# GLOBAL X FDS (LIT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LIT/

- Reporting holders: 12
- Reported value: $18.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $12.3M | 179,106 | 2.6% | 11 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $3.7M | 53,915 | 1.7% | 3 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.4M | 35,751 | 0.6% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $90.7K | 1,325 | 0.0% | 11 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $47.8K | 700 | 0.0% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $41.7K | 609 | 0.0% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $15.3K | 224 | 0.0% | 18 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $5.1K | 75 | 0.0% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.2K | 61 | 0.0% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $4.1K | 60 | 0.0% | 16 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2.9K | 42,435 | 0.1% | 16 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $1.0K | 15 | 0.0% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $342 | 5 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $18.6M |
| Q2 2026 | 299 | $512.7M |
| Q1 2026 | 284 | $470.2M |
| Q4 2025 | 283 | $388.5M |
| Q3 2025 | 252 | $344.6M |
| Q2 2025 | 234 | $140.5M |
| Q1 2025 | 245 | $164.5M |
| Q4 2024 | 274 | $229.1M |
| Q3 2024 | 281 | $315.0M |
| Q2 2024 | 301 | $334.4M |
| Q1 2024 | 334 | $426.8M |
| Q4 2023 | 383 | $514.2M |

