Global X Funds - Global X Lithium & Battery Tech ETF
US ˙ ARCA ˙ US37954Y8553

SecurityLIT / Global X Funds - Global X Lithium & Battery Tech ETF
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership25,488 shares
Latest Disclosed Value $ 1,896,073
Advisor Group Holdings, Inc. reports 40.94% decrease in ownership of LIT / Global X Funds - Global X Lithium & Battery Tech ETF

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 25,488 shares of Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) valued at $1,895,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 43,154 shares of Global X Funds - Global X Lithium & Battery Tech ETF. This represents a change in shares of -40.94% during the quarter. The current value of the position is $1,995,710 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 25,488 -17,666 -40.94 1,896 -32.29 0.0016
2026-02-17 2025-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 43,154 -46 -0.11 2,801 23.78 0.0041
2025-11-14 2025-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 43,200 -6,142 -12.45 2,263 19.30 0.0032
2025-09-04 2025-06-30 13F/A-1 LOBAL X FDS LITHIUM BTRY ETF 37954Y855 49,342 19 0.04 1,896 -0.94 0.0034
2025-08-13 2025-06-30 13F LOBAL X FDS LITHIUM BTRY ETF 37954Y855 42,727 -6,596 1,733 0.0020
2025-05-12 2025-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 49,323 -11,988 -19.55 1,915 -23.47 0.0043
2025-06-06 2024-12-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 61,311 -10,341 -14.43 2,501 -19.92 0.0056
2025-02-07 2024-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 67,154 -4,498 2,864 0.0073
2024-11-13 2024-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 71,652 -13,067 -15.42 3,124 -5.02 0.0070
2024-08-13 2024-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 84,719 -19,431 -18.66 3,289 -30.29 0.0078
2024-05-10 2024-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 104,150 -28,812 -21.67 4,717 -30.36 0.0105
2024-02-12 2023-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 132,962 -88,489 -39.96 6,773 -44.56 0.0119
2023-11-13 2023-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 221,451 24,282 12.32 12,218 -4.99 0.0181
2023-08-21 2023-06-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 197,169 -22,073 -10.07 12,860 -7.57 0.0231
2023-08-10 2023-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 197,169 -22,073 12,860 0.0035
2023-05-12 2023-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 219,242 -15,430 -6.58 13,912 1.14 0.0262
2023-02-10 2022-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 234,672 -92,857 -28.35 13,755 -36.46 0.0279
2022-11-14 2022-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 327,529 -98,037 -23.04 21,647 -29.68 0.0495
2022-08-10 2022-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 425,566 105,695 33.04 30,784 31.28 0.0679
2022-05-04 2022-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 319,871 27,973 9.58 23,450 -4.92 0.0455
2022-02-03 2021-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 291,898 38,148 15.03 24,664 18.61 0.0467
2021-11-05 2021-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 253,750 50,426 24.80 20,794 41.14 0.0433
2021-08-02 2021-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 203,324 32,803 19.24 14,733 47.70 0.0319
2021-05-13 2021-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 170,521 77,821 83.95 9,975 73.84 0.0240
2021-02-10 2020-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 92,700 56,799 158.21 5,738 302.67 0.0153
2020-11-12 2020-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 35,901 -18,813 -34.38 1,425 -17.63 0.0043
2020-08-14 2020-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 54,714 -4,627 -7.80 1,730 48.24 0.0058
2020-05-18 2020-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 59,341 59,341 1,167 0.0048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.