Who owns SHLD?
Global X Defense Tech ETF · Global X
610 institutions reported holding SHLD, worth $4.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $604.8M | 10,128,782 | +552,787 shares |
| Harel Insurance Investments & Financial Services Ltd. | Ramat Gan, Israel | $418.4M | 6,990,465 | +2,345,100 shares |
| LPL Financial LLC | Fort Mill, SC | $315.9M | 5,291,103 | +319,980 shares |
| JPMorgan Chase & Co | New York, NY | $257.7M | 4,389,422 | +624,217 shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Causeway Bay, Hong Kong | $231.4M | 3,897,587 | −146,681 shares |
| Morgan Stanley | New York, NY | $217.1M | 3,635,394 | +74,240 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $187.5M | 3,140,770 | +362,712 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $81.4M | 1,362,699 | +318,805 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $74.3M | 1,244,427 | +141,665 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $73.5M | 1,230,452 | +248,085 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SHLD vs EWC, SHLD vs FXI, SHLD vs IDV, SHLD vs IXN.
Frequently asked questions
Who owns SHLD?
610 institutional managers reported holding SHLD in Form 13F filings for June 30, 2026, worth $4.7B in total. The largest reported position was held by Bank of America Corp., at $604.8M.
Did institutions buy or sell SHLD last quarter?
Reported 13F value fell 4.7% from March 31, 2026, which includes price moves as well as buying and selling. 99 firms reported a new position and 80 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.