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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1352 - 2023-12-31 725,076 $36,935,000 82,069
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 688 - 2023-12-31 198,319 $10,102,000 160,056
   CX Institutional 81 - 2024-03-31 141,280 $6,399,000 67,962
   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 759 - 2024-03-31 107,441 $4,866,000 3,001
   CITIGROUP INC 1243 - 2023-12-31 74,208 $3,780,000 3,880
   Money Design Co.Ltd. 63 - 2024-03-31 73,510 $3,329,000 2,841
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 71,325 $3,230,000 31,176
   CREDIT SUISSE/ 1579 - 2023-12-31 62,348 $3,176,000 13,030
   Squarepoint Ops LLC 862 - 2023-12-31 58,048 $2,957,000 11,548
   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
   Wealthfront Advisers LLC 485 - 2024-03-31 44,039 $1,995,000 285
   BB&T CORP 1395 - 2023-12-31 28,468 $1,450,000 9,442
   Banque Cantonale Vaudoise 328 - 2024-03-31 26,227 $1,187,000 5,506
   Armor Investment Advisors LLC 49 - 2024-03-31 23,450 $1,062,000 5,840
   Goss Wealth Management LLC 956 - 2023-12-31 17,995 $917,000 1,889
   SG AMERICAS SECURITIES LLC 957 - 2023-12-31 16,042 $817,000 4,889
   LINCOLN NATIONAL CORP - 2024-03-31 17,153 $777,000 4,093
   AMERIPRISE FINANCIAL INC 3231 - 2023-12-31 14,398 $737,000 3,002
   US BANCORP 1286 - 2023-12-31 14,114 $719,000 341
   NATIONAL ASSET MANAGEMENT, INC. 648 - 2023-12-31 14,012 $719,000 95
   COLONY GROUP LLC 521 - 2023-09-30 10,874 $600,000 282
   THRIVENT FINANCIAL FOR LUTHERANS 2098 - 2023-12-31 10,922 $556,000 2,997
   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
   GOLDMAN SACHS GROUP INC/ 3857 - 2023-12-31 9,238 $471,000 1,819
   INSIGNEO ADVISORY SERVICES LLC 259 - 2023-12-31 8,609 $442,000 236
   PFG Investments LLC 580 - 2024-03-31 9,708 $440,000 3,576
   PATHSTONE FAMILY OFFICE, LLC 1114 - 2023-09-30 7,717 $426,000 1,622
   Sigma Planning Corp - 2024-03-31 9,234 $418,000 2,120
   Clarity Capital Partners LLC - 2024-03-31 8,577 $388,000 1,434
   Joel Isaacson & Co. LLC - 2024-03-31 7,932 $359,000 52
   Magnus Financial Group LLC - 2024-03-31 7,643 $346,000 202
   FLAGSHIP HARBOR ADVISORS LLC 486 - 2024-03-31 7,523 $341,000 139
   TCG Advisory Services LLC 294 - 2023-12-31 6,332 $323,000 50
   Banco Santander S.A. 381 - 2023-12-31 5,850 $298,000 200
   Csenge Advisory Group - 2024-03-31 6,499 $294,000 42
   Sontag Advisory LLC 531 - 2023-12-31 5,673 $289,000 100
   FMR LLC 2748 - 2023-12-31 4,741 $242,000 1,560
   Arete Wealth Advisors LLC 610 - 2023-12-31 4,688 $239,000 608
   Retirement Planning Co of New England Inc. 210 - 2023-12-31 4,114 $210,000 4,114
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 4,552 $206,000 207
   Moloney Securities Asset Management LLC - 2024-03-31 4,440 $201,000 6
   PICTON MAHONEY ASSET MANAGEMENT 299 - 2023-12-31 3,600 $183,000 1,200
   Cribstone Capital Management LLC 111 - 2022-12-31 3,037 $178,000 500
   Capital Analysts Inc. 437 - 2023-12-31 3,367 $172,000 1,633
   Sunbelt Securities Inc. 653 - 2024-03-31 2,652 $120,000 590
   Farther Finance Advisors LLC 740 - 2023-12-31 2,304 $117,000 2,155
   Bank Julius Baer & Co. Ltd Zurich 399 - 2023-12-31 2,123 $108,000 2,123
   EPG Wealth Management LLC 265 - 2023-12-31 2,444 $100,000 18
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 2,094 $95,000 11
   Geneos Wealth Management Inc. - 2024-03-31 2,070 $94,000 112
   Quent Capital LLC - 2024-03-31 1,432 $65,000 120
   Global Retirement Partners LLC 1435 - 2024-03-31 1,005 $46,000 136
   Activest Wealth Management 123 - 2024-03-31 983 $45,000 2
   Coastal Investment Advisors Inc. 568 - 2024-03-31 980 $44,000 980
   WFA Asset Management Corp 115 - 2024-03-31 889 $40,000 7
   Financial Advisory Service Inc. - 2024-03-31 714 $32,000 53
   NORTHWEST INVESTMENT COUNSELORS LLC 272 - 2024-03-31 698 $32,000 698
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 701 - 2023-12-31 600 $31,000 100
   TOWER RESEARCH CAPITAL LLC 3458 - 2023-12-31 546 $28,000 224
   Coastal Capital Group Inc. 272 - 2023-06-30 400 $26,000 379
   BELLEVUE ASSET MANAGEMENT LLC 211 - 2024-03-31 554 $25,000 2
   Sound Income Strategies LLC 596 - 2024-03-31 436 $20,000 102
   First Command Advisory Services Inc. - 2024-03-31 443 $20,000 20
   Richard W. Paul & Associates LLC - 2023-12-31 298 $15,000 7
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 313 - 2024-03-31 321 $15,000 2
   IAG Wealth Partners LLC 294 - 2024-03-31 262 $12,000 2
   First Capital Advisors Group LLC. 544 - 2023-06-30 154 $10,000 30
   Legend Financial Advisors Inc. 135 - 2024-03-31 216 $10,000 105
   Coppell Advisory Solutions LLC 972 - 2023-12-31 155 $8,000 155
   Cherry Tree Wealth Management LLC - 2024-03-31 112 $5,000 6
   PRIVATE TRUST CO NA 1955 - 2024-03-31 83 $4,000 83
   ODell Group LLC 400 - 2023-12-31 82 $4,000 82
   ICA Group Wealth Management LLC 1082 - 2023-12-31 84 $4,000 84
   Salomon & Ludwin LLC - 2024-03-31 91 $4,000 50
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 618 - 2023-12-31 35 $2,000 10
   McClarren Financial Advisors Inc. 216 - 2024-03-31 46 $2,000 13
   VisionPoint Advisory Group LLC 875 - 2023-12-31 3 $0 3
  81 Records found
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