LIT Institutional Ownership
Global X - Lithium & Battery Tech ETF
1W: +0.4%
1M: -6.7%
3M: -9.1%
YTD: +4.5%
1Y: +20.3%
3Y: +31.3%
5Y: -13.7%
$69.28
+1.06 (+1.55%)
Weekly Expected Move ±2.5%
$66
$68
$69
$71
$73
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LIT
326
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
454M
Total Invested
46
New Positions
70
Increased
103
Reduced
28
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (355 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,311,780 | 91M | +70,175 | +5.7% | 43Q | SEC ↗ |
| 2 | MORGAN STANLEY | 385,120 | 27M | +69,338 | +22.0% | 43Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 331,769 | 23M | -8,655 | -2.5% | 15Q | SEC ↗ |
| 4 | BW Gestao de Investimentos Ltda. | 258,000 | 18M | +86,000 | +50.0% | 2Q | SEC ↗ |
| 5 | BNP PARIBAS FINANCIAL MARKETS | 211,485 | 15M | +2,063 | +1.0% | 34Q | SEC ↗ |
| 6 | Whitcomb & Hess, Inc. | 177,640 | 12M | -1,856 | -1.0% | 10Q | SEC ↗ |
| 7 | Chicago Wealth Management, Inc. | 172,824 | 12M | +74,084 | +75.0% | 3Q | SEC ↗ |
| 8 | UBS Group AG | 131,243 | 9M | -31,989 | -19.6% | 43Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, | 129,207 | 9M | -223,846 | -63.4% | 29Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117,503 | 8M | -51,975 | -30.7% | 24Q | SEC ↗ |
| 11 | PNC Financial Services Group, Inc. | 111,999 | 8M | -2,404 | -2.1% | 15Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 110,897 | 8M | +8,473 | +8.3% | 43Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 107,873 | 7M | -951 | -0.9% | 43Q | SEC ↗ |
| 14 | Qube Research & Technologies Ltd NEW | 105,683 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Longbow Finance SA | 80,000 | 6M | — | +0.0% | 15Q | SEC ↗ |
| 16 | Horizon Wealth Management, LLC NEW | 71,809 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 71,694 | 5M | -106 | -0.1% | 23Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 70,085 | 5M | +6,417 | +10.1% | 7Q | SEC ↗ |
| 19 | Baker Avenue Asset Management, LP | 60,226 | 4M | +1,548 | +2.6% | 3Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 55,038 | 4M | -949 | -1.7% | 27Q | SEC ↗ |
| 21 | Lake Hills Wealth Management, LLC | 54,188 | 4M | -1,653 | -3.0% | 2Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 52,992 | 4M | -5,441 | -9.3% | 28Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 49,427 | 3M | +73 | +0.1% | 27Q | SEC ↗ |
| 24 | Quadrature Capital Ltd NEW | 43,677 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 41,754 | 3M | -57,261 | -57.8% | 13Q | SEC ↗ |
| 26 | Wealthfront Advisers LLC | 41,639 | 3M | +1,647 | +4.1% | 20Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 37,954 | 3M | -4,334 | -10.2% | 35Q | SEC ↗ |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 37,914 | 3M | +19,738 | +108.6% | 3Q | SEC ↗ |
| 29 | Summit Financial, LLC | 37,453 | 3M | +3,847 | +11.4% | 2Q | SEC ↗ |
| 30 | Ipsen Advisor Group LLC | 37,097 | 3M | -8 | -0.0% | 7Q | SEC ↗ |
| 31 | JUNCTURE WEALTH STRATEGIES, LLC | 37,038 | 3M | +17,011 | +84.9% | 3Q | SEC ↗ |
| 32 | D. E. Shaw & Co., Inc. NEW | 36,381 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | CX Institutional | 35,888 | 2M | -185 | -0.5% | 15Q | SEC ↗ |
| 34 | Innovative Advisory Group, LLC NEW | 35,473 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | MARSHALL INVESTMENT MANAGEMENT, LLC | 35,398 | 2M | +4,045 | +12.9% | 4Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 34,757 | 2M | +9,269 | +36.4% | 26Q | SEC ↗ |
| 37 | Moran Wealth Management, LLC | 34,082 | 2M | +2,470 | +7.8% | 6Q | SEC ↗ |
| 38 | HUB Investment Partners, LLC | 33,336 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 39 | Q3 Asset Management | 31,300 | 2M | +9,317 | +42.4% | 2Q | SEC ↗ |
| 40 | IFG Advisory, LLC NEW | 30,194 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Canal Insurance CO | 30,000 | 2M | — | +0.0% | 21Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 28,150 | 2M | +5,866 | +26.3% | 17Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 26,404 | 2M | -6,556 | -19.9% | 29Q | SEC ↗ |
| 44 | OLD MISSION CAPITAL LLC | 24,923 | 2M | +19,349 | +347.1% | 2Q | SEC ↗ |
| 45 | Fortis Group Advisors, LLC | 24,918 | 2M | +1,407 | +6.0% | 3Q | SEC ↗ |
| 46 | Ameritas Advisory Services, LLC | 23,098 | 2M | +5,080 | +28.2% | 19Q | SEC ↗ |
| 47 | GTS SECURITIES LLC | 22,171 | 2M | +14,073 | +173.8% | 3Q | SEC ↗ |
| 48 | Walleye Trading LLC NEW | 20,326 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 49 | One Capital Management, LLC | 20,239 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 50 | Integrated Wealth Concepts LLC | 18,750 | 1M | +1,687 | +9.9% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 105,683 | 7M |
| Horizon Wealth Management, LLC | 71,809 | 5M |
| Quadrature Capital Ltd | 43,677 | 3M |
| D. E. Shaw & Co., Inc. | 36,381 | 3M |
| Innovative Advisory Group, LLC | 35,473 | 2M |
| IFG Advisory, LLC | 30,194 | 2M |
| Walleye Trading LLC | 20,326 | 1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 13,382 | 927K |
| GROUP ONE TRADING LLC | 6,631 | 459K |
| Quantinno Capital Management LP | 6,506 | 451K |
| Stonebridge Financial Group, LLC/CA | 5,538 | 384K |
| Index Technologies Group LLC | 5,324 | 369K |
| Ewing Morris & Co. Investment Partn | 5,223 | 362K |
| EP Wealth Advisors, LLC | 5,214 | 361K |
| Apollon Wealth Management, LLC | 4,973 | 345K |
| J. Safra Sarasin Holding AG | 4,528 | 314K |
| Corient Private Wealth LP | 4,522 | 313K |
| TWO SIGMA SECURITIES, LLC | 4,195 | 291K |
| Merit Financial Group, LLC | 3,910 | 271K |
| RFG Advisory, LLC | 3,669 | 254K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 75,805 | 5M |
| BAROMETER CAPITAL MANAGEMENT INC. | 32,500 | 2M |
| SIH Partners, LLLP | 31,705 | 2M |
| SONA ASSET MANAGEMENT (US) LLC | 31,000 | 2M |
| Purpose Unlimited Inc. | 24,581 | 2M |
| Mutual Advisors, LLC | 13,654 | 946K |
| BLVD Private Wealth, LLC | 11,886 | 823K |
| Pines Wealth Management, LLC | 11,769 | 815K |
| IMC-Chicago, LLC | 10,432 | 723K |
| PRIMORIS WEALTH ADVISORS, LLC | 10,400 | 721K |
| HRT FINANCIAL LP | 9,720 | 673K |
| Synergy Asset Management, LLC | 8,901 | 617K |
| Independent Advisor Alliance | 7,659 | 531K |
| Amundi | 7,295 | 505K |
| South Shore Capital Advisors | 7,000 | 485K |
| B. Riley Wealth Advisors, Inc. | 6,686 | 463K |
| Marex Group plc | 5,429 | 376K |
| RENAISSANCE TECHNOLOGIES LLC | 4,900 | 339K |
| Hilltop Holdings Inc. | 4,675 | 324K |
| Squarepoint Ops LLC | 4,594 | 318K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF MONTREAL /CAN | -239,170 | -97.2% | 6,972 |
| Steward Partners Investment Advisor | -223,846 | -63.4% | 129,207 |
| AMERIPRISE FINANCIAL INC | -57,261 | -57.8% | 41,754 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -51,975 | -30.7% | 117,503 |
| Point72 Asset Management, L.P. | -41,900 | -98.8% | 495 |
| UBS Group AG | -31,989 | -19.6% | 131,243 |
| SCOTIA CAPITAL INC. | -8,802 | -38.9% | 13,824 |
| BANK OF AMERICA CORP /DE | -8,655 | -2.5% | 331,769 |
| Cambridge Investment Research Advis | -6,556 | -19.9% | 26,404 |
| ENVESTNET ASSET MANAGEMENT INC | -5,441 | -9.3% | 52,992 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,334 | -10.2% | 37,954 |
| Belpointe Asset Management LLC | -3,160 | -29.9% | 7,394 |
| GOLDMAN SACHS GROUP INC | -2,831 | -16.1% | 14,734 |
| NewEdge Advisors, LLC | -2,595 | -33.1% | 5,253 |
| PNC Financial Services Group, Inc. | -2,404 | -2.1% | 111,999 |
| Whitcomb & Hess, Inc. | -1,856 | -1.0% | 177,640 |
| Lake Hills Wealth Management, LLC | -1,653 | -3.0% | 54,188 |
| CITIGROUP INC | -1,292 | -6.7% | 18,118 |
| HighTower Advisors, LLC | -1,259 | -9.9% | 11,425 |
| Betterment LLC | -1,164 | -22.5% | 4,019 |