Skip to main content
Equibles
SHLD logo

SHLD · Global X Defense Tech ETF ETF

Alerts for SHLD

Use SHLD with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$62.98 -0.77 (-1.21%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $15,087,222
Total Shares: 252,675

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
68.3%
Mar 2021 → Jun 2026 · range 0.0% – 70.0%
+2.3 pts
Top 5
100.0%
Mar 2021 → Jun 2026 · range 0.0% – 100.0%
−0.0 pts
Top 10
100.0%
Mar 2021 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
4,962
Mar 2021 → Jun 2026 · range 0 – 5,804
Highly concentrated−550

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
2
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +4
Institutional value: +987.6%
Shares held: +1190.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Kingsbury Capital Investment Advisors LLC +7,177 20,100
Range Advisory, LLC +557 7,216

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 172,567 $10,303,975
CARLSON FINANCIAL, INC. 31,488 $1,880,148
Corient Private Wealth LLC 21,284 $1,270,867
Parkside Financial Bank & Trust 20 $1,194

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 4 Increased 2 Reduced 0 Sold out 0 Unchanged 0
Showing 8 of 8
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC SHLD $4,571,815 30.30% 76,567
CITADEL ADVISORS LLC SHLD $3,481,093 23.07% 58,300
CITADEL ADVISORS LLC SHLD $2,251,067 14.92% 37,700
CARLSON FINANCIAL, INC. SHLD $1,880,148 12.46% 31,488
Corient Private Wealth LLC SHLD $1,270,867 8.42% 21,284
Kingsbury Capital Investment Advisors LLC SHLD $1,200,171 7.95% 20,100
Range Advisory, LLC SHLD $430,867 2.86% 7,216
Parkside Financial Bank & Trust SHLD $1,194 0.01% 20