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Global X Lithium & Battery Tech ETF (LIT) Institutional Ownership

Global X Lithium & Battery Tech ETF logo
$75.24 +0.58 (+0.78%)
As of 02:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X Lithium & Battery Tech ETF (NYSEARCA:LIT)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$105.80M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$50.08M
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LIT Institutional Buying and Selling by Quarter

Global X Lithium & Battery Tech ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Whitcomb & Hess Inc.177,640$13.91M3.0%-1.0%0.782%
7/2/2026 CX Institutional35,888$2.81M0.1%-0.5%0.158%
6/18/2026Western Wealth Management LLC5,626$418K0.0%N/A0.023%
6/3/2026 NewEdge Advisors LLC7,848$583K0.0%+3.7%0.032%
5/29/2026 Ipsen Advisor Group LLC37,105$2.76M1.9%-3.5%0.151%
5/19/2026Western Wealth Management LLC5,626$418K0.0%N/A0.023%
5/19/2026Bank of America Corp DE340,424$25.31M0.0%+36.8%1.389%
5/19/2026Centaurus Financial Inc.5,114$380K0.0%-3.4%0.021%
5/18/2026Royal Bank of Canada108,824$8.09M0.0%+2.2%0.444%
5/14/2026Hilltop Holdings Inc.4,675$348K0.0%+24.7%0.019%
5/14/2026 Lido Advisors LLC4,286$319K0.0%-36.5%0.017%
5/13/2026 Cetera Investment Advisers71,800$5.34M0.0%-21.9%0.293%
5/13/2026 Petra Financial Advisors Inc.9,822$730K0.5%N/A0.040%
5/8/2026 PNC Financial Services Group Inc.114,403$8.51M0.0%-61.4%0.467%
5/8/2026 Cutler Investment Counsel LLC2,972$221K0.0%N/A0.012%
5/6/2026Clifford Swan Investment Counsel LLC2,860$213K0.0%N/A0.012%
5/5/2026 Wealthfront Advisers LLC39,992$2.97M0.0%+13.1%0.163%
5/5/2026 D.A. Davidson & CO.2,967$221K0.0%-21.3%0.012%
5/5/2026Sanctuary Advisors LLC7,524$559K0.0%+49.2%0.031%
5/2/2026 International Assets Investment Management LLC1,118$83K0.0%-14.3%0.005%
5/1/2026 Fifth Third Bancorp1,639$122K0.0%N/A0.007%
4/30/2026 Kestra Advisory Services LLC18,359$1.37M0.0%+6.8%0.078%
4/30/2026Quantum Portfolio Management LLC3,201$238K0.0%N/A0.014%
4/27/2026 Moran Wealth Management LLC31,612$2.35M0.1%-0.6%0.135%
4/27/2026 PFG Investments LLC5,203$387K0.0%+2.8%0.022%
4/27/2026 Private Advisor Group LLC12,306$915K0.0%-51.5%0.052%
4/24/2026 Key Financial Inc1,002$74K0.0%-23.5%0.004%
4/22/2026 Janney Montgomery Scott LLC11,953$889K0.0%+3.0%0.051%
4/22/2026 Realta Investment Advisors1,231$92K0.0%+26.1%0.005%
4/21/2026 Armbruster Capital Management Inc.2,750$204K0.0%N/A0.012%
4/16/2026 SG Americas Securities LLC2,671$199K0.0%N/A0.011%
4/16/2026 VVR Holdings LLC6,527$485K0.3%+19.1%0.028%
3/20/2026Purpose Unlimited Inc.24,600$1.60M0.1%N/A0.105%
3/17/2026Rockefeller Capital Management L.P.6,107$396K0.0%+5.2%0.026%
3/12/2026Nalls Sherbakoff Group LLC451$29K0.0%N/A0.002%
3/2/2026Wick Capital Partners LLC6,264$406K0.1%N/A0.027%
2/20/2026Wick Capital Partners LLC9,354$607K0.0%N/A0.040%
2/18/2026Ameriflex Group Inc.580$38K0.0%-21.6%0.002%
2/18/2026 Mercer Global Advisors Inc. ADV5,911$381K0.0%+11.7%0.025%
2/18/2026 VestGen Advisors LLC17,897$1.16M0.0%-2.9%0.076%
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2/18/2026Sona Asset Management US LLC31,000$2.01M0.0%N/A0.132%
2/18/2026 Quadrature Capital Ltd39,414$2.56M0.0%+827.8%0.168%
2/18/2026 Chicago Wealth Management Inc.77,716$5.04M2.0%N/A0.331%
2/17/2026EFG International AG1,490$97K0.0%N/A0.006%
2/17/2026 Cetera Investment Advisers91,895$5.96M0.0%+3.8%0.392%
2/17/2026Hilltop Holdings Inc.3,750$243K0.0%N/A0.016%
2/17/2026Equitable Holdings Inc.6,609$429K0.0%+78.0%0.028%
2/17/2026 Kovack Advisors Inc.3,422$222K0.0%N/A0.015%
2/17/2026 Amundi7,295$473K0.0%-32.7%0.031%
2/17/2026SIH Partners LLLP31,705$2.06M0.0%+8.5%0.135%
2/17/2026 Advisory Services Network LLC3,275$212K0.0%+62.8%0.014%
2/17/2026Royal Bank of Canada106,465$6.90M0.0%-14.3%0.454%
2/17/2026 University of Texas Texas AM Investment Management Co.1,250$81K0.0%N/A0.005%
2/16/2026Squarepoint Ops LLC4,594$298K0.0%-44.9%0.020%
2/16/2026 MML Investors Services LLC55,336$3.59M0.0%-1.4%0.236%
2/16/2026Mariner LLC3,793$246K0.0%-19.9%0.016%
2/16/2026Destination Wealth Management7,355$477K0.0%-2.2%0.031%
2/16/2026 Arax Advisory Partners5,198$337K0.0%+698.5%0.022%
2/16/2026Barclays PLC6,782$440K0.0%-75.9%0.029%
2/13/2026 Cordoba Advisory Partners LLC5,701$371K0.1%N/A0.024%
2/13/2026 Stifel Financial Corp16,586$1.08M0.0%-10.7%0.071%
2/13/2026Wells Fargo & Company MN94,954$6.16M0.0%-7.6%0.405%
2/13/2026 Wealthspire Advisors LLC7,765$504K0.0%+2.2%0.033%
2/12/2026Federation des caisses Desjardins du Quebec2,292$149K0.0%-7.1%0.010%
2/12/2026HRT Financial LP9,720$630K0.0%N/A0.041%
2/12/2026Insigneo Advisory Services LLC4,379$284K0.0%-44.4%0.019%
2/12/2026 Commonwealth Equity Services LLC48,412$3.14M0.0%-11.0%0.206%
2/12/2026Renaissance Technologies LLC4,900$318K0.0%N/A0.021%
2/12/2026Marex Group plc5,429$352K0.0%N/A0.023%
2/12/2026Steward Partners Investment Advisory LLC337,360$21.88M0.1%-20.3%1.439%
2/12/2026Betterment LLC4,840$314K0.0%+7.2%0.021%
2/12/2026 Bank of Montreal Can265,692$17.23M0.0%+2,888.0%1.133%
2/12/2026 Kovack Advisors Inc.3,422$205K0.0%N/A0.015%
2/12/2026Keel Point LLC3,421$222K0.0%N/A0.015%
2/11/2026Picton Mahoney Asset Management2,400$156K0.0%+84.6%0.010%
2/11/2026 VVR Holdings LLC5,481$355K0.2%N/A0.023%
2/11/2026Cerity Partners LLC6,301$409K0.0%N/A0.027%
2/11/2026 LPL Financial LLC1,239,132$80.37M0.0%+0.1%5.284%
2/11/2026 JPMorgan Chase & Co.64,158$4.16M0.0%+146.9%0.274%
2/11/2026 Ipsen Advisor Group LLC38,460$2.50M1.8%-2.1%0.164%
2/11/2026 Parallel Advisors LLC985$64K0.0%+58.9%0.004%
2/10/2026Cibc World Market Inc.6,736$437K0.0%+78.6%0.029%
2/10/2026Goldman Sachs Group Inc.19,394$1.26M0.0%-82.7%0.083%
2/10/2026 Root Financial Partners LLC1,133$73K0.0%+7,453.3%0.005%
2/10/2026One Capital Management LLC3,523$229K0.0%N/A0.015%
2/10/2026BNP Paribas Financial Markets214,495$13.91M0.0%-0.7%0.915%
2/10/2026 Northwestern Mutual Wealth Management Co.17,312$1.12M0.0%+5.2%0.074%
2/10/2026 Baker Avenue Asset Management LP58,482$3.79M0.1%N/A0.249%
2/10/2026IFG Advisory LLC25,720$1.67M0.1%+10.0%0.110%
2/9/2026 Key Financial Inc1,309$85K0.0%+326.4%0.006%
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2/9/2026Marshall Investment Management LLC35,378$2.30M1.2%-21.1%0.151%
2/6/2026 Global Retirement Partners LLC1,057$69K0.0%-17.4%0.005%
2/6/2026 Fortis Group Advisors LLC6,570$460K0.1%N/A0.028%
2/6/2026 IFP Advisors Inc1,103$72K0.0%-13.5%0.005%
2/6/2026 Northbridge Financial Group LLC5,025$326K0.1%N/A0.021%
2/6/2026 PNC Financial Services Group Inc.296,697$19.24M0.0%-5.6%1.265%
2/6/2026Larson Financial Group LLC3,302$214K0.0%-10.9%0.014%
2/6/2026 HighTower Advisors LLC11,994$778K0.0%+13.5%0.051%
2/5/2026 AlphaCore Capital LLC650$42K0.0%+333.3%0.003%
2/5/2026 Triton Wealth Management PLLC3,425$244K0.1%-10.5%0.015%


LIT Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 institutional investors and hedge funds held shares of Global X Lithium & Battery Tech ETF. The most heavily invested institutionals were LPL Financial LLC ($80.37M), Bank of America Corp DE ($25.31M), Steward Partners Investment Advisory LLC ($21.88M), Bank of Montreal Can ($17.23M), Stonebridge Financial Group LLC ($16.33M), BNP Paribas Financial Markets ($13.91M), and Whitcomb & Hess Inc. ($13.91M).Learn more on Global X Lithium & Battery Tech ETF's institutional investors.

Of the 168 institutional investors that purchased Global X Lithium & Battery Tech ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stonebridge Financial Group LLC ($287.31K), Bank of Montreal Can ($256.80K), Raymond James Financial Inc. ($127.13K), Ameriprise Financial Inc. ($110.46K), Mirae Asset Global Investments Co. Ltd. ($97.02K), Bank of America Corp DE ($91.54K), and JPMorgan Chase & Co. ($85.87K).

Institutional investors have bought a total of 1,726,040 shares in the last 24 months. This purchase volume represents approximately $105.80M in transactions.

Of the 60 institutional investors that sold Global X Lithium & Battery Tech ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($234.56K), Goldman Sachs Group Inc. ($92.80K), Steward Partners Investment Advisory LLC ($86.14K), Bank of America Corp DE ($74.47K), UBS Group AG ($39.85K), Whitcomb & Hess Inc. ($27.86K), and Ameritas Advisory Services LLC ($27.71K).

Institutional investors have sold a total of 788,088 shares in the last 24 months. This volume of shares sold represents approximately $50.08M in transactions.


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Institutional ownership data for NYSEARCA:LIT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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