LIT institutional holders

Global X Lithium & Battery Tech ETF · 308 reporting institutions · $443.4M reported value

Institutional holdings

Institutions reporting LIT, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$102.7M23,4582026-06-30
Morgan Stanley$30.1M23,1852026-06-30
Bank of America Corp /de$26M02026-06-30
Bw Gestao de Investimentos Ltda.$20.2M02026-06-30
Bnp Paribas Financial Markets$16.6M02026-06-30
Whitcomb & Hess, Inc.$13.9M82026-06-30
Chicago Wealth Management, Inc.$13.5M52026-06-30
UBS Group AG$10.3M02026-06-30
Steward Partners Investment Advisory, LLC$10.1M4812026-06-30
Susquehanna International Group, LLP$9.2M02026-06-30
PNC Financial Services Group, Inc.$8.8M02026-06-30
Wells Fargo & Company/mn$8.7M02026-06-30
Royal Bank of Canada$8.4M02026-06-30
Qube Research & Technologies Ltd$8.3M02026-06-30
Longbow Finance SA$6.2M02026-06-30
Horizon Wealth Management$5.6M62026-06-30
Cetera Investment Advisers$5.6M10,3702026-06-30
Raymond James Financial Inc$5.5M02026-06-30
Bakeravenue$4.7M352026-06-30
Jpmorgan Chase & Co$4.3M02026-06-30
Lake Hills Wealth Management, LLC$4.2M32026-06-30
Envestnet Pmc$4.1M602026-06-30
MML Investors Services, LLC$3.9M5,1202026-06-30
Quadrature Capital Ltd$3.4M02026-06-30
Ameriprise Financial Inc$3.3M02026-06-30
Wealthfront Advisers LLC$3.3M402026-06-30
Commonwealth Equity Services, LLC$3M2,8632026-06-30
Mirae Asset Global Etfs Holdings Ltd.$3M02026-06-30
Summit Financial, LLC$2.9M2292026-06-30
Ipsen Advisor Group LLC$2.9M32026-06-30
Juncture Wealth Strategies, LLC$2.9M102026-06-30
D. E. Shaw & Co., LP$2.8M02026-06-30
Marshall Investment Management, LLC$2.8M82026-06-30
Osaic Holdings, Inc.$2.7M02026-06-30
Moran Wealth Management, LLC$2.7M352026-06-30
Hub Investment Partners, LLC$2.6M1182026-06-30
Ifg Advisory, LLC$2.4M1102026-06-30
Harbour Investments, Inc.$2.2M2472026-06-30
Old Mission Capital LLC$2M02026-06-30
Fortis Group Advisors, LLC$2M252026-06-30
Ameritas Advisory Services, LLC$1.8M5502026-06-30
Integrated Wealth Concepts LLC$1.8M4802026-06-30
Wolverine Trading, LLC$1.8M02025-09-30
Gts Securities LLC$1.7M02026-06-30
Walleye Trading LLC$1.6M02026-06-30
One Capital Management, LLC$1.5M642026-06-30
Citigroup Inc$1.4M02026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Northwestern Mutual Wealth Management Co$1.3M02026-06-30
Stifel Financial Corp$1.2M02026-06-30
Goldman Sachs Group Inc$1.2M02026-06-30
Equitable Holdings, Inc.$1.1M02026-06-30
Independent Financial Group, LLC$1.1M4812026-06-30
Scotia Capital Inc.$1.1M02026-06-30
Axxcess Wealth Management, LLC$1M382026-06-30
Jones Financial Companies LLLP$1M02026-06-30
Sage Capital Management, LLC$1M32026-06-30
Private Advisor Group, LLC$946.3K9272026-06-30
Truist Financial Corp$921K02026-06-30
Millennium Management LLC$916.1K02026-06-30
Hightower Advisors, LLC$894.4K1,0462026-06-30
Petra Financial Advisors Inc$869.9K72026-06-30
Kraft, Davis & Associates, LLC$866.1K52026-06-30
Mirae Asset Global Investments Co., Ltd.$800.8K02026-06-30
Flagship Harbor Advisors, LLC$739.6K602026-06-30
Snowden Capital Advisors LLC$707.5K1222026-06-30
Arax Advisory Partners$685.2K2322026-06-30
Western Wealth Management, LLC$666.4K1122026-06-30
Creative Planning$660.5K1,1712026-06-30
Vvr Holdings LLC$611.8K22026-06-30
Wealthspire Advisors, LLC$601.2K2372026-06-30
Belpointe Asset Management LLC$578.8K1702026-06-30
Destination Wealth Management$574.6K372026-06-30
Quantum Portfolio Management LLC$558K42026-06-30
Bank of Montreal /can$545.8K02026-06-30
Sanctuary Advisors, LLC$537.8K4012026-06-30
Group One Trading LLC$519.1K02026-06-30
Rockefeller Capital Management LP$513K3462026-06-30
Quantinno Capital Management LP$509.3K02026-06-30
Vestgen Advisors, LLC$504.9K582026-06-30
Evolution Wealth Advisors, LLC$504.9K82026-06-30
US Bancorp$499.8K02026-06-30
Cerity Partners LLC$497.3K7772026-06-30
Insigneo Advisory Services, LLC$494.7K2252026-06-30
Wick Capital Partners, LLC$494.1K112026-06-30
Stonex Group Inc.$490.4K02026-06-30
Great Diamond Partners, LLC$478.2K82026-06-30
Mather Group, Llc.$470.3K1102026-06-30
Mercer Global Advisors Inc /adv$466.3K02026-06-30
Certuity, LLC$466.1K242026-06-30
Stratos Wealth Partners, Ltd.$460.5K3862026-06-30
Pfg Investments, LLC$460.5K02026-06-30
Fmr LLC$416.8K02026-06-30
Index Technologies Group LLC$416.8K52026-06-30
Newedge Advisors$411.2K6012026-06-30
Ewing Morris & Co. Investment Partners Ltd.$410.6K02026-06-30
Ep Wealth Advisors, LLC$408.2K3382026-06-30
Focus Partners Wealth$395.9K1,0482026-06-30
Compagnie Lombard Odier Scma$391.4K02026-06-30
Apollon Wealth Management, LLC$389.3K1512026-06-30
Northbridge Financial Group, LLC$378K92026-06-30
E & G Advisors, LLC$367.1K42026-06-30
Wealth Enhancement Advisory Services, LLC$364.6K1,0262026-06-30
Oxford Financial Group, Ltd. LLC$363K502026-06-30
New Edge Wealth$362.3K1512026-06-30
J. Safra Sarasin Holding AG$354.6K02026-06-30
Eagle Strategies LLC$354K2,4962026-06-30
Corient Private Wealth LP$353.9K6742026-06-30
Pack Private Wealth, LLC$335.7K22026-06-30
Two Sigma Securities, LLC$328.4K02026-06-30
Cwm, LLC$326.3K6672026-03-31
Advisory Services Network$325.3K2532026-06-30
CIBC World Market Inc.$320.1K02026-06-30
Merit Financial Group, LLC$306K2952026-06-30
Retirement Planning Co of New England, Inc.$305.2K42026-06-30
J.W. Cole Advisors, Inc.$288.1K4992026-06-30
Rfg Advisory, LLC$287.2K1912026-06-30
Baird Financial Group, Inc.$284.5K02026-06-30
Brookwood Investment Group LLC$281.5K692026-06-30
Keystone Wealth Services, LLC$270.8K122026-06-30
Keel Point, LLC$267.8K492026-06-30
Prosperity - An Eisneramper Company$265.7K652026-06-30
Kestra Private Wealth Services, LLC$264.8K2062026-06-30
Larson Financial Group LLC$259K672026-06-30
Tidal Investments LLC$253.6K02026-06-30
Kovack Advisors, Inc.$250.1K2582026-06-30
Onedigital Investment Advisors LLC$244.7K3862026-06-30
Captrust Financial Advisors$244.4K9622026-06-30
Prospera Financial Services, Inc.$240.3K2702026-06-30
Perigon Wealth Management, LLC$236.2K922026-06-30
Fifth Third Bancorp$235.2K02026-06-30
Fiduciary Trust Co$234.8K02026-06-30
Triton Wealth Management, PLLC$234.3K92026-06-30
Cutler Investment Counsel LLC$233.6K212026-06-30
D.A. Davidson & Co.$232.3K6892026-06-30
Lion Street Advisors, LLC$231.2K02025-09-30
Bright Futures Wealth Management, Llc.$226K142026-06-30
Ashton Thomas Private Wealth, LLC$225.1K962026-06-30
Clifford Swan Investment Counsel LLC$223.9K172026-06-30
Pathstone Holdings, LLC$220.3K02026-06-30
Verus Capital Partners, LLC$217.2K472026-06-30
Magnus Financial Group LLC$215.9K102026-06-30
Steele Street Private Wealth Management$209.6K22026-06-30
Mariner, LLC$209K02026-06-30
Concurrent Investment Advisors, LLC$208.5K3492026-06-30
Symphony Financial, Ltd. Co.$207.6K462026-06-30
Glassman Wealth Services$207.6K142026-06-30
Cordoba Advisory Partners LLC$201.6K72026-06-30
Global Retirement Partners LLC$190.6K4912026-06-30
Friedenthal Financial, LLC$172K42026-06-30
Sbi Securities Co., Ltd.$167.4K02026-06-30
Federation Des Caisses Desjardins Du Quebec$166.1K02026-06-30
Mtm Investment Management, LLC$156.6K52026-06-30
Picton Investments$156.6K02026-06-30
TD Waterhouse Canada Inc.$113.3K02026-06-30
Hager Investment Management Services, LLC$113.2K42026-06-30
Barclays PLC$108K02026-06-30
Rothschild Investment LLC$105.1K182026-06-30
Corecap Advisors, LLC$103.7K1182026-06-30
Realta Investment Advisors$99.3K572026-06-30
University of Texas/texas Am Investment Management Co$98.3K02026-06-30
Allworth Financial, LP$97.5K3172026-06-30
Comerica Bank$95.3K02025-12-31
Ifp Advisors, Inc$86.3K3182026-06-30
International Assets Investment Management, LLC$86.3K1222026-06-30
Founders Capital Management$79.5K02026-06-30
Simplex Trading, LLC$79.4K02026-06-30
Key Financial, Inc.$78.4K82026-06-30
Private Trust Co NA$76.2K02026-06-30
Parallel Advisors, LLC$69.7K752026-06-30
Bankplus Trust Department$65.9K02026-06-30
Geneos Wealth Management, Inc.$65.3K1932026-06-30
CIBC Private Wealth Group LLC$64.2K02025-12-31
Advisornet Wealth Partners$62.6K582026-06-30
Blair William & Co/il$61.6K3292026-06-30
Reap Financial Group, LLC$60K72026-06-30
Pinnacle Wealth Planning Services, Inc.$55.2K202026-06-30
Pacifica Partners Inc.$53.6K82026-06-30
Activest Wealth Management$52.1K142026-06-30
Comprehensive Financial Planning, Inc./pa$49.6K02026-06-30
Allsquare Wealth Management LLC$48.3K42025-09-30
Bartlett & Co. Wealth Management LLC$47.2K322026-06-30
Ameriflex Group, Inc.$46.6K2122026-06-30
Rossby Financial, Lcc$46.4K312026-06-30
Advisors Preferred, LLC$43.5K22026-06-30
Bellevue Asset Management, LLC$43.5K22026-06-30
Farther Finance Advisors, LLC$43.3K3342026-06-30
Ae Wealth Management LLC$42.7K4712026-06-30
Fourth Dimension Wealth, LLC$41.2K92026-06-30
Clearstead; Clearstead Advisory Solutions$40.6K642026-06-30
Cgc Financial Services, LLC$40.2K72026-06-30
Cape Investment Advisory, Inc.$39.6K352026-06-30
Alphacore Capital LLC$39.3K692026-06-30
Golden State Wealth Management, LLC$39.1K472026-06-30
Wfa Asset Management Corp$39K02025-09-30
Aptus Capital Advisors, LLC$38.7K212026-06-30
Point72 Asset Management, LP$38.7K02026-06-30
Glenmede Trust Co NA$38.7K62025-09-30
Fairscale Capital, LLC$35.1K32026-06-30
Capital Investment Advisory Services, LLC$34.8K1032026-06-30
The Nalls Sherbakoff Group, LLC$34.5K32026-06-30
Hollencrest Capital Management$33.5K152026-06-30
Harbor Asset Planning, Inc.$33.1K22026-06-30
Fas Wealth Partners, Inc.$32.7K232026-06-30
Lanark Financial, Inc.$32K692026-06-30
Dynamic Wealth Strategies, LLC$31.7K42026-06-30
Westside Investment Management, LLC$31.3K72026-06-30
Kilter Group LLC$27.9K82026-06-30
Intesa Sanpaolo Wealth Management$27.4K02026-06-30
First Command Advisory Services$26.1K1,0122026-06-30
Blackrock, Inc.$25.8K02026-06-30
McGuire Capital Advisors Inc$23.8K42026-06-30
Edmond de Rothschild Holding S.A.$23.5K02026-06-30
Strategic Wealth Partners, Ltd.$23.5K02026-06-30
Lri Investments, LLC$22.8K252026-06-30
Anchor Investment Management, LLC$21.2K62026-03-31
Tower Research Capital LLC (trc)$17.5K02026-06-30
Bangor Savings Bank$17.5K02026-06-30
Valley National Advisers Inc$17.4K142026-06-30
St Germain D J Co Inc$17.2K02026-06-30
Russell Investments Group, Ltd.$16.9K02026-06-30
Burk Holdings LLC$16.8K72026-06-30
Nfsg Corp$16.3K752026-06-30
Evelyn Partners Group Ltd$15.7K02026-06-30
Evelyn Partners Asset Management Limited$14.9K02026-03-31
Atlantic Union Bankshares Corp$14.7K02026-06-30
Compass Financial Management LLC$14.4K462026-06-30
Glen Eagle Advisors, LLC$12.6K132026-06-30
Center for Financial Planning Inc$12.4K172026-06-30
Ritter Daniher Financial Advisory LLC / de$12.3K02026-06-30
Caitlin John, LLC$12.1K242026-06-30
Optimum Investment Advisors$11.4K02025-09-30
Bogart Wealth, LLC$10.4K242026-06-30
Hm Payson & Co$10.3K02026-06-30
Spire Wealth Management$10.3K32026-06-30
Keating Financial Advisory Services, Inc.$10.2K252026-06-30
Paladin Wealth Partners$10.2K32026-06-30
Dunhill Financial, LLC$10.1K122026-06-30
Huntington National Bank$9.8K02026-06-30
Wolff Wiese Magana LLC$9.8K42026-06-30
City State Bank$9.4K02026-06-30
Planvest Financial, Inc$8.8K62026-06-30
Jackson, Grant Investment Advisers, Inc.$8.3K42026-06-30
Crews Bank & Trust$7.8K02026-06-30
Financial Consulate, Inc$7.8K132026-06-30
Hhm Wealth Advisors, LLC$7.8K122026-06-30
Smallwood Wealth Investment Management, LLC$7.8K62026-06-30
Sunbelt Securities, Inc.$7.4K632026-03-31
Triumph Capital Management$7.4K142026-06-30
Richard W. Paul & Associates, LLC$5.9K72026-06-30

The 250 largest of 308 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30