Global X Defense Tech ETFSHLDETF
13F holders, Q4 2025 (December 31)495holders +74
79new positions
35sold out
1famous investor
$64.90avg. 13F price*
At the end of Q4 2025, 495 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 74 from Q3 2025. 79 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($473.9M), LPL Financial LLC ($237.0M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($180.4M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $127.9M |
| Exits | 35 | $39.2M |
All 13F filers, Q3 2025 → Q4 2025: 9,799,375 shares bought and 1,747,688 shares sold, net +8,051,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 495 holders
| Bank of America Corp. | 0.03% | Add +15.4% | 7,313,723 | $473.9M |
| LPL Financial LLC | 0.06% | Add +14.6% | 3,658,321 | $237.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.27% | Add +24.5% | 2,776,142 | $180.4M |
| Morgan Stanley | 0.01% | Add +14.3% | 2,673,833 | $173.2M |
| JPMorgan Chase & Co. | 0.01% | Add +8.3% | 2,489,866 | $161.3M |
| Harel Insurance Investments & Financial Services Ltd. | 1.04% | Add +698113.2% | 1,850,265 | $120.1M |
| Thrivent Financial for Lutherans | 0.10% | Add +21.7% | 816,083 | $53.1M |
| Sofi Wealth, LLC | 2.55% | Add +38.6% | 790,079 | $51.2M |
| Henshaw Capital LLC | 1.77% | Add +0.4% | 762,000 | $49.4M |
| Osaic Holdings, Inc. | 0.07% | Add +15.6% | 689,419 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.9% | 652,499 | $42.3M |
| Parkway Wealth Management Group, LLC | 5.45% | — | 627,234 | $40.6M |
| Merit Financial Group, LLC | 0.31% | Add +27.6% | 593,799 | $38.5M |
| Raymond James Financial Inc. | 0.01% | Add +18.0% | 582,564 | $37.7M |
| OneDigital Investment Advisors LLC | 0.35% | Add +9.1% | 548,690 | $35.5M |
| Sanctuary Advisors, LLC | 0.19% | Add +9.1% | 546,365 | $35.4M |
| Royal Bank of Canada | 0.01% | Reduce -39.6% | 545,474 | $35.3M |
| Cetera Investment Advisers | 0.04% | Add +25.2% | 512,658 | $33.2M |
| Stifel Financial Corp. | 0.03% | Add +5.8% | 510,499 | $33.1M |
| AE Wealth Management LLC | 0.15% | Add +2.9% | 403,254 | $26.1M |
| NewEdge Advisors, LLC | 0.09% | Add +21.9% | 375,784 | $24.3M |
| Advocacy Wealth Management, LLC | 1.02% | Add +5.2% | 374,775 | $24.3M |
| UBS Group AG | 0.00% | Add +2.9% | 342,451 | $22.2M |
| Bensler, LLC | 2.16% | New | 332,479 | $21.5M |
| Quadrature Capital Ltd | 0.22% | Reduce -17.2% | 330,671 | $21.4M |
| Fullerton Fund Management Co Ltd. | 0.93% | New | 327,718 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +98.8% | 326,176 | $21.1M |
| Benjamin Edwards Inc. | 0.23% | Reduce -2.6% | 324,476 | $21.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +572.7% | 297,050 | $19.2M |
| Bank of Montreal | 0.01% | Add +52.1% | 243,847 | $15.8M |
| Ascent Group, LLC | 0.52% | Add +4.4% | 233,933 | $15.2M |
| MML Investors Services, LLC | 0.04% | Add +11.3% | 226,465 | $14.7M |
| Austin Private Wealth, LLC | 1.04% | Add +6.2% | 213,820 | $13.9M |
| Evolution Wealth Advisors, LLC | 1.34% | Add +1.4% | 205,907 | $13.3M |
| CreativeOne Wealth, LLC | 0.30% | Add +18.4% | 194,061 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.1% | 180,116 | $11.7M |
| Integrated Wealth Concepts LLC | 0.14% | Add +51.6% | 176,905 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -14.4% | 175,446 | $11.4M |
| Decker Wealth Management LLC | 2.45% | — | 172,240 | $11.2M |
| Patton Albertson Miller Group, LLC | 1.28% | New | 167,950 | $10.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.64% | Add +27.3% | 166,093 | $10.8M |
| Valley Wealth Managers, Inc. | 0.69% | Add +7.2% | 166,092 | $10.8M |
| Potentia Wealth | 3.89% | Reduce -13.7% | 163,989 | $10.6M |
| Shepherd Financial Partners LLC | 0.98% | Add +7.7% | 162,478 | $10.5M |
| Goldstein Advisors, LLC | 1.19% | Add +3.0% | 161,795 | $10.5M |
| Proficio Capital Partners LLC | 0.68% | Add +40.7% | 150,537 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +14.1% | 144,468 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +16.9% | 135,091 | $8.8M |
| West Wealth Group, LLC | 1.80% | Add +9.3% | 133,604 | $8.7M |
| Oak Family Advisors, LLC | 2.63% | Reduce -1.7% | 132,309 | $8.6M |
| Confluence Investment Management LLC | 0.13% | Reduce -1.3% | 131,438 | $8.5M |
| Beck Capital Management, LLC | 2.00% | Reduce -20.3% | 129,437 | $8.4M |
| Riggs Asset Managment Co. Inc. | 1.64% | Add +0.9% | 125,840 | $8.2M |
| MA Private Wealth | 1.30% | New | 120,709 | $7.8M |
| Mgo One Seven LLC | 0.16% | Add +83.3% | 118,735 | $7.7M |
| Sterling Manor Financial, LLC | 4.74% | Add +1.1% | 117,253 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +38.6% | 115,632 | $7.5M |
| WJ Wealth Management, LLC | 3.20% | Add +0.1% | 112,904 | $7.3M |
| Phoenix Financial Ltd. | 0.08% | Reduce -10.3% | 110,414 | $7.2M |
| Prevail Innovative Wealth Advisors, LLC | 1.26% | Add +0.4% | 108,870 | $7.1M |
| Eq LLC | 2.02% | Add +22.0% | 107,991 | $7.0M |
| Perigon Wealth Management, LLC | 0.13% | Add +48.2% | 107,980 | $7.0M |
| CFS Investment Advisory Services, LLC | 0.51% | Add +18.6% | 107,476 | $7.0M |
| Dynasty Wealth Management, LLC | 0.07% | New | 104,257 | $6.8M |
| KWB Wealth | 0.64% | New | 103,665 | $6.7M |
| Stonebrook Private Inc. | 1.38% | Add +789.2% | 101,969 | $6.6M |
| Park Avenue Securities LLC | 0.06% | Add +28.1% | 101,386 | $6.6M |
| Kelly Financial Services LLC | 1.64% | Add +5.9% | 101,230 | $6.6M |
| Triad Wealth Partners, LLC | 0.62% | Add +36.8% | 100,556 | $6.5M |
| Millington Financial Advisors, LLC | 2.84% | New | 88,103 | $6.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -9.7% | 98,294 | $6.4M |
| Security Financial Services, INC. | 0.97% | Reduce -11.0% | 95,797 | $6.2M |
| Sharkey, Howes & Javer | 0.77% | Add +3.6% | 93,360 | $6.0M |
| Scarborough Advisors, LLC | 0.99% | Add +3.5% | 90,934 | $5.9M |
| Pettinga Financial Advisors LLC | 1.11% | Add +4.3% | 90,077 | $5.8M |
| Tennessee Valley Asset Management Partners | 0.75% | Add +7.1% | 89,275 | $5.8M |
| Horst & Graben Wealth Management LLC | 0.87% | Add +5.7% | 88,780 | $5.8M |
| Stokes Family Office, LLC | 0.53% | Add +2.8% | 88,623 | $5.7M |
| Verus Capital Partners, LLC | 0.37% | Add +1337.8% | 85,321 | $5.5M |
| Physician Wealth Advisors, Inc. | 0.75% | Add +8.8% | 83,244 | $5.4M |
| StoneCrest Wealth Management, Inc. | 2.16% | Add +7.6% | 82,498 | $5.3M |
| Strategic Blueprint, LLC | 0.32% | Add +48.8% | 82,283 | $5.3M |
| Cibc World Market Inc. | 0.01% | Add +13.3% | 81,857 | $5.3M |
| Keystone Financial Group | 0.39% | Add +8.3% | 80,283 | $5.2M |
| Independent Financial Group, LLC | 0.11% | Add +327.9% | 78,025 | $5.1M |
| Ewa, LLC | 1.23% | Add +7.2% | 77,732 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.8% | 77,000 | $5.0M |
| Arax Advisory Partners | 0.14% | New | 76,702 | $5.0M |
| Foguth Wealth Management, LLC. | 0.77% | — | 74,550 | $5.0M |
| Watershed Private Wealth LLC | 1.46% | Add +5.9% | 75,336 | $4.9M |
| Quadcap Wealth Management, LLC | 0.55% | Reduce -9.7% | 74,350 | $4.8M |
| Ancora Advisors LLC | 0.10% | Add +215.4% | 73,505 | $4.8M |
| James Investment Research, Inc. | 0.51% | Reduce -4.3% | 72,074 | $4.7M |
| McMorgan & Co. LLC | 0.77% | Add +5.6% | 71,810 | $4.7M |
| Tsfg, LLC | 0.69% | Add +42.0% | 71,740 | $4.6M |
| Beacon Financial Group | 0.46% | Add +11.3% | 70,630 | $4.6M |
| Buttonwood Financial Group, LLC | 2.42% | Reduce -43.3% | 60,534 | $4.5M |
| Cardinal Strategic Wealth Guidance | 1.17% | New | 69,193 | $4.5M |
| One Wealth Advisors, LLC | 0.53% | Add +11.6% | 67,403 | $4.4M |
| ONE Advisory Partners, LLC | 1.31% | Add +5.5% | 66,828 | $4.3M |
"% 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.