SHLD Institutional Ownership
Global X - Defense Tech ETF
1W: -2.0%
1M: -4.6%
3M: -7.1%
YTD: -9.3%
1Y: -14.2%
$60.23
+0.09 (+0.15%)
Weekly Expected Move ±1.6%
$58
$59
$60
$61
$62
Overview
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Institutional Ownership — SHLD
692
Institutional Holders
+59 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
90
New Positions
322
Increased
221
Reduced
82
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (717 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 10,128,782 | 610M | +552,787 | +5.8% | 7Q | SEC ↗ |
| 2 | Harel Insurance Investments & Financia | 6,990,465 | 421M | +2,345,100 | +50.5% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 5,291,103 | 319M | +319,980 | +6.4% | 9Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 4,389,422 | 264M | +624,217 | +16.6% | 6Q | SEC ↗ |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,897,587 | 235M | -146,681 | -3.6% | 7Q | SEC ↗ |
| 6 | MORGAN STANLEY | 3,635,394 | 219M | +74,240 | +2.1% | 7Q | SEC ↗ |
| 7 | BANK OF MONTREAL /CAN | 3,140,770 | 189M | +362,712 | +13.1% | 6Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,362,699 | 82M | +318,805 | +30.5% | 9Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,244,427 | 75M | +141,665 | +12.8% | 7Q | SEC ↗ |
| 10 | OneDigital Investment Advisors LLC | 1,230,452 | 74M | +248,085 | +25.3% | 6Q | SEC ↗ |
| 11 | Merit Financial Group, LLC | 1,172,606 | 71M | +333,565 | +39.8% | 7Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 997,148 | 60M | +175,628 | +21.4% | 11Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 973,435 | 59M | +394,697 | +68.2% | 9Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 948,362 | 57M | +308,397 | +48.2% | 6Q | SEC ↗ |
| 15 | Sanctuary Advisors, LLC | 892,482 | 54M | +121,535 | +15.8% | 8Q | SEC ↗ |
| 16 | SOFI WEALTH, LLC | 823,592 | 50M | +79,555 | +10.7% | 4Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 763,024 | 46M | -239,786 | -23.9% | 10Q | SEC ↗ |
| 18 | Henshaw Capital LLC | 759,000 | 46M | -3,000 | -0.4% | 6Q | SEC ↗ |
| 19 | UBS Group AG | 727,323 | 44M | -87,127 | -10.7% | 6Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 699,345 | 42M | -118,088 | -14.4% | 9Q | SEC ↗ |
| 21 | Global X Japan Co., Ltd. | 689,061 | 42M | -91,656 | -11.7% | 2Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 675,460 | 41M | +193,449 | +40.1% | 7Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 624,679 | 38M | -29,350 | -4.5% | 8Q | SEC ↗ |
| 24 | Arax Advisory Partners | 622,078 | 37M | +407,496 | +189.9% | 3Q | SEC ↗ |
| 25 | Advocacy Wealth Management, LLC | 587,492 | 35M | +117,878 | +25.1% | 4Q | SEC ↗ |
| 26 | BENJAMIN EDWARDS INC | 553,219 | 33M | +254,325 | +85.1% | 6Q | SEC ↗ |
| 27 | Ascent Group, LLC | 444,378 | 27M | +100,863 | +29.4% | 4Q | SEC ↗ |
| 28 | Thrivent Financial for Lutherans | 435,066 | 26M | -107,523 | -19.8% | 5Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 413,512 | 25M | -41,503 | -9.1% | 7Q | SEC ↗ |
| 30 | Cerity Partners LLC | 389,073 | 23M | +87,075 | +28.8% | 2Q | SEC ↗ |
| 31 | CreativeOne Wealth, LLC | 365,846 | 22M | +73,618 | +25.2% | 4Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC | 364,559 | 22M | +154,410 | +73.5% | 5Q | SEC ↗ |
| 33 | Triad Wealth Partners, LLC | 358,058 | 22M | +144,022 | +67.3% | 4Q | SEC ↗ |
| 34 | C2P Capital Advisory Group, LLC d.b.a. | 355,947 | 21M | +87,989 | +32.8% | 4Q | SEC ↗ |
| 35 | Goldstein Advisors, LLC | 335,543 | 20M | +92,072 | +37.8% | 4Q | SEC ↗ |
| 36 | MEITAV INVESTMENT HOUSE LTD NEW | 327,597 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Shepherd Financial Partners LLC | 297,514 | 18M | +68,971 | +30.2% | 4Q | SEC ↗ |
| 38 | Vise Technologies, Inc. | 295,524 | 18M | +246,643 | +504.6% | 4Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 281,535 | 17M | -32,554 | -10.4% | 10Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 267,424 | 16M | +38,488 | +16.8% | 8Q | SEC ↗ |
| 41 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 262,921 | 16M | +139,645 | +113.3% | 6Q | SEC ↗ |
| 42 | Kranot Hishtalmut Le Morim Ve Gananot NEW | 245,627 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 43 | VALLEY WEALTH MANAGERS, INC. | 243,238 | 15M | +49,617 | +25.6% | 6Q | SEC ↗ |
| 44 | MGO ONE SEVEN LLC | 227,846 | 14M | +52,940 | +30.3% | 4Q | SEC ↗ |
| 45 | Patton Albertson Miller Group, LLC | 224,449 | 14M | +31,823 | +16.5% | 3Q | SEC ↗ |
| 46 | Evolution Wealth Advisors, LLC | 220,193 | 13M | +11,879 | +5.7% | 5Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 219,730 | 13M | -23,597 | -9.7% | 9Q | SEC ↗ |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 214,462 | 13M | -64,909 | -23.2% | 12Q | SEC ↗ |
| 49 | SCHRODER INVESTMENT MANAGEMENT GROUP | 213,508 | 13M | -5,252 | -2.4% | 2Q | SEC ↗ |
| 50 | West Wealth Group, LLC | 204,917 | 12M | +44,762 | +27.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 327,597 | 20M |
| Kranot Hishtalmut Le Morim Ve Ganan | 245,627 | 15M |
| Marks Group Wealth Management, Inc | 187,085 | 11M |
| D. E. Shaw & Co., Inc. | 149,904 | 9M |
| Plancorp, LLC | 136,498 | 8M |
| Bridgelight Financial Advisors, Inc | 109,512 | 7M |
| Kranot Hishtalmut Le Morim Tichonii | 81,970 | 5M |
| OLD MISSION CAPITAL LLC | 69,334 | 4M |
| BlueCrest Capital Management Ltd | 60,000 | 4M |
| Daybright Advisory Services, Inc. | 51,433 | 3M |
| Schwallier Wealth Management LLC | 47,890 | 3M |
| Qube Research & Technologies Ltd | 43,037 | 3M |
| AMERIPRISE FINANCIAL INC | 41,671 | 3M |
| Financial Engines Advisors L.L.C. | 41,598 | 3M |
| Maridea Wealth Management LLC | 36,448 | 2M |
| Perennial Advisors, LLC | 24,295 | 1M |
| Blueprint Financial Advisors LLC | 20,693 | 1M |
| KMT WEALTH MANAGEMENT, LLC | 20,100 | 1M |
| Blueprint Investment Partners LLC | 19,259 | 1M |
| C2C Wealth Management, LLC | 19,000 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clal Insurance Enterprises Holdings | 1,700,000 | 102M |
| Bensler, LLC | 409,770 | 25M |
| Quadrature Capital Ltd | 330,671 | 20M |
| Portfolio Strategies, Inc. | 277,726 | 17M |
| Mirae Asset Global Investments Co., | 198,550 | 12M |
| Proficio Capital Partners LLC | 129,742 | 8M |
| WJ Wealth Management, LLC | 118,982 | 7M |
| PRUDENTIAL PLC | 110,000 | 7M |
| Balyasny Asset Management L.P. | 105,900 | 6M |
| StoneCrest Wealth Management, Inc. | 84,316 | 5M |
| TTP Investments, Inc. | 82,848 | 5M |
| Envision Financial Transparency, LL | 76,894 | 5M |
| Segment Wealth Management, LLC | 65,325 | 4M |
| Empowered Funds, LLC | 50,466 | 3M |
| Fullerton Fund Management Co Ltd. | 49,844 | 3M |
| San Luis Wealth Advisors LLC | 49,249 | 3M |
| Great Diamond Partners, LLC | 36,144 | 2M |
| Pioneer Family Office, LLC | 30,055 | 2M |
| Bleakley Financial Group, LLC | 28,993 | 2M |
| Transcendent Capital Group LLC | 28,311 | 2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Harel Insurance Investments & Finan | +2,345,100 | +50.5% | 6,990,465 |
| JPMORGAN CHASE & CO | +624,217 | +16.6% | 4,389,422 |
| BANK OF AMERICA CORP /DE | +552,787 | +5.8% | 10,128,782 |
| Arax Advisory Partners | +407,496 | +189.9% | 622,078 |
| STIFEL FINANCIAL CORP | +394,697 | +68.2% | 973,435 |
| BANK OF MONTREAL /CAN | +362,712 | +13.1% | 3,140,770 |
| Merit Financial Group, LLC | +333,565 | +39.8% | 1,172,606 |
| LPL Financial LLC | +319,980 | +6.4% | 5,291,103 |
| ENVESTNET ASSET MANAGEMENT INC | +318,805 | +30.5% | 1,362,699 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +308,397 | +48.2% | 948,362 |
| BENJAMIN EDWARDS INC | +254,325 | +85.1% | 553,219 |
| OneDigital Investment Advisors LLC | +248,085 | +25.3% | 1,230,452 |
| Vise Technologies, Inc. | +246,643 | +504.6% | 295,524 |
| NewEdge Advisors, LLC | +193,449 | +40.1% | 675,460 |
| OSAIC HOLDINGS, INC. | +175,628 | +21.4% | 997,148 |
| Integrated Wealth Concepts LLC | +154,410 | +73.5% | 364,559 |
| Triad Wealth Partners, LLC | +144,022 | +67.3% | 358,058 |
| RAYMOND JAMES FINANCIAL INC | +141,665 | +12.8% | 1,244,427 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +139,645 | +113.3% | 262,921 |
| New England Private Wealth Advisors | +136,624 | +1092.0% | 149,135 |