Who Owns GLOBAL X FDS (SHLD)? -- Institutional Holders (2026-06-30)
687 institutions reported holding $4.74B of GLOBAL X FDS (SHLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($604.8M), Harel Insurance Investments & Financial Services Ltd. ($418.4M), LPL Financial LLC ($315.9M), JPMORGAN CHASE & CO ($257.7M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($231.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $604.8M | 10.1M | Added |
| 2 | Harel Insurance Investments & Financial Services Ltd. | $418.4M | 7.0M | Added |
| 3 | LPL Financial LLC | $315.9M | 5.3M | Added |
| 4 | JPMORGAN CHASE & CO | $257.7M | 4.4M | Added |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $231.4M | 3.9M | Trimmed |
| 6 | MORGAN STANLEY | $217.1M | 3.6M | Added |
| 7 | BANK OF MONTREAL /CAN/ | $187.5M | 3.1M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $81.4M | 1.4M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $74.3M | 1.2M | Added |
| 10 | OneDigital Investment Advisors LLC | $73.5M | 1.2M | Added |
| 11 | Merit Financial Group, LLC | $70.0M | 1.2M | Added |
| 12 | OSAIC HOLDINGS, INC. | $59.5M | 997,148 | Added |
| 13 | STIFEL FINANCIAL CORP | $58.1M | 973,435 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.6M | 948,362 | Added |
| 15 | Sanctuary Advisors, LLC | $53.3M | 892,482 | Added |
| 16 | SOFI WEALTH, LLC | $49.2M | 823,592 | Added |
| 17 | JANE STREET GROUP, LLC | $49.1M | 822,724 | Trimmed |
| 18 | UBS Group AG | $46.8M | 784,067 | Trimmed |
| 19 | Henshaw Capital LLC | $45.3M | 759,000 | Trimmed |
| 20 | Royal Bank of Canada | $41.8M | 699,345 | Trimmed |
| 21 | Global X Japan Co., Ltd. | $41.1M | 689,061 | Trimmed |
| 22 | NewEdge Advisors, LLC | $40.3M | 675,460 | Added |
| 23 | Cetera Investment Advisers | $37.3M | 624,679 | Trimmed |
| 24 | Arax Advisory Partners | $37.1M | 622,078 | Added |
| 25 | Advocacy Wealth Management, LLC | $35.1M | 587,492 | Added |
Source: SEC Form 13F filings · as of 2026-06-30