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 |
| Farther Finance Advisors, LLC | 0.06% | Add +63.7% | 83,602 | $6.1M |
| Principal Securities, Inc. | 0.09% | Add +36.0% | 85,971 | $6.1M |
| Millington Financial Advisors, LLC | 2.56% | Add +2.3% | 90,148 | $6.1M |
| Tsfg, LLC | 0.91% | Add +18.0% | 84,683 | $6.0M |
| StoneCrest Wealth Management, Inc. | 2.53% | Add +2.2% | 84,316 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +52.4% | 84,310 | $6.0M |
| Bush Investment Group, LLC | 3.21% | Add +67.3% | 82,997 | $5.9M |
| TTP Investments, Inc. | 2.45% | New | 82,848 | $5.9M |
| Ehrlich Financial Group | 3.37% | Add +70.6% | 82,671 | $5.9M |
| Ancora Advisors LLC | 0.12% | Add +12.4% | 82,609 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.2% | 82,558 | $5.8M |
| Buttonwood Financial Group, LLC | 3.59% | Add +36.0% | 82,332 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +47.9% | 81,768 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +110.6% | 81,738 | $5.8M |
| Cardinal Strategic Wealth Guidance | 1.52% | Add +17.8% | 81,519 | $5.8M |
| Perennial Investment Advisors, LLC | 0.46% | Add +51.7% | 80,735 | $5.7M |
| Embree Financial Group | 0.66% | Add +123.9% | 79,323 | $5.6M |
| HBW Advisory Services LLC | 0.59% | Add +333.9% | 78,996 | $5.6M |
| Clear Creek Financial Management, LLC | 0.43% | Add +120.2% | 78,921 | $5.6M |
| Foguth Wealth Management, LLC. | 0.64% | Add +9.7% | 81,761 | $5.5M |
| Envision Financial Transparency, LLC | 5.29% | — | 76,894 | $5.4M |
| TSA Wealth Managment LLC | 1.75% | Add +70.1% | 76,467 | $5.4M |
| James Investment Research, Inc. | 0.61% | Add +6.0% | 76,425 | $5.4M |
| Fortem Financial Group, LLC | 1.35% | Add +1664.5% | 75,873 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +46.2% | 75,069 | $5.3M |
| Watershed Private Wealth LLC | 1.66% | Reduce -0.4% | 75,001 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +20.3% | 74,424 | $5.3M |
| Sei Investments Co. | 0.00% | New | 71,610 | $5.1M |
| Alliance Wealth Advisors, LLC | 1.10% | Add +54.1% | 71,573 | $5.1M |
| Archer Investment Management, LLC | 2.11% | Add +532.1% | 70,763 | $5.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +969.2% | 70,013 | $5.0M |
| ShoreHaven Wealth Partners, LLC | 1.77% | Add +57.1% | 69,412 | $4.9M |
| Claro Advisors Inc. | 0.57% | Add +41.2% | 66,783 | $4.7M |
| Quadcap Wealth Management, LLC | 0.54% | Reduce -10.4% | 66,599 | $4.7M |
| Segment Wealth Management, LLC | 0.27% | New | 65,325 | $4.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +74.1% | 63,723 | $4.5M |
| Synergy Investment Management, LLC | 1.47% | Add +91.0% | 63,343 | $4.5M |
| JT Stratford LLC | 0.57% | Add +49.2% | 62,996 | $4.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +9.6% | 61,132 | $4.3M |
| Ameliora Wealth Management Ltd. | 1.36% | Add +2.5% | 60,151 | $4.3M |
| Summit Financial, LLC | 0.05% | Add +598.2% | 59,564 | $4.2M |
| McMorgan & Co. LLC | 0.68% | Reduce -17.4% | 59,310 | $4.2M |
| Cypress Wealth Services, LLC | 0.59% | Add +34.2% | 58,703 | $4.2M |
| Assetmark, Inc. | 0.01% | Add +60.4% | 58,159 | $4.1M |
| Fortis Advisors, LLC | 1.98% | Add +30.7% | 55,932 | $4.0M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.2% | 55,198 | $3.9M |
| May Hill Capital, LLC | 0.98% | Add +129.7% | 55,132 | $3.9M |
| Nikulski Financial, Inc. | 0.96% | Add +34.3% | 54,907 | $3.9M |
| Vertex Planning Partners, LLC | 0.74% | Add +51.8% | 53,507 | $3.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.3% | 53,265 | $3.8M |
| Gotham Asset Management | 0.01% | Reduce -11.7% | 52,536 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +168.3% | 50,989 | $3.6M |
| Empowered Funds, LLC | 0.02% | New | 50,466 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +149.1% | 49,924 | $3.5M |
| Fullerton Fund Management Co Ltd. | 0.28% | Reduce -84.8% | 49,844 | $3.5M |
| Capital Analysts, LLC | 0.09% | Add +921.5% | 49,555 | $3.5M |
| San Luis Wealth Advisors LLC | 0.58% | New | 49,249 | $3.5M |
| Quadrant Private Wealth Management, LLC | 0.53% | Add +49.3% | 48,524 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.41% | Add +64.8% | 48,093 | $3.4M |
| Hobbs Wealth Management, LLC | 3.31% | Add +16.7% | 47,273 | $3.3M |
| Ethos Financial Group, LLC | 0.24% | Add +39.0% | 46,839 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +18.3% | 50,463 | $3.3M |
| Northbridge Financial Group, LLC | 1.40% | Reduce -0.0% | 43,801 | $3.3M |
| Avid Wealth Partners LLC | 1.51% | Add +11.9% | 45,036 | $3.2M |
| SWP Financial LLC | 1.62% | Add +32.7% | 44,884 | $3.2M |
| Trek Financial, LLC | 0.17% | Add +327.2% | 44,839 | $3.2M |
| Vise Technologies, Inc. | 0.06% | No change | 48,881 | $3.2M |
| Belpointe Asset Management LLC | 0.11% | Reduce -11.4% | 43,478 | $3.1M |
| Focus Financial Network, Inc. | 0.11% | Add +418.4% | 43,452 | $3.1M |
| Apeiron RIA LLC | 0.71% | Add +3.9% | 42,944 | $3.0M |
| Town Capital LLC | 2.46% | Add +43.0% | 42,904 | $3.0M |
| Steelhead Wealth Management LLC | 1.51% | — | 42,006 | $3.0M |
| Signet Financial Management, LLC | 0.32% | Add +68.7% | 40,197 | $2.8M |
| Nwam LLC | 0.16% | Reduce -7.1% | 39,882 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +466.6% | 38,638 | $2.7M |
| A4 Wealth Advisors LLC | 2.28% | Add +70.0% | 38,638 | $2.7M |
| Brown Advisory Inc. | 0.00% | Add +37.3% | 37,753 | $2.7M |
| Gen-Wealth Partners Inc | 0.84% | Add +33.8% | 37,507 | $2.7M |
| Milestone Asset Management, LLC | 0.49% | New | 37,296 | $2.6M |
| Mutual Advisors, LLC | 0.06% | Add +91.7% | 37,225 | $2.6M |
| WT Wealth Management | 0.78% | Add +13.0% | 36,998 | $2.6M |
| Tepp RIA, LLC | 2.05% | New | 36,901 | $2.6M |
| Daviman Financial, LLC | 1.54% | Add +72.0% | 36,793 | $2.6M |
| Tradition Wealth Management, LLC | 0.18% | Add +74.4% | 36,683 | $2.6M |
| Herbst Group, LLC | 1.58% | Reduce -18.5% | 36,172 | $2.6M |
| Scissortail Wealth Management, LLC | 0.51% | Add +21.9% | 36,155 | $2.6M |
| Great Diamond Partners, LLC | 0.49% | Reduce -8.6% | 36,144 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.19% | Add +0.6% | 35,786 | $2.5M |
| Bank Hapoalim BM | 0.41% | Add +1.1% | 35,489 | $2.5M |
| Bedminster, LLC | 2.32% | Add +40.4% | 35,230 | $2.5M |
| Spectrum Planning & Advisory Services Inc. | 1.23% | Add +47.5% | 34,944 | $2.5M |
| Braun-Bostich & Associates Inc. | 1.55% | Add +60.0% | 34,821 | $2.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +23.4% | 33,555 | $2.5M |
| Curtis Wealth Management LLC | 2.30% | Add +101.3% | 34,627 | $2.5M |
| Virtus Family Office LLC | 2.09% | Add +6.2% | 34,524 | $2.4M |
| World Investment Advisors | 0.04% | Add +23.5% | 33,876 | $2.4M |
| Skyline Advisors, Inc. | 0.83% | New | 33,630 | $2.4M |
| Peak Wealth Management LLC | 1.95% | New | 33,563 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.26% | New | 31,790 | $2.4M |
| Smith, Moore & Co. | 0.17% | Add +145.1% | 33,529 | $2.4M |
| Prosperity Financial Group, Inc. | 0.87% | Add +41.6% | 33,357 | $2.4M |
| GTS Securities LLC | 0.08% | Add +197.2% | 33,305 | $2.4M |
| Financial Sense Advisors, Inc. | 0.55% | Add +0.6% | 33,212 | $2.4M |
| Menora Mivtachim Holdings LTD. | 0.01% | Add +49.9% | 33,050 | $2.3M |
| Solstein Capital, LLC | 0.96% | Add +0.6% | 32,859 | $2.3M |
| Maia Wealth LLC | 0.39% | Add +10.6% | 32,666 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +39.5% | 32,279 | $2.3M |
| Inscription Capital, LLC | 0.24% | Add +14.5% | 32,214 | $2.3M |
| Accel Wealth Management | 0.59% | Add +9.1% | 32,128 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +863.7% | 32,100 | $2.3M |
| PFG Advisors | 0.11% | Add +2.2% | 31,821 | $2.3M |
| ArborFi Advisors, LLC | 1.82% | Add +13.3% | 31,403 | $2.2M |
| M1 Capital Management LLC | 1.02% | Add +588.2% | 31,135 | $2.2M |
| Carlson Financial, Inc. | 1.28% | Add +2.6% | 30,738 | $2.2M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 30,559 | $2.2M |
| Financial Partners Group, Inc | 0.26% | Add +9.0% | 30,471 | $2.2M |
| Pioneer Family Office, LLC | 1.51% | New | 30,055 | $2.1M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.3% | 29,251 | $2.1M |
| WealthBridge Capital Management, LLC | 0.48% | Add +14.1% | 29,243 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +55.1% | 29,048 | $2.1M |
| Tyche Wealth Partners LLC | 0.32% | Add +7.1% | 29,004 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +4.3% | 28,993 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +2.1% | 28,556 | $2.0M |
| Bison Wealth, LLC | 0.20% | Add +10.3% | 31,630 | $2.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.60% | Add +26.6% | 27,888 | $2.0M |
| National Bank of Canada | 0.00% | Add +65.3% | 27,803 | $2.0M |
| Lifelong Wealth Advisors, Inc. | 0.52% | Add +8.8% | 27,673 | $2.0M |
| Carter Financial Group, INC. | 1.21% | Add +5.0% | 27,568 | $2.0M |
| WCG Wealth Advisors LLC | 0.05% | Add +17.0% | 27,496 | $1.9M |
| Wealth Alliance, LLC | 0.18% | Add +269.7% | 26,385 | $1.9M |
| Kirtland Hills Capital Management, LLC | 0.59% | Add +70.2% | 26,303 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +287622.2% | 25,895 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 25,794 | $1.8M |
| Integrated Advisors Network LLC | 0.10% | Add +123.7% | 25,728 | $1.8M |
| Bluedoor Private Wealth, LLC | 0.83% | Reduce -5.3% | 25,438 | $1.8M |
| Csenge Advisory Group | 0.08% | Reduce -1.0% | 25,435 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +90.6% | 24,811 | $1.8M |
| Peck Wealth Management, LLC | 1.75% | Add +0.2% | 24,664 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +230.5% | 24,608 | $1.7M |
| Terra Nova Asset Management LLC | 1.29% | Add +3.3% | 24,589 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | New | 24,561 | $1.7M |
| SFG Wealth Management, LLC. | 0.71% | Add +112.0% | 24,514 | $1.7M |
| Marshall & Sterling Wealth Advisors Inc. | 1.13% | Add +6.0% | 24,480 | $1.7M |
| 5T Wealth, LLC | 0.68% | Add +117.6% | 24,200 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.01% | Add +323.7% | 24,060 | $1.7M |
| Owen LaRue, LLC | 0.63% | Add +11.0% | 23,349 | $1.7M |
| American Institute for Advanced Investment Management, LLP | 1.07% | Add +1.5% | 23,332 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +38.4% | 23,223 | $1.6M |
| FFG Retirement Advisors LLC | 0.95% | Add +4.3% | 23,051 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +27.4% | 23,021 | $1.6M |
| Highline Wealth Partners LLC | 0.42% | Add +4.5% | 23,015 | $1.6M |
| Forefront Wealth Partners, LLC | 0.67% | New | 22,650 | $1.6M |
| National Wealth Management Group, LLC | 0.59% | Add +24.4% | 22,554 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +38.7% | 22,030 | $1.6M |
| Chatterton & Associates Inc. | 1.09% | Add +121.0% | 20,999 | $1.6M |
| Rational Advisors, Inc. | 0.17% | New | 22,000 | $1.6M |
| Redwood Investment Management, LLC | 0.19% | Add +66.5% | 21,327 | $1.5M |
| Oakmont Investment Advisors, Inc. | 1.37% | New | 21,090 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +1.2% | 20,978 | $1.5M |
| MAI Capital Management | 0.01% | Add +19.7% | 20,742 | $1.5M |
| Strategies Wealth Advisors, LLC | 0.15% | New | 20,652 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +41.8% | 20,595 | $1.5M |
| Panoramic Investment Advisors, LLC | 0.78% | Add +8.5% | 20,422 | $1.4M |
| Lauer Wealth, LLC | 1.15% | Add +21.3% | 19,111 | $1.4M |
| WealthPoint Financial, LLC | 1.20% | Add +55.5% | 20,219 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.52% | Add +41.1% | 20,005 | $1.4M |
| Ascentis Independent Advisors | 0.11% | New | 19,979 | $1.4M |
| Bull Harbor Capital LLC | 0.38% | — | 19,950 | $1.4M |
| Theory Financial LLC | 0.49% | Add +71.5% | 19,686 | $1.4M |
| Uptick Partners, LLC | 0.28% | Add +45.8% | 19,522 | $1.4M |
| Mather Group, Llc. | 0.01% | Add +87.5% | 19,196 | $1.4M |
| Intentional Wealth Strategies, LLC | 1.26% | — | 19,056 | $1.3M |
| IMC-Chicago, LLC | 0.02% | Add +59.8% | 18,765 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Reduce -54.8% | 18,111 | $1.3M |
| Y.D. More Investments Ltd | 0.05% | Add +4.1% | 17,896 | $1.3M |
| Elequin Capital, LP | 0.39% | New | 17,829 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Add +14.0% | 17,775 | $1.3M |
| Benson Wealth Management INC | 1.70% | New | 17,561 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Add +40.6% | 17,175 | $1.2M |
| Hopwood Nicholas Hunter | 0.38% | Add +4.4% | 17,086 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | Add +24.2% | 16,903 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +9.7% | 16,827 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +237.3% | 16,547 | $1.2M |
| WealthTrak Capital Management LLC | 0.83% | Add +33.6% | 16,501 | $1.2M |
| Wealth Watch Advisors, INC | 0.49% | Reduce -4.7% | 16,457 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 16,426 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +8.7% | 16,408 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -3.2% | 16,399 | $1.2M |
| Kickstand Ventures, Llc. | 0.24% | Add +77.8% | 16,377 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +156.8% | 16,304 | $1.2M |
| Wealthgarden F.S. LLC | 0.79% | Add +52.1% | 16,264 | $1.2M |
| David J Yvars Group | 0.64% | Add +134.3% | 16,175 | $1.1M |
| Advyzon Investment Management, LLC | 0.10% | Add +34.8% | 16,083 | $1.1M |
| Brown Miller Wealth Management, LLC | 0.32% | Reduce -7.2% | 16,007 | $1.1M |
| WealthPLAN Partners, LLC | 0.21% | Add +68.3% | 15,484 | $1.1M |
| Arrowroot Family Office, LLC | 0.36% | New | 15,476 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 15,456 | $1.1M |
| Curran Financial Partners, LLC | 0.19% | Add +34.6% | 15,015 | $1.1M |
| Point72 Asset Management | 0.00% | New | 15,000 | $1.1M |
| United Advisor Group, LLC | 0.13% | Add +8.2% | 14,996 | $1.1M |
| Vantage Point Financial LLC | 0.37% | Add +35.3% | 14,893 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | Add +8.6% | 14,845 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +46.4% | 14,705 | $1.0M |
| AlTi Global, Inc. | 0.02% | Add +158.2% | 14,669 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +261.2% | 14,548 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +176.4% | 14,486 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +67.5% | 15,943 | $1.0M |
| Western Wealth Management, LLC | 0.04% | Add +16.6% | 14,371 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +25.8% | 14,104 | $999K |
| Laidlaw Wealth Management LLC | 3.46% | Add +15.8% | 14,062 | $996K |
| Frisch Financial Group, Inc. | 0.20% | Add +89.5% | 13,496 | $956K |
| Bravias Capital Group, LLC | 0.62% | Add +18.0% | 13,385 | $948K |
| Simplex Trading, LLC | 0.03% | Add +148.1% | 13,308 | $943K |
| Beacon Capital Management, LLC | 0.16% | New | 12,966 | $919K |
| Kingsbury Capital Investment Advisors LLC | 0.86% | — | 12,923 | $915K |
| Signature Equity Partners, LLC | 0.49% | Add +4.3% | 12,872 | $912K |
| SHP Wealth Management | 0.07% | Add +43.0% | 12,611 | $893K |
| New England Private Wealth Advisors LLC | 0.10% | Add +42.3% | 12,511 | $886K |
| OneAscent Financial Services LLC | 0.05% | Add +5.8% | 12,473 | $884K |
| Sutton Place Investors LLC | 0.48% | Add +57.7% | 12,452 | $882K |
| Sovran Advisors, LLC | 0.07% | Add +134.9% | 12,720 | $868K |
| Quantinno Capital Management LP | 0.00% | Add +26.4% | 12,187 | $863K |
| HighPoint Advisor Group LLC | 0.04% | Add +3.0% | 12,005 | $850K |
| Lunt Capital Management, Inc. | 0.32% | Add +0.6% | 11,915 | $844K |
| Black Swift Group, LLC | 0.15% | New | 11,710 | $830K |
| Alteri Wealth LLC | 0.27% | Add +13.7% | 11,635 | $824K |
| Contango Wealth Management LLC | 0.96% | New | 11,621 | $823K |
| RFG Advisory, LLC | 0.01% | Reduce -11.4% | 11,504 | $815K |
| Merkkuri Wealth Advisors LLC | 0.54% | Add +52.1% | 11,441 | $810K |
| Scotia Capital Inc. | 0.00% | New | 11,380 | $806K |
| BlackRock, Inc. | 0.00% | Add +21.4% | 11,377 | $806K |
| Quantum Portfolio Management LLC | 0.34% | Add +3.2% | 11,131 | $789K |
| Asempa Wealth Advisors | 0.69% | Add +54.4% | 10,704 | $787K |
| Focus Partners Wealth | 0.00% | New | 11,033 | $782K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.3% | 10,452 | $773K |
| Private Trust Co. NA | 0.07% | Add +229.1% | 10,561 | $748K |
| Tempus Wealth Planning, LLC | 0.17% | Add +145.6% | 10,483 | $743K |
| Members Advisory Group LLC | 0.25% | New | 10,454 | $741K |
| XY Planning Network, Inc. | 0.12% | Add +44.9% | 10,061 | $739K |
| Quattro Financial Advisors LLC | 0.22% | No change | 10,300 | $730K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.4% | 10,265 | $727K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +14.4% | 10,144 | $719K |
| Harbour Investments, Inc. | 0.01% | Add +38.5% | 9,886 | $700K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.4% | 9,715 | $688K |
| Sanchez Gaunt Capital Management, LLC | 0.42% | — | 9,453 | $670K |
| Stephens Inc. | 0.01% | Add +168.5% | 9,441 | $669K |
| Sowell Financial Services LLC | 0.02% | Add +23.1% | 9,134 | $647K |
| GatePass Capital, LLC | 0.32% | Add +101.1% | 8,998 | $637K |
| Essex Financial Services, Inc. | 0.03% | Add +6.0% | 8,745 | $619K |
| PNC Financial Services Group, Inc. | 0.00% | Add +105.8% | 8,667 | $614K |
| Integrated Wealth Management | 0.70% | Add +27.8% | 8,563 | $607K |
| Sonoma Allocations LLC | 0.21% | New | 8,134 | $602K |
| Evolve Private Wealth, LLC | 0.03% | New | 8,469 | $600K |
| Portside Wealth Group, LLC | 0.08% | Add +31.5% | 8,444 | $598K |
| Stirlingshire Investments, Inc. | 0.52% | Add +72.7% | 8,432 | $597K |
| Vectors Research Management, LLC | 0.17% | New | 8,399 | $595K |
| Group One Trading LLC | 0.02% | Add +56.7% | 8,392 | $594K |
| Creative Planning | 0.00% | Add +56.9% | 8,378 | $593K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +58.9% | 8,335 | $590K |
| Gilliland Jeter Wealth Management LLC | 0.17% | Add +159.3% | 8,167 | $579K |
| OMNI 360 Wealth, Inc. | 0.30% | Add +51.4% | 8,115 | $575K |
| Florida Financial Advisors, LLC | 0.14% | New | 8,114 | $575K |
| Beacon Financial Advisory LLC | 0.13% | Add +73.9% | 8,071 | $572K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -4.1% | 8,475 | $564K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,930 | $562K |
| Fifth Third Bancorp | 0.00% | Add +13340.7% | 7,930 | $562K |
| Walker Asset Management, LLC | 0.30% | Add +9.5% | 7,928 | $562K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -29.0% | 7,923 | $561K |
| Sandbox Financial Partners, LLC | 0.16% | Add +62.5% | 7,881 | $558K |
| Geneos Wealth Management Inc. | 0.01% | Add +92.2% | 7,844 | $556K |
| Catalina Capital Group, LLC | 0.34% | Add +47.5% | 7,844 | $556K |
| Archford Capital Strategies, LLC | 0.06% | New | 7,834 | $555K |
| Tranquilli Financial Advisor LLC | 0.32% | Add +4.2% | 7,755 | $549K |
| FWG Investments, LLC. | 0.35% | Add +59.1% | 7,686 | $544K |
| Index Technologies Group LLC | 0.59% | Add +2.1% | 7,681 | $544K |
| Jefferies Financial Group Inc. | 0.01% | New | 7,670 | $543K |
| Nvwm, LLC | 0.12% | Reduce -14.0% | 7,645 | $542K |
| CGN Advisors LLC | 0.04% | Reduce -3.0% | 7,562 | $536K |
| NWF Advisory Services Inc. | 0.06% | New | 7,555 | $535K |
| Visionary Wealth Advisors | 0.02% | Reduce -5.7% | 7,546 | $535K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Reduce -77.9% | 7,503 | $531K |
| Courier Capital LLC | 0.03% | New | 7,495 | $531K |
| Parallel Advisors, LLC | 0.01% | Add +19.1% | 7,470 | $529K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -69.0% | 7,379 | $523K |
| Curi Capital, LLC | 0.01% | Add +10.3% | 7,280 | $516K |
| Creative Financial Designs Inc. | 0.03% | Add +47.4% | 7,255 | $514K |
| Family Office Research LLC | 0.22% | Add +53.9% | 7,055 | $511K |
| MCF Advisors LLC | 0.02% | New | 7,171 | $508K |
| Magnolia Private Wealth, LLC | 0.34% | Add +123.9% | 7,125 | $505K |
| Gateway Wealth Partners, LLC | 0.02% | New | 6,983 | $495K |
| MKT Advisors LLC | 0.16% | Add +12.0% | 6,628 | $490K |
| Activest Wealth Management | 0.09% | New | 6,876 | $487K |
| Cwm, LLC | 0.00% | Reduce -2.2% | 6,857 | $486K |
| RDA Financial Network | 0.12% | Add +110.0% | 6,812 | $483K |
| Citizens Financial Group Inc. | 0.01% | New | 6,767 | $479K |
| Founders Financial Securities LLC | 0.03% | Reduce -34.4% | 6,437 | $478K |
| Tidal Investments LLC | 0.00% | New | 6,968 | $476K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +29.0% | 6,707 | $475K |
| Range Advisory, LLC | 0.09% | New | 6,659 | $472K |
| HB Wealth Management, LLC | 0.00% | Add +7.3% | 6,543 | $464K |
| Jaffetilchin Investment Partners, LLC | 0.03% | New | 6,537 | $463K |
| Inspire Advisors, LLC | 0.04% | Reduce -80.4% | 6,507 | $461K |
| TCFG Wealth Management, LLC | 0.17% | Add +1.3% | 6,464 | $458K |
| TCFG Investment Advisors, LLC | 0.17% | — | 6,464 | $458K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,434 | $456K |
| Integrity Alliance, Llc. | 0.02% | Add +2.1% | 6,403 | $454K |
| Pacific Excel Wealth Advisors, Inc. | 0.47% | New | 6,336 | $449K |
| Intrepid Financial Planning Group LLC | 0.18% | No change | 6,275 | $445K |
| Joseph P. Lucia & Associates, LLC | 0.16% | No change | 6,194 | $439K |
| Centiva Capital, LP | 0.02% | New | 6,146 | $435K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +25.1% | 6,101 | $432K |
| Transcend Capital Advisors, LLC | 0.03% | New | 6,079 | $431K |
| FMR LLC | 0.00% | Add +37.5% | 6,070 | $430K |
| GeoWealth Management, LLC | 0.02% | Add +16.0% | 6,051 | $429K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +84.5% | 6,047 | $428K |
| Thompson Davis & Co., Inc. | 0.28% | Add +0.3% | 6,031 | $427K |
| BAM Wealth Management, LLC | 0.32% | Add +11.3% | 5,991 | $424K |
| Regal Investment Advisors LLC | 0.02% | Add +26.6% | 5,980 | $424K |
| Seamount Financial Group Inc. | 0.19% | Add +4.7% | 5,949 | $421K |
| Lantern Wealth Advisors, LLC | 0.22% | Add +86.2% | 5,947 | $421K |
| HUB Investment Partners, LLC | 0.01% | New | 5,933 | $420K |
| Cassilly Financial Group LLC | 0.36% | Reduce -0.3% | 5,912 | $419K |
| L & S Advisors Inc | 0.05% | Add +6.7% | 5,912 | $419K |
| Golden State Wealth Management, LLC | 0.05% | New | 5,869 | $416K |
| Fox Hill Wealth Management | 0.20% | Add +2.5% | 5,854 | $415K |
| Smartleaf Asset Management LLC | 0.01% | Add +34.3% | 6,046 | $413K |
| Imprint Wealth LLC | 1.85% | Add +80.7% | 5,715 | $405K |
| Richmond Investment Services, LLC | 0.06% | Add +2.2% | 5,639 | $400K |
| Cardinal Point Capital Management ULC | 0.02% | New | 5,547 | $393K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 5,487 | $389K |
| Betterment LLC | 0.00% | New | 5,471 | $388K |
| Trademark Financial Management, LLC | 0.19% | Add +17.0% | 5,426 | $384K |
| MN Wealth Advisors, LLC | 0.19% | Add +28.7% | 5,373 | $381K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,280 | $374K |
| Sweeney & Michel, LLC | 0.11% | Add +33.3% | 5,007 | $373K |
| Wedbush Securities Inc. | 0.01% | Add +13.6% | 5,209 | $369K |
| Capital CS Group, LLC | 0.76% | New | 5,191 | $368K |
| Empirical Asset Management, LLC | 0.10% | Add +16.9% | 5,165 | $366K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -11.4% | 5,143 | $364K |
| Moors & Cabot, Inc. | 0.02% | New | 5,141 | $364K |
| Kane Investment Management, Inc. | 0.19% | New | 5,087 | $360K |
| Obermeyer Wealth Partners | 0.02% | Add +0.3% | 5,057 | $358K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,050 | $358K |
| Pathstone Holdings, LLC | 0.00% | No change | 5,047 | $358K |
| DAVENPORT & Co LLC | 0.00% | Add +24.8% | 5,026 | $356K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 5,000 | $354K |
| &partners | 0.00% | Add +52.0% | 4,911 | $348K |
| Arcadia Wealth Management, LLC | 0.13% | Add +23.8% | 4,898 | $347K |
| Kintra Wealth, LLC | 0.02% | Add +34.4% | 4,847 | $343K |
| Signal Advisors Wealth, LLC | 0.02% | Add +45.5% | 4,831 | $342K |
| Centurion Wealth Management LLC | 0.07% | New | 4,677 | $331K |
| Optivise Advisory Services LLC | 0.20% | Add +0.5% | 4,631 | $328K |
| Maripau Wealth Management LLC | 0.14% | Add +48.9% | 4,614 | $327K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,587 | $325K |
| Waverly Advisors, LLC | 0.00% | New | 4,470 | $317K |
| Vontobel Holding Ltd. | 0.00% | New | 4,442 | $315K |
| Brookwood Investment Group LLC | 0.04% | New | 4,393 | $311K |
| Arkadios Wealth Advisors | 0.01% | New | 4,386 | $311K |
| Calton & Associates, Inc. | 0.04% | New | 4,293 | $304K |
| APS Management Group, Inc. | 0.26% | New | 4,278 | $303K |
| Resurgent Financial Advisors LLC | 0.11% | New | 4,182 | $296K |
| National Philanthropic Trust | 0.00% | New | 4,175 | $296K |
| Fulcrum Equity Management | 0.29% | New | 4,138 | $293K |
| Worth Asset Management, LLC | 0.11% | Add +0.7% | 4,118 | $292K |
| Caliber Wealth Management, LLC / KS | 0.03% | New | 4,105 | $291K |
| Advisor OS, LLC | 0.02% | New | 4,085 | $289K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +72.2% | 4,059 | $288K |
| ZEGA Investments, LLC | 0.05% | New | 4,056 | $287K |
| BigSur Wealth Management LLC | 0.08% | No change | 4,045 | $287K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.3% | 4,008 | $284K |
| Manchester Capital Management LLC | 0.04% | No change | 3,978 | $282K |
| Strategic Advisors LLC | 0.05% | New | 3,940 | $279K |
| Foundations Investment Advisors, LLC | 0.00% | Add +4.9% | 3,938 | $279K |
| Captrust Financial Advisors | 0.00% | Reduce -12.1% | 3,919 | $278K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,905 | $277K |
| ETF Store, Inc. | 0.27% | Add +21.1% | 3,891 | $276K |
| Lanark Financial, Inc. | 0.02% | Add +4.5% | 3,883 | $275K |
| MSH Capital Advisors LLC | 0.06% | New | 3,877 | $275K |
| Cascade Investment Group, Inc. | 0.18% | Add +1.8% | 3,817 | $270K |
| Winthrop Advisory Group LLC | 0.02% | Add +12.1% | 3,746 | $265K |
| PFG Investments, LLC | 0.01% | New | 3,742 | $265K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -71.6% | 3,712 | $263K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 3,644 | $258K |
| Centaurus Financial, Inc. | 0.01% | New | 3,605 | $255K |
| Copia Wealth Management | 0.17% | Reduce -4.8% | 3,434 | $243K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 3,372 | $239K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -12.4% | 3,357 | $238K |
| Alta Wealth Advisors LLC | 0.08% | New | 3,310 | $234K |
| Berbice Capital Management LLC | 0.15% | New | 3,288 | $233K |
| Key Capital Management, INC | 0.15% | Add +245.1% | 3,240 | $230K |
| Ignite Planners, LLC | 0.03% | No change | 3,190 | $226K |
| Integrity Wealth Solutions LLC | 0.09% | New | 3,149 | $223K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +12.1% | 3,249 | $223K |
| Arwa LLC | 0.11% | New | 2,941 | $218K |
| Simplicity Wealth,LLC | 0.01% | Reduce -2.0% | 3,079 | $218K |
| E&G Advisors, LLC | 0.05% | New | 3,060 | $217K |
| Retirement Planning Group, LLC | 0.01% | New | 3,055 | $216K |
| Mosaic Advisors LLC | 0.32% | New | 3,192 | $216K |
| Willow Financial LLC | 0.22% | Reduce -90.8% | 3,043 | $216K |
| Partners Wealth Management, LLC | 0.22% | New | 3,010 | $213K |
| Baker Ellis Asset Management LLC | 0.02% | Reduce -11.9% | 2,960 | $210K |
| Straight Path Wealth Management | 0.05% | New | 2,900 | $205K |
| Oregon Pacific Wealth Management, LLC | 0.21% | New | 2,898 | $205K |
| Hall Capital Management Co. Inc. | 0.07% | New | 3,000 | $205K |
| Keel Point, LLC | 0.01% | New | 2,852 | $202K |
| Centerpoint Advisory Group | 0.15% | New | 2,845 | $202K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,670 | $189K |
| Advocate Investing Services LLC | 0.15% | New | 2,500 | $177K |
| Citigroup Inc. | 0.00% | New | 2,433 | $172K |
| Spire Wealth Management | 0.01% | Add +8.8% | 2,287 | $162K |
| Larson Financial Group LLC | 0.01% | Add +14.0% | 2,263 | $160K |
| McGuire Capital Advisors Inc. | 0.10% | No change | 2,233 | $158K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 2,179 | $154K |
| US Bancorp \de | 0.00% | Add +1145.4% | 2,167 | $154K |
| Russell Investments Group, Ltd. | 0.00% | Add +1240.5% | 2,118 | $150K |
| Belvedere Trading LLC | 0.02% | New | 2,100 | $149K |
| PeakShares LLC | 0.13% | New | 1,973 | $140K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +37.5% | 1,928 | $137K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,803 | $135K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.3% | 1,898 | $134K |
| Allworth Financial LP | 0.00% | Add +42.6% | 1,882 | $133K |
| Lloyd Advisory Services, LLC. | 0.04% | Reduce -46.1% | 1,848 | $131K |
| Kingdom Financial Group LLC. | 0.04% | Add +139.1% | 1,848 | $131K |
| Archer Investment Corp | 0.03% | No change | 1,819 | $129K |
| Main Street Group, LTD | 0.04% | New | 1,781 | $126K |
| International Assets Investment Management, LLC | 0.01% | Add +75.8% | 1,695 | $125K |
| Crewe Advisors LLC | 0.01% | No change | 1,741 | $123K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.1% | 1,681 | $119K |
| KM Capital Management Ltd. | 0.07% | New | 1,596 | $102K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.4% | 1,442 | $99K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 1,346 | $95K |
| Toth Financial Advisory Corp. | 0.01% | Add +34.0% | 1,340 | $95K |
| Sound Income Strategies, LLC | 0.00% | Add +7.8% | 1,265 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,200 | $85K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +91.0% | 1,171 | $83K |
| Investors Research Corp | 0.01% | No change | 1,037 | $73K |
| Valley National Advisers Inc. | 0.01% | Add +77.4% | 1,022 | $72K |
| Rossby Financial, LCC | 0.01% | New | 955 | $70K |
| POM Investment Strategies, LLC | 0.08% | No change | 933 | $66K |
| Wells Financial Advisors INC | 0.27% | No change | 831 | $59K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 829 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 800 | $57K |
| Evolution Wealth Management Inc. | 0.04% | Add +57.0% | 793 | $56K |
| LRI Investments, LLC | 0.00% | No change | 750 | $53K |
| Wells Fargo & Company | 0.00% | Reduce -64.4% | 743 | $53K |
| First PREMIER Bank | 0.01% | No change | 650 | $46K |
| Triumph Capital Management | 0.01% | Reduce -36.0% | 601 | $43K |
| Premier Financial Group | 0.01% | New | 570 | $42K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +41.4% | 594 | $42K |
| Adirondack Trust Co. | 0.01% | New | 564 | $40K |
| First Command Advisory Services, Inc. | 0.00% | No change | 539 | $38K |
| 2UniFi Bank | 0.02% | New | 535 | $38K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +11.6% | 502 | $36K |
| Financially Speaking Inc | 0.17% | New | 489 | $35K |
| LGT Financial Advisors LLC | 0.14% | Add +163.8% | 372 | $26K |
| Financial Life Planners | 0.02% | New | 370 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 360 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.4% | 271 | $19K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +5.2% | 264 | $19K |
| Basso Capital Management, L.P. | 0.01% | New | 255 | $18K |
| Coston, McIsaac & Partners | 0.00% | Add +13.0% | 261 | $18K |
| Colonial Trust Advisors | 0.00% | Add +67.3% | 251 | $18K |
| Dunhill Financial, LLC | 0.00% | No change | 250 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.9% | 234 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 235 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +72.9% | 223 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 219 | $16K |
| IFG Advisory, LLC | 0.04% | Reduce -96.4% | 200 | $14K |
| Founders Financial Alliance, LLC | 0.00% | New | 200 | $14K |
| Orion Capital Management LLC | 0.00% | No change | 199 | $14K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -2.5% | 193 | $14K |
| Aventura Private Wealth, LLC | 0.01% | Add +175.7% | 193 | $14K |
| Team Financial Group, LLC | 0.01% | Add +35.3% | 184 | $13K |
| St Germain D J Co. Inc. | 0.00% | Add +96.7% | 179 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 160 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -15.8% | 154 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +180.0% | 140 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 120 | $9K |
| Elevated Capital Advisors, LLC | 0.00% | New | 101 | $7K |
| American Capital Advisory, LLC | 0.00% | No change | 100 | $7K |
| Colonial Trust Co / SC | 0.00% | New | 100 | $7K |
| Financial Consulate, Inc. | 0.00% | New | 100 | $7K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 100 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 100 | $7K |
| Barclays PLC | 0.00% | Reduce -98.8% | 100 | $7K |
| Abound Wealth Management | 0.00% | New | 90 | $6K |
| Portus Wealth Advisors, LLC | 0.01% | New | 86 | $6K |
| Networth Advisors, LLC | 0.00% | Add +31.1% | 80 | $6K |
| SJS Investment Consulting Inc. | 0.00% | New | 80 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 71 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +44.4% | 65 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -93.5% | 65 | $5K |
| Vision Financial Markets LLC | 0.00% | Reduce -49.5% | 51 | $4K |
| 1 North Wealth Services LLC | 0.00% | New | 45 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 35 | $2K |
| Westend Capital Management, LLC | 0.00% | No change | 34 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 30 | $2K |
| First Community Trust NA | 0.00% | No change | 29 | $2K |
| Strive Financial Group ,LLC | 0.00% | Add +237.5% | 27 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 28 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | New | 25 | $2K |
| REAP Financial Group, LLC | 0.00% | New | 25 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $2K |
| Franklin Resources Inc. | 0.00% | New | 24 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 22 | $2K |
| Addison Advisors LLC | 0.00% | New | 20 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 20 | $1K |
| Robinswood Financial LLC | 0.00% | New | 11 | $779 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 8 | $567 |
| Gilpin Wealth Management, LLC | 0.00% | New | 5 | $355 |
| Salomon & Ludwin, LLC | 0.00% | New | 4 | $296 |
| Alerus Financial NA | 0.00% | No change | 1 | $71 |
"% 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.