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 5.2 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
895
shares
|
$35,236
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
894
shares
|
$35,196
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
885
shares
|
$34,842
0.0% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
850
shares
|
$33,464
0.02% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
845
shares
|
$33,267
0.03% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
831
shares
|
$32,716
0.0% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
810
shares
|
$31,889
0.02% of portfolio
|
Q1 2023
Added 32.79%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$31,495
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
794
shares
|
$31,259
0.01% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
767
shares
|
$30,196
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
752
shares
|
$29,606
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
749
shares
|
$29,488
0.0% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
735
shares
|
$28,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
695
shares
|
$27,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
671
shares
|
$26,417
0.0% of portfolio
|
Q2 2023
Reduced 22.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
659
shares
|
$25,944
0.01% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
600
shares
|
$23,622
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
600
shares
|
$23,622
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
600
shares
|
$23,622
0.01% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$23,622
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
591
shares
|
$23,267
0.0% of portfolio
|
Q3 2022
Added 31.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
575
shares
|
$22,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
559
shares
|
$22,007
0.0% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
558
shares
|
$21,968
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
554
shares
|
$21,810
0.01% of portfolio
|
Q3 2024
Added 0.18%
|