LIT Institutional Ownership & Shareholders

GLOBAL X LITHIUM & BATTERY T (LIT) is currently held by 281 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $427.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of LIT tracked by InsiderSet, reporting ownership valued at approximately $102.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.46M, representing an estimated loss of -23.59% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed LIT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in GLOBAL X LITHIUM & BATTERY T (LIT).

This page ranks the largest institutional LIT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

281

Total Reported Value

$427.99M

Largest Holder

Lpl Financial Llc

Largest Position

$102.69M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

69

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.02%1,311,780$102,686,170$78,457,562-$24,228,608-23.59%
Morgan Stanley0.00%385,120$30,147,255$23,034,027-$7,113,228-23.59%
Bank Of America Corp0.00%331,769$25,970,898$19,843,104-$6,127,794-23.59%
Bw Gestao De Investimentos Ltda.0.49%258,000$20,196,240$15,430,980-$4,765,260-23.59%
Bnp Paribas Financial Markets0.01%211,485$16,555,046$12,648,918-$3,906,128-23.59%
Chicago Wealth Management, Inc.4.80%172,824$13,528,690$10,336,603-$3,192,087-23.59%
Whitcomb & Hess, Inc.2.62%179,106$12,254,426$10,712,330-$1,542,096-12.58%
Ubs Group Ag0.00%131,243$10,273,703$7,849,644-$2,424,059-23.59%
Steward Partners Investment Advisory, Llc0.05%129,207$10,114,328$7,727,871-$2,386,457-23.59%
Susquehanna International Group, Llp0.01%117,503$9,198,135$7,027,854-$2,170,281-23.59%
Wells Fargo & Company/Mn0.00%110,897$8,681,023$6,632,750-$2,048,273-23.59%
Royal Bank Of Canada0.00%107,873$8,445,000$6,451,884-$1,993,116-23.60%
Qube Research & Technologies Ltd0.01%105,683$8,272,865$6,320,900-$1,951,965-23.59%
Pnc Financial Services Group, Inc.0.00%84,054$6,579,785$5,027,270-$1,552,515-23.60%
Longbow Finance Sa0.80%80,000$6,243,512$4,784,800-$1,458,712-23.36%
Cetera Investment Advisers0.01%71,694$5,612,128$4,288,018-$1,324,110-23.59%
Raymond James Financial Inc0.00%70,085$5,486,286$4,191,784-$1,294,502-23.60%
Baker Avenue Asset Management, Lp0.09%60,226$4,714,492$3,602,117-$1,112,375-23.59%
Jpmorgan Chase & Co0.00%55,038$4,255,024$3,291,823-$963,201-22.64%
Envestnet Asset Management Inc0.00%52,992$4,149,560$3,169,452-$980,108-23.62%
Mml Investors Services, Llc0.01%49,427$3,869,122$2,956,229-$912,893-23.59%
Lake Hills Wealth Management, Llc1.69%53,915$3,688,864$3,224,656-$464,208-12.58%
Quadrature Capital Ltd0.03%43,677$3,419,036$2,612,321-$806,715-23.59%
Ameriprise Financial Inc0.00%41,754$3,268,513$2,497,307-$771,206-23.60%
Wealthfront Advisers Llc0.01%41,639$3,259,501$2,490,429-$769,072-23.59%
Commonwealth Equity Services, Llc0.00%44,241$3,026,954$2,646,054-$380,900-12.58%
Mirae Asset Global Etfs Holdings Ltd.0.00%37,914$2,967,908$2,267,636-$700,272-23.59%
Summit Financial, Llc0.03%37,453$2,943,391$2,240,064-$703,327-23.90%
D. E. Shaw & Co., Inc.0.00%36,381$2,847,905$2,175,948-$671,957-23.59%
Marshall Investment Management, Llc1.15%35,398$2,770,978$2,117,154-$653,824-23.60%
Osaic Holdings, Inc.0.00%34,757$2,722,900$2,078,816-$644,084-23.65%
Hub Investment Partners, Llc0.05%33,336$2,609,561$1,993,826-$615,735-23.60%
Moran Wealth Management, Llc0.07%36,545$2,500,409$2,185,756-$314,653-12.58%
Q3 Asset Management0.45%31,300$2,450,000$1,872,053-$577,947-23.59%
Juncture Wealth Strategies, Llc0.63%35,751$2,446,083$2,138,267-$307,816-12.58%
Ipsen Advisor Group Llc1.66%35,691$2,441,966$2,134,679-$307,287-12.58%
Ifg Advisory, Llc0.08%30,194$2,363,569$1,805,903-$557,666-23.59%
Harbour Investments, Inc.0.03%28,150$2,203,615$1,683,652-$519,964-23.60%
Old Mission Capital Llc0.05%24,923$1,950,972$1,490,645-$460,327-23.59%
Fortis Group Advisors, Llc0.31%24,918$1,950,585$1,490,346-$460,239-23.59%
Ameritas Advisory Services, Llc0.04%23,098$1,808,111$1,381,491-$426,620-23.59%
Gts Securities Llc0.04%22,171$1,735,546$1,326,048-$409,498-23.59%
Walleye Trading Llc0.02%20,326$1,591,119$1,215,698-$375,421-23.59%
One Capital Management, Llc0.04%20,239$1,504,769$1,210,495-$294,274-19.56%
Integrated Wealth Concepts Llc0.01%18,750$1,467,709$1,121,438-$346,272-23.59%
Citigroup Inc0.00%18,118$1,418,277$1,083,638-$334,639-23.59%
Sg Americas Securities, Llc0.00%17,710$1,386,000$1,059,235-$326,765-23.58%
Kestra Advisory Services, Llc0.00%19,042$1,302,856$1,138,902-$163,954-12.58%
Stifel Financial Corp0.00%15,518$1,214,776$928,132-$286,644-23.60%
Goldman Sachs Group Inc0.00%14,734$1,153,378$881,241-$272,137-23.59%
Showing 50 of 281

Frequently asked questions about LIT

  • Who are the largest institutional holders of LIT?

    The largest institutional holders of LIT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Bw Gestao De Investimentos Ltda., and Bnp Paribas Financial Markets. InsiderSet ranks institutional holders by their latest reported LIT position.

  • What is LIT institutional ownership?

    This page tracks LIT positions reported by institutional investment managers through SEC Form 13F. GLOBAL X LITHIUM & BATTERY T (LIT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own LIT?

    InsiderSet currently tracks 281 institutional managers reporting LIT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LIT shareholders.

  • How much LIT stock do institutions own?

    Institutional investment managers disclosed approximately $427.99M in LIT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was LIT institutional ownership last updated?

    The latest LIT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional LIT holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LIT position after the reporting date.

  • Are institutions buying or selling LIT?

    Institutional buying and selling can be analyzed by comparing LIT positions across consecutive 13F reporting periods. InsiderSet's LIT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LIT ownership changes.

  • How has LIT institutional ownership changed over time?

    InsiderSet tracks LIT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.