Global X Lithium & Battery TLITETF
13F holders, Q2 2026 (June 30)295holders +14
41new positions
28sold out
3famous investors
$78.23avg. 13F price*
At the end of Q2 2026, 295 institutions reported holding Global X Lithium & Battery T (LIT) in their 13F filings, up 14 from Q1 2026. 41 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($102.7M), Morgan Stanley ($30.1M) and Bank of America Corp. ($26.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Global X Lithium & Battery T
- CUSIP
- 37954Y855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $34.7M |
| Exits | 28 | $13.5M |
All 13F filers, Q1 2026 → Q2 2026: 942,258 shares bought and 898,770 shares sold, net +43,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| LPL Financial LLC | 0.02% | Add +5.7% | 1,311,780 | $102.7M |
| Morgan Stanley | 0.00% | Add +22.0% | 385,120 | $30.1M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 331,769 | $26.0M |
| BW Gestao de Investimentos Ltda. | 0.49% | Add +50.0% | 258,000 | $20.2M |
| BNP Paribas Financial Markets | 0.01% | Add +1.0% | 211,485 | $16.6M |
| Whitcomb & Hess, Inc. | 3.00% | Reduce -1.0% | 177,640 | $13.9M |
| Chicago Wealth Management, Inc. | 4.80% | Add +75.0% | 172,824 | $13.5M |
| UBS Group AG | 0.00% | Reduce -19.6% | 131,243 | $10.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -63.4% | 129,207 | $10.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -30.7% | 117,503 | $9.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 111,999 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 110,897 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 107,873 | $8.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 105,683 | $8.3M |
| Longbow Finance SA | 0.80% | No change | 80,000 | $6.2M |
| Horizon Wealth Management, LLC | 0.72% | New | 71,809 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -0.1% | 71,694 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +10.1% | 70,085 | $5.5M |
| Baker Avenue Asset Management, LP | 0.09% | Add +2.6% | 60,226 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 55,038 | $4.3M |
| Lake Hills Wealth Management, LLC | 1.93% | Reduce -3.0% | 54,188 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 52,992 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +0.1% | 49,427 | $3.9M |
| Quadrature Capital Ltd | 0.03% | New | 43,677 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.8% | 41,754 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +4.1% | 41,639 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.3% | 37,954 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +108.6% | 37,914 | $3.0M |
| Summit Financial, LLC | 0.03% | Add +11.4% | 37,453 | $2.9M |
| Ipsen Advisor Group LLC | 1.87% | Reduce -0.0% | 37,097 | $2.9M |
| Juncture Wealth Strategies, LLC | 0.75% | Add +84.9% | 37,038 | $2.9M |
| D. E. Shaw & Co. | 0.00% | New | 36,381 | $2.8M |
| CX Institutional | 0.08% | Reduce -0.5% | 35,888 | $2.8M |
| Innovative Advisory Group, LLC | 2.12% | New | 35,473 | $2.8M |
| Marshall Investment Management, LLC | 1.15% | Add +12.9% | 35,398 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +36.4% | 34,757 | $2.7M |
| Moran Wealth Management, LLC | 0.07% | Add +7.8% | 34,082 | $2.7M |
| HUB Investment Partners, LLC | 0.05% | No change | 33,336 | $2.6M |
| Q3 Asset Management | 0.45% | Add +42.4% | 31,300 | $2.5M |
| IFG Advisory, LLC | 0.08% | New | 30,194 | $2.4M |
| Canal Insurance CO | 0.51% | No change | 30,000 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +26.3% | 28,150 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.9% | 26,404 | $2.1M |
| Old Mission Capital LLC | 0.05% | Add +347.1% | 24,923 | $2.0M |
| Fortis Group Advisors, LLC | 0.31% | Add +6.0% | 24,918 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +28.2% | 23,098 | $1.8M |
| GTS Securities LLC | 0.04% | Add +173.8% | 22,171 | $1.7M |
| Walleye Trading LLC | 0.02% | New | 20,326 | $1.6M |
| One Capital Management, LLC | 0.04% | No change | 20,239 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.9% | 18,750 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -6.7% | 18,118 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Add +563.0% | 17,710 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 17,226 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 16,135 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 15,518 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 14,734 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +24.5% | 14,548 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +336.6% | 13,909 | $1.1M |
| Scotia Capital Inc. | 0.00% | Reduce -38.9% | 13,824 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 13,382 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.3% | 13,698 | $1.0M |
| Sage Capital Management, LLC | 0.40% | No change | 12,942 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -1.8% | 12,088 | $946K |
| Truist Financial Corp. | 0.00% | Reduce -3.5% | 11,766 | $921K |
| Millennium Management | 0.00% | Add +67.6% | 11,703 | $916K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.9% | 11,425 | $894K |
| Petra Financial Advisors Inc. | 0.40% | Add +13.1% | 11,113 | $870K |
| Kraft, Davis & Associates, LLC | 0.18% | Add +0.9% | 12,068 | $866K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 10,913 | $854K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 10,230 | $801K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +50.4% | 9,448 | $740K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.9% | 9,001 | $708K |
| Arax Advisory Partners | 0.00% | Add +37.8% | 8,753 | $685K |
| Western Wealth Management, LLC | 0.02% | Add +51.3% | 8,514 | $666K |
| Creative Planning | 0.00% | Add +7.1% | 8,437 | $660K |
| VVR Holdings LLC | 0.26% | Add +19.7% | 7,815 | $612K |
| Wealthspire Advisors, LLC | 0.00% | No change | 7,680 | $601K |
| Belpointe Asset Management LLC | 0.02% | Reduce -29.9% | 7,394 | $579K |
| Destination Wealth Management | 0.01% | Add +0.8% | 7,341 | $575K |
| Quantum Portfolio Management LLC | 0.20% | Add +122.7% | 7,128 | $558K |
| Bank of Montreal | 0.00% | Reduce -97.2% | 6,972 | $546K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.7% | 6,870 | $538K |
| Group One Trading LLC | 0.01% | New | 6,631 | $519K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.7% | 6,552 | $513K |
| Quantinno Capital Management LP | 0.00% | New | 6,506 | $509K |
| VestGen Advisors, LLC | 0.01% | Reduce -3.4% | 6,450 | $505K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 6,450 | $505K |
| US Bancorp \de | 0.00% | Reduce -6.2% | 6,385 | $500K |
| Cerity Partners LLC | 0.00% | Add +7.0% | 6,353 | $497K |
| Insigneo Advisory Services, LLC | 0.02% | Add +67.2% | 6,319 | $495K |
| Wick Capital Partners, LLC | 0.07% | Reduce -0.5% | 6,221 | $494K |
| StoneX Group Inc. | 0.02% | Add +14.4% | 6,153 | $490K |
| Great Diamond Partners, LLC | 0.08% | Reduce -13.8% | 6,109 | $478K |
| Mather Group, Llc. | 0.00% | Add +8.6% | 6,008 | $470K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.3% | 5,957 | $466K |
| Certuity, LLC | 0.02% | No change | 5,954 | $466K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.8% | 5,882 | $461K |
| PFG Investments, LLC | 0.02% | Add +13.1% | 5,883 | $461K |
| Stonebridge Financial Group, LLC | 0.06% | — | 5,538 | $435K |
| FMR LLC | 0.00% | Add +21.3% | 5,325 | $417K |
| Index Technologies Group LLC | 0.33% | New | 5,324 | $417K |
| Centaurus Financial, Inc. | 0.02% | Add +3.7% | 5,304 | $415K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.1% | 5,253 | $411K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.21% | New | 5,223 | $411K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,214 | $408K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 5,159 | $404K |
| Focus Partners Wealth | 0.00% | Add +8.9% | 5,057 | $396K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +35.1% | 5,000 | $391K |
| Apollon Wealth Management, LLC | 0.00% | New | 4,973 | $389K |
| Northbridge Financial Group, LLC | 0.15% | Reduce -3.1% | 4,829 | $378K |
| E&G Advisors, LLC | 0.07% | Add +16.6% | 4,689 | $367K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.1% | 5,042 | $365K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 4,637 | $363K |
| NewEdge Wealth, LLC | 0.00% | Add +4.0% | 4,628 | $362K |
| J. Safra Sarasin Holding AG | 0.01% | New | 4,528 | $355K |
| Eagle Strategies LLC | 0.04% | Reduce -4.6% | 4,522 | $354K |
| Corient Private Wealth LP | 0.00% | New | 4,522 | $354K |
| PACK Private Wealth, LLC | 0.14% | No change | 4,289 | $336K |
| Two Sigma Securities, LLC | 0.03% | New | 4,195 | $328K |
| Advisory Services Network, LLC | 0.00% | Add +6.5% | 4,156 | $325K |
| Cibc World Market Inc. | 0.00% | Reduce -20.3% | 4,089 | $320K |
| Betterment LLC | 0.00% | Reduce -22.5% | 4,019 | $315K |
| Merit Financial Group, LLC | 0.00% | New | 3,910 | $306K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -1.0% | 3,899 | $305K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +26.1% | 3,680 | $288K |
| RFG Advisory, LLC | 0.00% | New | 3,669 | $287K |
| Baird Financial Group, Inc. | 0.00% | Add +13.6% | 3,634 | $284K |
| Brookwood Investment Group LLC | 0.03% | Add +12.0% | 3,596 | $281K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,459 | $271K |
| Keel Point, LLC | 0.02% | No change | 3,421 | $268K |
| Prosperity Consulting Group, LLC | 0.01% | New | 3,394 | $266K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,383 | $265K |
| Larson Financial Group LLC | 0.01% | No change | 3,309 | $259K |
| Tidal Investments LLC | 0.00% | New | 3,240 | $254K |
| Kovack Advisors, Inc. | 0.01% | Reduce -13.8% | 3,206 | $250K |
| Ancora Advisors LLC | 0.00% | No change | 3,155 | $247K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,126 | $245K |
| Captrust Financial Advisors | 0.00% | Add +2.2% | 3,123 | $244K |
| Prospera Financial Services Inc | 0.00% | Add +12.1% | 3,068 | $240K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -6.2% | 3,018 | $236K |
| Fifth Third Bancorp | 0.00% | Add +83.3% | 3,005 | $235K |
| Fiduciary Trust Co | 0.00% | No change | 3,000 | $235K |
| Triton Wealth Management, PLLC | 0.07% | Reduce -5.1% | 3,249 | $234K |
| Cutler Investment Counsel LLC | 0.02% | No change | 2,972 | $234K |
| D.A. Davidson & Co. | 0.00% | No change | 2,967 | $232K |
| Bright Futures Wealth Management, LLC. | 0.15% | Reduce -15.1% | 2,887 | $226K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +238.0% | 2,876 | $225K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,860 | $224K |
| Pathstone Holdings, LLC | 0.00% | New | 2,814 | $220K |
| Verus Capital Partners, LLC | 0.01% | New | 2,775 | $217K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.0% | 2,758 | $216K |
| CDKV Holdings LLC | 0.16% | Reduce -7.4% | 2,678 | $210K |
| Mariner, LLC | 0.00% | New | 2,670 | $209K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,664 | $209K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 2,686 | $208K |
| Glassman Wealth Services | 0.02% | New | 2,652 | $208K |
| Cordoba Advisory Partners LLC | 0.04% | Reduce -12.6% | 2,567 | $202K |
| Global Retirement Partners, LLC | 0.00% | — | 2,435 | $191K |
| Friedenthal Financial | 0.08% | New | 2,197 | $172K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -19.7% | 2,139 | $167K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.8% | 2,124 | $166K |
| MTM Investment Management, LLC | 0.04% | No change | 2,000 | $157K |
| Picton Mahoney Asset Management | 0.00% | No change | 2,000 | $157K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.9% | 1,453 | $113K |
| Hager Investment Management Services, LLC | 0.05% | No change | 1,446 | $113K |
| Barclays PLC | 0.00% | Reduce -14.4% | 1,380 | $108K |
| Rothschild Investment LLC | 0.00% | No change | 1,342 | $105K |
| CoreCap Advisors, LLC | 0.00% | Add +6.7% | 1,325 | $104K |
| Realta Investment Advisors | 0.03% | Add +3.0% | 1,268 | $99K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | No change | 1,250 | $98K |
| Forum Finance Group S.A. | 0.04% | Reduce -23.3% | 1,550 | $98K |
| Allworth Financial LP | 0.00% | Reduce -5.8% | 1,246 | $98K |
| IFP Advisors, Inc | 0.00% | No change | 1,103 | $86K |
| International Assets Investment Management, LLC | 0.01% | Reduce -1.0% | 1,107 | $86K |
| Founders Capital Management | 0.03% | No change | 1,015 | $79K |
| Simplex Trading, LLC | 0.00% | New | 1,014 | $79K |
| Key Financial Inc | 0.01% | No change | 1,002 | $78K |
| Private Trust Co. NA | 0.01% | Reduce -1.3% | 973 | $76K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.4% | 890 | $70K |
| BankPlus Trust Department | 0.02% | Add +85.0% | 842 | $66K |
| Geneos Wealth Management Inc. | 0.00% | Add +13.6% | 834 | $65K |
| AdvisorNet Financial, Inc | 0.00% | No change | 800 | $63K |
| Blair William & Co. | 0.00% | No change | 787 | $62K |
| REAP Financial Group, LLC | 0.01% | No change | 767 | $60K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 705 | $55K |
| Pacifica Partners Inc. | 0.02% | No change | 700 | $54K |
| Activest Wealth Management | 0.01% | Reduce -60.9% | 665 | $52K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.2% | 634 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $47K |
| Ameriflex Group, Inc. | 0.02% | Add +2.6% | 595 | $47K |
| Rossby Financial, LCC | 0.01% | No change | 593 | $46K |
| Advisors Preferred, LLC | 0.01% | Add +150.7% | 569 | $44K |
| Bellevue Asset Management, LLC | 0.02% | No change | 555 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +141.5% | 553 | $43K |
| AE Wealth Management LLC | 0.00% | Reduce -10.3% | 546 | $43K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 526 | $41K |
| Smithfield Trust Co | 0.00% | No change | 527 | $41K |
| Clearstead Advisors, LLC | 0.00% | Add +2777.8% | 518 | $41K |
| CGC Financial Services, LLC | 0.01% | No change | 514 | $40K |
| Cape Investment Advisory, Inc. | 0.01% | New | 505 | $40K |
| AlphaCore Capital LLC | 0.00% | No change | 500 | $39K |
| Golden State Wealth Management, LLC | 0.00% | No change | 500 | $39K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 495 | $39K |
| Point72 Asset Management | 0.00% | Reduce -98.8% | 495 | $39K |
| Hantz Financial Services, Inc. | 0.00% | New | 474 | $37K |
| Fairscale Capital, LLC | 0.02% | No change | 447 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -18.4% | 445 | $35K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 440 | $34K |
| Hollencrest Capital Management | 0.00% | No change | 428 | $34K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 423 | $33K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 418 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +117.5% | 409 | $32K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 405 | $32K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $31K |
| Kilter Group LLC | 0.01% | Reduce -8.9% | 356 | $28K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 350 | $27K |
| First Command Advisory Services, Inc. | 0.00% | No change | 333 | $26K |
| BlackRock, Inc. | 0.00% | Add +6480.0% | 329 | $26K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 304 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 300 | $23K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 300 | $23K |
| LRI Investments, LLC | 0.00% | No change | 291 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 286 | $22K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 250 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +19.1% | 224 | $18K |
| Bangor Savings Bank | 0.00% | No change | 223 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 222 | $17K |
| St Germain D J Co. Inc. | 0.00% | No change | 220 | $17K |
| Russell Investments Group, Ltd. | 0.00% | New | 216 | $17K |
| Burk Holdings LLC | 0.01% | No change | 214 | $17K |
| NFSG Corp | 0.00% | No change | 208 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 202 | $16K |
| Roble, Belko & Company, Inc | 0.00% | No change | 200 | $16K |
| Evelyn Partners Group Ltd | 0.00% | — | 200 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 188 | $15K |
| Compass Financial Management LLC | 0.00% | — | 198 | $14K |
| Capital Analysts, LLC | 0.00% | Reduce -59.0% | 181 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 160 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 159 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 157 | $12K |
| Caitlin John, LLC | 0.01% | No change | 155 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 133 | $10K |
| Spire Wealth Management | 0.00% | Reduce -64.7% | 132 | $10K |
| HM Payson & Co. | 0.00% | No change | 132 | $10K |
| Paladin Advisory Group, LLC | 0.01% | No change | 130 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 130 | $10K |
| Dunhill Financial, LLC | 0.00% | Reduce -3.7% | 129 | $10K |
| Wolff Wiese Magana LLC | 0.00% | No change | 125 | $10K |
| City State Bank | 0.00% | No change | 120 | $9K |
| PlanVest Financial, Inc | 0.01% | No change | 112 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 106 | $8K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 100 | $8K |
| Crews Bank & Trust | 0.00% | No change | 100 | $8K |
| Financial Consulate, Inc. | 0.00% | No change | 100 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $8K |
| Triumph Capital Management | 0.00% | Reduce -13.8% | 94 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 78 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 76 | $6K |
| Planning Strategies Inc. | 0.00% | — | 75 | $6K |
| 1 North Wealth Services LLC | 0.00% | No change | 75 | $6K |
| Tidemark, LLC | 0.00% | Add +19.1% | 75 | $6K |
| Cheviot Value Management, LLC | 0.00% | Reduce -1.3% | 74 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 70 | $5K |
| Fiduciary Financial Advisors | 0.00% | New | 69 | $5K |
| Community Financial Services Group, LLC | 0.00% | No change | 68 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 60 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 57 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 57 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 53 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 53 | $4K |
| Keystone Financial Group, Inc. | 0.00% | No change | 50 | $4K |
| Nemes Rush Group LLC | 0.00% | Reduce -92.9% | 50 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -81.6% | 46 | $4K |
| Signaturefd, LLC | 0.00% | New | 41 | $3K |
| Whittier Trust Co. | 0.00% | No change | 40 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 39 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 35 | $3K |
| Albion Financial Group | 0.00% | No change | 26 | $2K |
| GS Investments, Inc. | 0.00% | No change | 26 | $2K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -50.0% | 23 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 22 | $2K |
| Gill Capital Partners, LLC | 0.00% | No change | 21 | $2K |
| Nvwm, LLC | 0.00% | No change | 17 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 15 | $1K |
| Armor Investment Advisors, LLC | 0.00% | No change | 15 | $1K |
| Colonial Trust Advisors | 0.00% | New | 15 | $1K |
| Accordant Advisory Group Inc | 0.00% | No change | 14 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 14 | $1K |
| Winch Advisory Services, LLC | 0.00% | No change | 11 | $892 |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -71.8% | 11 | $861 |
| Quaker Wealth Management, LLC | 0.00% | No change | 9 | $705 |
| NORTHSTAR ASSET MANAGEMENT Co | 0.00% | New | 7 | $475 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $392 |
| SHP Wealth Management | 0.00% | Reduce -98.0% | 5 | $391 |
"% 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.