Global X Lithium & Battery TLITETF

13F holders, Q3 2025 (September 30)
250holders +16
46new positions
24sold out
2famous investors
$56.81avg. 13F price*

At the end of Q3 2025, 250 institutions reported holding Global X Lithium & Battery T (LIT) in their 13F filings, up 16 from Q2 2025. 46 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($70.4M), Steward Partners Investment Advisory, LLC ($24.1M) and PNC Financial Services Group, Inc. ($17.9M). 2 famous investors held it, including 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions46$32.2M
Exits24$4.5M

All 13F filers, Q2 2025 → Q3 2025: 2,475,136 shares bought and 394,409 shares sold, net +2,080,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 250 holders

LPL Financial LLC 0.02% Add +370.0% 1,238,309 $70.4M
Steward Partners Investment Advisory, LLC 0.14% Add +2731.5% 423,502 $24.1M
PNC Financial Services Group, Inc. 0.01% Reduce -10.0% 314,192 $17.9M
Stonebridge Financial Group, LLC 1.44% New 287,311 $16.3M
Morgan Stanley 0.00% Add +26.1% 269,041 $15.3M
Bank of America Corp. 0.00% Reduce -7.1% 232,436 $13.2M
BNP Paribas Financial Markets 0.01% Add +42.3% 216,095 $12.3M
Whitcomb & Hess, Inc. 3.02% Add +7.8% 206,915 $11.8M
UBS Group AG 0.00% Add +4.2% 157,939 $9.0M
Ameriprise Financial Inc. 0.00% Add +269.6% 146,158 $8.3M
Royal Bank of Canada 0.00% Add +43.3% 124,197 $7.1M
Goldman Sachs Group Inc. 0.00% Add +193.5% 112,189 $6.4M
Wells Fargo & Company 0.00% Add +20.2% 102,738 $5.8M
Cetera Investment Advisers 0.01% Add +5.2% 88,536 $5.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.3% 82,152 $4.7M
Longbow Finance SA 0.45% No change 80,000 $4.5M
MML Investors Services, LLC 0.01% Reduce -4.8% 56,138 $3.2M
Commonwealth Equity Services, LLC 0.00% Reduce -6.4% 54,403 $3.1M
Raymond James Financial Inc. 0.00% Add +15.0% 52,321 $3.0M
Jane Street Group, LLC 0.00% Add +101.8% 50,437 $2.9M
Kraft, Davis & Associates, LLC 0.65% Reduce -10.0% 44,568 $2.7M
Marshall Investment Management, LLC 1.35% New 44,844 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -12.4% 43,200 $2.3M
Ipsen Advisor Group LLC 1.61% Add +2.2% 39,293 $2.2M
Wealthfront Advisers LLC 0.00% Reduce -7.2% 36,681 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +32.6% 34,130 $1.9M
BLVD Private Wealth, LLC 1.58% Reduce -25.9% 32,398 $1.8M
Citigroup Inc. 0.00% Reduce -5.2% 31,485 $1.8M
Wolverine Trading, LLC 0.04% New 31,541 $1.8M
Canal Insurance CO 0.36% No change 30,000 $1.7M
SIH Partners, LLLP 0.15% Add +196.2% 29,213 $1.7M
Barclays PLC 0.00% Add +224.1% 28,175 $1.6M
JPMorgan Chase & Co. 0.00% Add +107.5% 25,989 $1.5M
Moran Wealth Management, LLC 0.04% Add +76.8% 24,861 $1.4M
IFG Advisory, LLC 0.06% New 23,382 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +248.5% 20,731 $1.2M
Q3 Asset Management 0.36% New 18,588 $1.1M
Stifel Financial Corp. 0.00% Reduce -16.4% 18,563 $1.1M
VestGen Advisors, LLC 0.03% New 18,427 $1.0M
Kestra Advisory Services, LLC 0.00% Reduce -21.9% 17,210 $978K
Scotia Capital Inc. 0.00% Add +5.9% 16,766 $953K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.6% 16,461 $936K
Private Advisor Group, LLC 0.00% Add +41.7% 15,451 $878K
Susquehanna International Group, LLP 0.00% Reduce -71.0% 15,016 $854K
Axxcess Wealth Management, LLC 0.02% Reduce -0.4% 13,348 $759K
Sage Capital Management, LLC 0.33% Add +3.0% 12,721 $723K
Realta Investment Advisors 0.23% New 12,218 $695K
Pines Wealth Management, LLC 0.23% Reduce -14.7% 11,883 $676K
Truist Financial Corp. 0.00% Reduce -3.5% 11,870 $675K
Janney Montgomery Scott LLC 0.00% Add +64.8% 11,569 $658K
Flagship Harbor Advisors, LLC 0.03% Add +103.1% 11,409 $649K
Amundi 0.00% New 10,842 $646K
Belpointe Asset Management LLC 0.02% New 10,672 $607K
Shufro Rose & Co. LLC 0.05% No change 15,550 $603K
HighTower Advisors, LLC 0.00% Reduce -12.2% 10,572 $601K
Sei Investments Co. 0.00% Add +42.5% 8,918 $507K
Bank of Montreal 0.00% Add +21.7% 8,892 $506K
Old Mission Capital LLC 0.02% Reduce -59.4% 8,891 $505K
Squarepoint Ops LLC 0.00% New 8,338 $474K
Creative Planning 0.00% Reduce -4.8% 8,047 $457K
Lake Hills Wealth Management, LLC 0.24% No change 7,930 $451K
Insigneo Advisory Services, LLC 0.03% Add +10.6% 7,876 $448K
Wealthspire Advisors, LLC 0.00% New 7,597 $432K
Destination Wealth Management 0.01% Reduce -21.2% 7,521 $428K
Citadel Advisors 0.00% Reduce -83.9% 6,926 $394K
US Bancorp \de 0.00% No change 6,785 $386K
CX Institutional 0.01% Reduce -25.2% 6,732 $383K
Snowden Capital Advisors LLC 0.01% Add +24.4% 6,698 $381K
Lido Advisors, LLC 0.00% Reduce -5.1% 6,682 $380K
Evolution Wealth Advisors, LLC 0.05% No change 6,450 $367K
Sanctuary Advisors, LLC 0.00% Reduce -1.6% 6,115 $348K
Jones Financial Companies LLLP 0.00% Reduce -2.5% 6,211 $345K
Rockefeller Capital Management L.P. 0.00% New 5,806 $330K
Thrivent Financial for Lutherans 0.00% Add +1.3% 5,763 $328K
Eagle Strategies LLC 0.04% Reduce -7.1% 5,622 $320K
StoneX Group Inc. 0.01% Reduce -31.2% 5,568 $317K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.5% 5,328 $313K
Certuity, LLC 0.02% New 5,435 $309K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.9% 5,318 $302K
Mercer Global Advisors Inc. 0.00% New 5,293 $301K
Apollon Wealth Management, LLC 0.01% New 5,241 $298K
PFG Investments, LLC 0.02% Reduce -6.8% 5,157 $293K
NewEdge Wealth, LLC 0.00% New 4,449 $270K
Mariner, LLC 0.00% New 4,734 $269K
Oxford Financial Group, LTD. LLC 0.01% New 4,637 $264K
Centaurus Financial, Inc. 0.01% Add +4.1% 4,593 $261K
Betterment LLC 0.00% Reduce -15.8% 4,515 $257K
D. E. Shaw & Co. 0.00% Reduce -83.5% 4,447 $253K
Focus Partners Wealth 0.00% New 4,427 $252K
Cwm, LLC 0.00% Add +11.8% 4,416 $251K
PACK Private Wealth, LLC 0.11% New 4,289 $244K
Quadrature Capital Ltd 0.00% New 4,248 $241K
J.W. Cole Advisors, Inc. 0.00% Reduce -34.3% 4,238 $241K
Triton Wealth Management, PLLC 0.09% New 3,825 $239K
Retirement Planning Co of New England, Inc. 0.10% New 4,189 $238K
Lion Street Advisors, LLC 0.08% New 2,516 $231K
J. Goldman & Co LP 0.01% New 4,000 $227K
Perigon Wealth Management, LLC 0.00% New 3,863 $220K
Keystone Wealth Services, LLC 0.05% New 3,833 $218K
Innovative Advisory Group, LLC 0.14% Add +0.0% 3,789 $215K

"% 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 250 holders