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 294 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
190
shares
|
$8,346
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
187
shares
|
$8,214
0.0% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
187
shares
|
$8,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$8,127
0.0% of portfolio
|
Q2 2023
Reduced 44.78%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
185
shares
|
$8,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
159
shares
|
$6,984
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
154
shares
|
$6,765
0.01% of portfolio
|
Q2 2023
Added 24.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
147
shares
|
$6,457
0.0% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
137
shares
|
$6,018
0.0% of portfolio
|
Q3 2023
Added 0.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
133
shares
|
$5,842
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
132
shares
|
$5,798
0.0% of portfolio
|
Q1 2025
Reduced 53.19%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
130
shares
|
$5,710
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
130
shares
|
$5,710
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
129
shares
|
$5,666
0.0% of portfolio
|
Q2 2025
Reduced 65.14%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
125
shares
|
$5,491
0.0% of portfolio
|
Q4 2024
Added 733.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
125
shares
|
$5,491
0.0% of portfolio
|
Q2 2024
Reduced 75.05%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
120
shares
|
$5,271
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116
shares
|
$5,095
0.0% of portfolio
|
Q4 2023
Reduced 4.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
111
shares
|
$4,876
0.0% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
106
shares
|
$4,656
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
105
shares
|
$4,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
100
shares
|
$4,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
100
shares
|
$4,393
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$4,393
0.0% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,393
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|