Global X Defense Tech ETFSHLDETF
13F holders, Q2 2026 (June 30)610holders −4
81new positions
81sold out
6famous investors
$59.70avg. 13F price*
At the end of Q2 2026, 610 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, down 4 from Q1 2026. 81 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($604.8M), Harel Insurance Investments & Financial Services Ltd. ($418.4M) and LPL Financial LLC ($315.9M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $120.5M |
| Exits | 81 | $283.1M |
All 13F filers, Q1 2026 → Q2 2026: 14,542,442 shares bought and 6,805,370 shares sold, net +7,737,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 610 holders
| Bank of America Corp. | 0.04% | Add +5.8% | 10,128,782 | $604.8M |
| Harel Insurance Investments & Financial Services Ltd. | 2.04% | Add +50.5% | 6,990,465 | $418.4M |
| LPL Financial LLC | 0.07% | Add +6.4% | 5,291,103 | $315.9M |
| JPMorgan Chase & Co. | 0.02% | Add +16.6% | 4,389,422 | $257.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.28% | Reduce -3.6% | 3,897,587 | $231.4M |
| Morgan Stanley | 0.01% | Add +2.1% | 3,635,394 | $217.1M |
| Bank of Montreal | 0.07% | Add +13.1% | 3,140,770 | $187.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +30.5% | 1,362,699 | $81.4M |
| Raymond James Financial Inc. | 0.02% | Add +12.8% | 1,244,427 | $74.3M |
| OneDigital Investment Advisors LLC | 0.62% | Add +25.3% | 1,230,452 | $73.5M |
| Merit Financial Group, LLC | 0.43% | Add +39.8% | 1,172,606 | $70.0M |
| Osaic Holdings, Inc. | 0.07% | Add +21.4% | 997,148 | $59.5M |
| Stifel Financial Corp. | 0.05% | Add +68.2% | 973,435 | $58.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +48.2% | 948,362 | $56.6M |
| Sanctuary Advisors, LLC | 0.25% | Add +15.8% | 892,482 | $53.3M |
| Sofi Wealth, LLC | 1.98% | Add +10.7% | 823,592 | $49.2M |
| Jane Street Group, LLC | 0.03% | Reduce -23.9% | 763,024 | $45.6M |
| Henshaw Capital LLC | 1.47% | Reduce -0.4% | 759,000 | $45.3M |
| UBS Group AG | 0.01% | Reduce -10.7% | 727,323 | $43.4M |
| Royal Bank of Canada | 0.01% | Reduce -14.4% | 699,345 | $41.8M |
| Global X Japan Co., Ltd. | 1.51% | Reduce -11.7% | 689,061 | $41.1M |
| NewEdge Advisors, LLC | 0.12% | Add +40.1% | 675,460 | $40.3M |
| Cetera Investment Advisers | 0.03% | Reduce -4.5% | 624,679 | $37.3M |
| Arax Advisory Partners | 0.25% | Add +189.9% | 622,078 | $37.1M |
| Advocacy Wealth Management, LLC | 1.27% | Add +25.1% | 587,492 | $35.1M |
| Benjamin Edwards Inc. | 0.30% | Add +85.1% | 553,219 | $33.0M |
| Ascent Group, LLC | 0.79% | Add +29.4% | 444,378 | $26.5M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -19.8% | 435,066 | $26.0M |
| AE Wealth Management LLC | 0.12% | Reduce -9.1% | 413,512 | $24.7M |
| Cerity Partners LLC | 0.03% | Add +28.8% | 389,073 | $23.2M |
| Triad Wealth Partners, LLC | 1.37% | Add +67.3% | 358,058 | $23.0M |
| CreativeOne Wealth, LLC | 0.47% | Add +25.2% | 365,846 | $21.8M |
| Integrated Wealth Concepts LLC | 0.14% | Add +73.5% | 364,559 | $21.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | Add +32.8% | 355,947 | $21.3M |
| Goldstein Advisors, LLC | 1.83% | Add +37.8% | 335,543 | $20.0M |
| Meitav Investment House Ltd. | 0.13% | New | 327,597 | $19.6M |
| Shepherd Financial Partners LLC | 1.46% | Add +30.2% | 297,514 | $17.8M |
| Vise Technologies, Inc. | 0.20% | Add +504.6% | 295,524 | $17.6M |
| MML Investors Services, LLC | 0.03% | Reduce -10.4% | 281,535 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.8% | 267,424 | $16.0M |
| Confluence Investment Management LLC | 0.25% | Add +113.3% | 262,921 | $15.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.60% | New | 245,627 | $14.7M |
| Valley Wealth Managers, Inc. | 0.84% | Add +25.6% | 243,238 | $14.5M |
| Mgo One Seven LLC | 0.22% | Add +30.3% | 227,846 | $13.6M |
| Patton Albertson Miller Group, LLC | 1.33% | Add +16.5% | 224,449 | $13.4M |
| Evolution Wealth Advisors, LLC | 1.54% | Add +5.7% | 220,193 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.7% | 219,730 | $13.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -23.2% | 214,462 | $12.8M |
| Schroder Investment Management Group | 0.01% | Reduce -2.4% | 213,508 | $12.5M |
| Horst & Graben Wealth Management LLC | 1.63% | Add +30.6% | 202,340 | $12.4M |
| West Wealth Group, LLC | 2.00% | Add +27.9% | 204,917 | $12.2M |
| KWB Wealth | 1.05% | Add +100.5% | 204,879 | $12.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +141.0% | 198,994 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +125.8% | 197,160 | $11.8M |
| Decker Wealth Management LLC | 2.45% | Reduce -2.5% | 193,358 | $11.5M |
| Eq LLC | 2.80% | Add +64.3% | 191,016 | $11.4M |
| Marks Group Wealth Management, Inc | 0.97% | New | 187,085 | $11.2M |
| CFS Investment Advisory Services, LLC | 0.74% | Reduce -2.9% | 174,549 | $11.2M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -40.1% | 184,568 | $11.0M |
| Scarborough Advisors, LLC | 1.26% | Add +18.3% | 172,055 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.1% | 180,254 | $10.8M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -16.6% | 178,386 | $10.7M |
| Ewa, LLC | 1.86% | Add +31.4% | 170,302 | $10.2M |
| Physician Wealth Advisors, Inc. | 1.21% | Add +35.9% | 169,122 | $10.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -1.0% | 168,153 | $10.0M |
| Tennessee Valley Asset Management Partners | 1.09% | Add +8.5% | 165,561 | $9.9M |
| Security Financial Services, INC. | 1.35% | Add +16.4% | 162,500 | $9.7M |
| Farther Finance Advisors, LLC | 0.07% | Add +90.4% | 159,160 | $9.5M |
| Pettinga Financial Advisors LLC | 1.52% | Add +20.7% | 158,324 | $9.5M |
| New England Private Wealth Advisors LLC | 0.91% | Add +1092.0% | 149,135 | $9.4M |
| Kelly Financial Services LLC | 2.01% | Add +14.0% | 157,258 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +90.1% | 155,372 | $9.3M |
| Cardinal Strategic Wealth Guidance | 2.09% | Add +89.4% | 154,389 | $9.2M |
| Stonebrook Private Inc. | 1.67% | Add +33.2% | 153,572 | $9.2M |
| D. E. Shaw & Co. | 0.01% | New | 149,904 | $9.0M |
| Strategic Blueprint, LLC | 0.44% | Add +20.2% | 147,408 | $8.8M |
| Potentia Wealth | 3.52% | Reduce -5.6% | 143,846 | $8.6M |
| Keystone Financial Group | 0.49% | Add +32.2% | 139,364 | $8.3M |
| Plancorp, LLC | 0.20% | New | 136,498 | $8.3M |
| Jones Financial Companies LLLP | 0.00% | Add +39.8% | 137,010 | $8.0M |
| Foguth Wealth Management, LLC. | 0.90% | Add +60.3% | 131,078 | $7.9M |
| Embree Financial Group | 0.78% | Add +64.0% | 130,116 | $7.8M |
| Savvy Advisors, Inc. | 0.17% | Add +28.0% | 129,990 | $7.8M |
| Beck Capital Management, LLC | 1.43% | Add +0.2% | 129,675 | $7.7M |
| Beacon Financial Group | 0.70% | Add +25.7% | 128,904 | $7.7M |
| Midwest Capital Advisors, LLC | 3.10% | Add +32.9% | 127,758 | $7.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.12% | Add +14.7% | 126,408 | $7.5M |
| MA Private Wealth | 1.11% | Add +8.4% | 125,366 | $7.5M |
| One Wealth Advisors, LLC | 0.80% | Add +12.9% | 122,090 | $7.3M |
| National Bank of Canada | 0.01% | Add +337.8% | 121,707 | $7.3M |
| Sharkey, Howes & Javer | 0.82% | Add +9.7% | 113,048 | $6.8M |
| ONE Advisory Partners, LLC | 1.81% | Add +22.6% | 111,594 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -34.2% | 110,759 | $6.6M |
| Stokes Family Office, LLC | 0.77% | Reduce -2.6% | 110,071 | $6.6M |
| Bridgelight Financial Advisors, Inc. | 4.48% | New | 109,512 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -31.7% | 107,740 | $6.4M |
| Independent Financial Group, LLC | 0.12% | Add +7.4% | 104,905 | $6.3M |
| Mariner, LLC | 0.01% | Add +14.1% | 104,030 | $6.2M |
| Buttonwood Financial Group, LLC | 3.52% | Add +25.2% | 103,100 | $6.2M |
| Ehrlich Financial Group | 3.13% | Add +23.3% | 101,933 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +20.0% | 101,207 | $6.0M |
| Cibc World Market Inc. | 0.01% | Add +5.1% | 99,296 | $5.9M |
| Ancora Advisors LLC | 0.11% | Add +19.6% | 98,779 | $5.9M |
| Perennial Investment Advisors, LLC | 0.39% | Add +22.2% | 98,691 | $5.9M |
| Archer Investment Management, LLC | 2.01% | Add +39.3% | 98,551 | $5.9M |
| Frisch Financial Group, Inc. | 0.98% | Add +610.6% | 95,909 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +24.1% | 93,123 | $5.6M |
| Millington Financial Advisors, LLC | 2.18% | Add +2.5% | 92,445 | $5.6M |
| Synergy Investment Management, LLC | 1.34% | Add +46.7% | 92,936 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +24.2% | 92,441 | $5.5M |
| JT Stratford LLC | 0.60% | Add +44.2% | 90,833 | $5.4M |
| Watershed Private Wealth LLC | 1.52% | Add +20.4% | 90,329 | $5.4M |
| Ameritas Advisory Services, LLC | 0.11% | Add +481.2% | 89,824 | $5.4M |
| Vertex Planning Partners, LLC | 0.78% | Add +64.0% | 87,750 | $5.2M |
| Avid Wealth Partners LLC | 2.51% | Add +92.8% | 86,848 | $5.2M |
| Beacon Capital Management, LLC | 0.76% | Add +565.6% | 86,304 | $5.2M |
| ShoreHaven Wealth Partners, LLC | 1.62% | Add +24.1% | 86,155 | $5.1M |
| Steelhead Wealth Management LLC | 2.05% | Add +103.3% | 85,382 | $5.1M |
| Ameliora Wealth Management Ltd. | 1.51% | Add +41.4% | 85,039 | $5.1M |
| Claro Advisors Inc. | 0.53% | Add +25.9% | 84,077 | $5.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.61% | New | 81,970 | $4.9M |
| Phoenix Financial Ltd. | 0.03% | Reduce -11.3% | 82,629 | $4.9M |
| Strategies Wealth Advisors, LLC | 0.44% | Add +296.6% | 81,899 | $4.9M |
| Principal Securities, Inc. | 0.06% | Reduce -4.8% | 81,834 | $4.9M |
| Oak Family Advisors, LLC | 1.39% | Reduce -32.4% | 80,541 | $4.8M |
| James Investment Research, Inc. | 0.48% | Add +4.2% | 79,666 | $4.8M |
| HBW Advisory Services LLC | 0.42% | Reduce -2.4% | 77,089 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -32.4% | 76,567 | $4.6M |
| Waverly Advisors, LLC | 0.03% | Add +1589.5% | 75,519 | $4.5M |
| Fortem Financial Group, LLC | 0.91% | Reduce -1.1% | 75,046 | $4.5M |
| TSA Wealth Managment LLC | 1.26% | Reduce -2.5% | 74,550 | $4.5M |
| McMorgan & Co. LLC | 0.67% | Add +25.1% | 74,179 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +26.8% | 73,716 | $4.4M |
| Quadcap Wealth Management, LLC | 0.42% | Add +8.0% | 71,934 | $4.3M |
| Sei Investments Co. | 0.00% | No change | 71,610 | $4.3M |
| Cypress Wealth Services, LLC | 0.52% | Add +20.6% | 70,822 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.1% | 70,250 | $4.2M |
| May Hill Capital, LLC | 0.87% | Add +26.4% | 69,711 | $4.2M |
| Old Mission Capital LLC | 0.11% | New | 69,334 | $4.1M |
| &partners | 0.02% | Add +1286.7% | 68,100 | $4.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.9% | 67,972 | $4.1M |
| Focus Financial Network, Inc. | 0.13% | Add +55.4% | 67,542 | $4.0M |
| M1 Capital Management LLC | 1.44% | Add +109.9% | 65,360 | $3.9M |
| Hobbs Wealth Management, LLC | 3.28% | Add +37.3% | 64,926 | $3.9M |
| Quadrant Private Wealth Management, LLC | 0.86% | Add +32.9% | 64,482 | $3.9M |
| Town Capital LLC | 2.44% | Add +50.2% | 64,431 | $3.8M |
| Skyline Advisors, Inc. | 1.18% | Add +87.5% | 63,061 | $3.8M |
| GTS Securities LLC | 0.08% | Add +89.0% | 62,946 | $3.8M |
| Summit Financial, LLC | 0.04% | Add +1.6% | 60,537 | $3.6M |
| BlueCrest Capital Management Ltd | 0.17% | New | 60,000 | $3.6M |
| Nikulski Financial, Inc. | 0.77% | Add +8.7% | 59,702 | $3.6M |
| Wealth Alliance, LLC | 0.30% | Add +125.6% | 59,521 | $3.6M |
| Alliance Wealth Advisors, LLC | 0.65% | Reduce -19.2% | 57,824 | $3.5M |
| Atria Investments, Inc | 0.03% | Add +14.7% | 57,274 | $3.4M |
| A4 Wealth Advisors LLC | 2.30% | Add +47.7% | 57,062 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +47.0% | 56,783 | $3.4M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -49.0% | 56,725 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +4.8% | 55,798 | $3.3M |
| Tepp RIA, LLC | 2.26% | Add +51.1% | 55,767 | $3.3M |
| SWP Financial LLC | 1.52% | Add +22.6% | 55,023 | $3.3M |
| Fortis Advisors, LLC | 1.53% | Reduce -1.9% | 54,883 | $3.3M |
| Daybright Advisory Services, Inc. | 0.78% | New | 51,433 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +6.8% | 53,909 | $3.2M |
| Trek Financial, LLC | 0.16% | Add +18.1% | 52,965 | $3.2M |
| Gotham Asset Management | 0.01% | Add +0.3% | 52,722 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +9.6% | 52,688 | $3.1M |
| Golden State Wealth Management, LLC | 0.29% | Add +792.8% | 52,397 | $3.1M |
| Gen-Wealth Partners Inc | 0.86% | Add +38.2% | 51,829 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 0.71% | Add +83.2% | 50,697 | $3.0M |
| Scissortail Wealth Management, LLC | 0.58% | Add +38.8% | 50,176 | $3.0M |
| Northbridge Financial Group, LLC | 1.15% | Add +14.0% | 49,927 | $3.0M |
| Schwallier Wealth Management LLC | 1.81% | New | 47,890 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 1.27% | Add +36.3% | 47,637 | $2.8M |
| Mutual Advisors, LLC | 0.05% | Add +27.8% | 47,587 | $2.8M |
| Apeiron RIA LLC | 0.72% | Add +9.2% | 46,908 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +61.4% | 46,893 | $2.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +45.6% | 46,753 | $2.8M |
| Milestone Asset Management, LLC | 0.43% | Add +23.0% | 45,868 | $2.7M |
| Solstein Capital, LLC | 0.90% | Add +34.5% | 44,211 | $2.6M |
| Integrated Advisors Network LLC | 0.12% | Add +69.8% | 43,688 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +15.7% | 43,675 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 43,037 | $2.6M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -30.5% | 42,502 | $2.5M |
| PFG Advisors | 0.13% | Add +33.4% | 42,455 | $2.5M |
| Curtis Wealth Management LLC | 2.11% | Add +20.7% | 41,784 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | New | 41,671 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 41,598 | $2.5M |
| Tradition Wealth Management, LLC | 0.15% | Add +13.4% | 41,598 | $2.5M |
| Peak Wealth Management LLC | 1.72% | Add +22.3% | 41,050 | $2.5M |
| World Investment Advisors | 0.04% | Add +1.8% | 34,494 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +16.4% | 39,056 | $2.4M |
| Bedminster, LLC | 2.02% | Add +12.7% | 39,686 | $2.4M |
| IFP Advisors, Inc | 0.04% | Add +21.4% | 39,198 | $2.3M |
| Menora Mivtachim Holdings LTD. | 0.01% | Add +18.1% | 39,050 | $2.3M |
| Braun-Bostich & Associates Inc. | 1.26% | Add +8.4% | 37,760 | $2.3M |
| Clearstead Advisors, LLC | 0.02% | Add +45.3% | 37,631 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.16% | Add +3.3% | 36,957 | $2.2M |
| Uptick Partners, LLC | 0.34% | Add +88.5% | 36,809 | $2.2M |
| Kirtland Hills Capital Management, LLC | 0.62% | Add +39.4% | 36,656 | $2.2M |
| Maridea Wealth Management LLC | 0.24% | New | 36,448 | $2.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.59% | Add +30.3% | 36,344 | $2.2M |
| Herbst Group, LLC | 1.18% | Add +0.3% | 36,291 | $2.2M |
| Tyche Wealth Partners LLC | 0.30% | Add +24.6% | 36,133 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +263.5% | 35,934 | $2.1M |
| Inscription Capital, LLC | 0.19% | Add +9.7% | 35,338 | $2.1M |
| WT Wealth Management | 0.58% | Reduce -4.8% | 35,235 | $2.1M |
| Forefront Wealth Partners, LLC | 0.65% | Add +55.5% | 35,209 | $2.1M |
| Smith, Moore & Co. | 0.14% | Add +4.2% | 34,930 | $2.1M |
| Prosperity Financial Group, Inc. | 0.64% | Add +4.2% | 34,758 | $2.1M |
| Accel Wealth Management | 0.46% | Add +7.7% | 34,597 | $2.1M |
| AssuredPartners Investment Advisors, LLC | 0.20% | Add +8.7% | 34,560 | $2.1M |
| Bison Wealth, LLC | 0.19% | Reduce -2.1% | 30,978 | $2.0M |
| Bank Hapoalim BM | 0.14% | Reduce -5.4% | 33,566 | $2.0M |
| Intentional Wealth Strategies, LLC | 1.88% | Add +76.0% | 33,545 | $2.0M |
| Hopwood Nicholas Hunter | 0.55% | Add +95.1% | 33,339 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +60.9% | 33,137 | $2.0M |
| Chatterton & Associates Inc. | 1.16% | Add +52.4% | 32,011 | $2.0M |
| Black Swift Group, LLC | 0.28% | Add +179.9% | 32,780 | $2.0M |
| FFG Retirement Advisors LLC | 1.04% | Add +42.2% | 32,769 | $2.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -25.5% | 32,385 | $1.9M |
| ArborFi Advisors, LLC | 1.40% | Add +2.8% | 32,270 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -41.6% | 32,222 | $1.9M |
| Maia Wealth LLC | 0.28% | Reduce -1.6% | 32,150 | $1.9M |
| Emergent Wealth Advisors, LLC | 0.98% | Add +22.8% | 29,550 | $1.9M |
| Carlson Financial, Inc. | 0.96% | Add +2.4% | 31,488 | $1.9M |
| Arwa LLC | 0.78% | Add +961.8% | 31,226 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +9.3% | 31,207 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 30,559 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +475.4% | 30,383 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +2.8% | 30,071 | $1.8M |
| Financial Sense Advisors, Inc. | 0.38% | Reduce -11.5% | 29,378 | $1.8M |
| Owen LaRue, LLC | 0.61% | Add +25.1% | 29,210 | $1.7M |
| Csenge Advisory Group | 0.07% | Add +14.8% | 29,195 | $1.7M |
| Redwood Investment Management, LLC | 0.17% | Add +33.7% | 28,516 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +668.2% | 28,515 | $1.7M |
| Carter Financial Group, INC. | 0.85% | Reduce -0.7% | 27,386 | $1.6M |
| Financial Partners Group, Inc | 0.16% | Reduce -10.9% | 27,142 | $1.6M |
| WealthPoint Financial, LLC | 1.18% | Add +33.7% | 27,041 | $1.6M |
| Mather Group, Llc. | 0.01% | Add +39.0% | 26,675 | $1.6M |
| Firethorn Wealth Partners, LLC | 0.51% | Add +32.8% | 26,557 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -48.7% | 26,160 | $1.6M |
| Wealthgarden F.S. LLC | 0.88% | Add +60.4% | 26,087 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +78.4% | 25,844 | $1.5M |
| Bluedoor Private Wealth, LLC | 0.64% | Add +0.2% | 25,494 | $1.5M |
| Crestwood Advisors Group, LLC | 0.02% | Add +3.5% | 25,419 | $1.5M |
| Panoramic Investment Advisors, LLC | 0.71% | Add +21.4% | 24,792 | $1.5M |
| Theory Financial LLC | 0.46% | Add +24.3% | 24,468 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +4.8% | 24,349 | $1.5M |
| Perennial Advisors, LLC | 0.23% | New | 24,295 | $1.5M |
| Bull Harbor Capital LLC | 0.28% | Add +20.6% | 24,055 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +120.2% | 23,015 | $1.4M |
| Terra Nova Asset Management LLC | 0.85% | Reduce -5.3% | 23,273 | $1.4M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -71.3% | 22,660 | $1.4M |
| WealthTrak Capital Management LLC | 0.88% | Add +36.0% | 22,441 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.8% | 22,136 | $1.3M |
| Highline Wealth Partners LLC | 0.27% | Reduce -4.5% | 21,990 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +32.8% | 21,790 | $1.3M |
| XY Planning Network, Inc. | 0.16% | Add +113.7% | 21,499 | $1.3M |
| Verus Capital Partners, LLC | 0.07% | Reduce -75.7% | 21,384 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +33.5% | 21,284 | $1.3M |
| Curran Financial Partners, LLC | 0.19% | Add +39.7% | 20,970 | $1.3M |
| Blueprint Financial Advisors LLC | 0.14% | New | 20,693 | $1.2M |
| United Advisor Group, LLC | 0.13% | Add +37.2% | 20,580 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -3.1% | 20,328 | $1.2M |
| Parkway Wealth Management Group, LLC | 0.14% | Reduce -95.9% | 20,307 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +13.5% | 20,178 | $1.2M |
| Kingsbury Capital Investment Advisors LLC | 1.02% | Add +55.5% | 20,100 | $1.2M |
| KMT Wealth Management, LLC | 1.02% | New | 20,100 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +21.2% | 19,761 | $1.2M |
| Advyzon Investment Management, LLC | 0.09% | Add +22.5% | 19,706 | $1.2M |
| Tempus Wealth Planning, LLC | 0.23% | Add +85.7% | 19,462 | $1.2M |
| 5T Wealth, LLC | 0.43% | Reduce -20.0% | 19,360 | $1.2M |
| Vantage Point Financial LLC | 0.35% | Add +29.8% | 19,326 | $1.2M |
| Blueprint Investment Partners LLC | 0.10% | New | 19,259 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.66% | Reduce -17.6% | 19,237 | $1.1M |
| First Heartland Consultants, Inc. | 0.07% | New | 18,923 | $1.1M |
| DV Equities, LLC | 0.16% | — | 18,776 | $1.1M |
| Balefire, LLC | 0.18% | New | 18,685 | $1.1M |
| Balboa Wealth Partners | 0.15% | New | 18,639 | $1.1M |
| MAI Capital Management | 0.00% | Reduce -10.4% | 18,578 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 18,362 | $1.1M |
| Peck Wealth Management, LLC | 0.91% | Reduce -26.8% | 18,063 | $1.1M |
| WealthPLAN Partners, LLC | 0.21% | Add +16.5% | 18,039 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +7.1% | 18,018 | $1.1M |
| GatePass Capital, LLC | 0.41% | Add +96.4% | 17,674 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +5.7% | 17,486 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.26% | Add +8.2% | 17,324 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -22.1% | 17,173 | $1.0M |
| Arrowroot Family Office, LLC | 0.29% | Add +10.2% | 17,058 | $1.0M |
| Visionary Wealth Advisors | 0.04% | Add +124.2% | 16,918 | $1.0M |
| Y.D. More Investments Ltd | 0.03% | Reduce -6.1% | 16,804 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +15.2% | 16,756 | $1.0M |
| Sigma Planning Corp | 0.02% | Add +0.7% | 16,519 | $987K |
| Merkkuri Wealth Advisors LLC | 0.60% | Add +41.6% | 16,205 | $968K |
| Endowment Wealth Management, Inc. | 0.37% | New | 16,060 | $959K |
| Sovran Advisors, LLC | 0.07% | Add +16.1% | 14,768 | $944K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -37.7% | 15,333 | $916K |
| BlackRock, Inc. | 0.00% | Add +34.2% | 15,268 | $912K |
| Centaurus Financial, Inc. | 0.04% | Add +319.8% | 15,132 | $904K |
| Point72 Asset Management | 0.00% | No change | 15,000 | $896K |
| Cascade Financial Partners, LLC | 0.08% | No change | 14,845 | $886K |
| Sutton Place Investors LLC | 0.42% | Add +17.7% | 14,660 | $875K |
| Wells Fargo & Company | 0.00% | Add +1858.1% | 14,549 | $869K |
| Joel Isaacson & Co., LLC | 0.02% | New | 14,300 | $854K |
| Quantinno Capital Management LP | 0.00% | Add +16.1% | 14,143 | $844K |
| Virtus Family Office LLC | 0.66% | Reduce -59.8% | 13,877 | $829K |
| Bravias Capital Group, LLC | 0.48% | Add +1.3% | 13,562 | $810K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.5% | 13,308 | $795K |
| Signature Equity Partners, LLC | 0.36% | Add +1.2% | 13,025 | $778K |
| OneAscent Financial Services LLC | 0.04% | Add +4.2% | 12,997 | $776K |
| HighPoint Advisor Group LLC | 0.03% | Add +7.5% | 12,901 | $770K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 12,709 | $759K |
| SHP Wealth Management | 0.05% | No change | 12,611 | $753K |
| Magnolia Private Wealth, LLC | 0.41% | Add +76.1% | 12,547 | $749K |
| Parallel Advisors, LLC | 0.01% | Add +66.9% | 12,470 | $745K |
| RFG Advisory, LLC | 0.01% | Add +7.8% | 12,405 | $741K |
| Global Retirement Partners, LLC | 0.01% | — | 12,295 | $734K |
| Alteri Wealth LLC | 0.20% | Add +5.6% | 12,291 | $734K |
| Brookwood Investment Group LLC | 0.08% | Add +178.3% | 12,225 | $730K |
| HB Wealth Management, LLC | 0.00% | Add +86.0% | 12,173 | $727K |
| CoreCap Advisors, LLC | 0.02% | Reduce -33.1% | 12,109 | $723K |
| Sanchez Gaunt Capital Management, LLC | 0.40% | Add +27.9% | 12,093 | $722K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -56.7% | 11,911 | $711K |
| Scotia Capital Inc. | 0.00% | Add +3.1% | 11,730 | $700K |
| FWG Investments, LLC. | 0.37% | Add +52.0% | 11,685 | $698K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -60.2% | 11,647 | $695K |
| IFG Advisory, LLC | 0.02% | Add +5686.0% | 11,572 | $691K |
| Cassilly Financial Group LLC | 0.50% | Add +95.1% | 11,533 | $689K |
| United Capital Financial Advisors, LLC | 0.00% | Add +78.0% | 11,449 | $684K |
| Fifth Third Bancorp | 0.00% | Add +43.1% | 11,345 | $677K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -34.2% | 11,304 | $675K |
| Creative Planning | 0.00% | Add +34.7% | 11,286 | $674K |
| Natixis Advisors, LLC | 0.00% | New | 11,221 | $670K |
| Arcadia Wealth Management, LLC | 0.21% | Add +127.8% | 11,160 | $666K |
| Citizens Financial Group Inc. | 0.01% | Add +59.1% | 10,767 | $645K |
| Tudor Investment Corporation | 0.00% | New | 10,762 | $643K |
| MKT Advisors LLC | 0.20% | Add +51.2% | 10,023 | $639K |
| Western Wealth Management, LLC | 0.02% | Reduce -25.9% | 10,642 | $635K |
| Moors & Cabot, Inc. | 0.02% | Add +106.2% | 10,600 | $633K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +3.3% | 10,481 | $626K |
| Integrated Wealth Management | 0.66% | Add +22.1% | 10,458 | $624K |
| Quattro Financial Advisors LLC | 0.13% | No change | 10,300 | $615K |
| Ethos Financial Group, LLC | 0.04% | Reduce -79.3% | 9,674 | $600K |
| Beacon Financial Advisory LLC | 0.12% | Add +21.5% | 9,804 | $585K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,715 | $580K |
| Stephens Inc. | 0.01% | Add +2.4% | 9,671 | $577K |
| RDA Financial Network | 0.13% | Add +41.1% | 9,611 | $574K |
| CIBC Bancorp USA Inc. | 0.00% | Add +20.4% | 9,545 | $570K |
| Lunt Capital Management, Inc. | 0.21% | Reduce -20.4% | 9,490 | $567K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +12.4% | 9,368 | $559K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +15.3% | 9,353 | $558K |
| Novem Group | 0.06% | New | 9,213 | $550K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.3% | 9,110 | $544K |
| Lloyd Advisory Services, LLC. | 0.21% | Add +391.4% | 9,081 | $542K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.9% | 9,039 | $540K |
| Gilliland Jeter Wealth Management LLC | 0.14% | Add +10.3% | 9,007 | $538K |
| IMC-Chicago, LLC | 0.00% | Reduce -52.0% | 8,998 | $537K |
| Walker Asset Management, LLC | 0.27% | Add +13.1% | 8,963 | $535K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 8,927 | $533K |
| Betterment LLC | 0.00% | Add +63.1% | 8,926 | $533K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.4% | 8,834 | $527K |
| Creative Financial Designs Inc. | 0.03% | Add +21.6% | 8,826 | $527K |
| Vontobel Holding Ltd. | 0.00% | Add +97.0% | 8,749 | $522K |
| Lantern Wealth Advisors, LLC | 0.24% | Add +45.7% | 8,665 | $517K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 8,652 | $517K |
| Regal Investment Advisors LLC | 0.03% | Add +44.5% | 8,639 | $516K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +66.3% | 8,550 | $511K |
| Vectors Research Management, LLC | 0.13% | Add +1.8% | 8,546 | $510K |
| Focus Partners Wealth | 0.00% | Reduce -23.1% | 8,486 | $507K |
| Archford Capital Strategies, LLC | 0.05% | Add +7.4% | 8,416 | $503K |
| Riggs Asset Managment Co. Inc. | 0.09% | Reduce -92.9% | 8,403 | $502K |
| Nwam LLC | 0.02% | Reduce -79.1% | 8,338 | $498K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +36.3% | 8,243 | $492K |
| Jefferies Financial Group Inc. | 0.00% | Add +6.9% | 8,198 | $490K |
| Tranquilli Financial Advisor LLC | 0.26% | Add +4.7% | 8,116 | $485K |
| Quantum Portfolio Management LLC | 0.17% | Reduce -27.4% | 8,082 | $483K |
| Midwest Financial Group LLC | 0.17% | New | 7,970 | $476K |
| Portside Wealth Group, LLC | 0.06% | Reduce -6.0% | 7,942 | $474K |
| Nvwm, LLC | 0.10% | Add +3.5% | 7,911 | $472K |
| Laidlaw Wealth Management LLC | 1.33% | Reduce -44.6% | 7,795 | $465K |
| Courier Capital LLC | 0.02% | Add +2.0% | 7,642 | $456K |
| CGN Advisors LLC | 0.03% | No change | 7,562 | $452K |
| Lido Advisors, LLC | 0.00% | New | 7,433 | $445K |
| HUB Investment Partners, LLC | 0.01% | Add +25.3% | 7,434 | $444K |
| Stirlingshire Investments, Inc. | 0.33% | Reduce -13.2% | 7,322 | $439K |
| Sonoma Allocations LLC | 0.14% | Reduce -12.8% | 7,097 | $438K |
| Range Advisory, LLC | 0.05% | Add +8.4% | 7,216 | $431K |
| MCF Advisors LLC | 0.02% | No change | 7,171 | $430K |
| Imprint Wealth LLC | 1.74% | Add +25.6% | 7,176 | $428K |
| Main Street Financial Solutions, LLC | 0.03% | New | 7,139 | $426K |
| MN Wealth Advisors, LLC | 0.18% | Add +29.7% | 6,970 | $416K |
| Activest Wealth Management | 0.08% | Add +1.0% | 6,944 | $415K |
| Castleview Partners, LLC | 0.18% | New | 6,943 | $415K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +37.4% | 6,940 | $414K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +13.4% | 6,917 | $413K |
| GeoWealth Management, LLC | 0.01% | Add +14.1% | 6,901 | $412K |
| NWF Advisory Services Inc. | 0.04% | Reduce -9.7% | 6,825 | $408K |
| Citigroup Inc. | 0.00% | Add +176.5% | 6,728 | $402K |
| Key Capital Management, INC | 0.20% | Add +104.7% | 6,633 | $396K |
| Intrepid Financial Planning Group LLC | 0.13% | Add +5.5% | 6,621 | $395K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +61.0% | 6,611 | $395K |
| Insigneo Advisory Services, LLC | 0.01% | Add +69.0% | 6,600 | $394K |
| Tidal Investments LLC | 0.00% | Reduce -5.9% | 6,559 | $392K |
| Millennium Management | 0.00% | New | 6,398 | $382K |
| Founders Financial Securities LLC | 0.02% | Reduce -0.7% | 6,393 | $382K |
| Signal Advisors Wealth, LLC | 0.02% | Add +31.1% | 6,331 | $378K |
| Northern Trust Corp. | 0.00% | New | 6,312 | $377K |
| Joseph P. Lucia & Associates, LLC | 0.11% | Add +0.8% | 6,242 | $374K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.5% | 6,172 | $369K |
| C2C Wealth Management, LLC | 0.28% | New | 19,000 | $362K |
| Smartleaf Asset Management LLC | 0.01% | No change | 6,046 | $355K |
| Integrity Alliance, Llc. | 0.01% | Reduce -7.5% | 5,922 | $354K |
| Fox Hill Wealth Management | 0.14% | Add +0.6% | 5,889 | $352K |
| L & S Advisors Inc | 0.04% | Reduce -0.4% | 5,886 | $351K |
| Resurgent Financial Advisors LLC | 0.10% | Add +40.6% | 5,881 | $351K |
| Centerpoint Advisory Group | 0.22% | Add +105.9% | 5,858 | $350K |
| Index Technologies Group LLC | 0.28% | Reduce -23.9% | 5,842 | $349K |
| Private Trust Co. NA | 0.03% | Reduce -44.7% | 5,840 | $349K |
| CFO4Life Group, LLC | 0.05% | New | 5,835 | $348K |
| Sweeney & Michel, LLC | 0.09% | Add +0.2% | 5,017 | $346K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +3.9% | 5,699 | $340K |
| Maripau Wealth Management LLC | 0.12% | Add +22.5% | 5,653 | $338K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -28.5% | 5,608 | $335K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 5,547 | $332K |
| Confluence Wealth Services, Inc. | 0.01% | New | 5,516 | $329K |
| MSH Capital Advisors LLC | 0.06% | Add +42.0% | 5,507 | $329K |
| Pathstone Holdings, LLC | 0.00% | Add +6.5% | 5,377 | $321K |
| Fulcrum Equity Management | 0.26% | Add +28.5% | 5,316 | $317K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,247 | $313K |
| FMR LLC | 0.00% | Reduce -13.6% | 5,244 | $313K |
| Curi Capital, LLC | 0.00% | Reduce -28.2% | 5,224 | $313K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 5,233 | $312K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,856 | $310K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -42.7% | 4,856 | $310K |
| Emerald Advisors, LLC | 0.04% | New | 5,191 | $310K |
| Capital CS Group, LLC | 0.45% | Reduce -0.2% | 5,179 | $309K |
| XTX Topco Ltd | 0.00% | New | 5,074 | $303K |
| Obermeyer Wealth Partners | 0.01% | No change | 5,057 | $302K |
| Forthright Family Wealth Advisory LLC | 0.17% | New | 5,051 | $302K |
| Aptus Capital Advisors, LLC | 0.00% | Add +38.1% | 5,034 | $301K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 5,000 | $299K |
| APS Management Group, Inc. | 0.23% | Add +16.6% | 4,988 | $298K |
| Captrust Financial Advisors | 0.00% | Add +25.5% | 4,918 | $294K |
| Money Concepts Capital Corp. | 0.01% | New | 4,826 | $288K |
| Simmons Bank | 0.02% | New | 4,781 | $285K |
| BAM Wealth Management, LLC | 0.18% | Reduce -21.4% | 4,711 | $281K |
| Marshall & Sterling Wealth Advisors Inc. | 0.16% | Reduce -81.1% | 4,624 | $276K |
| Latitude Advisors, LLC | 0.11% | New | 4,601 | $275K |
| Integrated Investment Consultants, LLC | 0.05% | New | 4,529 | $270K |
| Sound Income Strategies, LLC | 0.01% | Add +254.7% | 4,487 | $268K |
| Arkadios Wealth Advisors | 0.00% | Add +2.0% | 4,475 | $267K |
| Simplicity Wealth,LLC | 0.01% | Add +43.6% | 4,421 | $264K |
| Advisor OS, LLC | 0.02% | Add +5.4% | 4,305 | $257K |
| Strategic Advisors LLC | 0.06% | Add +9.2% | 4,304 | $257K |
| TCFG Investment Advisors, LLC | 0.09% | Reduce -33.5% | 4,300 | $257K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +265.4% | 4,279 | $255K |
| Oregon Pacific Wealth Management, LLC | 0.24% | Add +46.3% | 4,241 | $253K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -74.1% | 4,238 | $253K |
| David J Yvars Group | 0.12% | Reduce -74.0% | 4,211 | $251K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -8.4% | 4,200 | $251K |
| International Assets Investment Management, LLC | 0.01% | Add +139.8% | 4,065 | $249K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.6% | 4,160 | $248K |
| PFG Investments, LLC | 0.01% | Add +10.4% | 4,131 | $247K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.4% | 4,116 | $246K |
| Asempa Wealth Advisors | 0.19% | Reduce -61.6% | 4,114 | $246K |
| Crux Wealth Advisors | 0.08% | New | 4,035 | $241K |
| Retirement Planning Group, LLC | 0.01% | Add +32.0% | 4,032 | $241K |
| Centurion Wealth Management LLC | 0.06% | Reduce -14.0% | 4,022 | $240K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 4,008 | $239K |
| Manchester Capital Management LLC | 0.03% | No change | 3,978 | $238K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -84.0% | 3,973 | $237K |
| PeakShares LLC | 0.18% | Add +101.4% | 3,973 | $237K |
| Cascade Investment Group, Inc. | 0.13% | Add +4.1% | 3,973 | $237K |
| Inspire Advisors, LLC | 0.02% | Reduce -39.2% | 3,958 | $236K |
| Midwest Financial Network, LLC | 0.16% | New | 3,870 | $231K |
| DAVENPORT & Co LLC | 0.00% | Reduce -23.2% | 3,858 | $230K |
| Wedbush Securities Inc. | 0.01% | Reduce -26.4% | 3,835 | $229K |
| Crewe Advisors LLC | 0.02% | Add +118.0% | 3,795 | $227K |
| Daviman Financial, LLC | 0.12% | Reduce -89.8% | 3,745 | $224K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -45.4% | 3,662 | $219K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -50.4% | 3,659 | $218K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -53.8% | 3,657 | $218K |
| Family Office Research LLC | 0.08% | Reduce -49.3% | 3,575 | $213K |
| Investment Partners, LTD. | 0.07% | New | 3,562 | $213K |
| Pinnacle Family Advisors, LLC | 0.09% | New | 3,547 | $212K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 3,542 | $211K |
| Almanack Investment Partners, LLC. | 0.03% | New | 3,510 | $210K |
| Cary Street Partners Financial LLC | 0.00% | Add +29.2% | 3,450 | $206K |
| Florida Financial Advisors, LLC | 0.03% | Reduce -57.8% | 3,426 | $205K |
| Relyea Zuckerberg Hanson LLC | 0.02% | No change | 3,372 | $201K |
| Allworth Financial LP | 0.00% | Add +79.0% | 3,369 | $201K |
| FLP Wealth Management, LLC | 0.36% | New | 3,356 | $200K |
| Copia Wealth Management | 0.12% | Reduce -2.5% | 3,348 | $200K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 3,249 | $191K |
| US Bancorp \de | 0.00% | Add +43.1% | 3,102 | $185K |
| Tsfg, LLC | 0.02% | Reduce -96.7% | 2,832 | $169K |
| Lanark Financial, Inc. | 0.01% | Reduce -28.4% | 2,780 | $166K |
| Advocate Investing Services LLC | 0.12% | No change | 2,500 | $149K |
| Larson Financial Group LLC | 0.00% | No change | 2,263 | $135K |
| Anchor Bay Capital, Inc. | 0.07% | — | 1,825 | $127K |
| Spire Wealth Management | 0.00% | Reduce -11.6% | 2,022 | $121K |
| Kingdom Financial Group LLC. | 0.03% | Add +8.2% | 1,999 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,803 | $115K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 1,898 | $113K |
| McGuire Capital Advisors Inc. | 0.06% | Reduce -16.9% | 1,856 | $111K |
| XP Advisory US, Inc. | 0.05% | — | 1,555 | $93K |
| Blue Trust, Inc. | 0.00% | New | 1,553 | $93K |
| Main Street Group, LTD | 0.02% | Reduce -13.4% | 1,542 | $92K |
| Simplex Trading, LLC | 0.00% | Reduce -89.6% | 1,388 | $83K |
| Group One Trading LLC | 0.00% | Reduce -83.6% | 1,375 | $82K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,346 | $80K |
| Markowski Investments | 0.02% | — | 1,289 | $77K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,200 | $72K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -39.2% | 1,172 | $70K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -18.9% | 1,169 | $70K |
| Fiduciary Financial Advisors | 0.01% | New | 1,091 | $65K |
| Investors Research Corp | 0.01% | No change | 1,037 | $62K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,007 | $60K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -25.4% | 1,000 | $60K |
| Benson Wealth Management INC | 0.06% | Reduce -94.5% | 973 | $58K |
| POM Investment Strategies, LLC | 0.06% | No change | 933 | $56K |
| Capital Analysts, LLC | 0.00% | Reduce -98.3% | 848 | $51K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +37.4% | 816 | $49K |
| North Star Investment Management Corp. | 0.00% | No change | 800 | $48K |
| Evolution Wealth Management Inc. | 0.03% | No change | 793 | $47K |
| LRI Investments, LLC | 0.00% | No change | 750 | $45K |
| Adirondack Trust Co. | 0.01% | Add +27.5% | 719 | $43K |
| First PREMIER Bank | 0.01% | No change | 650 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -64.2% | 602 | $36K |
| Financially Speaking Inc | 0.17% | Reduce -0.4% | 487 | $35K |
| Premier Financial Group | 0.01% | No change | 570 | $34K |
| Triumph Capital Management | 0.01% | Reduce -8.3% | 551 | $33K |
| First Command Advisory Services, Inc. | 0.00% | No change | 539 | $32K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -36.8% | 524 | $31K |
| CX Institutional | 0.00% | New | 480 | $29K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -10.2% | 451 | $27K |
| Elevated Capital Advisors, LLC | 0.01% | Add +314.9% | 419 | $25K |
| Forum Finance Group S.A. | 0.01% | New | 510 | $25K |
| LGT Financial Advisors LLC | 0.12% | Add +5.1% | 391 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 360 | $23K |
| Financial Life Planners | 0.01% | No change | 370 | $22K |
| CENTRAL TRUST Co | 0.00% | New | 352 | $21K |
| Montgomery Financial Services LLC | 0.02% | — | 315 | $19K |
| Coston, McIsaac & Partners | 0.00% | Add +19.5% | 312 | $18K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | New | 291 | $17K |
| Allied Private Wealth LLC | 0.01% | — | 273 | $17K |
| Concord Wealth Partners | 0.00% | New | 278 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 271 | $16K |
| Dunhill Financial, LLC | 0.00% | No change | 250 | $15K |
| Raleigh Capital Management Inc. | 0.00% | Add +24.9% | 241 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.8% | 232 | $14K |
| Bessemer Group Inc. | 0.00% | No change | 235 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 223 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 200 | $12K |
| Orion Capital Management LLC | 0.00% | Reduce -15.6% | 168 | $10K |
| Nemes Rush Group LLC | 0.00% | New | 163 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 160 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.3% | 156 | $9K |
| Colonial Trust Advisors | 0.00% | Reduce -39.8% | 151 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 140 | $8K |
| Pittenger & Anderson Inc. | 0.00% | New | 123 | $7K |
| NBH Bank | 0.00% | — | 116 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 112 | $7K |
| Networth Advisors, LLC | 0.00% | Add +35.0% | 108 | $6K |
| Ascentis Independent Advisors | 0.02% | Reduce -99.5% | 108 | $6K |
| Evermay Wealth Management LLC | 0.00% | Add +40.9% | 100 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 100 | $6K |
| Financial Consulate, Inc. | 0.00% | No change | 100 | $6K |
| Abound Wealth Management | 0.00% | No change | 90 | $5K |
| Rakuten Securities, Inc. | 0.00% | New | 89 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 79 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +2.5% | 82 | $5K |
| Operose Advisors LLC | 0.00% | New | 79 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +7.7% | 70 | $4K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -63.7% | 70 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 65 | $4K |
| Buck Wealth Strategies, LLC | 0.00% | New | 62 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +172.7% | 60 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 52 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 51 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 50 | $3K |
| 1 North Wealth Services LLC | 0.00% | No change | 45 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 42 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 35 | $2K |
| Westend Capital Management, LLC | 0.00% | No change | 34 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 29 | $2K |
| First Community Trust NA | 0.00% | No change | 29 | $2K |
| Founders Capital Management | 0.00% | New | 29 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -3.3% | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 28 | $2K |
| Trust Co. of Vermont | 0.00% | — | 28 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -97.3% | 26 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 25 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 25 | $1K |
| Franklin Resources Inc. | 0.00% | No change | 24 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 20 | $1K |
| NBT Bank, N.A. | 0.00% | New | 15 | $896 |
| Strive Financial Group ,LLC | 0.00% | Reduce -51.9% | 13 | $776 |
| Robinswood Financial LLC | 0.00% | No change | 11 | $656 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 10 | $597 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 10 | $597 |
| Wells Financial Advisors INC | 0.00% | Reduce -99.2% | 7 | $419 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 5 | $299 |
| Salomon & Ludwin, LLC | 0.00% | No change | 4 | $245 |
| Gold Investment Management Ltd. | 0.00% | New | 4 | $239 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 4 | $239 |
| Banque Cantonale Vaudoise | 0.00% | New | 2,652 | $158 |
| St Germain D J Co. Inc. | 0.00% | Reduce -99.4% | 1 | $59 |
"% 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.