Global X Defense Tech ETFSHLDETF
13F holders, Q3 2025 (September 30)421holders +169
192new positions
25sold out
3famous investors
$70.05avg. 13F price*
At the end of Q3 2025, 421 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 169 from Q2 2025. 192 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($445.1M), LPL Financial LLC ($224.2M) and Morgan Stanley ($164.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 192 | $443.5M |
| Exits | 25 | $71.9M |
All 13F filers, Q2 2025 → Q3 2025: 19,506,414 shares bought and 1,876,636 shares sold, net +17,629,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Bank of America Corp. | 0.03% | Add +79.9% | 6,337,265 | $445.1M |
| LPL Financial LLC | 0.07% | Add +59.9% | 3,191,550 | $224.2M |
| Morgan Stanley | 0.01% | Add +36.7% | 2,339,615 | $164.3M |
| JPMorgan Chase & Co. | 0.01% | Add +687.9% | 2,299,472 | $161.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.25% | Add +109.7% | 2,230,064 | $155.4M |
| Royal Bank of Canada | 0.01% | Add +29.2% | 903,672 | $63.5M |
| Henshaw Capital LLC | 1.99% | No change | 759,000 | $53.3M |
| Thrivent Financial for Lutherans | 0.10% | Add +35.3% | 670,733 | $47.1M |
| Sofi Wealth, LLC | 2.16% | New | 570,199 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +353.2% | 563,065 | $39.5M |
| Osaic Holdings, Inc. | 0.05% | Add +60.1% | 596,611 | $37.5M |
| OneDigital Investment Advisors LLC | 0.36% | Add +10495.4% | 503,071 | $35.3M |
| Sanctuary Advisors, LLC | 0.20% | Add +972.0% | 500,741 | $35.2M |
| Raymond James Financial Inc. | 0.01% | Add +15.4% | 493,824 | $34.7M |
| Stifel Financial Corp. | 0.03% | Reduce -0.8% | 482,596 | $33.9M |
| Merit Financial Group, LLC | 0.30% | Add +486.8% | 465,545 | $32.7M |
| Cetera Investment Advisers | 0.03% | Add +61.5% | 409,456 | $28.8M |
| Quadrature Capital Ltd | 0.33% | Add +19.6% | 399,221 | $28.0M |
| AE Wealth Management LLC | 0.18% | Add +169.1% | 391,856 | $27.5M |
| Advocacy Wealth Management, LLC | 1.09% | New | 356,223 | $25.0M |
| Benjamin Edwards Inc. | 0.26% | Reduce -12.8% | 333,024 | $23.4M |
| UBS Group AG | 0.00% | Add +134.0% | 332,848 | $23.4M |
| NewEdge Advisors, LLC | 0.10% | Add +1314.7% | 308,287 | $21.7M |
| Ascent Group, LLC | 0.56% | New | 224,050 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +96.9% | 204,966 | $14.4M |
| MML Investors Services, LLC | 0.04% | Reduce -9.0% | 203,461 | $14.3M |
| Evolution Wealth Advisors, LLC | 1.92% | Add +608.9% | 203,109 | $14.3M |
| Austin Private Wealth, LLC | 1.09% | New | 201,261 | $14.1M |
| Potentia Wealth | 5.09% | New | 189,982 | $13.3M |
| Brookstone Capital Management | 0.16% | New | 185,774 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.5% | 166,701 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2774.8% | 164,096 | $11.5M |
| CreativeOne Wealth, LLC | 0.28% | New | 163,844 | $11.5M |
| Beck Capital Management, LLC | 2.63% | Reduce -0.8% | 162,431 | $11.4M |
| Bank of Montreal | 0.00% | Add +2145.2% | 160,285 | $11.3M |
| Goldstein Advisors, LLC | 1.34% | New | 157,097 | $11.0M |
| Valley Wealth Managers, Inc. | 0.72% | Add +57.5% | 155,007 | $10.9M |
| Shepherd Financial Partners LLC | 1.01% | New | 150,889 | $10.6M |
| Caxton Associates LLP | 0.28% | New | 147,355 | $10.4M |
| Oak Family Advisors, LLC | 3.07% | Reduce -12.0% | 134,624 | $9.5M |
| Confluence Investment Management LLC | 0.13% | Reduce -17.1% | 133,223 | $9.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.53% | New | 130,495 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +76.3% | 126,594 | $8.9M |
| Riggs Asset Managment Co. Inc. | 1.90% | Add +4.2% | 124,665 | $8.8M |
| Phoenix Financial Ltd. | 0.11% | Reduce -11.5% | 123,088 | $8.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2627.8% | 116,723 | $8.2M |
| West Wealth Group, LLC | 1.84% | New | 122,184 | $8.1M |
| Sterling Manor Financial, LLC | 5.13% | Reduce -5.8% | 115,933 | $8.1M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +21.3% | 115,570 | $8.1M |
| WJ Wealth Management, LLC | 3.39% | Reduce -22.3% | 112,829 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +266.0% | 108,832 | $7.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.48% | Add +219.6% | 108,461 | $7.6M |
| Security Financial Services, INC. | 1.22% | New | 107,681 | $7.6M |
| Buttonwood Financial Group, LLC | 3.25% | New | 106,710 | $7.5M |
| Proficio Capital Partners LLC | 0.52% | Add +6.3% | 106,992 | $7.5M |
| Kelly Financial Services LLC | 1.74% | New | 95,605 | $6.7M |
| Sharkey, Howes & Javer | 0.81% | Reduce -2.6% | 90,137 | $6.3M |
| Eq LLC | 2.11% | New | 88,508 | $6.2M |
| CFS Investment Advisory Services, LLC | 0.46% | New | 90,613 | $6.2M |
| Scarborough Advisors, LLC | 1.09% | New | 87,890 | $6.2M |
| Pettinga Financial Advisors LLC | 1.18% | New | 86,323 | $6.1M |
| Stokes Family Office, LLC | 0.58% | New | 86,236 | $6.1M |
| Horst & Graben Wealth Management LLC | 0.90% | New | 84,001 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Add +83.0% | 83,426 | $5.9M |
| Tennessee Valley Asset Management Partners | 0.79% | New | 83,369 | $5.9M |
| Quadcap Wealth Management, LLC | 0.68% | Reduce -11.1% | 82,358 | $5.8M |
| Financially Speaking Inc | 3.72% | Reduce -9.1% | 80,523 | $5.7M |
| Park Avenue Securities LLC | 0.04% | New | 79,123 | $5.6M |
| StoneCrest Wealth Management, Inc. | 2.36% | Add +2.7% | 76,656 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.77% | New | 76,539 | $5.4M |
| James Investment Research, Inc. | 0.58% | Add +1.7% | 75,298 | $5.3M |
| Keystone Financial Group | 0.40% | Add +1302.3% | 74,109 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -77.0% | 73,649 | $5.2M |
| Triad Wealth Partners, LLC | 0.67% | New | 73,503 | $5.2M |
| Perigon Wealth Management, LLC | 0.10% | Add +47.9% | 72,855 | $5.1M |
| Mariner, LLC | 0.01% | Add +233.9% | 72,627 | $5.1M |
| Ewa, LLC | 1.41% | New | 72,505 | $5.1M |
| Capital Insight Partners, LLC | 0.84% | New | 72,303 | $5.1M |
| Cibc World Market Inc. | 0.01% | Add +195.4% | 72,219 | $5.1M |
| Watershed Private Wealth LLC | 1.58% | New | 71,144 | $5.0M |
| SG Americas Securities, LLC | 0.02% | New | 70,291 | $4.9M |
| McMorgan & Co. LLC | 0.74% | New | 67,997 | $4.8M |
| Financial Sense Advisors, Inc. | 0.96% | Add +0.1% | 66,691 | $4.7M |
| Simplex Trading, LLC | 0.10% | Add +158.3% | 65,169 | $4.6M |
| Mgo One Seven LLC | 0.11% | New | 64,760 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +32.7% | 64,298 | $4.5M |
| Beacon Financial Group | 0.44% | New | 63,450 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.7% | 62,583 | $4.4M |
| ONE Advisory Partners, LLC | 1.33% | New | 63,359 | $4.3M |
| One Wealth Advisors, LLC | 0.53% | New | 60,426 | $4.2M |
| Midwest Capital Advisors, LLC | 1.99% | New | 58,876 | $4.1M |
| Strategic Blueprint, LLC | 0.17% | New | 55,315 | $3.9M |
| Perennial Investment Advisors, LLC | 0.30% | New | 52,098 | $3.7M |
| Ameliora Wealth Management Ltd. | 1.21% | New | 51,650 | $3.6M |
| Herbst Group, LLC | 2.24% | Reduce -12.4% | 51,322 | $3.6M |
| Tsfg, LLC | 0.56% | New | 50,524 | $3.5M |
| ShoreHaven Wealth Partners, LLC | 1.31% | New | 50,266 | $3.5M |
| Value Star Asset Management (Hong Kong) Ltd | 7.13% | New | 50,000 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +579.7% | 49,980 | $3.5M |
| Belpointe Asset Management LLC | 0.13% | Reduce -5.7% | 49,689 | $3.5M |
| Synergy Asset Management, LLC | 0.13% | Add +100.0% | 51,738 | $3.5M |
| Virtus Family Office LLC | 3.18% | Add +396.3% | 48,365 | $3.4M |
| National Bank of Canada | 0.00% | Add +28.8% | 48,258 | $3.4M |
| Bush Investment Group, LLC | 1.99% | New | 47,710 | $3.4M |
| Principal Securities, Inc. | 0.05% | Add +148.1% | 45,895 | $3.2M |
| Tidal Investments LLC | 0.01% | Add +19.4% | 45,371 | $3.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +263.2% | 44,160 | $3.1M |
| Bank Hapoalim BM | 0.40% | Add +23.8% | 43,841 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Add +54.1% | 43,219 | $3.0M |
| Fortis Advisors, LLC | 1.72% | New | 42,864 | $3.0M |
| Claro Advisors Inc. | 0.43% | New | 41,903 | $2.9M |
| World Investment Advisors | 0.06% | Add +0.9% | 41,569 | $2.9M |
| Gotham Asset Management | 0.01% | Add +132.7% | 41,186 | $2.9M |
| Keel Point, LLC | 0.18% | Add +2.7% | 41,116 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 40,985 | $2.9M |
| Great Diamond Partners, LLC | 0.54% | Add +0.0% | 39,339 | $2.8M |
| CoreCap Advisors, LLC | 0.10% | Add +59773.8% | 38,918 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +410.1% | 38,704 | $2.7M |
| TSA Wealth Managment LLC | 0.90% | New | 37,534 | $2.6M |
| Owen LaRue, LLC | 1.03% | Add +155.0% | 37,296 | $2.6M |
| Ethos Financial Group, LLC | 0.20% | Reduce -33.5% | 36,934 | $2.6M |
| Cypress Wealth Services, LLC | 0.42% | New | 36,927 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +43.1% | 36,805 | $2.6M |
| Hobbs Wealth Management, LLC | 2.14% | New | 36,261 | $2.5M |
| Vertex Planning Partners, LLC | 0.47% | New | 34,904 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.6% | 34,705 | $2.4M |
| Quadrant Private Wealth Management, LLC | 0.44% | New | 34,522 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | New | 34,416 | $2.4M |
| Synergy Investment Management, LLC | 0.88% | New | 32,679 | $2.3M |
| Maia Wealth LLC | 0.38% | New | 33,317 | $2.2M |
| Loomis Sayles & Co. L P | 0.00% | New | 31,700 | $2.2M |
| Vise Technologies, Inc. | 0.08% | New | 31,544 | $2.2M |
| SWP Financial LLC | 1.13% | New | 31,496 | $2.2M |
| Assetmark, Inc. | 0.00% | New | 30,850 | $2.2M |
| Bleakley Financial Group, LLC | 0.05% | Add +7.8% | 29,459 | $2.1M |
| Scissortail Wealth Management, LLC | 0.45% | New | 29,252 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.26% | New | 28,949 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +606.9% | 28,425 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +20.1% | 28,318 | $2.0M |
| Terra Nova Asset Management LLC | 1.22% | Add +17.3% | 27,457 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +18.1% | 26,742 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +75.9% | 26,604 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +28.7% | 26,048 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +137.7% | 25,867 | $1.8M |
| Gen-Wealth Partners Inc | 0.60% | New | 25,419 | $1.8M |
| Peck Wealth Management, LLC | 1.71% | — | 25,418 | $1.8M |
| PFG Advisors | 0.07% | New | 25,175 | $1.8M |
| First International Bank of Israel Ltd. | 1.00% | Reduce -32.9% | 25,146 | $1.8M |
| Carter Financial Group, INC. | 1.04% | Reduce -8.4% | 24,589 | $1.7M |
| Y.D. More Investments Ltd | 0.10% | Add +13.9% | 24,575 | $1.7M |
| Solstein Capital, LLC | 0.78% | No change | 24,410 | $1.7M |
| Financial Partners Group, Inc | 0.21% | Add +265.2% | 24,370 | $1.7M |
| Accel Wealth Management | 0.50% | New | 24,289 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +66.0% | 24,253 | $1.7M |
| Ancora Advisors LLC | 0.03% | New | 23,302 | $1.6M |
| Prosperity Financial Group, Inc. | 0.60% | Add +0.6% | 23,243 | $1.6M |
| Csenge Advisory Group | 0.08% | New | 23,150 | $1.6M |
| Certus Wealth Management, LLC | 0.97% | New | 23,007 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +37.0% | 22,586 | $1.6M |
| ORG Partners LLC | 0.29% | Add +28.5% | 22,564 | $1.6M |
| Spectrum Planning & Advisory Services Inc. | 0.89% | New | 22,411 | $1.6M |
| Menora Mivtachim Holdings LTD. | 0.01% | No change | 22,050 | $1.5M |
| Inscription Capital, LLC | 0.16% | Add +273.5% | 21,385 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | New | 21,375 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +1.0% | 20,437 | $1.4M |
| Tyche Wealth Partners LLC | 0.25% | New | 20,171 | $1.4M |
| MGB Wealth Management, LLC | 0.40% | Add +7.5% | 20,044 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.90% | Add +68.7% | 19,620 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +3.0% | 19,441 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.85% | New | 19,289 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +35.3% | 19,211 | $1.3M |
| Tradition Wealth Management, LLC | 0.10% | New | 18,881 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +32.8% | 18,682 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +50.2% | 18,235 | $1.3M |
| HBW Advisory Services LLC | 0.14% | Add +27.4% | 18,107 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | New | 18,011 | $1.3M |
| Quantum Portfolio Management LLC | 0.37% | Add +72.5% | 17,723 | $1.2M |
| ArborFi Advisors, LLC | 0.99% | New | 17,387 | $1.2M |
| MAI Capital Management | 0.01% | Add +0.2% | 17,323 | $1.2M |
| Wealth Watch Advisors, INC | 0.50% | New | 17,256 | $1.2M |
| Signet Financial Management, LLC | 0.14% | New | 16,703 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +7.0% | 16,673 | $1.2M |
| Inspire Advisors, LLC | 0.11% | Add +245.7% | 16,472 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +297.0% | 16,116 | $1.1M |
| Laidlaw Wealth Management LLC | 2.68% | New | 15,991 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +101.8% | 15,826 | $1.1M |
| National Wealth Management Group, LLC | 0.41% | Add +36.0% | 15,557 | $1.1M |
| Brown Miller Wealth Management, LLC | 0.31% | Add +4.4% | 15,518 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +81.4% | 15,095 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +22.8% | 15,015 | $1.1M |
| PKS Advisory Services, LLC | 0.24% | New | 14,426 | $1.0M |
| Trek Financial, LLC | 0.06% | Add +84.5% | 14,198 | $997K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +11.9% | 14,079 | $989K |
| A4 Wealth Advisors LLC | 0.81% | — | 13,748 | $966K |
| Prosperity Wealth Management, Inc. | 0.32% | Add +28.0% | 13,626 | $957K |
| Avidian Wealth Enterprises, LLC | 0.04% | New | 13,339 | $937K |
| Cascade Financial Partners, LLC | 0.11% | Add +6.9% | 13,314 | $935K |
| BigSur Wealth Management LLC | 0.23% | No change | 13,245 | $930K |
| Bison Wealth, LLC | 0.09% | New | 13,501 | $929K |
| SBI Securities Co., Ltd. | 0.02% | Add +36.5% | 13,147 | $923K |
| Apeiron RIA LLC | 0.20% | New | 13,299 | $908K |
| IMC-Chicago, LLC | 0.02% | Reduce -23.4% | 12,904 | $906K |
| Kercheville Advisors, LLC | 0.27% | Add +172.3% | 12,800 | $899K |
| Highline Wealth Partners LLC | 0.24% | Add +272.3% | 12,752 | $896K |
| Firethorn Wealth Partners, LLC | 0.35% | New | 12,567 | $883K |
| DF Dent & Co. Inc. | 0.01% | New | 12,545 | $881K |
| Global Retirement Partners, LLC | 0.02% | Add +537.2% | 12,279 | $862K |
| Forthright Family Wealth Advisory LLC | 0.52% | New | 12,120 | $851K |
| IFP Advisors, Inc | 0.02% | Add +33.4% | 12,004 | $843K |
| Integrated Advisors Network LLC | 0.04% | New | 11,909 | $836K |
| Lunt Capital Management, Inc. | 0.32% | New | 11,847 | $832K |
| Embree Financial Group | 0.11% | New | 11,792 | $828K |
| OneAscent Financial Services LLC | 0.05% | Reduce -2.8% | 11,745 | $825K |
| Wealthspire Advisors, LLC | 0.00% | Add +7.4% | 11,693 | $821K |
| Meridian Wealth Management, LLC | 0.03% | New | 11,555 | $812K |
| Stonebrook Private Inc. | 0.17% | New | 11,467 | $805K |
| SFG Wealth Management, LLC. | 0.35% | New | 11,445 | $804K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.0% | 11,383 | $800K |
| Smith, Moore & Co. | 0.06% | Add +29.8% | 11,339 | $796K |
| Tranquilli Financial Advisor LLC | 0.47% | Add +12.5% | 11,260 | $791K |
| May Hill Capital, LLC | 0.23% | New | 11,239 | $789K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 11,206 | $787K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 11,103 | $780K |
| Lauer Wealth, LLC | 0.57% | Add +14.6% | 11,650 | $777K |
| Theory Financial LLC | 0.26% | New | 11,168 | $750K |
| Quantinno Capital Management LP | 0.00% | New | 10,656 | $748K |
| Western Wealth Management, LLC | 0.04% | Add +184.3% | 10,384 | $729K |
| Kirtland Hills Capital Management, LLC | 0.29% | Add +49.1% | 10,323 | $725K |
| David J Yvars Group | 0.39% | Add +59.2% | 10,260 | $721K |
| 5T Wealth, LLC | 0.31% | New | 10,196 | $716K |
| Mather Group, Llc. | 0.01% | New | 9,868 | $693K |
| Prospera Financial Services Inc | 0.01% | Add +79.3% | 9,839 | $691K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,675 | $680K |
| Bravias Capital Group, LLC | 0.45% | Add +80.2% | 9,608 | $675K |
| Founders Financial Securities LLC | 0.05% | Add +0.3% | 9,518 | $669K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +73.8% | 9,325 | $655K |
| Wealthgarden F.S. LLC | 0.46% | New | 9,653 | $648K |
| Group One Trading LLC | 0.02% | New | 9,157 | $643K |
| Marshall & Sterling Wealth Advisors Inc. | 0.41% | Add +241.8% | 9,095 | $638K |
| BlackRock, Inc. | 0.00% | New | 9,073 | $637K |
| Nvwm, LLC | 0.14% | New | 8,955 | $629K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,893 | $625K |
| New England Private Wealth Advisors LLC | 0.08% | Reduce -11.8% | 8,793 | $618K |
| Itau Unibanco Holding S.A. | 0.02% | New | 8,705 | $611K |
| Integrity Alliance, Llc. | 0.03% | Reduce -37.7% | 8,541 | $600K |
| Vantage Point Financial LLC | 0.23% | New | 8,517 | $598K |
| Tempus Wealth Planning, LLC | 0.14% | Add +104.8% | 8,405 | $590K |
| TCFG Wealth Management, LLC | 0.23% | New | 8,387 | $589K |
| Nwam LLC | 0.03% | New | 8,770 | $589K |
| WealthPLAN Partners, LLC | 0.09% | New | 8,351 | $587K |
| Merkkuri Wealth Advisors LLC | 0.42% | New | 8,250 | $579K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | New | 8,182 | $575K |
| Curran Financial Partners, LLC | 0.11% | New | 8,151 | $573K |
| Visionary Wealth Advisors | 0.03% | Reduce -9.8% | 8,127 | $571K |
| Essex Financial Services, Inc. | 0.03% | Add +9.8% | 7,821 | $549K |
| Comerica Bank | 0.00% | Add +6.7% | 7,766 | $545K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.1% | 7,732 | $543K |
| WealthTrak Capital Management LLC | 0.44% | New | 7,567 | $532K |
| FFG Retirement Advisors LLC | 0.33% | New | 7,492 | $526K |
| Sutton Place Investors LLC | 0.30% | New | 7,487 | $526K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +83.4% | 7,218 | $509K |
| Summit Financial, LLC | 0.01% | Add +20.9% | 6,867 | $482K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +91.9% | 6,764 | $475K |
| Cwm, LLC | 0.00% | Add +402.7% | 6,590 | $463K |
| HB Wealth Management, LLC | 0.00% | Add +4.9% | 6,568 | $461K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,560 | $461K |
| Alteri Wealth LLC | 0.15% | Add +31.6% | 6,354 | $446K |
| CGN Advisors LLC | 0.04% | New | 6,300 | $443K |
| Joseph P. Lucia & Associates, LLC | 0.17% | Add +24.1% | 6,265 | $440K |
| Trademark Financial Management, LLC | 0.26% | Add +45.6% | 6,260 | $440K |
| Sowell Financial Services LLC | 0.02% | New | 6,237 | $438K |
| Focus Financial Network, Inc. | 0.02% | New | 6,038 | $424K |
| Walker Asset Management, LLC | 0.24% | New | 6,020 | $423K |
| Thompson Davis & Co., Inc. | 0.26% | Add +0.2% | 6,011 | $422K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 5,968 | $419K |
| Mutual Advisors, LLC | 0.01% | Add +75.4% | 6,147 | $419K |
| Intrepid Financial Planning Group LLC | 0.16% | Add +26.1% | 5,962 | $419K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 5,952 | $418K |
| Verus Capital Partners, LLC | 0.03% | New | 5,934 | $417K |
| Citadel Advisors | 0.00% | Reduce -95.7% | 5,893 | $414K |
| Fox Hill Wealth Management | 0.19% | Add +58.6% | 5,810 | $408K |
| Belvedere Trading LLC | 0.03% | New | 5,588 | $393K |
| Seamount Financial Group Inc. | 0.18% | New | 5,537 | $389K |
| Curi Capital, LLC | 0.01% | New | 5,507 | $387K |
| JT Stratford LLC | 0.05% | Add +41.9% | 5,464 | $384K |
| Harbour Investments, Inc. | 0.01% | New | 5,264 | $370K |
| Pathstone Holdings, LLC | 0.00% | Add +6.5% | 5,272 | $367K |
| Family Office Research LLC | 0.16% | Add +0.1% | 5,221 | $367K |
| MKT Advisors LLC | 0.14% | New | 5,215 | $366K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +8.3% | 5,200 | $365K |
| Main Street Financial Solutions, LLC | 0.02% | New | 5,185 | $364K |
| Regal Investment Advisors LLC | 0.02% | Add +0.4% | 5,098 | $358K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | New | 5,105 | $358K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 5,000 | $351K |
| IFG Advisory, LLC | 0.02% | New | 4,954 | $348K |
| Creative Planning | 0.00% | Add +15.7% | 4,855 | $341K |
| Empirical Asset Management, LLC | 0.09% | New | 4,768 | $335K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,730 | $332K |
| Portside Wealth Group, LLC | 0.05% | New | 4,715 | $331K |
| Sovran Advisors, LLC | 0.03% | New | 4,886 | $331K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +5.6% | 4,609 | $330K |
| Centiva Capital, LP | 0.03% | Reduce -86.7% | 4,644 | $326K |
| Cresset Asset Management, LLC | 0.00% | Add +29.6% | 4,389 | $308K |
| L & S Advisors Inc | 0.03% | New | 4,358 | $306K |
| Worth Asset Management, LLC | 0.13% | New | 4,260 | $299K |
| Fullcircle Wealth LLC | 0.10% | New | 4,425 | $298K |
| XTX Topco Ltd | 0.02% | Reduce -2.2% | 4,237 | $298K |
| Kickstand Ventures, Llc. | 0.06% | New | 4,200 | $295K |
| Obermeyer Wealth Partners | 0.01% | No change | 4,155 | $292K |
| Hilltop Holdings Inc. | 0.02% | New | 4,150 | $291K |
| Arcadia Wealth Management, LLC | 0.11% | New | 4,109 | $289K |
| Transcend Capital Advisors, LLC | 0.02% | New | 4,092 | $287K |
| Beacon Financial Advisory LLC | 0.07% | New | 4,075 | $286K |
| Ameritas Advisory Services, LLC | 0.02% | Add +126.5% | 4,055 | $285K |
| GAMCO Investors | 0.00% | New | 4,000 | $281K |
| LBMC Investment Advisors, LLC | 0.02% | New | 3,995 | $281K |
| DAVENPORT & Co LLC | 0.00% | New | 3,976 | $279K |
| FWG Investments, LLC. | 0.19% | New | 3,940 | $277K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.1% | 3,834 | $269K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 3,783 | $266K |
| Lido Advisors, LLC | 0.00% | New | 3,773 | $265K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3605.0% | 3,705 | $260K |
| MN Wealth Advisors, LLC | 0.14% | New | 3,609 | $253K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -14.6% | 3,572 | $251K |
| Cascade Investment Group, Inc. | 0.16% | No change | 3,545 | $249K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.9% | 3,521 | $247K |
| LVW Advisors, LLC | 0.03% | New | 3,452 | $242K |
| Manchester Capital Management LLC | 0.03% | No change | 3,447 | $242K |
| Ehrlich Financial Group | 0.14% | New | 3,426 | $241K |
| Sweeney & Michel, LLC | 0.08% | New | 3,501 | $238K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 3,360 | $236K |
| Private Trust Co. NA | 0.02% | Add +38.1% | 3,351 | $235K |
| WealthBridge Capital Management, LLC | 0.05% | New | 3,301 | $232K |
| Stephens Inc. | 0.00% | New | 3,301 | $232K |
| Smartleaf Asset Management LLC | 0.01% | New | 3,332 | $230K |
| &partners | 0.00% | New | 3,270 | $230K |
| Parallel Advisors, LLC | 0.00% | Add +92.0% | 3,267 | $230K |
| MMBG Investment Advisors Co. | 0.02% | New | 3,229 | $227K |
| Ignite Planners, LLC | 0.04% | New | 3,190 | $224K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,150 | $221K |
| Northwest Capital Management Inc | 0.23% | New | 3,146 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 3,140 | $221K |
| Lanark Financial, Inc. | 0.02% | Add +338.5% | 3,131 | $220K |
| Maripau Wealth Management LLC | 0.11% | New | 3,114 | $219K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -65.8% | 3,114 | $219K |
| RDA Financial Network | 0.05% | New | 3,094 | $217K |
| Weaver Consulting Group | 0.05% | New | 3,070 | $216K |
| Alliance Wealth Advisors, LLC | 0.05% | New | 3,051 | $214K |
| Wedbush Securities Inc. | 0.01% | New | 3,053 | $214K |
| Modern Wealth Management, LLC | 0.00% | New | 3,036 | $213K |
| Saxony Capital Management, LLC | 0.14% | New | 3,000 | $211K |
| Hall Capital Management Co. Inc. | 0.08% | Reduce -14.3% | 3,000 | $211K |
| Partners Wealth Management, LLC | 0.20% | New | 2,910 | $204K |
| Captrust Financial Advisors | 0.00% | New | 2,901 | $204K |
| AlTi Global, Inc. | 0.00% | New | 2,869 | $201K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,865 | $201K |
| Discipline Wealth Solutions, LLC | 0.05% | New | 2,858 | $201K |
| Compound Planning, Inc. | 0.01% | New | 2,849 | $200K |
| Copia Wealth Management | 0.14% | Add +100.3% | 2,770 | $195K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 2,800 | $193K |
| Archer Investment Corp | 0.04% | Add +28.3% | 2,585 | $182K |
| Imprint Wealth LLC | 0.53% | — | 2,364 | $166K |
| Strategic Wealth Partners, Ltd. | 0.01% | New | 2,351 | $165K |
| FMR LLC | 0.00% | Add +610.6% | 2,203 | $155K |
| Spire Wealth Management | 0.01% | Add +939.0% | 2,078 | $146K |
| Ameriflex Group, Inc. | 0.05% | New | 2,000 | $140K |
| Larson Financial Group LLC | 0.00% | No change | 1,985 | $139K |
| Geneos Wealth Management Inc. | 0.00% | Add +55.3% | 1,918 | $135K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.2% | 1,892 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,803 | $127K |
| Crewe Advisors LLC | 0.01% | No change | 1,741 | $122K |
| Wells Fargo & Company | 0.00% | Reduce -77.9% | 1,537 | $108K |
| Capital Analysts, LLC | 0.00% | New | 1,466 | $103K |
| Jones Financial Companies LLLP | 0.00% | New | 1,337 | $91K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -45.1% | 1,212 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,200 | $84K |
| Allworth Financial LP | 0.00% | Add +359.6% | 1,103 | $77K |
| Avion Wealth | 0.01% | Reduce -2.5% | 975 | $68K |
| POM Investment Strategies, LLC | 0.04% | No change | 933 | $66K |
| North Star Investment Management Corp. | 0.00% | No change | 800 | $56K |
| LRI Investments, LLC | 0.00% | No change | 750 | $53K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.2% | 699 | $49K |
| Investors Research Corp | 0.01% | No change | 683 | $48K |
| First PREMIER Bank | 0.01% | No change | 650 | $46K |
| Valley National Advisers Inc. | 0.01% | No change | 576 | $40K |
| First Command Advisory Services, Inc. | 0.00% | No change | 539 | $38K |
| Painted Porch Advisors LLC | 0.01% | New | 450 | $32K |
| Evolution Wealth Management Inc. | 0.03% | No change | 413 | $29K |
| TFC Financial Management, Inc. | 0.00% | New | 400 | $28K |
| Financial Life Planners | 0.02% | New | 369 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 361 | $25K |
| Pacifica Partners Inc. | 0.01% | New | 360 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1452.2% | 357 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 346 | $24K |
| LGT Financial Advisors LLC | 0.05% | New | 311 | $22K |
| NFSG Corp | 0.00% | Add +298.7% | 299 | $21K |
| US Bancorp \de | 0.00% | Reduce -42.8% | 286 | $20K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 265 | $19K |
| Dunhill Financial, LLC | 0.01% | No change | 250 | $18K |
| Bessemer Group Inc. | 0.00% | New | 235 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | New | 234 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +129.7% | 232 | $16K |
| Raleigh Capital Management Inc. | 0.01% | New | 198 | $14K |
| Russell Investments Group, Ltd. | 0.00% | New | 174 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 150 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 129 | $9K |
| Vision Financial Markets LLC | 0.01% | Add +1.0% | 101 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -16.7% | 100 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 96 | $7K |
| St Germain D J Co. Inc. | 0.00% | Reduce -25.4% | 91 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 79 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 70 | $5K |
| Fifth Third Bancorp | 0.00% | New | 59 | $4K |
| Channing Global Advisors, LLC | 0.00% | No change | 49 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $3K |
| Westend Capital Management, LLC | 0.00% | Add +36.0% | 34 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -75.8% | 32 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 22 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 4 | $281 |
"% 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.