SHLD — GLOBAL X FDS
As of Q2 2026, 18 SEC-registered investment managers reported holding SHLD (GLOBAL X FDS) in their latest 13F filings, with a combined reported value of $1.17B across 19.69M shares. That is +34.9% by share count (+5.10M shares) versus the previous quarter, while reported value moved +13.3%. Ownership is concentrated: the five largest holders account for 97.1% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 4 opened new positions, 9 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 10.13M | $604.79M | 0.04% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 4.39M | $257.66M | 0.03% | New |
| Morgan Stanley history | Q2 2026 | 3.64M | $217.07M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 784.07K | $46.82M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 180.25K | $10.76M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 172.57K | $10.30M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 149.90K | $8.95M | 0.01% | New |
| Balyasny Asset Management history | Q1 2026 | 105.90K | $7.50M | 0.01% | New |
| BNY Mellon history | Q2 2026 | 93.12K | $5.56M | 0.00% | Add |
| Renaissance Technologies history | Q2 2025 | 76.90K | $4.63M | 0.01% | New |
| Principal Global Investors history | Q2 2026 | 55.80K | $3.33M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 31.40K | $1.87M | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 15.27K | $911.65K | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 15.00K | $895.65K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 14.55K | $868.75K | 0.00% | Add |
| Manulife Financial history | Q3 2025 | 9.32K | $654.99K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 8.93K | $533.02K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 6.73K | $401.73K | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 6.31K | $376.89K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 5.24K | $313.13K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.39M sh · $257.66M
- D. E. Shaw & Co 149.90K sh · $8.95M
- Millennium Management 31.40K sh · $1.87M
- Northern Trust Corp 6.31K sh · $376.89K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 105.90K sh · $7.50M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | — | — | — | — | 212.01K | 2.02M | 3.52M | 6.34M | 7.31M | 9.58M | 10.13M |
| JPMorgan Chase & Co | — | — | — | — | — | 96.60K | 291.85K | 2.30M | 2.49M | — | 4.39M |
| Morgan Stanley | — | — | — | — | 201.59K | 761.27K | 1.71M | 2.34M | 2.67M | 3.56M | 3.64M |
| UBS Group AG | 1.82K | — | — | — | — | 215.60K | 142.24K | 332.85K | 342.45K | 814.45K | 784.07K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 4.21K | 134.40K | 180.25K |
| Citadel Advisors | — | 19.05K | — | — | 16.34K | 23.08K | 213.41K | 88.39K | 91.30K | 229.92K | 172.57K |
| D. E. Shaw & Co | — | — | — | — | — | — | 161.97K | — | — | — | 149.90K |
| BNY Mellon | — | — | — | — | — | 5.32K | 7.35K | 49.98K | 51.36K | 75.07K | 93.12K |
| Principal Global Investors | — | — | — | — | — | — | 28.04K | 43.22K | 56.26K | 53.27K | 55.80K |
| Millennium Management | — | — | 9.44K | — | — | — | — | — | — | — | 31.40K |
| BlackRock Inc | — | — | — | — | — | — | — | 9.07K | 9.38K | 11.38K | 15.27K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | 15.00K | 15.00K |
| Wells Fargo & Co | — | — | 13.37K | 9.16K | 8.82K | 10.57K | 6.96K | 1.54K | 2.09K | 743 | 14.55K |
| PNC Financial Services | — | — | — | — | — | — | 100 | 3.71K | 4.21K | 8.67K | 8.93K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | 2.43K | 6.73K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | 6.31K |
| Fidelity Management & Research (FMR) | — | — | — | — | 484 | 420 | 310 | 2.20K | 4.42K | 6.07K | 5.24K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | 24 | 24 |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | 105.90K | — |
| Manulife Financial | — | — | — | — | — | — | 5.37K | 9.32K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details