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 24/100).

Quarterly Activity

Recent Activity

+$4.6B

Total Buy Value

$412.9M

Total Sell Value

New buy138

Trim63

Add359

Sold out18

497

Net Buyers

Net Sellers

Smart Money Convergence

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 2026-06-30 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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SHLD

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

37960A529

FAQ

Who are the top institutional investors holding GLOBAL X DEFENSE TECH ETF (SHLD)?

Major stakeholders currently include Bank Of America CORP /de/ ($678.4M), LPL Financial LLC ($352.2M), Harel Insurance Investments & Financial Services Ltd. ($329.1M). Based on the latest 13F filings, there are a total of 602 tracked investment funds and institutions maintaining positions in SHLD.

What is the overall institutional sentiment toward SHLD recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.1B, driven by 497 managers accumulating shares while 81 reduced their exposure.

Which institutions have been selling or reducing their SHLD positions?

In the latest period, 63 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $412.9M.

Are there any notable investors adding SHLD to their portfolios?

Yes, buying activity remains notable. 138 institutions opened new positions in {ticker}, and 359 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.6B.

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Developer Access

Access SHLD's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SHLD

CLI

npx alphasmo stocks get SHLD

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