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Get Institutions for : 
Global X Lithium ETF (LIT)  
$42.81 0.61 (1.45%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 346    42
Total shares held : 
8,495,701  
% of shares held : 
37.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -121  
Amount of shares held : 
-2,261,498  
% of shares held change : 
  -9.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$54.17  
Last Quarter's Ending Price : 
$50.94  
Last Quarter's Average Price
$49.58  
Change from last quarter's     
avg. price to the last closing  : 
6.77 (13.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 161,350
 1.9%
 
Increased Positions :
66
 780,321
 9.18%
 
Unchanged Positions :
107
 377,807
 4.45%
 
Decreased Positions :
145
-2,508,625
-29.53%
 
Closed Positions :
70
-694,544
-8.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 594 - 2023-12-31 740,532 $37,723,000 -221,715
   BANK OF AMERICA CORP /DE/ 1352 - 2023-12-31 725,076 $36,935,000 82,069
   MORGAN STANLEY 2209 - 2023-12-31 616,366 $31,398,000 -230,233
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 394,520 $20,097,000 169,329
   PNC FINANCIAL SERVICES GROUP INC 382 - 2023-12-31 385,673 $19,646,000 -2,416
   JANE STREET GROUP LLC 544 - 2023-12-31 383,941 $19,558,000 -437,164
   UBS Group AG 1243 - 2023-12-31 289,536 $14,749,000 -90,833
   WELLS FARGO & CO/MN 1321 - 2023-12-31 249,826 $12,726,000 -90,029
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 688 - 2023-12-31 198,319 $10,102,000 160,056
   PRUDENTIAL CORP PLC 124 - 2023-12-31 190,200 $9,689,000 -22,275
   ROYAL BANK OF CANADA 1510 - 2023-12-31 177,996 $9,067,000 -74,920
   Whitcomb & Hess Inc. 16 *New 2024-03-31 168,567 $7,634,000 168,567
   COMMONWEALTH EQUITY SERVICES LLC. 871 - 2023-12-31 144,980 $7,385,000 -25,338
   Advisor Group Holdings Inc. 1008 - 2023-12-31 132,962 $6,773,000 -88,489
   McMahon Financial Advisors LLC 16 - 2023-12-31 129,730 $6,608,000 11,465
   CX Institutional 81 - 2024-03-31 141,280 $6,399,000 67,962
   Kraft Davis & Associates LLC 21 - 2023-12-31 143,555 $6,239,000 -6,836
   Private Advisor Group LLC 360 - 2023-12-31 119,938 $6,110,000 -15,466
   J P MORGAN CHASE & CO 2335 - 2023-12-31 118,087 $6,015,000 99,801
   ENVESTNET ASSET MANAGEMENT INC 1778 - 2023-12-31 114,740 $5,845,000 9,768
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 668 - 2023-12-31 104,440 $5,320,000 9,923
   Gerber Kawasaki Wealth & Investment Management 68 - 2023-12-31 91,687 $4,671,000 -256,743
   Longbow Finance SA 59 - 2023-12-31 80,000 $4,110,000 0
   MML INVESTORS SERVICES LLC 695 - 2023-12-31 79,804 $4,065,000 -214
   CITIGROUP INC 1243 - 2023-12-31 74,208 $3,780,000 3,880
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - 2023-12-31 72,986 $3,718,000 -4,973
   RAYMOND JAMES & ASSOCIATES 1722 - 2023-12-31 71,310 $3,633,000 -18,406
   Money Design Co.Ltd. 62 - 2023-12-31 70,669 $3,600,000 -19,130
   Susquehanna International Group Ltd. 13 - 2023-12-31 69,919 $3,562,000 0
   CITADEL ADVISORS LLC 1844 - 2023-12-31 69,490 $3,540,000 -15,700
   YCMNET ADVISORS INC 100 - 2023-12-31 67,542 $3,441,000 -10,408
   MULTIFINANCIAL SECURITIES CORP 362 - 2023-12-31 67,493 $3,438,000 -13,131
   CREDIT SUISSE/ 1579 - 2023-12-31 62,348 $3,176,000 13,030
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 647 - 2023-12-31 60,900 $3,102,000 -101,592
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1319 - 2023-12-31 60,645 $3,089,000 -15,102
   Squarepoint Ops LLC 862 - 2023-12-31 58,048 $2,957,000 11,548
   Kestra Advisory Services LLC 700 - 2023-12-31 48,486 $2,470,000 -131
   FINANCIAL NETWORK 885 - 2023-12-31 47,280 $2,408,000 -10,254
   RENAISSANCE TECHNOLOGIES LLC 1852 - 2023-12-31 46,500 $2,369,000 46,500
   Qube Research & Technologies Ltd 1224 - 2023-12-31 46,036 $2,345,000 43,450
   BNP PARIBAS ARBITRAGE SA 1324 - 2023-12-31 40,149 $2,045,000 17,640
   Wealthfront Advisers LLC 485 - 2024-03-31 44,039 $1,995,000 285
   Cetera Investment Advisers 798 - 2023-12-31 39,095 $1,992,000 -3,507
   Integrated Wealth Concepts LLC 484 - 2023-12-31 38,652 $1,969,000 -10,218
   Rockefeller Capital Management L.P. 915 - 2023-12-31 38,400 $1,956,000 -10,064
   STIFEL FINANCIAL CORP 1781 - 2023-12-31 33,542 $1,709,000 -4,609
   CANAL INSURANCE CO - 2023-12-31 33,100 $1,686,000 0
   OLD MISSION CAPITAL LLC 305 - 2023-12-31 32,532 $1,657,000 -38,529
   Steward Partners Investment Advisory LLC 565 - 2023-12-31 31,386 $1,599,000 -4,045
   Lido Advisors LLC 431 - 2023-12-31 29,394 $1,508,000 -4,587
   HRT FINANCIAL LLC 742 - 2023-12-31 29,110 $1,482,000 -3,636
   BB&T CORP 1395 - 2023-12-31 28,468 $1,450,000 9,442
   HIGHTOWER ADVISORS, LLC 1606 - 2023-12-31 28,071 $1,424,000 -89,322
   Atria Wealth Solutions Inc. 742 - 2023-12-31 26,391 $1,348,000 -5,131
   Ameritas Advisory Services LLC 230 - 2023-12-31 26,841 $1,344,000 -7,951
   IHT Wealth Management LLC 334 - 2023-12-31 23,931 $1,219,000 -6,645
   Banque Cantonale Vaudoise 328 - 2024-03-31 26,227 $1,187,000 5,506
   MARINER WEALTH ADVISORS, LLC 1353 - 2023-12-31 22,097 $1,126,000 -1,529
   CREATIVE PLANNING 1166 - 2023-12-31 21,961 $1,119,000 -5,515
   Eagle Strategies LLC - 2023-12-31 21,668 $1,104,000 137
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 944 - 2023-09-30 19,617 $1,082,000 -9,671
   Sowell Financial Services LLC - 2023-12-31 21,056 $1,080,000 21,056
   JANNEY MONTGOMERY SCOTT LLC 1410 - 2023-12-31 20,483 $1,043,000 -3,909
   Financial Advocates Investment Management 277 - 2023-12-31 32,086 $1,036,000 21,619
   BOYER & CORPORON WEALTH MANAGEMENT, LLC 53 *New 2023-12-31 19,383 $987,000 19,383
   Goss Wealth Management LLC 956 - 2023-12-31 17,995 $917,000 1,889
   Armor Investment Advisors LLC 52 - 2023-12-31 17,610 $897,000 1,843
   SHUFRO ROSE & CO LLC 112 - 2023-12-31 15,150 $836,000 -500
   HARBOUR INVESTMENTS INC. 408 - 2023-12-31 16,067 $818,000 -2,067
   FNY Investment Advisers LLC 29 *New 2023-12-31 16,050 $817,000 16,050
   SG AMERICAS SECURITIES LLC 957 - 2023-12-31 16,042 $817,000 4,889
   SCOTIA CAPITAL INC. 497 - 2023-12-31 15,842 $807,000 -47
   Snowden Capital Advisors LLC 497 - 2023-12-31 15,259 $777,000 -353
   AMERIPRISE FINANCIAL INC 3231 - 2023-12-31 14,398 $737,000 3,002
   BANK OF MONTREAL /CAN/ 1808 - 2023-12-31 13,987 $727,000 -323,091
   US BANCORP 1286 - 2023-12-31 14,114 $719,000 341
   NATIONAL ASSET MANAGEMENT, INC. 648 - 2023-12-31 14,012 $719,000 95
   Halter Ferguson Financial Inc. 20 - 2023-12-31 13,799 $703,000 0
   AXXCESS WEALTH MANAGEMENT LLC 434 - 2023-12-31 13,483 $687,000 -4,181
   FOCUS FINANCIAL NETWORK INC /ADV 389 - 2023-12-31 13,201 $677,000 0
   LINCOLN NATIONAL CORP 566 - 2023-12-31 13,060 $665,000 1,367
   Arrowroot Family Office LLC 55 - 2023-12-31 12,926 $658,000 -2,335
   DHK Financial Advisors Inc. 44 - 2023-12-31 12,728 $653,000 0
   COLONY GROUP, LLC 532 *New 2023-12-31 12,645 $644,000 12,645
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 107 - 2023-12-31 12,443 $634,000 -1,128
   AE Wealth Management LLC 1324 - 2023-12-31 14,198 $617,000 -5,135
   COLONY GROUP LLC 521 - 2023-09-30 10,874 $600,000 282
   OPPENHEIMER & CO INC 934 - 2023-12-31 11,197 $570,000 -1,137
   HBW Advisory Services LLC 169 - 2024-03-31 13,295 $569,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 282 - 2023-12-31 10,970 $559,000 -43
   THRIVENT FINANCIAL FOR LUTHERANS 2098 - 2023-12-31 10,922 $556,000 2,997
   STELAC ADVISORY SERVICES LLC 49 - 2023-12-31 10,520 $540,000 -1,806
   CWM LLC 1099 - 2024-03-31 11,745 $532,000 -510
   TAP Consulting LLC 103 *New 2023-12-31 10,433 $531,000 10,433
   BOS Asset Management LLC 67 - 2023-12-31 10,113 $515,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1311 - 2023-12-31 10,083 $514,000 -1,033
   Private Wealth Strategies L.L.C. 40 - 2023-12-31 9,906 $505,000 -1,147
   LM Advisors LLC 116 - 2023-12-31 9,676 $493,000 0
   CIBC WORLD MARKETS INC. 855 - 2023-12-31 9,561 $487,000 147
   H D Vest Advisory Services 990 - 2023-12-31 9,537 $486,000 512

  100 Records found
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