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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
671
shares
|
$24,263
0.0% of portfolio
|
Q2 2023
Reduced 22.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
659
shares
|
$23,829
0.0% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
600
shares
|
$21,695
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
600
shares
|
$21,695
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$21,695
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
600
shares
|
$21,695
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
591
shares
|
$21,370
0.0% of portfolio
|
Q3 2022
Added 31.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
575
shares
|
$20,791
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
559
shares
|
$20,213
0.0% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
555
shares
|
$20,068
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
536
shares
|
$19,381
0.0% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
531
shares
|
$19,200
0.0% of portfolio
|
Q4 2024
Reduced 64.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
514
shares
|
$18,586
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
506
shares
|
$18,296
0.01% of portfolio
|
Q4 2024
Reduced 27.71%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$18,080
0.01% of portfolio
|
Q2 2023
Added 900.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
495
shares
|
$17,899
0.0% of portfolio
|
Q1 2025
Added 43.48%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
468
shares
|
$16,922
0.0% of portfolio
|
Q2 2024
Reduced 34.45%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
465
shares
|
$16,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
462
shares
|
$16,705
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
447
shares
|
$16,163
0.02% of portfolio
|
Q4 2024
Reduced 47.16%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
424
shares
|
$15,331
0.0% of portfolio
|
Q4 2023
Reduced 45.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
423
shares
|
$15,295
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
423
shares
|
$15,295
0.0% of portfolio
|
Q1 2022
Added 111.5%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
405
shares
|
$14,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
405
shares
|
$14,644
0.01% of portfolio
|
Q1 2025
New holding
|