As of the latest SEC filings, GLOBAL X DEFENSE TECH ETF (SHLD) is held by 7 institutional funds. The largest fund shareholder is Gadsden Dynamic Multi-Asset ETF (GDMA), holding an estimated $3,575,011.44 in market value, representing 1.86% of its portfolio.
Funds holding GLOBAL X DEFENSE TECH ETF (SHLD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHLD
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
GDMA
Gadsden Dynamic Multi-Asset ETF
|
ETF | Independent / Boutique | 1.86% | $3,575,011.44 | 50,466 | Mar 31, 2026 | Jun 1, 2026 |
|
GLRIX
JAMES BALANCED: GOLDEN RAINBOW FUND
|
MF | Independent / Boutique | 0.62% | $2,490,026.00 | 35,150 | Mar 31, 2026 | Jun 1, 2026 |
|
HSUAX
Rational Dynamic Brands Fund
|
MF | Independent / Boutique | 3.04% | $1,558,480.00 | 22,000 | Mar 31, 2026 | May 29, 2026 |
|
HFSGX
Hartford Schroders Diversified Opportunities Fund
|
MF | Independent / Boutique | 0.87% | $1,434,797.35 | 21,035 | Apr 30, 2026 | Jun 25, 2026 |
|
USAF
Atlas America Fund
|
ETF | Independent / Boutique | 2.65% | $493,613.12 | 6,968 | Mar 31, 2026 | May 28, 2026 |
|
JAVAX
JAMES AGGRESSIVE ALLOCATION FUND
|
MF | Independent / Boutique | 1.12% | $318,780.00 | 4,500 | Mar 31, 2026 | Jun 1, 2026 |
|
PSTR
PeakShares Sector Rotation ETF
|
ETF | Independent / Boutique | 0.27% | $147,698.78 | 1,973 | Feb 28, 2026 | Apr 14, 2026 |
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