Global X Fds (SHLD) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Global X Fds (SHLD) following the 2026 Q2 hedge fund 13F filings?

As of today, SHLD has moved -11.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -9.1%. Since the quarter end (June 30, 2026), SHLD gained +5.0% vs +1.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Global X Fds (SHLD)

604 + Investors. Track Smart Money conviction in SHLD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SHLD

Based on 606 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added SHLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

606 hedge funds hold SHLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +143% more funds vs a year ago

fund count last 6Q

+357 new funds entered over the past year (+143% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

416 buying232 selling

Last quarter: 416 funds were net buyers (97 opened a brand new position + 319 added to an existing one). Only 232 were sellers (138 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-53 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 196 → 109 → 150 → 97. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 39% entered in last year

■ 13% conviction (2yr+) ■ 48% medium ■ 39% new

Only 79 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

127 → 196 → 109 → 150 → 97 new funds/Q

New funds entering each quarter: 196 → 109 → 150 → 97. SHLD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 68% of holders entered in last year

■ 16% veterans ■ 16% 1-2yr ■ 68% new

Of 617 current holders: 421 (68%) entered in the past year, only 100 (16%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

31 of 605 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SHLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.1

out of 10

Moderate Exit Risk

Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	604	603	0.17%
13F Shares	79M	67M	19.25%
Total Value	$4.49B	$4.16B	7.93%
New Positions	97	150	-53
Increased Positions	316	353	-37
Closed Positions	95	31	+64
Reduced Positions	136	61	+75
Total Calls	8	5	60.0%
Total Puts	3	6	-50.0%
PUT/CALL Ratio	0.38	1.2	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

604

603

0.17%

13F Shares

79M

67M

19.25%

Total Value

$4.49B

$4.16B

7.93%

New Positions

150

-53

Increased Positions

316

353

-37

Closed Positions

+64

Reduced Positions

136

+75

Total Calls

60.0%

Total Puts

-50.0%

PUT/CALL Ratio

0.38

1.2

Bullish

Institutional Holders (2026 Q2)

604 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHLD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SHLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Buttonwood Financial Group, LLC	3.52%	103,100	$6.2M
2	Potentia Wealth	3.52%	143,846	$8.6M
3	Hobbs Wealth Management, LLC	3.28%	64,926	$3.9M
4	Bush Investment Group, LLC	3.21%	82,997	$5.9M
5	Ehrlich Financial Group	3.13%	101,933	$6.1M
6	Midwest Capital Advisors, LLC	3.10%	127,758	$7.6M
7	Eq LLC	2.80%	191,016	$11.4M
8	Avid Wealth Partners LLC	2.51%	86,848	$5.2M
9	Decker Wealth Management LLC	2.45%	193,358	$11.5M
10	Town Capital LLC	2.44%	64,431	$3.8M
11	A4 Wealth Advisors LLC	2.26%	57,062	$3.4M
12	Tepp RIA, LLC	2.26%	55,767	$3.3M
13	Millington Financial Advisors, LLC	2.18%	92,445	$5.6M
14	Curtis Wealth Management LLC	2.11%	41,784	$2.5M
15	Cardinal Strategic Wealth Guidance	2.09%	154,389	$9.2M
16	Bedminster, LLC	2.02%	39,686	$2.4M
17	Archer Investment Management, LLC	2.01%	98,551	$5.9M
18	Kelly Financial Services LLC	2.01%	157,258	$9.4M
19	West Wealth Group, LLC	2.00%	204,917	$12.2M
20	Sofi Wealth, LLC	1.98%	823,592	$49.2M
21	Intentional Wealth Strategies, LLC	1.88%	33,545	$2.0M
22	Ewa, LLC	1.86%	170,302	$10.2M
23	Goldstein Advisors, LLC	1.83%	335,543	$20.0M
24	ONE Advisory Partners, LLC	1.81%	111,594	$6.7M
25	Schwallier Wealth Management LLC	1.81%	47,890	$2.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Global X Fds (SHLD)

What does the Smart Money Trend signal show for SHLD?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SHLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHLD?

More buyers than sellers — 64% buying: Last quarter: 416 funds were net buyers (97 opened a brand new position + 319 added to an existing one). Only 232 were sellers (138 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHLD holders?

Elite ownership — 43% AUM from top-100 funds: 31 of 605 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SHLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHLD?

Mostly new holders — 39% entered in last year: Only 79 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Global X Fds (SHLD) following the 2026 Q2 hedge fund 13F filings?

As of today, SHLD has moved -11.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -9.1%. Since the quarter end (June 30, 2026), SHLD has gained +5.0% vs +1.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Global X Fds (SHLD)

Smart Money Signals — SHLD

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +143% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-53 vs last Q)

Mostly new holders — 39% entered in last year

Peak discovery — momentum slowing

Early stage — 68% of holders entered in last year

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — SHLD

Hedge Fund Ownership: SHLD

Market Analysis: SHLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHLD

Is It Too Late to Buy Global X Fds (SHLD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SHLD

Statistics: SHLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (SHLD)

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