Global X Lithium & Battery TLITETF

13F holders, Q1 2025 (March 31)
240holders −29
20new positions
45sold out
4famous investors
$38.78avg. 13F price*

At the end of Q1 2025, 240 institutions reported holding Global X Lithium & Battery T (LIT) in their 13F filings, down 29 from Q4 2024. 20 opened new positions and 45 sold out. The largest holders were PNC Financial Services Group, Inc. ($16.9M), Morgan Stanley ($15.2M) and Bank of America Corp. ($12.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions20$2.3M
Exits45$25.6M

All 13F filers, Q4 2024 → Q1 2025: 315,404 shares bought and 1,285,352 shares sold, net −969,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 240 holders

PNC Financial Services Group, Inc. 0.01% Reduce -0.7% 436,235 $16.9M
Morgan Stanley 0.00% Reduce -12.0% 392,468 $15.2M
Bank of America Corp. 0.00% Reduce -8.2% 324,770 $12.6M
LPL Financial LLC 0.00% Reduce -16.6% 293,573 $11.4M
Whitcomb & Hess, Inc. 2.23% Add +2.7% 189,569 $7.4M
UBS Group AG 0.00% Add +27.4% 182,655 $7.1M
BNP Paribas Financial Markets 0.00% Add +241.7% 153,330 $5.9M
Envestnet Asset Management Inc. 0.00% Reduce -7.0% 98,696 $3.8M
Wells Fargo & Company 0.00% Reduce -9.3% 96,100 $3.7M
Royal Bank of Canada 0.00% Reduce -37.3% 93,054 $3.6M
Cetera Investment Advisers 0.01% Reduce -5.5% 88,449 $3.4M
Longbow Finance SA 0.37% No change 80,000 $3.1M
Susquehanna International Group, LLP 0.00% Add +37.5% 68,038 $2.6M
CX Institutional 0.09% Reduce -50.6% 64,159 $2.5M
MML Investors Services, LLC 0.01% Reduce -2.2% 64,073 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -8.1% 62,219 $2.4M
Raymond James Financial Inc. 0.00% Reduce -8.1% 55,268 $2.1M
Old Mission Capital LLC 0.04% Reduce -52.9% 54,387 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -19.6% 49,323 $1.9M
Money Design Co.,Ltd. 0.08% Reduce -3.5% 43,193 $1.7M
Renaissance Technologies 0.00% Add +12.0% 42,900 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +172.4% 40,591 $1.6M
Citadel Advisors 0.00% Reduce -62.5% 37,030 $1.4M
Wealthfront Advisers LLC 0.00% Reduce -8.1% 36,445 $1.4M
Ipsen Advisor Group LLC 1.20% Add +3.4% 35,874 $1.4M
Citigroup Inc. 0.00% Reduce -31.2% 35,809 $1.4M
Ameriprise Financial Inc. 0.00% Add +112.7% 35,701 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +2.5% 32,936 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -27.3% 30,550 $1.2M
Canal Insurance CO 0.28% No change 30,000 $1.2M
SIH Partners, LLLP 0.10% Add +34.1% 28,561 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.5% 28,114 $1.1M
D. E. Shaw & Co. 0.00% New 27,014 $1.0M
Hancock Prospecting Pty Ltd 0.04% No change 24,870 $965K
Stifel Financial Corp. 0.00% Add +6.6% 24,052 $933K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -38.0% 23,717 $920K
Kestra Advisory Services, LLC 0.00% Reduce -16.5% 20,212 $784K
Atria Wealth Solutions, Inc. 0.01% Reduce -0.9% 17,023 $660K
National Bank of Canada 0.00% Add +21.1% 16,758 $651K
Goldman Sachs Group Inc. 0.00% Reduce -13.8% 16,324 $633K
Scotia Capital Inc. 0.00% Reduce -12.6% 15,828 $614K
Shufro Rose & Co. LLC 0.05% Reduce -6.0% 15,550 $603K
HighTower Advisors, LLC 0.00% Reduce -13.7% 14,876 $577K
SG Americas Securities, LLC 0.00% Add +25.5% 14,518 $563K
Creative Planning 0.00% Reduce -7.6% 13,823 $536K
Pines Wealth Management, LLC 0.24% Add +18.7% 16,212 $516K
Axxcess Wealth Management, LLC 0.01% Add +18.6% 13,148 $510K
Sage Capital Management, LLC 0.26% Add +2.4% 12,355 $479K
Sanctuary Advisors, LLC 0.00% Reduce -6.5% 12,214 $474K
Private Advisor Group, LLC 0.00% Reduce -6.5% 11,600 $450K
Truist Financial Corp. 0.00% Reduce -5.0% 10,111 $392K
Destination Wealth Management 0.01% Add +20.0% 9,815 $381K
Avantax Advisory Services, Inc. 0.00% Add +4.6% 9,538 $370K
StoneX Group Inc. 0.02% Reduce -13.8% 9,202 $357K
Simplex Trading, LLC 0.01% Reduce -42.1% 8,772 $340K
JPMorgan Chase & Co. 0.00% Reduce -82.6% 8,518 $331K
GK Wealth Management LLC 0.40% Add +22.8% 8,177 $317K
Bank of Montreal 0.00% Reduce -0.7% 8,037 $312K
Lake Hills Wealth Management, LLC 0.21% No change 7,955 $309K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -11.3% 7,904 $307K
Mariner, LLC 0.00% Reduce -2.2% 7,760 $301K
Lido Advisors, LLC 0.00% Reduce -1.6% 7,621 $296K
BCS Wealth Management 0.07% No change 7,450 $289K
Flagship Harbor Advisors, LLC 0.01% Reduce -10.5% 7,147 $277K
Moran Wealth Management, LLC 0.01% New 7,102 $276K
Flow Traders U.S. LLC 0.01% New 7,051 $274K
PFG Investments, LLC 0.02% Reduce -10.7% 7,045 $273K
Evolution Wealth Advisors, LLC 0.05% Reduce -50.0% 7,010 $272K
Janney Montgomery Scott LLC 0.00% Reduce -12.7% 6,994 $271K
Snowden Capital Advisors LLC 0.01% Reduce -4.1% 6,904 $268K
Millennium Management 0.00% Reduce -65.9% 6,862 $266K
US Bancorp \de 0.00% Reduce -21.4% 6,785 $263K
Jones Financial Companies LLLP 0.00% Add +192.4% 6,656 $262K
Steward Partners Investment Advisory, LLC 0.00% Reduce -20.3% 6,545 $254K
Integrated Wealth Concepts LLC 0.00% Reduce -11.6% 6,082 $236K
Townsquare Capital LLC 0.00% Reduce -25.9% 6,006 $233K
Eagle Strategies LLC 0.04% Reduce -75.4% 5,997 $233K
Cwm, LLC 0.00% Reduce -13.0% 5,703 $221K
Independent Financial Group, LLC 0.01% Reduce -5.7% 5,605 $217K
Thrivent Financial for Lutherans 0.00% New 5,596 $217K
Larson Financial Group LLC 0.01% Add +18.9% 5,512 $214K
Mfa Wealth Advisors, LLC 0.05% New 5,428 $211K
Insigneo Advisory Services, LLC 0.02% Reduce -6.1% 5,371 $208K
Barclays PLC 0.00% Add +96.8% 5,223 $203K
Centaurus Financial, Inc. 0.01% Reduce -0.6% 4,517 $175K
Innovative Advisory Group, LLC 0.15% No change 3,938 $153K
HBW Advisory Services LLC 0.02% New 3,595 $139K
Federation des caisses Desjardins du Quebec 0.00% Add +46.3% 3,423 $133K
MAI Capital Management 0.00% Reduce -54.0% 3,046 $118K
SBI Securities Co., Ltd. 0.00% Add +0.5% 2,996 $116K
Turim 21 Investimentos Ltda. 0.03% No change 2,882 $112K
AE Wealth Management LLC 0.00% Reduce -0.8% 2,659 $103K
Harbour Investments, Inc. 0.00% Reduce -16.7% 2,593 $101K
Principal Securities, Inc. 0.00% Add +1.1% 2,381 $97K
NewEdge Advisors, LLC 0.00% Add +0.9% 2,349 $91K
AlphaCore Capital LLC 0.01% New 2,302 $89K
Blair William & Co. 0.00% Reduce -56.0% 1,772 $69K
Geneos Wealth Management Inc. 0.00% Reduce -31.9% 1,766 $69K
Activest Wealth Management 0.02% Reduce -37.0% 1,699 $66K
Founders Capital Management 0.04% Reduce -33.3% 1,685 $65K

"% 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 240 holders