Global X Defense Tech ETF
$61.330%
+$682.5M
Net Activity
+11.68% total shares
Institutions Holding
613
Popularity Rank
#932
Avg Weight
0.32%
Total Value
$4.3B
613 institutions currently hold SHLD, with 411 net buyers and 223 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
223
Net Buying Institutions
411
Top 5 by Value
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Across its top 20 institutional holders, SHLD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 25/100).
SHLD ranks #932 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
613 institutions disclose a position in SHLD, but none treat it as a major bet — even West Wealth Group, LLC, its most concentrated holder, allocates just 2.0% of its own portfolio to it.
Valley Wealth Managers, Inc. has added to its SHLD position for two straight quarters, increasing it by $1.9M to reach $15.6M today.
Parkway Wealth Management Group, LLC has trimmed its SHLD position for two straight quarters, cutting it by $35.6M while still holding $1.2M.
SHLD is up 0% today, and institutions have been net buyers of $682.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$799.1M
Total Buy Value
$450.5M
Total Sell Value
411
Net Buyers
223
Net Sellers
SHLD
Q2 2026
Top 5 Institutional Movers
-$120.4M
-$73.6M
-$51.7M
+$40.3M
SHLD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
37960A529
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,281
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,028
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,191
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,257
Total reported value
$346.5B
Held by 4257 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,148
Total reported value
$257.5B
Held by 4148 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,139
Total reported value
$279.7B
Held by 4139 institutions — one of the most-tracked stocks on AlphaSMO
Access SHLD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SHLDCLI
npx alphasmo stocks get SHLD