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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ABLES IANNONE MOORE & ASSOCIATES INC. *Closed 2024-03-31 0 $0 -150
   Walleye Trading Advisors LLC 1937 *Closed 2023-12-31 0 $0 -20,928
   AYRSHIRE ASSOCIATES INC 580 *Closed 2023-12-31 0 $0 -23
   BALLENTINE FINN & COMPANY INC 742 *Closed 2024-03-31 0 $0 -39,800
   McMahon Financial Advisors LLC 90 *Closed 2024-03-31 0 $0 -129,730
   Y-Intercept (Hong Kong) Ltd 1232 *Closed 2023-12-31 0 $0 -9,878
   Atomi Financial Group Inc. 603 *Closed 2023-12-31 0 $0 -22,474
   Dynamic Advisors Solutions LLC 939 *Closed 2024-03-31 0 $0 -4,667
   Empower Advisory Group LLC 501 *Closed 2024-03-31 0 $0 -5,630
   IAM Advisory LLC 104 *Closed 2024-03-31 0 $0 -5,148
   TRUEPOINT, INC. 243 *Closed 2023-12-31 0 $0 -4,300
   Savior LLC 16 *Closed 2023-12-31 0 $0 -100
   TOCQUEVILLE ASSET MANAGEMENT LP 528 *Closed 2023-12-31 0 $0 -4,400
   BOURGEON CAPITAL MANAGEMENT LLC 221 *Closed 2024-03-31 0 $0 -306
   Kalos Management Inc. 317 *Closed 2023-06-30 0 $0 -118
   SOA Wealth Advisors LLC. 840 *Closed 2024-03-31 0 $0 -20
   TWIN FOCUS CAPITAL PARTNERS, LLC 165 *Closed 2023-12-31 0 $0 -7,190
   CLAUDIA M.P. BATLLE CRP (R) LLC 109 *Closed 2023-12-31 0 $0 -31,948
   FIRST MANHATTAN CO 1409 *Closed 2023-12-31 0 $0 -600
   JNBA FINANCIAL ADVISORS 673 *Closed 2024-03-31 0 $0 -31
   V Wealth ManagementLLC 268 *Closed 2023-09-30 0 $0 -5,479
   Pensionmark Financial Group LLC 393 *Closed 2023-12-31 0 $0 -5,481
   Global Wealth Strategies & Associates 351 *Closed 2024-03-31 0 $0 -50
   Blume Capital Management Inc. *Closed 2024-03-31 0 $0 -100
   SIMPLEX TRADING LLC 2784 *Closed 2024-03-31 0 $0 -8,478
   Purus Wealth Management LLC 120 *Closed 2024-03-31 0 $0 -11,872
   Flaharty Asset Management LLC 438 *Closed 2023-12-31 0 $0 -200
   WALDEN WEALTH PARTNERS LLC 93 *Closed 2024-03-31 0 $0 -5,200
   RATHBONE BROTHERS PLC 643 *Closed 2023-12-31 0 $0 -8,352
   Touchstone Capital Inc. 27 *Closed 2024-03-31 0 $0 -27,304
   SMITHBRIDGE ASSET MANAGEMENT INC/DE *Closed 2024-03-31 0 $0 -12,443
   Axiom Investment Management LLC 302 *Closed 2022-12-31 0 $0 -200
   PARKSIDE FINANCIAL BANK & TRUST *Closed 2024-03-31 0 $0 -106
   Independence Bank of Kentucky 541 *Closed 2024-03-31 0 $0 -1,737
   BAKER AVENUE ASSET MANAGEMENT, LP 1322 *Closed 2023-12-31 0 $0 -1,120
   FLOW TRADERS U.S. LLC 1093 *Closed 2023-12-31 0 $0 -5,220
   U.S. Capital Wealth Advisors LLC 689 *Closed 2023-12-31 0 $0 -10,846
   MONETA GROUP INVESTMENT ADVISORS INC 575 *Closed 2023-12-31 0 $0 -4,261
   Andesa Financial Management Inc. 148 *Closed 2022-12-31 0 $0 -6,000
   U S GLOBAL INVESTORS INC 170 *Closed 2024-03-31 0 $0 -700
   MILLENNIUM MANAGEMENT LLC 4360 *Closed 2023-12-31 0 $0 -4,261
   Balboa Wealth Partners 263 *Closed 2023-12-31 0 $0 -3,891
   Wambolt & Associates LLC *Closed 2024-03-31 0 $0 -6,743
   CHOATE INVESTMENT ADVISORS 443 *Closed 2023-12-31 0 $0 -784
   WILLNER & HELLER LLC 141 *Closed 2023-12-31 0 $0 -6,686
   ARGI INVESTMENT SERVICES, LLC 443 *Closed 2022-12-31 0 $0 -13,251
   MARK SHEPTOFF FINANCIAL PLANNING LLC 408 *Closed 2023-12-31 0 $0 -4,200
   Tradition Wealth Management LLC 1321 *Closed 2023-12-31 0 $0 -835
   Apollon Wealth Management LLC *Closed 2024-03-31 0 $0 -4,697
   Marion Wealth Management 124 *Closed 2024-03-31 0 $0 -8,004
   Sowell Financial Services LLC *Closed 2024-03-31 0 $0 -21,056
   FNY Investment Advisers LLC 767 *Closed 2024-03-31 0 $0 -16,050
   BUCKINGHAM ASSET MANAGEMENT, LLC 737 *Closed 2023-12-31 0 $0 -4,439
   Triton Wealth Management PLLC 79 *Closed 2024-03-31 0 $0 -4,833
   PARK AVENUE SECURITIES LLC 1406 *Closed 2024-03-31 0 $0 -11,269
   Headlands Technologies LLC 1347 *Closed 2023-12-31 0 $0 -30
   HEAD & ASSOCIATES LLC 685 *Closed 2023-12-31 0 $0 -30
   GRIMES & COMPANY INC 355 *Closed 2024-03-31 0 $0 -23,711
   Pallas Capital Advisors LLC 444 *Closed 2024-03-31 0 $0 -8,436
   Concord Wealth Partners *Closed 2024-03-31 0 $0 -130
   Steel Peak Wealth Management LLC 472 *Closed 2024-03-31 0 $0 -3,400
   Kingsview Wealth Management LLC 1012 *Closed 2023-12-31 0 $0 -5,169
   Joseph P. Lucia & Associates LLC *Closed 2024-03-31 0 $0 -5,170
   California Capital Advisors Inc. 46 *Closed 2023-12-31 0 $0 -74,407
   TAP Consulting LLC 158 *Closed 2024-03-31 0 $0 -10,433
   CHANNEL WEALTH LLC 193 *Closed 2024-03-31 0 $0 -4,254
   BENJAMIN F. EDWARDS & COMPANY INC. 2243 *Closed 2024-03-31 0 $0 -18
   Elmwood Wealth Management Inc. 116 *Closed 2023-12-31 0 $0 -17,091
   McGlone Suttner Wealth Management Inc. 844 *Closed 2024-03-31 0 $0 -126
   FWL INVESTMENT MANAGEMENT LLC 237 *Closed 2023-12-31 0 $0 -215
   Good Life Advisors LLC *Closed 2024-03-31 0 $0 -5,808
   Consolidated Portfolio Review Corp 315 *Closed 2024-03-31 0 $0 -5,012
  72 Records found
  1    
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