NFSG Corp | 0.00% | New | 75 | $5K |
| Aventura Private Wealth, LLC | 0.00% | No change | 70 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +18.2% | 65 | $4K |
| Channing Global Advisors, LLC | 0.00% | No change | 49 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 45 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 43 | $3K |
| Investment Management Corp. /Va/ | 0.00% | New | 35 | $2K |
| Westend Capital Management, LLC | 0.00% | New | 25 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 23 | $1K |
| Horizon Investments, LLC | 0.00% | New | 4 | $241 |
"% 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.