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
Atria Investments, Inc 0.00% New 5,640 $219K
Magnus Financial Group LLC 0.02% Reduce -26.2% 5,638 $219K
Merit Financial Group, LLC 0.00% Reduce -13.4% 5,627 $218K
Ghisallo Capital Management LLC 0.02% New 5,550 $215K
Pathstone Holdings, LLC 0.00% New 5,493 $213K
Equitable Trust Co. 0.01% Reduce -2.4% 5,474 $212K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 5,141 $200K
Founders Capital Management 0.13% Reduce -3.6% 5,017 $195K
Centaurus Financial, Inc. 0.01% Reduce -15.8% 4,842 $188K
Comerica Bank 0.00% Add +178.0% 4,628 $180K
PEAK6 Investments LLC 0.01% Reduce -68.3% 4,518 $175K
Principal Securities, Inc. 0.00% Reduce -12.4% 4,466 $173K
FMR LLC 0.00% Reduce -15.2% 3,949 $153K
HBW Advisory Services LLC 0.02% Reduce -72.5% 3,662 $142K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -1.5% 3,237 $126K
International Assets Investment Management, LLC 0.01% New 3,109 $121K
Picton Mahoney Asset Management 0.00% Reduce -16.7% 3,000 $116K
Turim 21 Investimentos Ltda. 0.03% No change 2,882 $112K
NewEdge Advisors, LLC 0.00% Reduce -49.2% 2,840 $110K
Sunbelt Securities, Inc. 0.01% Add +3.8% 2,752 $107K
Activest Wealth Management 0.03% Add +174.4% 2,697 $105K
Capital Analysts, LLC 0.00% Reduce -6.6% 2,650 $103K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.8% 2,535 $98K
Glenmede Trust Co. NA 0.00% Add +80.7% 2,438 $95K
Financial Freedom, LLC 0.05% No change 2,296 $89K
Citadel Advisors 0.00% New 2,273 $88K
Ancora Advisors LLC 0.00% No change 2,272 $88K
CIBC Private Wealth Group LLC 0.00% Reduce -4.5% 2,077 $83K
Geneos Wealth Management Inc. 0.00% Reduce -3.4% 1,999 $78K
IFP Advisors, Inc 0.00% Reduce -20.6% 1,937 $75K
Compagnie Lombard Odier SCmA 0.00% No change 1,900 $74K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 1,643 $71K
Lanark Financial, Inc. 0.01% Reduce -26.4% 1,774 $68K
Avior Wealth Management, LLC 0.00% Reduce -17.7% 1,724 $67K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,676 $65K
Lindbrook Capital, LLC 0.01% No change 1,624 $63K
Global Retirement Partners, LLC 0.00% Add +54.6% 1,554 $60K
Quent Capital, LLC 0.01% Add +8.5% 1,552 $60K
Creekmur Asset Management LLC 0.02% Reduce -20.5% 1,518 $59K
BOK Financial Private Wealth, Inc. 0.00% No change 1,420 $55K
Baldwin Wealth Partners LLC 0.00% No change 1,420 $55K
Hazlett, Burt & Watson, Inc. 0.03% No change 1,318 $52K
WR Wealth Planners, LLC 0.02% Reduce -36.0% 1,285 $50K
Concourse Financial Group Securities, Inc. 0.00% Reduce -11.6% 1,262 $49K
CoreCap Advisors, LLC 0.01% Reduce -7.1% 1,247 $48K
Cape Investment Advisory, Inc. 0.02% Reduce -7.6% 1,226 $48K
Asset Dedication, LLC 0.00% New 1,187 $46K
Smithfield Trust Co 0.00% No change 1,179 $45K
Advantage Trust Co 0.03% No change 1,150 $45K
AllSquare Wealth Management LLC 0.03% No change 1,150 $45K
Jones Financial Companies LLLP 0.00% New 1,076 $42K
Itau Unibanco Holding S.A. 0.00% No change 912 $35K
Fairscale Capital, LLC 0.03% — 846 $35K
Rothschild Investment LLC 0.00% No change 892 $35K
WFA Asset Management Corp 0.02% No change 889 $34K
Mfa Wealth Advisors, LLC 0.01% New 863 $33K
Tidemark, LLC 0.02% No change 850 $33K
Realta Investment Advisors 0.01% Reduce -13.3% 850 $33K
Pacifica Partners Inc. 0.01% No change 810 $33K
AdvisorNet Financial, Inc 0.00% Reduce -5.1% 823 $32K
Allworth Financial LP 0.00% Reduce -12.1% 766 $31K
REAP Financial Group, LLC 0.01% No change 767 $30K
Ashton Thomas Private Wealth, LLC 0.00% New 754 $29K
Capital Investment Advisory Services, LLC 0.00% Reduce -24.4% 677 $26K
Hollencrest Capital Management 0.00% No change 671 $26K
Blue Bell Private Wealth Management, LLC 0.01% No change 659 $26K
NBT Bank, N.A. 0.00% No change 651 $25K
Barclays PLC 0.00% Add +190.6% 648 $25K
Bartlett & Co. Wealth Management LLC 0.00% No change 600 $23K
Westside Investment Management, Inc. 0.01% Add +7.1% 600 $23K
Spire Wealth Management 0.00% Reduce -36.0% 569 $22K
TD Waterhouse Canada Inc. 0.00% Reduce -44.9% 553 $22K
Creative Financial Designs Inc. 0.00% No change 554 $21K
Bellevue Asset Management, LLC 0.01% Reduce -0.2% 553 $21K
RFP Financial Group LLC 0.01% Reduce -19.3% 535 $21K
GPS Wealth Strategies Group, LLC 0.00% Reduce -55.9% 527 $20K
First PREMIER Bank 0.01% No change 521 $20K
CGC Financial Services, LLC 0.01% No change 514 $20K
Red Tortoise LLC 0.01% New 500 $19K
Atticus Wealth Management, LLC 0.01% No change 500 $19K
Trust Co. of Vermont 0.00% No change 500 $19K
1832 Asset Management L.P. 0.00% Reduce -24.5% 500 $19K
FAS Wealth Partners, Inc. 0.00% Reduce -34.5% 468 $18K
Northwest Capital Management Inc 0.01% No change 462 $18K
Glen Eagle Advisors, LLC 0.00% Add +1.1% 460 $18K
Anfield Capital Management, LLC 0.01% No change 459 $18K
Tucker Asset Management LLC 0.00% Reduce -43.3% 450 $17K
Legend Financial Advisors, Inc. 0.01% Add +105.6% 444 $17K
Sound Income Strategies, LLC 0.00% No change 436 $17K
Kelly Financial Services LLC 0.01% No change 432 $17K
First Command Advisory Services, Inc. 0.00% Reduce -4.5% 423 $16K
Dynamic Wealth Strategies, LLC 0.01% No change 405 $16K
Tsfg, LLC 0.00% No change 424 $16K
Valley National Advisers Inc. 0.00% Reduce -54.2% 426 $16K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Reduce -67.8% 403 $16K
Tyler-Stone Wealth Management 0.01% No change 371 $14K
AlphaMark Advisors, LLC 0.00% No change 350 $14K
Highline Wealth Partners LLC 0.01% No change 348 $13K
Aptus Capital Advisors, LLC 0.00% No change 346 $13K
Sandy Spring Bank 0.00% No change 343 $13K
Jamison Private Wealth Management, Inc. 0.00% No change 321 $12K
MGB Wealth Management, LLC 0.00% No change 300 $12K
Gradient Investments LLC 0.00% No change 320 $12K
NFSG Corp 0.00% Reduce -6.1% 309 $12K
Key Financial Inc 0.00% No change 303 $12K
Edmond DE Rothschild Holding S.A. 0.00% No change 300 $12K
LRI Investments, LLC 0.00% No change 291 $11K
First United Bank & Trust 0.00% No change 290 $11K
Anchor Investment Management, LLC 0.00% No change 285 $11K
HM Payson & Co. 0.00% No change 272 $11K
Armstrong Advisory Group, Inc. 0.00% Reduce -49.0% 260 $10K
Farther Finance Advisors, LLC 0.00% Reduce -70.3% 245 $10K
Mather Group, Llc. 0.00% New 200 $9K
Dunhill Financial, LLC 0.01% Reduce -5.3% 231 $9K
St Germain D J Co. Inc. 0.00% No change 220 $9K
Bangor Savings Bank 0.00% Add +83.3% 220 $9K
Richard W. Paul & Associates, LLC 0.00% Reduce -12.2% 208 $8K
Carolinas Wealth Consulting LLC 0.00% No change 208 $8K
First Horizon Advisors, Inc. 0.00% No change 203 $8K
Horizon Financial Services, LLC 0.01% No change 203 $8K
Birchbrook, Inc. 0.00% Reduce -20.0% 200 $8K
GHP Investment Advisors, Inc. 0.00% No change 200 $8K
WASHINGTON TRUST Co 0.00% No change 200 $8K
Financial Perspectives, Inc 0.00% No change 194 $8K
Wolff Wiese Magana LLC 0.01% No change 185 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -65.0% 194 $7K
SJS Investment Consulting Inc. 0.00% No change 160 $6K
Center for Financial Planning, Inc. 0.00% Add +2.6% 159 $6K
Caitlin John, LLC 0.00% Reduce -8.8% 155 $6K
Montag A & Associates Inc. 0.00% No change 150 $6K
Olistico Wealth, LLC 0.00% New 150 $6K
Ameritas Investment Partners, Inc. 0.00% No change 150 $6K
Silicon Valley Capital Partners 0.00% No change 138 $5K
Country Trust Bank 0.00% No change 132 $5K
Paladin Advisory Group, LLC 0.00% No change 130 $5K
Franklin Resources Inc. 0.00% No change 130 $5K
Opal Wealth Advisors, LLC 0.00% New 125 $5K
City State Bank 0.00% No change 120 $5K
Beacon Capital Management, LLC 0.00% Reduce -38.8% 120 $5K
EverSource Wealth Advisors, LLC 0.00% Add +7.3% 118 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 112 $4K
Register Financial Advisors LLC 0.00% No change 110 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 105 $4K
Mascoma Wealth Management LLC 0.00% Reduce -32.3% 105 $4K
HHM Wealth Advisors, LLC 0.00% Add +3.0% 103 $4K
Gen-Wealth Partners Inc 0.00% No change 100 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 100 $4K
M&R Capital Management Inc. 0.00% Reduce -29.6% 100 $4K
New England Capital Financial Advisors LLC 0.00% No change 97 $4K
Private Trust Co. NA 0.00% Add +3.6% 86 $3K
UMB Bank, n.a. 0.00% No change 70 $3K
North Star Investment Management Corp. 0.00% Reduce -49.6% 70 $3K
West Oak Capital, LLC 0.00% No change 65 $3K
Indiana Trust & Investment Management Co 0.00% No change 65 $3K
Continuum Advisory, LLC 0.00% No change 65 $3K
Cassady Schiller Wealth Management, LLC 0.00% No change 64 $2K
JDM Financial Group LLC 0.00% No change 61 $2K
Toth Financial Advisory Corp. 0.00% No change 60 $2K
Farmers & Merchants Investments Inc. 0.00% No change 55 $2K
Coppell Advisory Solutions LLC 0.00% — 53 $2K
CENTRAL TRUST Co 0.00% No change 53 $2K
PSI Advisors, LLC 0.00% No change 52 $2K
Financial Management Professionals, Inc. 0.00% No change 61 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 50 $2K
Nemes Rush Group LLC 0.00% No change 50 $2K
Salomon & Ludwin, LLC 0.00% Reduce -45.0% 50 $2K
Clearstead Advisors, LLC 0.00% Add +58.1% 49 $2K
Strategic Financial Concepts, LLC 0.00% New 14,583 $2K
Byrne Asset Management LLC 0.00% No change 35 $1K
Toronto Dominion Bank 0.00% Reduce -35.2% 35 $1K
Belmont Capital, LLC 0.00% No change 33 $1K
Albion Financial Group 0.00% No change 26 $1K
GS Investments, Inc. 0.00% No change 26 $1K
Centerpoint Advisors, LLC 0.00% No change 30 $1K
Financial Network Wealth Advisors LLC 0.00% New 18 $699
Nvwm, LLC 0.00% No change 17 $664
Frazier Financial Advisors, LLC 0.00% No change 16 $611
Main Street Group, LTD 0.00% Reduce -97.1% 15 $585
Bogart Wealth, LLC 0.00% Reduce -87.0% 15 $582
Winch Advisory Services, LLC 0.00% No change 11 $435
FinTrust Capital Advisors, LLC 0.00% No change 8 $311
Hobbs Group Advisors, LLC 0.00% — 8 $310
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $195
Semmax Financial Advisors Inc. 0.00% No change 4 $146
Balefire, LLC 0.00% No change 3 $116
American Capital Advisory, LLC 0.00% No change 2 $102
Tower Research Capital LLC (TRC) 0.00% Reduce -98.7% 2 $78
Headlands Technologies LLC 0.00% New 1 $39
McClarren Financial Advisors, Inc. 0.00% Add +11.8% 38 $1

"% 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.