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Get Institutions for : 
Global X Lithium ETF (LIT)  
$45.53 0.54 (1.17%) as of 4:30 Wed 5/8


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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  : 
4.05 (8.17%)  




 
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
   LPL FINANCIAL CORP 594 - 2023-12-31 740,532 $37,723,000 -221,715
   MORGAN STANLEY 2209 - 2023-12-31 616,366 $31,398,000 -230,233
   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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 540 - 2024-03-31 252,571 $12,597,000 -141,949
   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
   Advisor Group Holdings Inc. 1008 - 2023-12-31 132,962 $6,773,000 -88,489
   Kraft Davis & Associates LLC 21 - 2023-12-31 143,555 $6,239,000 -6,836
   COMMONWEALTH EQUITY SERVICES LLC. 1186 - 2024-03-31 105,732 $4,789,000 -39,248
   Gerber Kawasaki Wealth & Investment Management 68 - 2023-12-31 91,687 $4,671,000 -256,743
   Private Advisor Group LLC - 2024-03-31 91,036 $4,123,000 -28,902
   MML INVESTORS SERVICES LLC 695 - 2023-12-31 79,804 $4,065,000 -214
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 647 - 2023-12-31 60,900 $3,102,000 -101,592
   RAYMOND JAMES & ASSOCIATES 1954 - 2024-03-31 60,747 $2,751,000 -10,563
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1566 - 2024-03-31 49,933 $2,261,000 -10,712
   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
   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
   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
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 944 - 2023-09-30 19,617 $1,082,000 -9,671
   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
   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
   BANK OF MONTREAL /CAN/ 1808 - 2023-12-31 13,987 $727,000 -323,091
   AXXCESS WEALTH MANAGEMENT LLC 434 - 2023-12-31 13,483 $687,000 -4,181
   Arrowroot Family Office LLC 55 - 2023-12-31 12,926 $658,000 -2,335
   AE Wealth Management LLC 1324 - 2023-12-31 14,198 $617,000 -5,135
   Eagle Strategies LLC 144 - 2024-03-31 13,478 $610,000 -8,190
   OPPENHEIMER & CO INC 934 - 2023-12-31 11,197 $570,000 -1,137
   WARREN AVERETT ASSET MANAGEMENT, LLC 282 - 2023-12-31 10,970 $559,000 -43
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 1986 - 2024-03-31 11,041 $500,000 -9,442
   Claraphi Advisory Network LLC 137 - 2022-12-31 8,034 $471,000 -795
   BLAIR WILLIAM & CO/IL 1083 - 2023-12-31 9,256 $471,000 -13,232
   ADVISORY SERVICES NETWORK, LLC 924 - 2023-12-31 9,151 $466,000 -2,870
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 86 - 2024-03-31 10,292 $466,000 -62,694
   Parallel Advisors LLC 505 - 2023-12-31 9,114 $464,000 -450
   CI Private Wealth LLC 1652 - 2023-12-31 8,840 $450,000 -3,215
   BLUE CREEK INVESTMENT PARTNERS LLC 223 - 2024-03-31 9,931 $450,000 -122
   RMR Wealth Builders 164 - 2024-03-31 9,589 $434,000 -83
   Equitable Holdings Inc. 827 - 2023-12-31 8,203 $418,000 -2,990
   TOWNSQUARE CAPITAL LLC 834 - 2023-12-31 7,904 $403,000 -1,972
   Cresset Asset Management LLC 1315 - 2023-12-31 7,841 $402,000 -26
   Laurel Wealth Advisors Inc. 413 - 2022-12-31 6,845 $401,000 -1,213
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1725 - 2024-03-31 8,595 $389,000 -2,687
   Stratos Wealth Partners LTD. 986 - 2024-03-31 8,383 $380,000 -2,098
   CAPTRUST FINANCIAL ADVISORS 2004 - 2023-12-31 6,798 $346,000 -5,470
   Merit Financial Group LLC 586 - 2023-12-31 6,677 $340,000 -1,700
   Personal Capital Advisors Corp 363 - 2022-12-31 5,630 $330,000 -363
   Perennial Investment Advisors LLC 230 - 2023-12-31 6,317 $322,000 -817
   DAVIDSON D A & CO 1105 - 2023-12-31 6,167 $314,000 -410
   CENTAURUS FINANCIAL INC. 481 - 2023-12-31 5,924 $302,000 -140
   NATIONAL BANK OF CANADA /FI/ 1206 - 2023-12-31 5,941 $299,000 -8,880
   WEDBUSH MORGAN SECURITIES INC 785 - 2023-12-31 5,713 $291,000 -121
   Legacy Bridge LLC 121 - 2024-03-31 6,380 $289,000 -435
   Investment Partners Asset Management Inc. 110 - 2024-03-31 5,976 $271,000 -152
   Beacon Pointe Advisors LLC 1100 - 2023-12-31 5,032 $256,000 -472
   InterOcean Capital Group LLC 386 - 2023-12-31 4,978 $254,000 -27,815
   EQUITABLE TRUST CO 393 - 2024-03-31 5,606 $254,000 -577
   LEVEL FOUR ADVISORY SERVICES LLC 655 - 2023-12-31 4,951 $252,000 -2,943
   HPM Partners LLC - 2023-12-31 4,624 $236,000 -99
   Gateway Wealth Partners LLC 192 - 2023-12-31 4,564 $232,000 -2,722
   Financial Advocates Investment Management - 2024-03-31 4,891 $222,000 -27,195
   SUMMIT INVESTMENT ADVISORS INC 1218 - 2023-12-31 4,183 $213,000 -55
   PFG Advisors 587 - 2023-12-31 4,132 $210,000 -567
   Claro Advisors LLC 392 - 2024-03-31 4,579 $207,000 -4,524
   IFP Advisors Inc 921 - 2023-12-31 3,917 $200,000 -160
   Ritter Daniher Financial Advisory LLC / DE 80 - 2023-12-31 3,285 $167,000 -1,000
   Sargent Bickham Lagudis LLC 289 - 2022-12-31 2,496 $146,000 -527
   ANCORA ADVISORS, LLC 714 - 2023-12-31 2,572 $131,000 -2,119
   EP WEALTH ADVISORS, INC. 762 - 2023-12-31 2,408 $123,000 -1,665
   NBC SECURITIES INC. 899 - 2024-03-31 2,409 $119,000 -1,681
   Financial Freedom LLC 127 - 2024-03-31 2,296 $104,000 -338
   SRS Capital Advisors Inc. 377 - 2023-12-31 1,975 $101,000 -830
   BROWN BROTHERS HARRIMAN & CO 624 - 2023-12-31 1,905 $97,000 -162
   Cape Investment Advisory Inc. 244 - 2023-12-31 1,845 $94,000 -847
   COMERICA BANK 2527 - 2023-12-31 1,755 $89,000 -761
   TD Waterhouse Canada Inc. 862 - 2023-12-31 1,493 $76,000 -915
  100 Records found
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