Who Owns GLOBAL X FDS (SHLD)? -- Institutional Holders (2026-03-31)
619 institutions reported holding $5.01B of GLOBAL X FDS (SHLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($678.4M), LPL Financial LLC ($352.2M), Harel Insurance Investments & Financial Services Ltd. ($329.1M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($283.1M), JPMORGAN CHASE & CO ($257.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $678.4M | 9.6M | Added |
| 2 | LPL Financial LLC | $352.2M | 5.0M | Added |
| 3 | Harel Insurance Investments & Financial Services Ltd. | $329.1M | 4.6M | Added |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $283.1M | 4.0M | Added |
| 5 | JPMORGAN CHASE & CO | $257.2M | 3.8M | Added |
| 6 | MORGAN STANLEY | $252.3M | 3.6M | Added |
| 7 | BANK OF MONTREAL /CAN/ | $196.8M | 2.8M | Added |
| 8 | Clal Insurance Enterprises Holdings Ltd | $120.4M | 1.7M | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $78.1M | 1.1M | Added |
| 10 | JANE STREET GROUP, LLC | $74.9M | 1.1M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $73.9M | 1.0M | Added |
| 12 | OneDigital Investment Advisors LLC | $69.6M | 982,367 | Added |
| 13 | Merit Financial Group, LLC | $59.4M | 839,041 | Added |
| 14 | OSAIC HOLDINGS, INC. | $58.2M | 821,520 | Added |
| 15 | Royal Bank of Canada | $57.9M | 817,433 | Added |
| 16 | UBS Group AG | $57.7M | 814,450 | Added |
| 17 | Global X Japan Co., Ltd. | $55.3M | 780,717 | New |
| 18 | Sanctuary Advisors, LLC | $54.6M | 770,947 | Added |
| 19 | Henshaw Capital LLC | $54.0M | 762,000 | Hold |
| 20 | SOFI WEALTH, LLC | $52.7M | 744,037 | Trimmed |
| 21 | Cetera Investment Advisers | $46.3M | 654,029 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.3M | 639,965 | Added |
| 23 | STIFEL FINANCIAL CORP | $41.0M | 578,738 | Added |
| 24 | Thrivent Financial for Lutherans | $38.4M | 542,589 | Trimmed |
| 25 | Parkway Wealth Management Group, LLC | $36.7M | 494,788 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31