SHLD: Global X Fds insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
612 institutions reported holding $4.46B of Global X Fds on Form 13F (615 the quarter before). 81 opened a new position and 83 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10,128,782 | $604.79M |
| LPL Financial LLC | 5,291,103 | $315.93M |
| JPMORGAN CHASE & CO | 4,389,422 | $257.66M |
| PeakShares LLC | 3,973 | $237.23M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,897,587 | $231.37M |
| MORGAN STANLEY | 3,635,394 | $217.07M |
| BANK OF MONTREAL /CAN/ | 3,140,770 | $187.54M |
| ENVESTNET ASSET MANAGEMENT INC | 1,362,699 | $81.37M |
| RAYMOND JAMES FINANCIAL INC | 1,244,427 | $74.30M |
| OneDigital Investment Advisors LLC | 1,230,452 | $73.47M |
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