Skip to content
Disclosery

LIT GLOBAL X FDS

Follow

LITHIUM BTRY ETF (fund)

290 managers (292 13F filers) reported a position in LIT shares at 2026-06-30, 5,811,975 shares in all. 40 filers opened a position and 28 filers sold out during the quarter.

Managers
290
13F filers
292
New
40
Added
70
Reduced
75
Sold out
28
Shares held by filers
5,811,975

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC495$38.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.474$37K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fairscale Capital, LLC447$35.1K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…445$34.8K<0.01%-10013F-HRTimeline
Nalls Sherbakoff Group, LLC440$34.5K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT428$33.5K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.423$33.1K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.418$32.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.409$32K<0.01%+22113F-HRTimeline
Dynamic Wealth Strategies, LLC405$31.7K0.02%013F-HRTimeline
Westside Investment Management, Inc.400$31.3K<0.01%013F-HRTimeline
Kilter Group LLC356$27.9K0.01%-3513F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.350$27.4K0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.333$26.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.329$25.8K<0.01%+32413F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC304$23.8K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …300$23.5K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.300$23.5K<0.01%013F-HRTimeline
LRI Investments, LLC291$22.8K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…250$20K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…224$17.5K<0.01%+3613F-HRTimelineGroup
Bangor Savings Bank223$17.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC222$17.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC220$17.2K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…216$16.9K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC214$16.8K0.01%013F-HRTimeline
NFSG Corp208$16.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.202$16K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc200$16K<0.01%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd200$15.7K<0.01%13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp188$14.7K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC198$14.4K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC181$14K<0.01%-26113F-HRTimelineGroup
Glen Eagle Advisors, LLC160$12.6K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.159$12.4K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…157$12.3K<0.01%013F-HRTimeline
Caitlin John, LLC155$12.1K0.01%013F-HRTimeline
Bogart Wealth, LLC133$10.4K<0.01%013F-HRTimeline
HM PAYSON & CO132$10.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management132$10.3K<0.01%-24213F-HRTimelineGroup
Paladin Advisory Group, LLC130$10.2K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…130$10.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC129$10.1K<0.01%-513F-HRTimeline
WOLFF WIESE MAGANA LLC125$9.79K<0.01%013F-HRTimeline
City State Bank120$9.39K<0.01%013F-HRTimeline
PlanVest Financial, Inc112$8.78K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.106$8.32K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC100$7.83K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$7.83K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…100$7.83K<0.01%013F-HRTimeline
Crews Bank & Trust100$7.83K<0.01%013F-HRTimeline
Triumph Capital Management94$7.36K<0.01%-1513F-HRTimeline
Richard W. Paul & Associates, LLC76$5.95K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$5.87K<0.01%013F-HRTimeline
Planning Strategies Inc.75$5.87K<0.01%13F-HRTimeline
Tidemark, LLC75$5.83K<0.01%+1213F-HRTimeline
Cheviot Value Management, LLC74$5.81K<0.01%-113F-HRTimeline
UMB Bank, n.a.70$5.48K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDUCIARY FINANCIAL ADVISORS69$5.33K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC68$5.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60$4.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$4.46K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC57$4.41K<0.01%013F-HRTimeline
CENTRAL TRUST Co53$4.15K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.53$4.13K<0.01%new13F-HRTimeline
Keystone Financial Group, Inc.50$3.94K<0.01%013F-HRTimeline
Nemes Rush Group LLC50$3.91K<0.01%-65013F-HRTimeline
Salomon & Ludwin, LLC50$3.9K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp46$3.54K<0.01%-20413F-HRTimeline
SIGNATUREFD, LLC41$3.21K<0.01%new13F-HRTimeline
WHITTIER TRUST CO40$3.05K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.39$3.02K<0.01%013F-HRTimeline
CVA Family Office, LLC35$2.74K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT26$2.04K<0.01%013F-HRTimeline
GS Investments, Inc.26$2.04K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.23$1.78K<0.01%-2313F-HRTimeline
Elevated Capital Advisors, LLC22$1.72K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC21$1.64K<0.01%013F-HRTimeline
NVWM, LLC17$1.33K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors15$1.17K<0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC15$1.17K<0.01%013F-HRTimeline
Byrne Asset Management LLC15$1.17K<0.01%013F-HRTimeline
Continuum Advisory, LLC14$1.1K<0.01%new13F-HRTimeline
Accordant Advisory Group Inc14$1.1K<0.01%013F-HRTimeline
Winch Advisory Services, LLC11$892<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$861<0.01%-2813F-HRTimeline
Quaker Wealth Management, LLC9$705<0.01%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co7$475<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5$392<0.01%013F-HRTimeline
SHP Wealth Management5$391<0.01%-25013F-HRTimeline