Institutional Ownership Global X Fds Global X Lithium (LIT)
This table provides information about the institutional ownership of Global X Fds Global X Lithium (LIT). We have compiled data on the 302 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
105
shares
|
$3,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
103
shares
|
$3,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
100
shares
|
$3,615
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
100
shares
|
$3,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$3,615
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
100
shares
|
$3,615
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
100
shares
|
$3,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$3,615
0.0% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
75
shares
|
$2,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
75
shares
|
$2,711
0.0% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
70
shares
|
$2,531
0.0% of portfolio
|
Q1 2024
Reduced 75.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
67
shares
|
$2,422
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
65
shares
|
$2,350
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
65
shares
|
$2,350
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
65
shares
|
$2,350
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
63
shares
|
$2,278
0.0% of portfolio
|
Q1 2025
Reduced 55.94%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
61
shares
|
$2,205
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
60
shares
|
$2,169
0.0% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
60
shares
|
$2,169
0.0% of portfolio
|
Q3 2024
Reduced 86.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
60
shares
|
$2,169
0.0% of portfolio
|
Q1 2025
Reduced 68.09%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
60
shares
|
$2,169
0.0% of portfolio
|
Q1 2024
Reduced 86.96%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
55
shares
|
$1,988
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
53
shares
|
$1,916
0.0% of portfolio
|
Q4 2023
Reduced 65.36%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
51
shares
|
$1,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
50
shares
|
$1,807
0.0% of portfolio
|
Q4 2024
New holding
|