Global X Defense Tech ETFSHLDETF
13F holders, Q1 2026 (March 31)614holders +119
140new positions
18sold out
3famous investors
$70.65avg. 13F price*
At the end of Q1 2026, 614 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 119 from Q4 2025. 140 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($678.4M), LPL Financial LLC ($352.2M) and Harel Insurance Investments & Financial Services Ltd. ($329.1M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $332.7M |
| Exits | 18 | $33.7M |
All 13F filers, Q4 2025 → Q1 2026: 26,864,204 shares bought and 1,689,630 shares sold, net +25,174,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 614 holders
| Bank of America Corp. | 0.05% | Add +30.9% | 9,575,995 | $678.4M |
| LPL Financial LLC | 0.09% | Add +35.9% | 4,971,123 | $352.2M |
| Harel Insurance Investments & Financial Services Ltd. | 2.23% | Add +151.1% | 4,645,365 | $329.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.39% | Add +45.7% | 4,044,268 | $283.1M |
| JPMorgan Chase & Co. | 0.02% | Add +51.2% | 3,765,205 | $257.2M |
| Morgan Stanley | 0.02% | Add +33.2% | 3,561,154 | $252.3M |
| Bank of Montreal | 0.08% | Add +1039.3% | 2,778,058 | $196.8M |
| Clal Insurance Enterprises Holdings Ltd | 0.73% | New | 1,700,000 | $120.4M |
| Raymond James Financial Inc. | 0.02% | Add +89.3% | 1,102,762 | $78.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +60.0% | 1,043,894 | $73.9M |
| Jane Street Group, LLC | 0.08% | Add +1652.4% | 1,002,810 | $71.0M |
| OneDigital Investment Advisors LLC | 0.68% | Add +79.0% | 982,367 | $69.6M |
| Merit Financial Group, LLC | 0.44% | Add +41.3% | 839,041 | $59.4M |
| Osaic Holdings, Inc. | 0.09% | Add +19.2% | 821,520 | $58.2M |
| Royal Bank of Canada | 0.01% | Add +49.9% | 817,433 | $57.9M |
| UBS Group AG | 0.01% | Add +137.8% | 814,450 | $57.7M |
| Global X Japan Co., Ltd. | 2.84% | New | 780,717 | $55.3M |
| Sanctuary Advisors, LLC | 0.30% | Add +41.1% | 770,947 | $54.6M |
| Henshaw Capital LLC | 2.00% | No change | 762,000 | $54.0M |
| Sofi Wealth, LLC | 2.54% | Reduce -5.8% | 744,037 | $52.7M |
| Cetera Investment Advisers | 0.05% | Add +27.6% | 654,029 | $46.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +96.2% | 639,965 | $45.3M |
| Stifel Financial Corp. | 0.04% | Add +13.4% | 578,738 | $41.0M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -33.5% | 542,589 | $38.4M |
| Parkway Wealth Management Group, LLC | 4.65% | Reduce -21.1% | 494,788 | $36.7M |
| NewEdge Advisors, LLC | 0.12% | Add +28.3% | 482,011 | $34.1M |
| Advocacy Wealth Management, LLC | 1.47% | Add +25.3% | 469,614 | $33.3M |
| AE Wealth Management LLC | 0.17% | Add +12.8% | 455,015 | $32.2M |
| Bensler, LLC | 3.00% | Add +23.3% | 409,770 | $29.0M |
| Ascent Group, LLC | 0.84% | Add +46.8% | 343,515 | $24.3M |
| MML Investors Services, LLC | 0.06% | Add +38.7% | 314,089 | $22.3M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +128.2% | 308,317 | $21.8M |
| Cerity Partners LLC | 0.03% | New | 301,998 | $21.4M |
| Benjamin Edwards Inc. | 0.21% | Reduce -7.9% | 298,894 | $21.2M |
| CreativeOne Wealth, LLC | 0.48% | Add +50.6% | 292,228 | $20.7M |
| Susquehanna International Group, LLP | 0.03% | Add +436.1% | 279,371 | $19.8M |
| Portfolio Strategies, Inc. | 2.43% | Add +1840.2% | 277,726 | $19.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.08% | Add +61.3% | 267,958 | $19.0M |
| Goldstein Advisors, LLC | 1.92% | Add +50.5% | 243,471 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +35.1% | 243,327 | $17.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +30.5% | 228,936 | $16.2M |
| Shepherd Financial Partners LLC | 1.54% | Add +40.7% | 228,543 | $16.2M |
| Arax Advisory Partners | 0.43% | Add +179.8% | 214,582 | $15.2M |
| Triad Wealth Partners, LLC | 1.20% | Add +112.8% | 214,036 | $15.2M |
| Perigon Wealth Management, LLC | 0.28% | Add +98.0% | 213,813 | $15.1M |
| Schroder Investment Management Group | 0.01% | New | 218,760 | $14.9M |
| Integrated Wealth Concepts LLC | 0.12% | Add +18.8% | 210,149 | $14.9M |
| Evolution Wealth Advisors, LLC | 1.50% | Add +1.2% | 208,314 | $14.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -33.2% | 198,550 | $14.1M |
| Decker Wealth Management LLC | 3.19% | Add +15.1% | 198,254 | $14.0M |
| Valley Wealth Managers, Inc. | 0.88% | Add +16.6% | 193,621 | $13.7M |
| Patton Albertson Miller Group, LLC | 1.62% | Add +14.7% | 192,626 | $13.6M |
| CFS Investment Advisory Services, LLC | 0.91% | Add +67.3% | 179,757 | $13.2M |
| Mgo One Seven LLC | 0.25% | Add +47.3% | 174,906 | $12.4M |
| Park Avenue Securities LLC | 0.09% | Add +67.5% | 169,874 | $12.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +16.5% | 168,338 | $11.9M |
| West Wealth Group, LLC | 2.24% | Add +19.9% | 160,155 | $11.3M |
| Private Advisor Group, LLC | 0.05% | Add +36.5% | 157,842 | $11.2M |
| Tennessee Valley Asset Management Partners | 1.43% | Add +71.0% | 152,623 | $10.8M |
| Potentia Wealth | 4.17% | Reduce -7.1% | 152,343 | $10.8M |
| Horst & Graben Wealth Management LLC | 1.43% | Add +74.5% | 154,953 | $10.5M |
| Scarborough Advisors, LLC | 1.13% | Add +59.9% | 145,442 | $10.3M |
| Security Financial Services, INC. | 1.56% | Add +45.7% | 139,546 | $9.9M |
| Kelly Financial Services LLC | 2.35% | Add +36.3% | 137,982 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +3095.4% | 134,400 | $9.5M |
| Pettinga Financial Advisors LLC | 1.75% | Add +45.6% | 131,187 | $9.3M |
| Proficio Capital Partners LLC | 0.49% | Reduce -13.8% | 129,742 | $9.3M |
| Ewa, LLC | 2.09% | Add +66.8% | 129,631 | $9.2M |
| Beck Capital Management, LLC | 2.10% | No change | 129,437 | $9.2M |
| Physician Wealth Advisors, Inc. | 1.23% | Add +49.5% | 124,454 | $8.8M |
| Confluence Investment Management LLC | 0.14% | Reduce -6.2% | 123,276 | $8.7M |
| Strategic Blueprint, LLC | 0.51% | Add +49.0% | 122,591 | $8.7M |
| Oak Family Advisors, LLC | 2.60% | Reduce -9.9% | 119,159 | $8.4M |
| WJ Wealth Management, LLC | 3.95% | Add +5.4% | 118,982 | $8.4M |
| Riggs Asset Managment Co. Inc. | 1.72% | Reduce -6.4% | 117,815 | $8.3M |
| Eq LLC | 2.32% | Add +7.6% | 116,230 | $8.2M |
| MA Private Wealth | 1.39% | Reduce -4.2% | 115,684 | $8.2M |
| Stonebrook Private Inc. | 1.74% | Add +13.1% | 115,281 | $8.2M |
| Citadel Advisors | 0.01% | New | 113,217 | $8.0M |
| Stokes Family Office, LLC | 0.83% | Add +27.5% | 112,996 | $8.0M |
| Dynasty Wealth Management, LLC | 0.07% | Add +6.7% | 111,260 | $7.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.31% | Add +1.2% | 110,207 | $7.8M |
| Prudential PLC | 0.06% | New | 110,000 | $7.8M |
| One Wealth Advisors, LLC | 0.95% | Add +60.4% | 108,097 | $7.7M |
| Sterling Manor Financial, LLC | 4.77% | Reduce -8.2% | 107,682 | $7.6M |
| Balyasny Asset Management L.P. | 0.02% | New | 105,900 | $7.5M |
| Keystone Financial Group | 0.51% | Add +31.3% | 105,426 | $7.5M |
| Sharkey, Howes & Javer | 0.98% | Add +10.4% | 103,102 | $7.3M |
| Beacon Financial Group | 0.72% | Add +45.2% | 102,549 | $7.3M |
| Savvy Advisors, Inc. | 0.19% | New | 101,573 | $7.2M |
| Independent Financial Group, LLC | 0.16% | Add +25.2% | 97,668 | $6.9M |
| Jones Financial Companies LLLP | 0.00% | Add +757.5% | 98,005 | $6.8M |
| Midwest Capital Advisors, LLC | 3.18% | Add +52.2% | 96,120 | $6.8M |
| Cibc World Market Inc. | 0.01% | Add +15.4% | 94,493 | $6.7M |
| KWB Wealth | 0.65% | Reduce -1.4% | 102,177 | $6.6M |
| Phoenix Financial Ltd. | 0.06% | Reduce -15.6% | 93,177 | $6.6M |
| Mariner, LLC | 0.01% | Add +44.3% | 91,174 | $6.5M |
| ONE Advisory Partners, LLC | 1.99% | Add +36.2% | 91,025 | $6.4M |
| Verus Capital Partners, LLC | 0.43% | Add +2.9% | 87,829 | $6.2M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 87,302 | $6.2M |
"% 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.