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

SecurityLIT / Global X Funds - Global X Lithium & Battery Tech ETF
InstitutionFlagship Harbor Advisors, Llc
Latest Disclosed Ownership6,283 shares
Latest Disclosed Value $ 467,141
Flagship Harbor Advisors, Llc reports 12.74% increase in ownership of LIT / Global X Funds - Global X Lithium & Battery Tech ETF

On April 28, 2026 - Flagship Harbor Advisors, Llc filed a 13F-HR form disclosing ownership of 6,283 shares of Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) valued at $467,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 5,573 shares of Global X Funds - Global X Lithium & Battery Tech ETF. This represents a change in shares of 12.74% during the quarter. The current value of the position is $523,248 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)
2026-04-28 2026-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 6,283 710 12.74 467 29.36 0.0205
2026-01-21 2025-12-31 13F GLOBAL X MF Closed and MF Open 37954Y855 5,573 -5,836 -51.15 361 -44.29 0.0171
2025-11-05 2025-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 11,409 5,792 103.12 649 201.40 0.0282
2025-08-04 2025-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 5,617 -1,530 -21.41 216 -22.38 0.0102
2025-04-22 2025-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,147 -840 -10.52 277 -14.77 0.0146
2025-01-21 2024-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,987 661 9.02 326 1.88 0.0171
2024-10-21 2024-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,326 -17,085 -69.99 319 -66.31 0.0175
2025-12-02 2024-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 24,411 16,888 224.48 947 178.53 0.0569
2024-04-16 2024-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,523 139 1.88 341 -9.57 0.0219
2024-01-10 2023-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,384 -65 -0.87 376 -8.29 0.0274
2023-10-17 2023-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,449 71 0.96 411 -14.41 0.0342
2023-07-11 2023-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,378 -233 -3.06 480 -0.83 0.0396
2023-04-12 2023-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,611 -72 -0.94 484 7.33 0.0456
2023-01-13 2022-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7,683 -12,227 -61.41 450 -65.81 0.0462
2022-10-13 2022-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 19,910 -1,823 -8.39 1,316 -16.60 0.1526
2022-07-13 2022-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 21,733 1,080 5.23 1,578 -0.75 0.1773
2022-04-13 2022-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 20,653 -6,372 -23.58 1,590 -30.32 0.1532
2022-02-17 2021-12-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 27,025 27,025 2,282 0.2160
2022-02-10 2021-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 27,025 27,025 2,282 0.2160
2021-02-08 2020-12-31 13F GLOBAL X MF Closed and MF Open 37954Y855 0 -659 -100.00 0 -100.00
2020-10-13 2020-09-30 13F GLOBAL X MF Closed and MF Open 37954Y855 659 1 0.15 26 30.00 0.0035
2020-07-31 2020-06-30 13F GLOBAL X MF Closed and MF Open 37954Y855 658 0 0.00 20 42.86 0.0029
2020-05-12 2020-03-31 13F GLOBAL X MF Closed and MF Open 37954Y855 658 -349 -34.66 14 -50.00 0.0028
2020-02-14 2019-12-31 13F GLOBAL X MF Closed and MF Open 37954Y855 1,007 -252 -20.02 28 -6.67 0.0049
2019-10-22 2019-09-30 13F GLOBAL X MF Closed and MF Open 37954Y855 1,259 -380 -23.18 30 -28.57 0.0059
2019-07-22 2019-06-30 13F GLOBAL X MF Closed and MF Open 37954Y855 1,639 -1,081 -39.74 42 -45.45 0.0087
2019-04-15 2019-03-31 13F GLOBAL X MF Closed and MF Open 37954Y855 2,720 -464 -14.57 77 -9.41 0.0158
2019-01-26 2018-12-31 13F GLOBAL X ETF 37954Y855 3,184 -255 -7.41 85 -25.44 0.0207
2018-11-05 2018-09-30 13F GLOBAL X MF Closed and MF Open 37954Y855 3,439 -321 -8.54 114 -6.56 0.0211
2018-08-14 2018-06-30 13F GLOBAL X ETF 37954Y855 3,760 3,760 122 0.0244
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.