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Disclosery

LIT GLOBAL X FDS

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LITHIUM BTRY ETF (fund)

251 managers (251 13F filers) reported a position in LIT shares at 2025-09-30, 5,433,889 shares in all. 46 filers opened a position and 24 filers sold out during the quarter.

Managers
251
13F filers
251
New
46
Added
61
Reduced
59
Sold out
24
Shares held by filers
5,433,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Jackson, Grant Investment Advisers, Inc.106$6.03K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners105$5.97K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC100$5.68K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.100$5.68K<0.01%-1,85213F-HRTimeline
HHM Wealth Advisors, LLC100$5.68K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…100$5.68K<0.01%013F-HRTimeline
Crews Bank & Trust100$5.68K<0.01%-10013F-HRTimeline
PINNEY & SCOFIELD, INC.85$4.83K<0.01%-10013F-HRTimeline
Cheviot Value Management, LLC75$4.53K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$4.26K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…75$4.26K<0.01%013F-HRTimeline
UMB Bank, n.a.70$3.98K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FSA Wealth Management LLC67$3.82K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co65$3.69K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC65$3.69K<0.01%013F-HRTimeline
Tidemark, LLC63$3.55K<0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise72$3.46K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP60$3.41K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$3.41K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC60$3.41K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$3.24K<0.01%-313F-HRTimelineGroup
Strategic Advocates LLC57$3.23K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…55$3.13K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co53$3.01K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC50$2.94K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp45$2.93K<0.01%13F-HR/ATimeline
Keystone Financial Group, Inc.50$2.85K<0.01%013F-HRTimeline
Nemes Rush Group LLC50$2.84K<0.01%013F-HRTimeline
Creekmur Asset Management LLC47$2.68K<0.01%013F-HRTimeline
WHITTIER TRUST CO40$2.35K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC39$2.22K<0.01%+2813F-HRTimeline
Vermillion Wealth Management, Inc.39$2.19K<0.01%+113F-HRTimeline
CVA Family Office, LLC35$1.99K<0.01%013F-HRTimeline
Byrne Asset Management LLC35$1.99K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC33$1.88K<0.01%-3513F-HRTimeline
Premier Financial Group32$1.81K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT26$1.48K<0.01%013F-HRTimeline
GS Investments, Inc.26$1.48K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.57$1.36K<0.01%+3313F-HRTimelineGroup
Clearstead Advisors, LLC18$1.03K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC16$1.01K<0.01%new13F-HRTimeline
NVWM, LLC17$966<0.01%013F-HRTimeline
Root Financial Partners, LLC15$853<0.01%new13F-HRTimeline
Winch Advisory Services, LLC11$646<0.01%013F-HRTimeline
Quaker Wealth Management, LLC9$512<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$342<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$285<0.01%013F-HRTimeline
MOTCO3$171<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$114<0.01%013F-HRTimelineGroup
West Oak Capital, LLC65$37<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.0$17<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.