Global X Defense Tech ETF (SHLD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SHLD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 611

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$59.71

-15.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SHLD (all 13F filers)

Bank of America10.1 MBank or trading desk+553 K
Harel Insurance Investments & Financial Services7.0 MInsurance holding+2.3 M
LPL Financial5.3 MWealth adviser+320 K
JPMorgan Chase4.4 MBank or trading desk+624 K
Mirae Asset Global Etfs Holdings3.9 MIndex manager−147 K
Morgan Stanley3.6 MBank or trading desk+74 K
Bank of Montreal3.1 MBank or trading desk+363 K
Envestnet Asset Management1.4 MWealth adviser+319 K
Raymond James Financial1.2 MWealth adviser+142 K
OneDigital Investment Advisors1.2 MType not verified+248 K

Filer	Type
Bank of America	Bank or trading desk	10.1 M	+553 K	$605M
Harel Insurance Investments & Financial Services	Insurance holding	7.0 M	+2.3 M	$418M
LPL Financial	Wealth adviser	5.3 M	+320 K	$316M
JPMorgan Chase	Bank or trading desk	4.4 M	+624 K	$258M
Mirae Asset Global Etfs Holdings	Index manager	3.9 M	−147 K	$231M
Morgan Stanley	Bank or trading desk	3.6 M	+74 K	$217M
Bank of Montreal	Bank or trading desk	3.1 M	+363 K	$188M
Envestnet Asset Management	Wealth adviser	1.4 M	+319 K	$81.4M
Raymond James Financial	Wealth adviser	1.2 M	+142 K	$74.3M
OneDigital Investment Advisors	Type not verified	1.2 M	+248 K	$73.5M

Bank of America
Shares
10.1 M
Change
+553 K
See more
Type
Bank or trading desk
Value
$605M
Harel Insurance Investments & Financial Services
Shares
7.0 M
Change
+2.3 M
See more
Type
Insurance holding
Value
$418M
LPL Financial
Shares
5.3 M
Change
+320 K
See more
Type
Wealth adviser
Value
$316M
JPMorgan Chase
Shares
4.4 M
Change
+624 K
See more
Type
Bank or trading desk
Value
$258M
Mirae Asset Global Etfs Holdings
Shares
3.9 M
Change
−147 K
See more
Type
Index manager
Value
$231M
Morgan Stanley
Shares
3.6 M
Change
+74 K
See more
Type
Bank or trading desk
Value
$217M
Bank of Montreal
Shares
3.1 M
Change
+363 K
See more
Type
Bank or trading desk
Value
$188M
Envestnet Asset Management
Shares
1.4 M
Change
+319 K
See more
Type
Wealth adviser
Value
$81.4M
Raymond James Financial
Shares
1.2 M
Change
+142 K
See more
Type
Wealth adviser
Value
$74.3M
OneDigital Investment Advisors
Shares
1.2 M
Change
+248 K
See more
Type
Type not verified
Value
$73.5M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗