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Public ownership evidence

Global X Defense Tech ETF (SHLD) Ownership Disclosures

Read SHLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2821,284$1,271,438None
Redwood Investment Management, LLC2025-12-312026-08-2712,813$830,000None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2612,923$915,474None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2620,100$1,200,178None
CARLSON FINANCIAL, INC.2026-06-302026-08-2531,488$1,880,794None
CARLSON FINANCIAL, INC.2026-03-312026-08-2530,738$2,177,467None
CARLSON FINANCIAL, INC.2025-12-312026-08-2529,965$1,941,416None
Forefront Wealth Partners, LLC2026-06-302026-08-2135,209$2,102,329None
Kingsview Wealth Management, LLC2026-06-302026-08-2046,753$2,791,635None
Fox Hill Wealth Management2026-06-302026-08-205,889$351,657None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2028,515$1,702,656None
Beacon Pointe Advisors, LLC2026-06-302026-08-1930,383$1,814,182None
Copia Wealth Management2026-06-302026-08-193,348$199,909None
Orion Capital Management LLC2026-06-302026-08-19168$10,031None
Strive Financial Group ,LLC2026-06-302026-08-1813$776None
Corient Private Wealth LP2026-06-302026-08-1821,658$1,293,738None
Redwood Investment Management, LLC2026-06-302026-08-1828,516$1,703,000None
Integrated Investment Consultants, LLC2026-06-302026-08-184,529$270,427None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,449$684,192None
Equitable Holdings, Inc.2026-06-302026-08-1853,909$3,218,884None
Jefferies Financial Group Inc.2026-06-302026-08-188,198$489,503None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1815,132$904,000None
Oakmont Investment Advisors, Inc.2026-03-312026-08-1521,090$1,494,016None
Steelhead Wealth Management LLC2026-06-302026-08-1585,382$5,098,000None
Forum Finance Group S.A.2026-06-302026-08-15510$25,000None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1512,093$722,078None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,856$110,822None
Hopwood Nicholas Hunter2026-06-302026-08-1533,339$1,990,658None
Hopwood Nicholas Hunter2026-03-312026-08-1517,086$1,210,356None
Hopwood Nicholas Hunter2025-12-312026-08-1516,360$1,059,964None
AMERIFLEX GROUP, INC.2026-06-302026-08-1565$3,881None
Blueprint Financial Advisors LLC2026-06-302026-08-1520,693$1,235,579None
Synergy Investment Management, LLC2026-06-302026-08-1513,779$822,724None
Synergy Investment Management, LLC2026-06-302026-08-1579,157$4,726,465None
SEI INVESTMENTS CO2026-06-302026-08-1571,610$4,275,833None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,054$62,913None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1555,729$3,327,579None
Vantage Point Financial LLC2026-06-302026-08-1519,326$1,153,955None
Mutual Advisors, LLC2026-06-302026-08-1547,587$2,841,446None
Advyzon Investment Management, LLC2026-06-302026-08-1518,480$1,103,446None
Advyzon Investment Management, LLC2026-06-302026-08-151,226$73,176None
Nemes Rush Group LLC2026-06-302026-08-15163$9,733None
Strategies Wealth Advisors, LLC2026-06-302026-08-1581,899$4,890,190None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-156,600$394,086None
Vertex Planning Partners, LLC2026-06-302026-08-1587,750$5,239,563None
Perennial Investment Advisors, LLC2026-06-302026-08-1598,691$5,894,061None
Schwallier Wealth Management LLC2026-06-302026-08-1547,890$2,859,512None
Resurgent Financial Advisors LLC2026-06-302026-08-155,881$351,155None
Ameritas Advisory Services, LLC2026-06-302026-08-1589,824$5,363,378None
WCG Wealth Advisors LLC2026-06-302026-08-1511,911$711,196None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Kingsbury Capital Investment Advisors LLC ↗Kingsbury Capital Investment Advisors LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Forefront Wealth Partners, LLC ↗Kingsview Wealth Management, LLC ↗Fox Hill Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.