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 324 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
47
shares
|
$1,914
0.0% of portfolio
|
Q3 2024
Reduced 96.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$1,874
0.0% of portfolio
|
Q3 2024
Reduced 76.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
41
shares
|
$1,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
40
shares
|
$1,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
38
shares
|
$1,548
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
38
shares
|
$1,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
35
shares
|
$1,425
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$1,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
33
shares
|
$1,344
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
31
shares
|
$1,262
0.0% of portfolio
|
Q2 2023
Reduced 53.03%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$1,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
26
shares
|
$1,059
0.0% of portfolio
|
Q1 2024
Reduced 74.76%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
26
shares
|
$1,059
0.0% of portfolio
|
Q4 2022
Reduced 49.02%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
26
shares
|
$1,059
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
25
shares
|
$1,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
24
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
24
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
24
shares
|
$977
0.0% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
17
shares
|
$692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
17
shares
|
$692
0.0% of portfolio
|
Q1 2023
Reduced 41.38%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
12
shares
|
$488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
11
shares
|
$448
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6
shares
|
$244
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
6
shares
|
$244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$203
0.0% of portfolio
|
Q3 2023
New holding
|