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Get Institutions for : 
Global X Lithium ETF (LIT)  
$46.46 0.93 (2.04%) as of 4:30 Thu 5/9


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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  : 
3.12 (6.29%)  




 
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
   Whitcomb & Hess Inc. 16 *New 2024-03-31 168,567 $7,634,000 168,567
   BOYER & CORPORON WEALTH MANAGEMENT, LLC 53 *New 2023-12-31 19,383 $987,000 19,383
   COLONY GROUP, LLC 532 *New 2023-12-31 12,645 $644,000 12,645
   Evolution Wealth Advisors LLC 88 *New 2024-03-31 8,870 $402,000 8,870
   Global Assets Advisory LLC 367 *New 2024-03-31 17,093 $375,000 17,093
   Summit Financial LLC 311 *New 2024-03-31 7,437 $337,000 7,437
   D E SHAW & CO INC 2377 *New 2023-12-31 6,465 $329,000 6,465
   GTS SECURITIES LLC 1157 *New 2023-12-31 5,201 $265,000 5,201
   PEAK6 Investments LLC 647 *New 2023-12-31 5,111 $260,000 5,111
   TWO SIGMA SECURITIES LLC 733 *New 2023-12-31 4,869 $248,000 4,869
   Kepos Capital LP 90 *New 2023-12-31 4,447 $227,000 4,447
   Belpointe Asset Management LLC 619 *New 2023-12-31 4,452 $227,000 4,452
   Baird Financial Group Inc. 1606 *New 2023-12-31 4,385 $223,000 4,385
   SHEETS SMITH & ASSOCIATES INC 315 *New 2023-09-30 2,846 $157,000 2,846
   Future Financial Wealth Managment LLC 274 *New 2024-03-31 1,000 $45,000 1,000
   DAGCO INC. 160 *New 2023-12-31 405 $21,000 405
   YHB INVESTMENT ADVISORS, INC. 592 *New 2024-03-31 455 $21,000 455
   Nalls Sherbakoff Group LLC 245 *New 2023-12-31 326 $17,000 326
   HOWE & RUSLING INC 313 *New 2023-12-31 292 $15,000 292
   JFS WEALTH ADVISORS, LLC *New 2024-03-31 300 $14,000 300
   Dunhill Financial LLC 189 *New 2023-12-31 244 $12,000 244
   HORIZON FINANCIAL SERVICES LLC 132 *New 2024-03-31 203 $9,000 203
   Silicon Valley Capital Partners *New 2024-03-31 138 $6,000 138
   Register Financial Advisors LLC 609 *New 2024-03-31 110 $5,000 110
   Scarborough Advisors LLC 535 *New 2023-12-31 63 $3,000 63
   FSA Wealth Management LLC 493 *New 2023-12-31 66 $3,000 66
   WHITE BAY PT LLC 436 *New 2023-12-31 27 $1,000 27
   Bear Mountain Capital Inc. 188 *New 2024-03-31 30 $1,000 30
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1693 *New 2023-12-31 9 $0 9

  29 Records found
  1    
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