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Disclosery

LIT GLOBAL X FDS

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LITHIUM BTRY ETF (fund)

279 managers (281 13F filers) reported a position in LIT shares at 2025-12-31, 5,696,632 shares in all. 48 filers opened a position and 24 filers sold out during the quarter.

Managers
279
13F filers
281
New
48
Added
54
Reduced
67
Sold out
24
Shares held by filers
5,696,632

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BankPlus Trust Departmentin group BankPlus Trust Department310$20.1K0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …300$19.5K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.300$19.5K<0.01%013F-HRTimeline
LRI Investments, LLC291$18.9K<0.01%013F-HRTimeline
Financial Freedom, LLC287$18.6K0.01%013F-HRTimeline
Anchor Investment Management, LLC285$18.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC283$18K<0.01%013F-HRTimeline
SHP Wealth Management262$17K<0.01%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC256$17K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC260$16.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC228$14.8K<0.01%+4713F-HRTimeline
Bangor Savings Bank223$14.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC220$14.3K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.202$14K<0.01%013F-HRTimeline
NFSG Corp207$13.4K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc200$13K<0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd200$13K<0.01%013F-HRTimelineGroup
Garton & Associates Financial Advisors …193$12.5K0.01%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp187$12.2K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.159$10.3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…157$10.2K<0.01%+8213F-HRTimeline
Caitlin John, LLC155$10.1K0.01%013F-HRTimeline
Dunhill Financial, LLC139$9.02K<0.01%-413F-HRTimeline
Cherry Tree Wealth Management, LLC133$8.63K<0.01%013F-HRTimeline
HM PAYSON & CO132$8.56K<0.01%013F-HRTimeline
Bogart Wealth, LLC131$8.48K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC130$8.43K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…130$8.43K<0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC125$8.11K<0.01%-6013F-HRTimeline
City State Bank120$7.78K<0.01%013F-HRTimeline
Quattro Advisors LLC115$7.46K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.111$7.2K<0.01%013F-HRTimeline
Triumph Capital Management109$7.07K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.106$6.88K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners105$6.81K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC100$6.49K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$6.49K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$6.49K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…100$6.49K<0.01%013F-HRTimeline
Crews Bank & Trust100$6.49K<0.01%013F-HRTimeline
Cheviot Value Management, LLC75$5.62K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC76$4.93K<0.01%+4313F-HRTimeline
HOWE & RUSLING INC75$4.87K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$4.87K<0.01%013F-HRTimeline
UMB Bank, n.a.70$4.54K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidemark, LLC63$4.05K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$3.89K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC60$3.89K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC57$3.79K<0.01%new13F-HRTimeline
Strategic Advocates LLC57$3.72K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$3.7K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co53$3.44K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC50$3.37K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.50$3.25K<0.01%013F-HRTimeline
Nemes Rush Group LLC50$3.24K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.50$3.24K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp45$3.1K<0.01%013F-HR/ATimeline
Kingdom Financial Group LLC.46$2.96K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC45$2.92K<0.01%13F-HRTimeline
WHITTIER TRUST CO40$2.78K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC39$2.53K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.39$2.5K<0.01%013F-HRTimeline
CVA Family Office, LLC35$2.27K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT26$1.69K<0.01%013F-HRTimeline
GS Investments, Inc.26$1.69K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.65$1.56K<0.01%+813F-HRTimelineGroup
Elevated Capital Advisors, LLC22$1.43K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC18$1.18K<0.01%013F-HRTimeline
NVWM, LLC17$1.1K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC15$973<0.01%-5013F-HRTimeline
Byrne Asset Management LLC15$973<0.01%-2013F-HRTimeline
Quent Capital, LLC12$778<0.01%new13F-HRTimeline
Winch Advisory Services, LLC11$737<0.01%013F-HRTimeline
Quaker Wealth Management, LLC9$584<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$390<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$325<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC4$261<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$130<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.0$19<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.