Who Owns GLOBAL X FDS (SHLD)? -- Institutional Holders (2026-06-30)

369 institutions reported holding $1.50B of GLOBAL X FDS (SHLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Harel Insurance Investments & Financial Services Ltd. ($418.4M), ENVESTNET ASSET MANAGEMENT INC ($81.4M), Merit Financial Group, LLC ($70.0M), Global X Japan Co., Ltd. ($41.1M), Advocacy Wealth Management, LLC ($35.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Harel Insurance Investments & Financial Services Ltd.$418.4M7.0MAdded
2ENVESTNET ASSET MANAGEMENT INC$81.4M1.4MAdded
3Merit Financial Group, LLC$70.0M1.2MAdded
4Global X Japan Co., Ltd.$41.1M689,061Trimmed
5Advocacy Wealth Management, LLC$35.1M587,492Added
6BENJAMIN EDWARDS INC$33.0M553,219Added
7Ascent Group, LLC$26.5M444,378Added
8Cambridge Investment Research Advisors, Inc.$26.2M439,460Added
9AE Wealth Management LLC$24.7M413,512Trimmed
10C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$21.3M355,947Added
11Goldstein Advisors, LLC$20.0M335,543Added
12MEITAV INVESTMENT HOUSE LTD$19.6M327,597New
13COMMONWEALTH EQUITY SERVICES, LLC$16.0M267,424Added
14CONFLUENCE INVESTMENT MANAGEMENT LLC$15.7M262,921Added
15VALLEY WEALTH MANAGERS, INC.$14.5M243,238Added
16MGO ONE SEVEN LLC$13.6M227,846Added
17Patton Albertson Miller Group, LLC$13.4M224,449Added
18Evolution Wealth Advisors, LLC$13.1M220,193Added
19Horst & Graben Wealth Management LLC$12.4M202,340Added
20KWB Wealth$12.2M204,879Added
21Decker Wealth Management LLC$11.5M193,358Trimmed
22EQ LLC$11.4M191,016Added
23Marks Group Wealth Management, Inc$11.2M187,085New
24CFS Investment Advisory Services, LLC$11.2M174,549Trimmed
25Scarborough Advisors, LLC$11.0M172,055Added

Source: SEC Form 13F filings · as of 2026-06-30