Funds holding Global X Lithium & Battery Tech ETF
ISIN US37954Y8553 · United States
- Fund holders
- 6
- Of which ETFs
- 4 2 other funds
- Value held
- 3.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FundX Aggressive ETF FundX Investment Trust | 18,468 | 1.4M $ | 4.51 % | as of Jun 30, 2026 ↗ |
| Global X Dorsey Wright Thematic ETF GLOBAL X FUNDS | 16,837 | 1.5M $ | 17.23 % | as of May 31, 2026 ↗ |
| Nicholas Defense and Rare Earth Income ETF Tidal Trust II | 2,744 | 189.9K $ | 3.12 % | as of Jul 31, 2026 ↗ |
| YieldMax(R) Strategic Metals & Mining Portfolio Option Income ETF Tidal Trust II | 2,500 | 173.1K $ | 3.91 % | as of Jul 31, 2026 ↗ |
| Upright Assets Allocation Plus Fund UPRIGHT INVESTMENTS TRUST | 1,000 | 78.3K $ | 1.76 % | as of Jun 30, 2026 ↗ |
| Quantified Alternative Investment Fund Advisors Preferred Trust | 569 | 44.5K $ | 0.19 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Global X Dorsey Wright Thematic ETF GLOBAL X FUNDS | 17.23 % | as of May 31, 2026 ↗ |
| FundX Aggressive ETF FundX Investment Trust | 4.51 % | as of Jun 30, 2026 ↗ |
| YieldMax(R) Strategic Metals & Mining Portfolio Option Income ETF Tidal Trust II | 3.91 % | as of Jul 31, 2026 ↗ |
| Nicholas Defense and Rare Earth Income ETF Tidal Trust II | 3.12 % | as of Jul 31, 2026 ↗ |
| Upright Assets Allocation Plus Fund UPRIGHT INVESTMENTS TRUST | 1.76 % | as of Jun 30, 2026 ↗ |
| Quantified Alternative Investment Fund Advisors Preferred Trust | 0.19 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 6 | -1 | 42,118 | -83.4 % |
| 2026Q2 | 7 | +2 | 253,784 | +374.3 % |
| 2026Q1 | 5 | +4 | 53,509 | +5,250.9 % |
| 2025Q4 | 1 | -1 | 1,000 | -99.2 % |
| 2025Q2 | 2 | 0 | 123,458 | +178.4 % |
| 2025Q1 | 2 | 0 | 44,352 | -15.7 % |
| 2024Q4 | 2 | 0 | 52,639 | -3.9 % |
| 2024Q3 | 2 | 0 | 54,751 | -28.6 % |
| 2024Q2 | 2 | -1 | 76,733 | +11.9 % |
| 2024Q1 | 3 | +2 | 68,598 | +9.0 % |
| 2023Q4 | 1 | 62,941 |
Institutional managers
278 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 1,241,605 | 92.3M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 353,053 | 26.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 340,424 | 25.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 315,782 | 23.5M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 246,142 | 18.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 209,422 | 15.6M $ | as of Mar 31, 2026 |
| Whitcomb & Hess, Inc. | 179,496 | 13.3M $ | as of Mar 31, 2026 |
| BW Gestao de Investimentos Ltda. | 172,000 | 12.8M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 169,478 | 12.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 163,232 | 12.1M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 114,403 | 8.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 108,824 | 8.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 102,424 | 7.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 99,015 | 7.4M $ | as of Mar 31, 2026 |
| Chicago Wealth Management, Inc. | 98,740 | 7.3M $ | as of Mar 31, 2026 |
| Longbow Finance SA | 80,000 | 5.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 75,805 | 5.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 71,800 | 5.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 63,668 | 4.7M $ | as of Mar 31, 2026 |
| Baker Avenue Asset Management, LP | 58,678 | 4.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 58,433 | 4.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 55,987 | 4.1M $ | as of Mar 31, 2026 |
| Lake Hills Wealth Management, LLC | 55,841 | 4.2M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 49,354 | 3.7M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 42,395 | 3.2M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Global X Lithium & Battery Tech ETF". https://titelia.com/en/stocks/global-x-lithium-battery-tech-etf-US37954Y8553