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Disclosery

LIT GLOBAL X FDS

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LITHIUM BTRY ETF (fund)

270 managers (273 13F filers) reported a position in LIT shares at 2024-12-31, 4,953,625 shares in all. 22 filers opened a position and 46 filers sold out during the quarter.

Managers
270
13F filers
273
New
22
Added
37
Reduced
93
Sold out
46
Shares held by filers
4,953,625

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Perspectives, Inc195$7.96K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…188$7.67K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC185$7.55K<0.01%-4613F-HRTimeline
WOLFF WIESE MAGANA LLC185$7.54K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.185$7.54K0.01%13F-HRTimeline
Modus Advisors, LLC177$7.2K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.159$6.49K<0.01%013F-HRTimeline
Caitlin John, LLC155$6.32K<0.01%013F-HRTimeline
PSI Advisors, LLC152$6.2K<0.01%+10013F-HRTimeline
MONTAG A & ASSOCIATES INC150$6.14K<0.01%013F-HRTimeline
Tidemark, LLC143$5.83K<0.01%-70913F-HRTimeline
COUNTRY TRUST BANK132$5.38K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources130$5.3K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC130$5.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC125$5.1K<0.01%+11013F-HRTimeline
City State Bank120$4.89K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC112$4.57K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.106$4.31K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.104$4.25K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC103$4.2K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC103$4.18K<0.01%13F-HRTimeline
WASHINGTON TRUST Co100$4.08K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$4.08K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC82$3.36K<0.01%-1813F-HRTimeline
UMB Bank, n.a.70$2.85K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FSA Wealth Management LLC67$2.72K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co65$2.65K<0.01%013F-HRTimeline
Continuum Advisory, LLC65$2.65K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.61$2.49K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP60$2.45K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$2.45K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC60$2.45K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…55$2.24K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co53$2.16K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.50$2.05K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC50$2.04K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc50$2.04K<0.01%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nemes Rush Group LLC50$2.04K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC50$2.04K<0.01%13F-HRTimeline
Park Square Financial Group, LLC50$2.04K<0.01%13F-HRTimeline
Clearstead Advisors, LLC49$1.99K<0.01%013F-HRTimeline
Creekmur Asset Management LLC47$1.93K<0.01%013F-HRTimeline
WHITTIER TRUST CO40$1.63K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.38$1.57K<0.01%13F-HRTimeline
Byrne Asset Management LLC35$1.43K<0.01%013F-HRTimeline
Belmont Capital, LLC33$1.35K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.30$1.22K<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC25$1.09K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT26$1.06K<0.01%013F-HRTimeline
GS Investments, Inc.26$1.06K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…46$1K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.24$979<0.01%-62713F-HRTimelineGroup
Compass Financial Services Inc24$962<0.01%13F-HRTimeline
NVWM, LLC17$693<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC12$489<0.01%013F-HRTimeline
Winch Advisory Services, LLC11$460<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$245<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC6$240<0.01%-1013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$204<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.4$170<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC2$83<0.01%-2113F-HRTimeline
Legacy Investment Solutions, LLC2$83<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$83<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1$46<0.01%-1,21113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$41<0.01%-31113F-HRTimelineGroup
West Oak Capital, LLC65$27<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.0$12<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC24$00%13F-HRTimelineValue filed as zero, left out of ratios.
Nova Wealth Management, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.