13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SHLD

GLOBAL X DEFENSE TECH ETF

627 institutions still hold GLOBAL X DEFENSE TECH ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37960A529·Exchange Traded Fund·627 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.4%
vs prior quarter
13F value held
$2.9B
56.0% inst. owned
of float
Holders
627
+83 QoQ
filers reporting
Activity
+66 / −85
+835 added · −899 reduced
this quarter
Concentration
23.74%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

627 institutions reported SHLD in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.7% of the visible book. +83 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$678M9.6M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$352M5.0M0.09%Q1 202603
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$283M4.0M0.38%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$257M3.8M0.02%Q1 202605
MORGAN STANLEY
CIK 0000895421
$252M3.6M0.02%Q1 202606
BANK OF MONTREAL /CAN/
CIK 0000927971
$197M2.8M0.07%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$78M1.1M0.02%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$75M1.1M0.01%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$74M1.0M0.02%Q1 202610
OneDigital Investment Advisors LLC
CIK 0001690370
$70M982K0.68%Q1 202611
Merit Financial Group, LLC
CIK 0001621225
$59M839K0.44%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$58M822K0.09%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$58M817K0.01%Q1 202614
UBS Group AG
CIK 0001610520
$58M814K0.01%Q1 202615
Global X Japan Co., Ltd.
CIK 0002027450
$55M781K2.84%Q1 202616
Sanctuary Advisors, LLC
CIK 0001777271
$55M771K0.30%Q1 202617
Henshaw Capital LLC
CIK 0002131483
$54M762K2.00%Q1 202618
SOFI WEALTH, LLC
CIK 0001925582
$53M744K2.54%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$46M654K0.05%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$45M640K0.03%Q1 2026
Page 1 of 32
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