SHLD — Global X Fds Institutional Holders · Q3 2026

Name: Who Owns SHLD? 25 Institutions Hold $50.1M (Q3 2026)
Creator: ko.io

Who owns Global X Fds (SHLD)? 25 institutions reported holding $50.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($15.6M), Decker Wealth Management LLC ($11.6M), Farther Finance Advisors, LLC ($8.6M).

Rank	Institution	Value	Shares	Change
1	VALLEY WEALTH MANAGERS, INC.	$15.6M	259,995	Added
2	Decker Wealth Management LLC	$11.6M	193,024	Trimmed
3	Farther Finance Advisors, LLC	$8.6M	142,860	Trimmed
4	Apeiron RIA LLC	$4.4M	73,119	Added
5	Emergent Wealth Advisors, LLC	$2.9M	48,464	Added
6	Avidian Wealth Enterprises, LLC	$2.1M	34,159	Added
7	Balefire, LLC	$1.3M	21,052	Added
8	CoreCap Advisors, LLC	$1.1M	18,492	Added
9	Cassilly Financial Group LLC	$530,037	8,822	Trimmed
10	Castleview Partners, LLC	$498,885	8,303	Added
11	Asempa Wealth Advisors	$466,620	7,759	Added
12	Sound Income Strategies, LLC	$274,346	4,635	Added
13	David J Yvars Group	$244,348	4,067	Trimmed
14	PRIVATE CLIENT SERVICES, LLC	$228,552	3,804	New
15	ELEVATION WEALTH PARTNERS, LLC	$114,364	1,904	Added
16	Retirement Wealth Solutions LLC	$114,333	1,903	New
17	Investors Research Corp	$50,287	837	Trimmed
18	GK Wealth Management LLC	$31,529	525	New
19	Pacifica Partners Inc.	$21,632	360	Hold
20	FIRST COMMUNITY TRUST NA	$1,742	29	Hold
21	CX Institutional	$1,000	10	Trimmed
22	GILPIN WEALTH MANAGEMENT, LLC	$301	5	Hold
23	First Heartland Consultants, Inc.	$0	0	Exited
24	CONFLUENCE INVESTMENT MANAGEMENT LLC	$0	0	Exited
25	TOTH FINANCIAL ADVISORY CORP	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30