Global X Lithium & Battery TLITETF

13F holders, Q1 2024 (March 31)
327holders
2famous investors
$45.37avg. 13F price*

At the end of Q1 2024, 327 institutions reported holding Global X Lithium & Battery T (LIT) in their 13F filings. The largest holders were Morgan Stanley ($33.1M), LPL Financial LLC ($28.6M) and PNC Financial Services Group, Inc. ($26.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Global X Lithium & Battery T
CUSIP
37954Y855
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 327Q1 2024Q2 2024: 289Q2 2024Q3 2024: 276Q3 2024Q4 2024: 269Q4 2024Q1 2025: 240Q1 2025Q2 2025: 234Q2 2025Q3 2025: 250Q3 2025Q4 2025: 280Q4 2025Q1 2026: 281Q1 2026Q2 2026: 295Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions28$13.7M
Exits70$40.3M

Ownership 327 holders

Morgan Stanley 0.00% Add +18.6% 731,166 $33.1M
LPL Financial LLC 0.02% Reduce -14.6% 632,490 $28.6M
PNC Financial Services Group, Inc. 0.02% Add +53.6% 592,282 $26.8M
Bank of America Corp. 0.00% Reduce -34.2% 476,954 $21.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -36.0% 252,571 $12.6M
UBS Group AG 0.00% Reduce -19.1% 234,299 $10.6M
Wells Fargo & Company 0.00% Reduce -24.1% 189,642 $8.6M
Whitcomb & Hess, Inc. 2.45% New 168,567 $7.6M
Royal Bank of Canada 0.00% Reduce -8.6% 162,702 $7.4M
CX Institutional 0.31% Add +92.7% 141,280 $6.4M
Kraft, Davis & Associates, LLC 1.91% Reduce -3.5% 138,509 $6.3M
Cetera Investment Advisers 0.01% Add +204.9% 119,201 $5.4M
Envestnet Asset Management Inc. 0.00% Add +0.8% 115,624 $5.2M
Susquehanna International Group, LLP 0.01% Reduce -42.7% 113,653 $5.1M
Squarepoint Ops LLC 0.02% Add +94.6% 112,941 $5.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.9% 107,441 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -27.1% 105,732 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -21.7% 104,150 $4.7M
Jane Street Group, LLC 0.01% Reduce -73.8% 100,420 $4.5M
Private Advisor Group, LLC 0.03% Reduce -24.1% 91,036 $4.1M
Citigroup Inc. 0.00% Add +14.5% 84,944 $3.8M
MML Investors Services, LLC 0.02% Add +1.1% 80,714 $3.7M
Longbow Finance SA 0.37% No change 80,000 $3.6M
Destination Wealth Management 0.12% Add +14.1% 77,061 $3.5M
Money Design Co.,Ltd. 0.18% Add +4.0% 73,510 $3.3M
BNP Paribas Financial Markets 0.00% Add +77.7% 71,325 $3.2M
Susquehanna International Group Ltd. 0.75% No change 69,919 $3.2M
Raymond James & Associates 0.00% Reduce -14.8% 60,747 $2.8M
JPMorgan Chase & Co. 0.00% Reduce -53.7% 54,622 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.0% 54,198 $2.5M
Old Mission Capital LLC 0.06% Add +56.1% 50,796 $2.3M
Kestra Advisory Services, LLC 0.02% Add +4.0% 50,430 $2.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -17.7% 49,933 $2.3M
Wealthfront Advisers LLC 0.01% Add +0.7% 44,039 $2.0M
Lido Advisors, LLC 0.02% Add +36.4% 40,082 $1.8M
Rockefeller Capital Management L.P. 0.01% Reduce -1.8% 37,693 $1.7M
Ameritas Advisory Services, LLC 0.07% Add +37.2% 36,835 $1.7M
Millennium Management 0.00% New 34,659 $1.6M
Canal Insurance CO 0.39% No change 33,100 $1.5M
Stifel Financial Corp. 0.00% Reduce -3.3% 32,443 $1.5M
HRT Financial LP 0.01% Add +4.6% 30,445 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -68.0% 29,359 $1.3M
Truist Financial Corp. 0.00% Reduce -2.1% 27,869 $1.3M
Banque Cantonale Vaudoise 0.05% Add +26.6% 26,227 $1.2M
Creative Planning 0.00% Add +14.9% 25,234 $1.1M
Mirabella Financial Services LLP 0.08% New 24,510 $1.1M
HighTower Advisors, LLC 0.00% Reduce -13.1% 24,406 $1.1M
Phoenix Financial Ltd. 0.01% New 24,000 $1.1M
Armor Investment Advisors, LLC 0.51% Add +33.2% 23,450 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -9.1% 21,753 $985K
Renaissance Technologies 0.00% Reduce -53.5% 21,600 $978K
Steward Partners Investment Advisory, LLC 0.01% Reduce -32.6% 21,141 $957K
Credit Suisse AG/ 0.00% Reduce -67.0% 20,582 $932K
Mariner, LLC 0.00% Reduce -7.9% 20,356 $922K
SG Americas Securities, LLC 0.00% Add +20.6% 19,349 $876K
Integrated Wealth Concepts LLC 0.01% Reduce -50.8% 19,001 $861K
Snowden Capital Advisors LLC 0.02% Add +13.0% 17,237 $781K
Lincoln National Corp. 0.01% Add +31.3% 17,153 $777K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.7% 13,917 $768K
Walleye Trading LLC 0.01% New 16,219 $735K
Scotia Capital Inc. 0.00% Reduce -1.5% 15,599 $706K
Sage Capital Management, LLC 0.37% Add +5.8% 15,226 $690K
Shufro Rose & Co. LLC 0.06% Reduce -2.6% 14,750 $668K
PEAK6 Investments LLC 0.03% Add +178.5% 14,235 $645K
US Bancorp \de 0.00% Reduce -0.2% 14,082 $638K
Atria Wealth Solutions, Inc. 0.01% Reduce -47.1% 13,956 $632K
Eagle Strategies LLC 0.14% Reduce -37.8% 13,478 $610K
Arrowroot Family Office, LLC 0.38% Add +1.5% 13,120 $594K
DHK Financial Advisors, Inc. 0.41% No change 12,728 $576K
HBW Advisory Services LLC 0.11% No change 13,295 $569K
Oppenheimer & Co. Inc. 0.01% Add +11.9% 12,525 $567K
Ameriprise Financial Inc. 0.00% Reduce -16.4% 12,030 $545K
Bank of Montreal 0.00% Reduce -16.6% 11,663 $541K
Cwm, LLC 0.00% Reduce -4.2% 11,745 $532K
StoneX Group Inc. 0.05% Add +19.1% 11,698 $530K
Janney Montgomery Scott LLC 0.00% Reduce -46.1% 11,041 $500K
Goldman Sachs Group Inc. 0.00% Add +16.4% 10,758 $487K
Waverly Advisors, LLC 0.01% Reduce -3.4% 10,596 $480K
Stelac Advisory Services LLC 0.22% No change 10,520 $476K
Corient Private Wealth LP 0.00% Add +18.3% 10,453 $473K
Zimmermann Investment Management & Planning LLC 0.17% Reduce -85.9% 10,292 $466K
Mercer Global Advisors Inc. 0.00% Add +0.3% 10,114 $458K
Avantax Advisory Services, Inc. 0.00% Add +4.5% 9,962 $451K
Keel Point, LLC 0.05% Reduce -1.2% 9,931 $450K
PFG Investments, LLC 0.03% Add +58.3% 9,708 $440K
RMR Wealth Builders 0.05% Reduce -0.9% 9,589 $434K
Marex Group Ltd 0.01% Reduce -5.3% 9,554 $433K
Townsquare Capital LLC 0.01% Add +20.1% 9,493 $430K
Independent Financial Group, LLC 0.02% Reduce -5.9% 9,407 $426K
Sigma Planning Corp 0.01% Add +29.8% 9,234 $418K
Parallel Advisors, LLC 0.01% Reduce -0.3% 9,085 $411K
Advisory Services Network, LLC 0.01% Reduce -2.5% 8,920 $404K
Evolution Wealth Advisors, LLC 0.08% New 8,870 $402K
Kepos Capital LP 0.10% Add +97.1% 8,764 $397K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.8% 8,595 $389K
Clarity Capital Partners LLC 0.26% Add +20.1% 8,577 $388K
Cresset Asset Management, LLC 0.00% Add +8.4% 8,497 $385K
Insigneo Advisory Services, LLC 0.05% Reduce -1.6% 8,474 $384K
Blair William & Co. 0.00% Reduce -8.5% 8,472 $384K
Harbour Investments, Inc. 0.01% Reduce -47.6% 8,425 $382K
Stratos Wealth Partners, LTD. 0.01% Reduce -20.0% 8,383 $380K
Joel Isaacson & Co., LLC 0.02% Add +0.7% 7,932 $359K
Magnus Financial Group LLC 0.04% Add +2.7% 7,643 $346K
Cibc World Market Inc. 0.00% Reduce -20.4% 7,611 $345K
Focus Partners Wealth 0.00% Reduce -40.0% 7,589 $344K
Flagship Harbor Advisors, LLC 0.02% Add +1.9% 7,523 $341K
Summit Financial, LLC 0.02% New 7,437 $337K
Wolverine Trading, LLC 0.00% New 6,874 $311K
Axxcess Wealth Management, LLC 0.01% Reduce -50.5% 6,669 $302K
Merit Financial Group, LLC 0.01% Reduce -2.7% 6,495 $299K
Csenge Advisory Group 0.02% Add +0.7% 6,499 $294K
Legacy Bridge, LLC 0.17% Reduce -6.4% 6,380 $289K
Intrua Financial, LLC 0.04% Reduce -5.6% 6,178 $280K
Investment Partners Asset Management, Inc. 0.24% Reduce -2.5% 5,976 $271K
Centaurus Financial, Inc. 0.02% Reduce -3.0% 5,747 $260K
D.A. Davidson & Co. 0.00% Reduce -7.4% 5,712 $259K
Private Wealth Strategies, L.L.C. 0.06% Reduce -42.9% 5,653 $256K
Equitable Trust Co. 0.02% Reduce -9.3% 5,606 $254K
NewEdge Advisors, LLC 0.00% Reduce -68.9% 5,590 $253K
Level Four Advisory Services, LLC 0.01% No change 4,951 $252K
Wedbush Securities Inc. 0.01% Reduce -5.5% 5,399 $245K
Captrust Financial Advisors 0.00% Reduce -22.1% 5,292 $240K
National Bank of Canada 0.00% Reduce -10.4% 5,325 $239K
Thrivent Financial for Lutherans 0.00% Reduce -51.7% 5,279 $239K
Founders Capital Management 0.16% No change 5,207 $236K
Principal Securities, Inc. 0.01% Reduce -39.2% 5,100 $231K
Equitable Holdings, Inc. 0.00% Reduce -38.5% 5,049 $229K
Banco Santander, S.A. 0.00% Reduce -13.8% 5,040 $228K
Retirement Planning Co of New England, Inc. 0.12% Add +20.4% 4,952 $224K
Perennial Investment Advisors, LLC 0.03% Reduce -22.4% 4,905 $222K
Financial Advocates Investment Management 0.01% Reduce -84.8% 4,891 $222K
FMR LLC 0.00% Reduce -1.8% 4,654 $211K
Oxford Financial Group, LTD. LLC 0.01% No change 4,637 $210K
Belpointe Asset Management LLC 0.02% Add +3.5% 4,610 $209K
Claro Advisors Inc. 0.04% Reduce -49.7% 4,579 $207K
Kestra Private Wealth Services, LLC 0.00% Add +4.8% 4,552 $206K
AE Wealth Management LLC 0.00% Reduce -68.7% 4,442 $201K
Moloney Securities Asset Management, LLC 0.03% Add +0.1% 4,440 $201K
Napa Wealth Management 0.11% Reduce -5.5% 4,421 $200K
Picton Mahoney Asset Management 0.01% No change 3,600 $163K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 3,285 $149K
Turim 21 Investimentos Ltda. 0.03% No change 2,882 $131K
Capital Analysts, LLC 0.01% Reduce -15.7% 2,837 $129K
Sunbelt Securities, Inc. 0.01% Add +28.6% 2,652 $120K
Federation des caisses Desjardins du Quebec 0.00% Reduce -0.6% 2,636 $119K
Lanark Financial, Inc. 0.01% Reduce -41.1% 2,409 $119K
Qube Research & Technologies Ltd 0.00% Reduce -94.4% 2,586 $117K
IFP Advisors, Inc 0.00% Reduce -37.7% 2,441 $111K
EP Wealth Advisors, LLC 0.00% Add +0.9% 2,430 $110K
EPG Wealth Management LLC 0.03% Reduce -4.7% 2,330 $106K
Financial Freedom, LLC 0.06% Reduce -12.8% 2,296 $104K
Ancora Advisors LLC 0.00% Reduce -11.7% 2,272 $103K
CIBC Private Wealth Group LLC 0.00% New 2,175 $99K
Avior Wealth Management, LLC 0.00% Add +0.5% 2,094 $95K
Geneos Wealth Management Inc. 0.00% Add +5.7% 2,070 $94K
WR Wealth Planners, LLC 0.03% Reduce -83.6% 2,008 $91K
Brown Brothers Harriman & Co. 0.00% Add +1.1% 1,926 $87K
Creekmur Asset Management LLC 0.03% Reduce -32.1% 1,909 $86K
Compagnie Lombard Odier SCmA 0.00% No change 1,900 $86K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -13.9% 1,828 $83K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +210.2% 1,250 $79K
Brown, Lisle/Cummings, Inc. 0.03% No change 1,676 $76K
Comerica Bank 0.00% Reduce -5.1% 1,665 $75K
Lindbrook Capital, LLC 0.01% No change 1,624 $74K
Quent Capital, LLC 0.01% Add +9.1% 1,431 $65K
Concourse Financial Group Securities, Inc. 0.00% No change 1,427 $65K
Baldwin Wealth Partners LLC 0.00% No change 1,420 $64K
BOK Financial Private Wealth, Inc. 0.00% No change 1,420 $64K
Johnson Financial Group, Inc. 0.00% New 1,388 $63K
Glenmede Trust Co. NA 0.00% Reduce -76.6% 1,349 $61K
CoreCap Advisors, LLC 0.00% New 1,342 $61K
Cape Investment Advisory, Inc. 0.03% Reduce -28.1% 1,327 $60K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -15.6% 1,318 $60K
TD Waterhouse Canada Inc. 0.00% Reduce -32.8% 1,003 $56K
GPS Wealth Strategies Group, LLC 0.01% Reduce -21.1% 1,194 $54K
Smithfield Trust Co 0.00% No change 1,179 $54K
Advantage Trust Co 0.04% No change 1,150 $52K
AllSquare Wealth Management LLC 0.03% Reduce -20.7% 1,150 $52K
Global Retirement Partners, LLC 0.00% Add +15.7% 1,005 $46K
Future Financial Wealth Managment LLC 0.03% New 1,000 $45K
Activest Wealth Management 0.02% Add +0.2% 983 $45K
Realta Investment Advisors 0.01% New 980 $44K
Valley National Advisers Inc. 0.01% Reduce -61.6% 931 $42K
Itau Unibanco Holding S.A. 0.00% No change 912 $41K
Capital Investment Advisory Services, LLC 0.00% Reduce -11.7% 895 $41K
Rothschild Investment LLC 0.00% Reduce -16.4% 892 $40K
Spire Wealth Management 0.00% Reduce -72.3% 889 $40K
WFA Asset Management Corp 0.02% Add +0.8% 889 $40K
Allworth Financial LP 0.00% Reduce -5.7% 871 $39K
AdvisorNet Financial, Inc 0.00% Reduce -48.1% 867 $39K
Tidemark, LLC 0.02% Add +0.2% 850 $39K
Farther Finance Advisors, LLC 0.00% Reduce -64.2% 825 $38K
Fernwood Investment Management, LLC 0.01% New 800 $36K
Pacifica Partners Inc. 0.02% No change 810 $36K
Tucker Asset Management LLC 0.01% No change 793 $36K
REAP Financial Group, LLC 0.01% No change 767 $35K
Core Wealth Advisors, Inc. 0.01% No change 747 $34K
FAS Wealth Partners, Inc. 0.00% Add +8.0% 714 $32K
Northwest Investment Counselors, LLC 0.01% New 698 $32K
Hollencrest Capital Management 0.00% No change 671 $30K
RFP Financial Group LLC 0.01% Reduce -39.6% 663 $30K
1832 Asset Management L.P. 0.00% Add +10.3% 662 $30K
Blue Bell Private Wealth Management, LLC 0.01% No change 659 $30K
NBT Bank, N.A. 0.00% No change 651 $29K
Bartlett & Co. Wealth Management LLC 0.00% No change 600 $27K
Ameliora Wealth Management Ltd. 0.01% No change 580 $26K
Armstrong Advisory Group, Inc. 0.00% No change 510 $26K
Westside Investment Management, Inc. 0.01% No change 560 $25K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -17.6% 554 $25K
Creative Financial Designs Inc. 0.00% Add +0.2% 554 $25K
Bellevue Asset Management, LLC 0.01% Add +0.4% 554 $25K
First PREMIER Bank 0.01% No change 521 $24K
Main Street Group, LTD 0.01% Add +347.8% 515 $23K
CGC Financial Services, LLC 0.01% No change 514 $23K
Atticus Wealth Management, LLC 0.01% No change 500 $23K
Trust Co. of Vermont 0.00% No change 500 $23K
Northwest Capital Management Inc 0.01% No change 462 $21K
Milestone Investment Advisors LLC 0.01% Add +0.7% 460 $21K
Anfield Capital Management, LLC 0.01% New 459 $21K
Glen Eagle Advisors, LLC 0.00% Reduce -1.1% 455 $21K
First Command Advisory Services, Inc. 0.00% Add +4.7% 443 $20K
Sound Income Strategies, LLC 0.00% Add +30.5% 436 $20K
Kelly Financial Services LLC 0.01% Add +0.5% 432 $20K
Tsfg, LLC 0.00% No change 424 $19K
Dynamic Wealth Strategies, LLC 0.02% No change 405 $18K
Vima LLC 0.02% Add +27.0% 273 $17K
Global Assets Advisory, LLC 0.01% New 375 $17K
Tyler-Stone Wealth Management 0.01% Add +0.5% 371 $17K
AlphaMark Advisors, LLC 0.01% No change 350 $16K
Highline Wealth Partners LLC 0.01% Add +0.9% 348 $16K
Aptus Capital Advisors, LLC 0.00% Add +246.0% 346 $16K
Sandy Spring Bank 0.00% Add +0.3% 343 $16K
NFSG Corp 0.01% Add +0.3% 329 $15K
Jamison Private Wealth Management, Inc. 0.00% Add +0.6% 321 $15K
Gradient Investments LLC 0.00% Reduce -35.9% 320 $14K
Riggs Asset Managment Co. Inc. 0.00% No change 305 $14K
Key Financial Inc 0.00% Add +0.7% 303 $14K
MGB Wealth Management, LLC 0.01% No change 300 $14K
Delta Asset Management LLC 0.00% No change 300 $14K
JFS Wealth Advisors, LLC 0.00% New 300 $14K
Edmond DE Rothschild Holding S.A. 0.00% No change 300 $14K
LRI Investments, LLC 0.00% — 291 $13K
First United Bank & Trust 0.00% No change 290 $13K
Anchor Investment Management, LLC 0.00% No change 285 $13K
HM Payson & Co. 0.00% Add +3.8% 272 $12K
IAG Wealth Partners, LLC 0.00% Add +0.8% 262 $12K
Birchbrook, Inc. 0.01% No change 250 $11K
Dunhill Financial, LLC 0.01% No change 244 $11K
Richard W. Paul & Associates, LLC 0.00% Reduce -20.5% 237 $11K
Barclays PLC 0.00% Reduce -5.1% 223 $10K
St Germain D J Co. Inc. 0.00% No change 220 $10K
Legend Financial Advisors, Inc. 0.01% Add +94.6% 216 $10K
Carolinas Wealth Consulting LLC 0.00% New 208 $9K
First Horizon Advisors, Inc. 0.00% Reduce -10.2% 203 $9K
Horizon Financial Services, LLC 0.01% New 203 $9K
GHP Investment Advisors, Inc. 0.00% No change 200 $9K
WASHINGTON TRUST Co 0.00% No change 200 $9K
Beacon Capital Management, LLC 0.00% Add +0.5% 196 $9K
Financial Perspectives, Inc 0.00% Add +0.5% 194 $9K
Wolff Wiese Magana LLC 0.01% No change 185 $8K
Caitlin John, LLC 0.01% No change 170 $8K
SJS Investment Consulting Inc. 0.00% No change 160 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.3% 157 $7K
Mascoma Wealth Management LLC 0.00% Reduce -48.3% 155 $7K
Center for Financial Planning, Inc. 0.00% No change 155 $7K
Montag A & Associates Inc. 0.00% Reduce -66.6% 150 $7K
Ameritas Investment Partners, Inc. 0.00% Reduce -96.4% 150 $7K
M&R Capital Management Inc. 0.00% No change 142 $6K
North Star Investment Management Corp. 0.00% Reduce -32.9% 139 $6K
Silicon Valley Capital Partners 0.00% New 138 $6K
Country Trust Bank 0.00% No change 132 $6K
Paladin Advisory Group, LLC 0.00% No change 130 $6K
Franklin Resources Inc. 0.00% No change 130 $6K
Bangor Savings Bank 0.00% Add +0.8% 120 $5K
Retirement Group, LLC 0.00% No change 116 $5K
Bogart Wealth, LLC 0.00% Reduce -21.2% 115 $5K
Macroview Investment Management LLC 0.01% No change 112 $5K
Cherry Tree Wealth Management, LLC 0.00% Add +5.7% 112 $5K
City State Bank 0.00% No change 120 $5K
Register Financial Advisors LLC 0.00% New 110 $5K
EverSource Wealth Advisors, LLC 0.00% New 110 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 105 $5K
Gen-Wealth Partners Inc 0.00% — 100 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 100 $5K
Hoey Investments, Inc. 0.00% No change 100 $5K
HHM Wealth Advisors, LLC 0.00% No change 100 $5K
New England Capital Financial Advisors LLC 0.00% Add +1.0% 97 $4K
Salomon & Ludwin, LLC 0.00% Add +122.0% 91 $4K
ICA Group Wealth Management, LLC 0.00% No change 84 $4K
Private Trust Co. NA 0.00% New 83 $4K
UMB Bank, n.a. 0.00% Reduce -75.8% 70 $3K
Continuum Advisory, LLC 0.00% New 65 $3K
FSA Wealth Management LLC 0.00% No change 66 $3K
Institutional & Family Asset Management, LLC 0.00% No change 66 $3K
West Oak Capital, LLC 0.00% No change 65 $3K
Financial Management Professionals, Inc. 0.00% No change 61 $3K
Indiana Trust & Investment Management Co 0.00% No change 65 $3K
Cassady Schiller Wealth Management, LLC 0.00% No change 64 $3K
JDM Financial Group LLC 0.00% No change 61 $3K
Toth Financial Advisory Corp. 0.00% Reduce -87.0% 60 $3K
Farmers & Merchants Investments Inc. 0.00% No change 55 $2K
Toronto Dominion Bank 0.00% New 54 $2K
CENTRAL TRUST Co 0.00% No change 53 $2K
PSI Advisors, LLC 0.00% No change 52 $2K
MB Generational Wealth, LLC 0.00% New 19,139 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 50 $2K
Nemes Rush Group LLC 0.00% No change 50 $2K
Archer Investment Corp 0.00% Reduce -58.8% 49 $2K
McClarren Financial Advisors, Inc. 0.00% Add +3.0% 34 $2K
Byrne Asset Management LLC 0.00% No change 35 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 35 $2K
Stone House Investment Management, LLC 0.00% Reduce -68.8% 35 $2K
Belmont Capital, LLC 0.00% No change 33 $1K
Clearstead Advisors, LLC 0.00% Add +3.3% 31 $1K
Bear Mountain Capital, Inc. 0.00% New 30 $1K
GS Investments, Inc. 0.00% No change 26 $1K
Albion Financial Group 0.00% Reduce -74.8% 26 $1K
Centerpoint Advisors, LLC 0.00% No change 30 $1K
Nvwm, LLC 0.00% No change 17 $770
Frazier Financial Advisors, LLC 0.00% Add +45.5% 16 $713
Winch Advisory Services, LLC 0.00% No change 11 $508
Impact Partnership Wealth, LLC 0.00% No change 11 $498
FinTrust Capital Advisors, LLC 0.00% No change 8 $363
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $227
Semmax Financial Advisors Inc. 0.00% No change 4 $181
Balefire, LLC 0.00% No change 3 $136
American Capital Advisory, LLC 0.00% No change 2 $128

"% of holder's portfolio" is LIT's weight in each manager's 13F, not the share of Global X Lithium & Battery T the manager owns.