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
Financial Freedom, LLC 0.04% Reduce -16.7% 1,655 $64K
FMR LLC 0.00% Add +6.4% 1,610 $62K
Hager Investment Management Services, LLC 0.04% Reduce -1.2% 1,601 $62K
BOK Financial Private Wealth, Inc. 0.00% No change 1,420 $55K
Comprehensive Financial Planning, Inc. 0.05% Add +0.3% 1,391 $54K
IFP Advisors, Inc 0.00% Reduce -14.3% 1,358 $53K
Rothschild Investment LLC 0.00% No change 1,342 $52K
CoreCap Advisors, LLC 0.00% No change 1,242 $48K
Smithfield Trust Co 0.00% No change 1,179 $45K
Sunbelt Securities, Inc. 0.00% Reduce -43.6% 1,100 $43K
WFA Asset Management Corp 0.02% Reduce -0.6% 889 $40K
Future Financial Wealth Managment LLC 0.03% No change 1,000 $39K
BNP Paribas 0.00% No change 1,000 $39K
CIBC Private Wealth Group LLC 0.00% Reduce -21.5% 1,199 $38K
Realta Investment Advisors 0.02% Reduce -0.1% 976 $38K
Armor Investment Advisors, LLC 0.02% Reduce -97.3% 944 $37K
Lindbrook Capital, LLC 0.00% No change 924 $36K
Itau Unibanco Holding S.A. 0.00% No change 912 $35K
Picton Mahoney Asset Management 0.00% No change 900 $35K
Lanark Financial, Inc. 0.00% — 897 $34K
Capital Investment Advisory Services, LLC 0.00% Add +13.4% 853 $33K
AllSquare Wealth Management LLC 0.02% No change 850 $33K
Comerica Bank 0.00% Reduce -34.1% 848 $33K
AdvisorNet Financial, Inc 0.00% No change 800 $31K
Allworth Financial LP 0.00% No change 831 $31K
Pacifica Partners Inc. 0.01% No change 810 $30K
REAP Financial Group, LLC 0.01% No change 767 $30K
Crowley Wealth Management, Inc. 0.03% Add +36.0% 759 $29K
Cape Investment Advisory, Inc. 0.01% Reduce -5.8% 748 $29K
Ameriflex Group, Inc. 0.01% No change 695 $27K
Glenmede Trust Co. NA 0.00% Reduce -42.8% 680 $26K
Parallel Advisors, LLC 0.00% Reduce -92.5% 678 $26K
Hollencrest Capital Management 0.00% No change 671 $26K
Blue Bell Private Wealth Management, LLC 0.00% No change 659 $26K
Westside Investment Management, Inc. 0.01% No change 600 $23K
Bartlett & Co. Wealth Management LLC 0.00% No change 600 $23K
Golden State Wealth Management, LLC 0.00% No change 575 $22K
Spire Wealth Management 0.00% No change 559 $22K
Bellevue Asset Management, LLC 0.01% Add +0.2% 555 $22K
Capital Analysts, LLC 0.00% Reduce -39.4% 536 $21K
Hazlett, Burt & Watson, Inc. 0.01% No change 506 $20K
CGC Financial Services, LLC 0.01% No change 514 $20K
Atticus Wealth Management, LLC 0.01% No change 500 $19K
Aptus Capital Advisors, LLC 0.00% Add +43.5% 495 $19K
FAS Wealth Partners, Inc. 0.00% No change 468 $18K
Northwest Capital Management Inc 0.01% No change 462 $18K
Nalls Sherbakoff Group, LLC 0.01% — 449 $17K
Fairscale Capital, LLC 0.02% No change 447 $17K
Rossby Financial, LCC 0.01% New 465 $17K
Tsfg, LLC 0.00% No change 424 $16K
Dynamic Wealth Strategies, LLC 0.01% New 405 $16K
Main Street Group, LTD 0.01% Add +27.0% 400 $16K
Sound Income Strategies, LLC 0.00% No change 382 $15K
Plante Moran Financial Advisors, LLC 0.00% New 370 $14K
Highline Wealth Partners LLC 0.00% Add +0.3% 351 $14K
First Command Advisory Services, Inc. 0.00% Reduce -21.3% 333 $13K
NFSG Corp 0.00% No change 311 $12K
BankPlus Trust Department 0.00% No change 310 $12K
Key Financial Inc 0.00% Add +0.3% 306 $12K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -85.4% 300 $12K
LRI Investments, LLC 0.00% No change 291 $11K
Anchor Investment Management, LLC 0.00% No change 285 $11K
TD Waterhouse Canada Inc. 0.00% Reduce -35.2% 276 $11K
Glen Eagle Advisors, LLC 0.00% No change 260 $10K
Valley National Advisers Inc. 0.00% No change 283 $10K
Ancora Advisors LLC 0.00% Reduce -44.0% 255 $10K
Bangor Savings Bank 0.00% Add +0.5% 222 $9K
St Germain D J Co. Inc. 0.00% No change 220 $9K
Optimum Investment Advisors 0.00% No change 200 $8K
Evelyn Partners Asset Management Ltd 0.00% No change 200 $8K
Crews Bank & Trust 0.00% No change 200 $8K
Flaharty Asset Management, LLC 0.00% New 200 $8K
Financial Perspectives, Inc 0.00% Add +0.5% 196 $8K
SouthState Bank Corp 0.00% New 195 $8K
Sandy Spring Bank 0.00% Reduce -23.4% 187 $7K
Dunhill Financial, LLC 0.00% No change 185 $7K
Pinney & Scofield, Inc. 0.01% No change 185 $7K
Wolff Wiese Magana LLC 0.00% No change 185 $7K
Center for Financial Planning, Inc. 0.00% No change 159 $6K
PSI Advisors, LLC 0.00% No change 152 $6K
HM Payson & Co. 0.00% Reduce -53.2% 132 $5K
Paladin Advisory Group, LLC 0.00% No change 130 $5K
Cherry Tree Wealth Management, LLC 0.00% Add +16.1% 130 $5K
Bogart Wealth, LLC 0.00% No change 125 $5K
City State Bank 0.00% No change 120 $5K
First Horizon Advisors, Inc. 0.00% Add +13.5% 118 $5K
Farther Finance Advisors, LLC 0.00% Add +45.1% 119 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 106 $4K
Concord Wealth Partners 0.00% New 105 $4K
VSM Wealth Advisory, LLC 0.00% No change 103 $4K
Smallwood Wealth Investment Management, LLC 0.00% New 100 $4K
HHM Wealth Advisors, LLC 0.00% No change 100 $4K
WASHINGTON TRUST Co 0.00% No change 100 $4K
Coldstream Capital Management Inc. 0.00% New 100 $4K
1 North Wealth Services LLC 0.00% New 75 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -68.3% 75 $3K
UMB Bank, n.a. 0.00% No change 70 $3K
FSA Wealth Management LLC 0.00% No change 67 $3K
Indiana Trust & Investment Management Co 0.00% No change 65 $3K
Continuum Advisory, LLC 0.00% No change 65 $3K
West Oak Capital, LLC 0.00% No change 65 $3K
Armstrong Advisory Group, Inc. 0.00% No change 60 $2K
Tidemark, LLC 0.00% Reduce -55.9% 63 $2K
Financial Management Professionals, Inc. 0.00% No change 61 $2K
Anfield Capital Management, LLC 0.00% No change 60 $2K
Toth Financial Advisory Corp. 0.00% No change 60 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -68.1% 60 $2K
Farmers & Merchants Investments Inc. 0.00% No change 55 $2K
CENTRAL TRUST Co 0.00% No change 53 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $2K
Aviso Financial Inc. 0.00% New 51 $2K
WealthTrak Capital Management LLC 0.00% No change 50 $2K
Park Square Financial Group, LLC 0.00% No change 50 $2K
Kiker Wealth Management, LLC 0.00% New 50 $2K
Salomon & Ludwin, LLC 0.00% No change 50 $2K
Nemes Rush Group LLC 0.00% No change 50 $2K
Clearstead Advisors, LLC 0.00% No change 49 $2K
Keystone Financial Group, Inc. 0.00% No change 50 $2K
Creekmur Asset Management LLC 0.00% No change 47 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -77.5% 45 $2K
Private Trust Co. NA 0.00% New 44 $2K
Whittier Trust Co. 0.00% No change 40 $2K
Vermillion Wealth Management, Inc. 0.00% No change 38 $1K
Byrne Asset Management LLC 0.00% No change 35 $1K
Belmont Capital, LLC 0.00% No change 33 $1K
Tower Research Capital LLC (TRC) 0.00% Add +3000.0% 31 $1K
GS Investments, Inc. 0.00% No change 26 $1K
Albion Financial Group 0.00% No change 26 $1K
Wood Tarver Financial Group, LLC 0.00% No change 24 $932
NBT Bank, N.A. 0.00% No change 24 $931
Compass Financial Services Inc 0.00% No change 24 $918
Nvwm, LLC 0.00% No change 17 $660
Safe Harbor Fiduciary, LLC 0.00% No change 12 $466
Winch Advisory Services, LLC 0.00% No change 11 $439
Bridge Generations Wealth Management LLC 0.00% No change 6 $233
Frazier Financial Advisors, LLC 0.00% Reduce -16.7% 5 $196
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $194
Semmax Financial Advisors Inc. 0.00% No change 4 $151
Legacy Wealth Managment, LLC 0.00% No change 2 $78
Greykasell Wealth Strategies, Inc. 0.00% New 1 $39

"% 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.