Global X Lithium & Battery TLITETF

13F holders, Q2 2024 (June 30)
289holders −38
21new positions
60sold out
2famous investors
$38.75avg. 13F price*

At the end of Q2 2024, 289 institutions reported holding Global X Lithium & Battery T (LIT) in their 13F filings, down 38 from Q1 2024. 21 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($28.8M), Bank of America Corp. ($20.2M) and LPL Financial LLC ($20.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions21$9.8M
Exits60$24.2M

All 13F filers, Q1 2024 → Q2 2024: 830,394 shares bought and 1,419,923 shares sold, net −589,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 289 holders

Morgan Stanley 0.00% Add +1.6% 742,892 $28.8M
Bank of America Corp. 0.00% Add +9.3% 521,435 $20.2M
LPL Financial LLC 0.01% Reduce -18.2% 517,497 $20.1M
PNC Financial Services Group, Inc. 0.01% Reduce -23.1% 455,407 $17.7M
UBS Group AG 0.00% Add +12.6% 263,858 $10.2M
Jane Street Group, LLC 0.01% Add +148.2% 249,216 $9.7M
Wells Fargo & Company 0.00% Reduce -3.7% 182,606 $7.1M
Royal Bank of Canada 0.00% Add +12.2% 182,509 $7.1M
Whitcomb & Hess, Inc. 2.15% Add +5.3% 177,501 $6.9M
Old Mission Capital LLC 0.17% Add +228.8% 166,996 $6.5M
CX Institutional 0.27% Add +3.2% 145,805 $5.7M
Kraft, Davis & Associates, LLC 1.63% Reduce -0.5% 137,869 $5.4M
BNP Paribas Financial Markets 0.01% Add +89.5% 135,186 $5.2M
Cetera Investment Advisers 0.01% Reduce -3.5% 115,010 $4.5M
Envestnet Asset Management Inc. 0.00% Reduce -2.8% 112,430 $4.4M
D. E. Shaw & Co. 0.01% New 108,130 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.4% 103,812 $4.0M
Commonwealth Equity Services, LLC 0.01% Reduce -8.4% 96,835 $3.8M
Halter Ferguson Financial Inc. 2.57% New 93,041 $3.6M
Private Advisor Group, LLC 0.02% Add +0.7% 91,685 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -18.7% 84,719 $3.3M
Citigroup Inc. 0.00% Reduce -4.4% 81,214 $3.2M
Longbow Finance SA 0.32% No change 80,000 $3.1M
MML Investors Services, LLC 0.01% Reduce -6.6% 75,374 $2.9M
Susquehanna International Group, LLP 0.01% Reduce -36.0% 72,708 $2.8M
Canal Insurance CO 0.65% Add +90.6% 63,100 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.2% 57,562 $2.2M
Kestra Advisory Services, LLC 0.01% Add +10.3% 55,627 $2.2M
Money Design Co.,Ltd. 0.11% Reduce -25.3% 54,937 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 53,800 $2.1M
Wealthfront Advisers LLC 0.01% Add +9.4% 48,162 $1.9M
Raymond James & Associates 0.00% Reduce -28.1% 43,690 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -13.1% 43,404 $1.7M
JPMorgan Chase & Co. 0.00% Reduce -29.4% 38,551 $1.5M
Ameritas Advisory Services, LLC 0.05% Reduce -1.3% 36,355 $1.4M
Rockefeller Capital Management L.P. 0.00% Reduce -5.0% 35,827 $1.4M
SG Americas Securities, LLC 0.01% Add +57.0% 30,378 $1.2M
Stifel Financial Corp. 0.00% Reduce -9.3% 29,435 $1.1M
Eagle Strategies LLC 0.21% Add +110.3% 28,339 $1.1M
Armor Investment Advisors, LLC 0.49% Add +16.4% 27,307 $1.1M
Truist Financial Corp. 0.00% Reduce -5.0% 26,479 $1.0M
Flagship Harbor Advisors, LLC 0.06% Add +224.5% 24,411 $947K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -90.5% 23,930 $944K
Phoenix Financial Ltd. 0.01% No change 24,000 $931K
HighTower Advisors, LLC 0.00% Reduce -14.8% 20,799 $812K
Marex Group Ltd 0.02% Add +111.0% 20,155 $782K
Creative Planning 0.00% Reduce -29.4% 17,827 $692K
HRT Financial LP 0.00% Reduce -43.3% 17,251 $669K
Scotia Capital Inc. 0.00% Add +9.9% 17,137 $665K
Sage Capital Management, LLC 0.31% No change 15,226 $591K
Sanctuary Advisors, LLC 0.00% — 13,720 $587K
Shufro Rose & Co. LLC 0.05% No change 14,750 $572K
Integrated Wealth Concepts LLC 0.01% Reduce -23.5% 14,532 $564K
US Bancorp \de 0.00% Reduce -0.5% 14,018 $544K
Mariner, LLC 0.00% Reduce -32.6% 13,713 $532K
Arrowroot Family Office, LLC 0.32% Reduce -1.2% 12,960 $503K
Goldman Sachs Group Inc. 0.00% Add +19.9% 12,900 $501K
DHK Financial Advisors, Inc. 0.35% No change 12,728 $497K
Oppenheimer & Co. Inc. 0.01% Reduce -0.3% 12,492 $485K
Bank of Montreal 0.00% Reduce -0.7% 11,578 $481K
Canal Capital Management, LLC 0.08% New 12,014 $466K
Avantax Advisory Services, Inc. 0.00% Add +18.1% 11,764 $457K
Atria Wealth Solutions, Inc. 0.01% Reduce -17.1% 11,574 $451K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -61.5% 11,295 $438K
Ameriprise Financial Inc. 0.00% Reduce -7.7% 11,101 $431K
Waverly Advisors, LLC 0.01% Add +0.1% 10,611 $412K
Janney Montgomery Scott LLC 0.00% Reduce -4.5% 10,541 $409K
Cwm, LLC 0.00% Reduce -10.9% 10,465 $406K
Corient Private Wealth LP 0.00% Reduce -0.7% 10,381 $403K
Steward Partners Investment Advisory, LLC 0.00% Reduce -52.2% 10,108 $392K
StoneX Group Inc. 0.03% Reduce -15.9% 9,841 $384K
RMR Wealth Builders 0.04% Add +0.5% 9,637 $374K
Mercer Global Advisors Inc. 0.00% Reduce -6.8% 9,424 $366K
Keel Point, LLC 0.03% No change 9,931 $361K
Parallel Advisors, LLC 0.01% No change 9,085 $353K
Evolution Wealth Advisors, LLC 0.07% No change 8,870 $344K
Destination Wealth Management 0.01% Reduce -88.5% 8,827 $343K
Townsquare Capital LLC 0.00% Reduce -10.1% 8,534 $331K
Banque Cantonale Vaudoise 0.01% Reduce -68.0% 8,390 $325K
Focus Partners Wealth 0.00% Add +10.0% 8,348 $324K
Independent Financial Group, LLC 0.01% Reduce -11.9% 8,284 $322K
PFG Investments, LLC 0.02% Reduce -15.2% 8,237 $320K
Sigma Planning Corp 0.01% Reduce -12.3% 8,103 $314K
Advisory Services Network, LLC 0.01% Reduce -9.5% 8,075 $313K
Joel Isaacson & Co., LLC 0.02% Reduce -2.8% 7,713 $299K
Snowden Capital Advisors LLC 0.01% Reduce -55.9% 7,596 $297K
Insigneo Advisory Services, LLC 0.03% Reduce -13.5% 7,328 $266K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -21.2% 6,771 $263K
Blair William & Co. 0.00% Reduce -21.1% 6,688 $260K
Axxcess Wealth Management, LLC 0.01% Reduce -0.8% 6,619 $257K
Cibc World Market Inc. 0.00% Reduce -13.6% 6,573 $255K
Harbour Investments, Inc. 0.01% Reduce -22.9% 6,493 $252K
Stratos Wealth Partners, LTD. 0.00% Reduce -23.3% 6,433 $250K
Private Wealth Strategies, L.L.C. 0.05% Add +13.0% 6,388 $248K
National Bank of Canada 0.00% Add +17.6% 6,265 $244K
Cresset Asset Management, LLC 0.00% Reduce -28.1% 6,113 $239K
World Investment Advisors 0.01% New 6,098 $237K
Investment Partners Asset Management, Inc. 0.20% Reduce -1.6% 5,881 $228K
Intrua Financial, LLC 0.04% Reduce -6.2% 5,798 $225K
Larson Financial Group LLC 0.02% New 5,778 $224K

"% 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.

Show all 289 holders