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Disclosery

LIT GLOBAL X FDS

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LITHIUM BTRY ETF (fund)

236 managers (236 13F filers) reported a position in LIT shares at 2025-06-30, 3,413,216 shares in all. 19 filers opened a position and 29 filers sold out during the quarter.

Managers
236
13F filers
236
New
19
Added
29
Reduced
81
Sold out
29
Shares held by filers
3,413,216

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60$2.3K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC60$2.3K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.50$2.11K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…55$2.11K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co53$2.04K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC50$1.95K<0.01%013F-HRTimeline
Nemes Rush Group LLC50$1.92K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC50$1.92K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC50$1.92K<0.01%013F-HRTimeline
Creekmur Asset Management LLC47$1.81K<0.01%013F-HRTimeline
WHITTIER TRUST CO40$1.53K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.38$1.48K<0.01%013F-HRTimeline
CVA Family Office, LLC35$1.34K<0.01%new13F-HRTimeline
Byrne Asset Management LLC35$1.34K<0.01%013F-HRTimeline
Belmont Capital, LLC33$1.27K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30$1.15K<0.01%-113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT26$999<0.01%013F-HRTimeline
GS Investments, Inc.26$998<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.24$922<0.01%013F-HRTimelineGroup
Compass Financial Services Inc24$908<0.01%013F-HRTimeline
First Horizon Advisors, Inc.22$850<0.01%-9613F-HRTimeline
Clearstead Advisors, LLC18$694<0.01%-3113F-HRTimeline
NVWM, LLC17$653<0.01%013F-HRTimeline
Winch Advisory Services, LLC11$435<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$422<0.01%-64813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10$388<0.01%new13F-HR/ATimeline
Quaker Wealth Management, LLC9$346<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$231<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$192<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.4$176<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC2$77<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$77<0.01%013F-HRTimelineGroup
West Oak Capital, LLC65$25<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.0$11<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC24$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.