# GLOBAL X FDS (SHLD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHLD/

- Reporting holders: 21
- Reported value: $50.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $15.6M | 259,995 | 0.9% | 7 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $11.6M | 193,024 | 2.4% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.6M | 142,860 | 0.1% | 6 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $4.4M | 73,119 | 1.0% | 5 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $2.9M | 48,464 | 1.5% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.1M | 34,159 | 0.1% | 5 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.3M | 21,052 | 0.2% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.1M | 18,492 | 0.0% | 7 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $530.0K | 8,822 | 0.4% | 4 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $498.9K | 8,303 | 0.2% | 2 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $466.6K | 7,759 | 0.4% | 4 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $274.3K | 4,635 | 0.0% | 5 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $244.3K | 4,067 | 0.1% | 6 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $228.6K | 3,804 | 0.1% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $114.4K | 1,904 | 0.0% | 7 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $114.3K | 1,903 | 0.1% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $50.3K | 837 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $31.5K | 525 | 0.0% | 1 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $21.6K | 360 | 0.0% | 5 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $1.7K | 29 | 0.0% | 4 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $301 | 5 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 10 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $50.1M |
| Q2 2026 | 611 | $5.2B |
| Q1 2026 | 607 | $5.0B |
| Q4 2025 | 494 | $3.0B |
| Q3 2025 | 422 | $2.8B |
| Q2 2025 | 253 | $1.2B |
| Q1 2025 | 136 | $524.2M |
| Q4 2024 | 109 | $296.0M |
| Q3 2024 | 87 | $351.7M |
| Q2 2024 | 41 | $169.8M |
| Q1 2024 | 15 | $12.9M |
| Q4 2023 | 3 | $1.3M |