증권 기록 · 과거 분기 (아카이브)
SHLD
Global X - Defense Tech ETF · Financial Services · Asset Management - Global
56추적 보유자
-1Δ 보유자
24.98M보유 주식 수
$1.62B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.8% ·
주식 흐름 -6.6% ·
순 신규 포지션 -1.8%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +5 | 42.30M | $2.52B | +10 | −5 |
| Q1 2026 | 67 | +9 | 39.22M | $2.76B | +12 | −3 |
| Q4 2025 | 56 | -1 | 24.98M | $1.62B | +1 | −2 |
| Q3 2025 | 7 | 0 | 7.00M | $491.74M | +2 | −2 |
| Q2 2025 | 5 | +2 | 393.98K | $23.74M | +2 | — |
| Q1 2025 | 2 | +1 | 39.56K | $1.84M | +1 | — |
| Q4 2024 | 1 | +1 | 16.34K | $611,392 | +1 | — |
| Q2 2024 | 1 | — | 9.44K | $312,615 | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.31M | — | $473.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 7.31M | — | $473.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 7.31M | — | $473.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 7.31M | — | $473.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 7.31M | — | $473.86M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 3.66M | — | $237.02M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.78M | — | $180.41M | 0.3% | n/c | 1 | SEC ↗ |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.78M | — | $180.41M | 0.3% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.67M | +14.3% | $173.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2.67M | +14.3% | $173.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 2.67M | +14.3% | $173.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 2.67M | +14.3% | $173.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.67M | +14.3% | $173.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.67M | +14.3% | $173.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 2.49M | -45.9% | $161.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2.49M | -45.9% | $161.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.49M | -45.9% | $161.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.49M | -45.9% | $161.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 689.42K | — | $44.67M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 689.42K | — | $44.67M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 689.42K | — | $44.67M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 689.42K | — | $44.67M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 652.50K | — | $42.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 582.56K | — | $37.74M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 582.56K | — | $37.74M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 545.47K | — | $35.34M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 512.66K | — | $33.22M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 510.50K | — | $33.08M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 510.50K | — | $33.08M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 510.50K | — | $33.08M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 342.45K | — | $22.19M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 342.45K | — | $22.19M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 342.45K | — | $22.19M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 326.18K | — | $21.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mirae Asset Global Investments Co.… | 297.05K | — | $19.25M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 243.85K | — | $15.80M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 243.85K | — | $15.80M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 243.85K | — | $15.80M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 243.85K | — | $15.80M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 226.47K | — | $14.67M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Commonwealth Equity Services, Llc | 175.45K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 98.29K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cibc World Market Inc. | 81.86K | — | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 77.00K | — | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 77.00K | — | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 63.16K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mariner, LLC | 63.16K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 63.16K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 59.52K | +44.5% | $3.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Jane Street Group, Llc | 57.23K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jane Street Group, Llc | 57.23K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Principal Financial Group Inc | 56.26K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Loomis Sayles & Co L P | 55.80K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 52.12K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 51.36K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 51.36K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | HighTower Advisors, LLC | 38.81K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Assetmark, Inc | 36.25K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Brown Advisory Inc | 27.50K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | TD Waterhouse Canada Inc. | 27.20K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Corient Private Wealth LP | 19.04K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Corient Private Wealth LP | 19.04K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 16.82K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 16.82K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 15.35K | — | $994,241 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 13.45K | — | $956,956 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 13.07K | — | $846,866 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | IMC-Chicago, LLC | 11.74K | — | $760,894 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Jones Financial Companies Lllp | 11.43K | — | $740,485 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 9.64K | — | $624,835 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | BlackRock ✦ (패시브) | 9.38K | +3.3% | $607,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | BlackRock ✦ (패시브) | 9.38K | +3.3% | $607,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Barclays Plc | 8.68K | — | $562,313 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Barclays Plc | 8.68K | — | $562,313 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Cwm, Llc | 7.01K | — | $454,000 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Hrt Financial Lp | 6.40K | — | $414,000 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Simplex Trading, Llc | 5.36K | — | $347,533 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Group One Trading Llc | 5.35K | — | $346,886 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Creative Planning | 5.34K | — | $346,005 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Captrust Financial Advisors | 4.46K | — | $288,704 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 4.42K | +100.4% | $286,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Pnc Financial Services Group, Inc. | 4.21K | — | $272,896 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 4.21K | — | $272,896 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 4.21K | 신규 | $272,507 | 0.0% | New | 1 | SEC ↗ |
| 91 | Lido Advisors, LLC | 3.77K | — | $265,016 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 2.09K | — | $135,255 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 2.09K | — | $135,255 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Zurcher Kantonalbank (Zurich… | 1.32K | — | $86,065 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Us Bancorp \De\ | 174 | — | $11,273 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 158 | — | $10,237 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Fifth Third Bancorp | 59 | — | $3,823 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Goldman Sachs Group | $272,507 | 0.0% |
청산됨
| Citadel Advisors | $413,924 | 이었음 0.0% |
| GAMCO Investors | $280,960 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 598 보유 기관, 66.67M 주식, $4.18B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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