Mariner
SHLD icon

Mariner’s Global X Defense Tech ETF SHLD Stock Holding History

Mariner’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.46M Buy
91,174
+28,010
+44% +$2.09M 0.01% 944
2025
Q4 		$4.09M Sell
63,164
-9,463
-13% -$623K ﹤0.01% 1095
2025
Q3 		$5.1M Buy
72,627
+50,873
+234% +$3.19M 0.01% 919
2025
Q2 		$1.31M Buy
+21,754
New +$1.17M ﹤0.01% 1621

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner's SHLD Position: Q1 2026 in Review

Mariner increased its Global X Defense Tech ETF (SHLD) stake by 44% in Q1 2026, buying an estimated $2.09M and bringing the position to 91,174 shares worth $6.46M. The position accounts for 0.01% of the portfolio, ranked #944.

Mariner first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Mariner held 91,174 shares of Global X Defense Tech ETF worth $6.46M as of Q1 2026.
  • Mariner bought 28,010 Global X Defense Tech ETF shares in Q1 2026, an estimated $2.09M.
  • Global X Defense Tech ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #944 holding.
  • Mariner first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.