Who owns Global X - Defense Tech ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SHLD from SEC Form 13F filings across 612 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 612 institutions disclosed 78.7M shares of Global X - Defense Tech ETF worth $4.70B — about 114% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
612
13F holders
$4.70B
value, 2026 filers
114%
of shares outstanding (78.7M sh)
100
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SHLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 10.1M | $604.8M | 0.0% | 14.7% | +5.8% |
| 2 | Harel Insurance Investments & Financial Services Ltd. | 7.0M | $418.4M | 2.0% | 10.1% | +50.5% |
| 3 | LPL Financial LLC | 5.3M | $315.9M | 0.1% | 7.7% | +6.4% |
| 4 | JPMORGAN CHASE & CO | 4.4M | $257.7M | 0.0% | 6.4% | +16.6% |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.9M | $231.4M | 0.3% | 5.6% | -3.6% |
| 6 | MORGAN STANLEY | 3.6M | $217.1M | 0.0% | 5.3% | +2.1% |
| 7 | BANK OF MONTREAL /CAN/ | 3.1M | $187.5M | 0.1% | 4.5% | +13.1% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $81.4M | 0.0% | 2% | +30.5% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1.2M | $74.3M | 0.0% | 1.8% | +12.8% |
| 10 | OneDigital Investment Advisors LLC | 1.2M | $73.5M | 0.6% | 1.8% | +25.3% |
| 11 | Merit Financial Group, LLC | 1.2M | $70.0M | 0.4% | 1.7% | +39.8% |
| 12 | OSAIC HOLDINGS, INC. | 997,148 | $59.5M | 0.1% | 1.4% | +21.4% |
| 13 | STIFEL FINANCIAL CORP | 973,435 | $58.1M | 0.0% | 1.4% | +68.2% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 948,362 | $56.6M | 0.0% | 1.4% | +48.2% |
| 15 | Sanctuary Advisors, LLC | 892,482 | $53.3M | 0.2% | 1.3% | +15.8% |
| 16 | SOFI WEALTH, LLC | 823,592 | $49.2M | 2.0% | 1.2% | +10.7% |
| 17 | JANE STREET GROUP, LLC | 763,024 | $45.6M | 0.0% | 1.1% | -23.9% |
| 18 | Henshaw Capital LLC | 759,000 | $45.3M | 1.5% | 1.1% | -0.4% |
| 19 | UBS Group AG | 727,323 | $43.4M | 0.0% | 1.1% | -10.7% |
| 20 | ROYAL BANK OF CANADA | 699,345 | $41.8M | 0.0% | 1% | -14.4% |
| 21 | Global X Japan Co., Ltd. | 689,061 | $41.1M | 1.5% | 1% | -11.7% |
| 22 | NewEdge Advisors, LLCNEW | 675,460 | $40.3M | 0.1% | 1% | new |
| 23 | Cetera Investment Advisers | 624,679 | $37.3M | 0.0% | 0.9% | -4.5% |
| 24 | Arax Advisory Partners | 622,078 | $37.1M | 0.2% | 0.9% | +189.9% |
| 25 | Advocacy Wealth Management, LLC | 587,492 | $35.1M | 1.3% | 0.9% | +25.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.