GLOBAL X LITHIUM & BATTERY T LIT
$76.53
-1.8% 52w: $35.86 – $91.23
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data35.8663.5491.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
280
+0 QoQ
13F value
$431.3M
+16.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.3×
$16.7M calls / $7.3M puts
Institutional value by quarter
Number of holders
Who owns LIT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.2M | $92.3M | 0.0% | +0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 353.1K | $26.2M | 0.1% | +4.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 340.4K | $25.3M | 0.0% | +36.8% |
| MORGAN STANLEY | Bank broker | 315.8K | $23.5M | 0.0% | +8.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 246.1K | $18.3M | 0.0% | -7.4% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 209.4K | $15.6M | 0.0% | -2.4% |
| Whitcomb & Hess, Inc. | Wealth advisor | 179.5K | $13.3M | 3.1% | -0.8% |
| BW Gestao de Investimentos Ltda. | Quant stat arb | 172.0K | $12.8M | 0.6% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 169.5K | $12.6M | 0.0% | -9.7% |
| UBS Group AG | Bank broker | 163.2K | $12.1M | 0.0% | +38.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 114.4K | $8.5M | 0.0% | -61.4% |
| ROYAL BANK OF CANADA | Bank broker | 108.8K | $8.1M | 0.0% | +2.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 102.4K | $7.6M | 0.0% | +7.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 99.0K | $7.4M | 0.0% | -3.1% |
| Chicago Wealth Management, Inc. | Wealth advisor | 98.7K | $7.3M | 2.9% | +27.1% |
| Longbow Finance SA ★2 | Fundamental diversified | 80.0K | $5.8M | 1.1% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 75.8K | $5.6M | 0.0% | +29.3% |
| Cetera Investment Advisers | Wealth advisor | 71.8K | $5.3M | 0.0% | -21.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 63.7K | $4.7M | 0.0% | +4.8% |
| Baker Avenue Asset Management, LP | Other | 58.7K | $4.4M | 0.1% | +0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 58.4K | $4.3M | 0.0% | -5.4% |
| Lake Hills Wealth Management, LLC | Wealth advisor | 55.8K | $4.2M | 2.3% | New |
| JPMORGAN CHASE & CO | Bank broker | 56.0K | $4.1M | 0.0% | -12.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 49.4K | $3.7M | 0.0% | -10.8% |
| Point72 Asset Management, L.P. | Multistrat pod | 42.4K | $3.2M | 0.0% | +35.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 42.3K | $3.1M | 0.0% | -12.6% |
| Wealthfront Advisers LLC | Wealth advisor | 40.0K | $3.0M | 0.0% | +13.1% |
| Ipsen Advisor Group LLC | Wealth advisor | 37.1K | $2.8M | 1.9% | -3.5% |
| CX Institutional | Wealth advisor | 36.1K | $2.7M | 0.1% | +469.6% |
| Summit Financial, LLC | Wealth advisor | 33.6K | $2.5M | 0.0% | New |
| HUB Investment Partners, LLC | Other | 33.3K | $2.5M | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.0K | $2.5M | 0.0% | +1.5% |
| Moran Wealth Management, LLC | Other | 31.6K | $2.4M | 0.1% | -0.6% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 31.4K | $2.3M | 1.1% | -11.4% |
| SONA ASSET MANAGEMENT (US) LLC ★2 | Fundamental diversified | 31.0K | $2.3M | 0.1% | Held |
| Canal Insurance CO ★2 | Fundamental diversified | 30.0K | $2.2M | 0.5% | Held |
| Fortis Group Advisors, LLC | Wealth advisor | 23.5K | $2.1M | 0.3% | +257.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 25.5K | $1.9M | 0.0% | -40.9% |
| Purpose Unlimited Inc. | Other | 24.6K | $1.8M | 0.1% | -0.1% |
| SCOTIA CAPITAL INC. | Other | 22.6K | $1.7M | 0.0% | +37.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 22.3K | $1.7M | 0.0% | +1314.0% |
| Q3 Asset Management | Other | 22.0K | $1.6M | 0.4% | New |
| One Capital Management, LLC | Wealth advisor | 20.2K | $1.5M | 0.0% | +474.5% |
| JUNCTURE WEALTH STRATEGIES, LLC | Wealth advisor | 20.0K | $1.5M | 0.5% | +306.3% |
| CITIGROUP INC | Bank broker | 19.4K | $1.4M | 0.0% | -21.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.4K | $1.4M | 0.0% | +6.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 18.2K | $1.4M | 0.0% | -38.5% |
| Ameritas Advisory Services, LLC | Wealth advisor | 18.0K | $1.3M | 0.1% | -12.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 17.6K | $1.3M | 0.0% | -9.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 17.2K | $1.3M | 0.0% | -0.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.