LIT — GLOBAL X FDS
Reported value held$99.76M
Funds holding (latest)20
Sector—
Funds holding (Q2 2026)14
Institutional value$95.99M · 1.23M sh
New / Add / Cut / Exit2 / 5 / 7 / 0
Top-5 / Top-10 concentration87.3% / 98.5%
Institutional holdings change
Reducing -8.5%
(-113.37K sh)
Institutional value change
Down -3.7%
As of Q2 2026, 14 SEC-registered investment managers reported holding LIT (GLOBAL X FDS) in their latest 13F filings, with a combined reported value of $95.99M across 1.23M shares. That is -8.5% by share count (-113.37K shares) versus the previous quarter, while reported value moved -3.7%. Ownership is concentrated: the five largest holders account for 87.3% of reported value and the top ten for 98.5%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 7 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 385.12K | $30.15M | 0.00% | Add |
| Bank of America Corp history | 331.77K | $25.97M | 0.00% | Reduce |
| UBS Group AG history | 131.24K | $10.27M | 0.00% | Reduce |
| PNC Financial Services history | 112.00K | $8.77M | 0.00% | Reduce |
| Wells Fargo & Co history | 110.90K | $8.68M | 0.00% | Add |
| JPMorgan Chase & Co history | 55.04K | $4.26M | 0.00% | New |
| D. E. Shaw & Co history | 36.38K | $2.85M | 0.00% | New |
| Citigroup Inc history | 18.12K | $1.42M | 0.00% | Reduce |
| Goldman Sachs Group history | 14.73K | $1.15M | 0.00% | Reduce |
| Citadel Advisors history | 13.80K | $1.08M | 0.00% | Reduce |
| Millennium Management history | 11.70K | $916.11K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.33K | $416.84K | 0.00% | Add |
| Point72 Asset Management history | 495 | $38.75K | 0.00% | Reduce |
| BlackRock Inc history | 329 | $25.75K | 0.00% | Add |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 340.42K | $25.31M | 0.00% | Add |
| Morgan Stanley history | 315.78K | $23.48M | 0.00% | Add |
| Citadel Advisors history | 201.50K | $14.98M | 0.00% | Add |
| UBS Group AG history | 163.23K | $12.14M | 0.00% | Add |
| PNC Financial Services history | 114.40K | $8.51M | 0.01% | Reduce |
| Wells Fargo & Co history | 102.42K | $7.62M | 0.00% | Add |
| Point72 Asset Management history | 54.20K | $4.03M | 0.01% | Add |
| Citigroup Inc history | 19.41K | $1.44M | 0.00% | Reduce |
| Goldman Sachs Group history | 17.57K | $1.31M | 0.00% | Reduce |
| Millennium Management history | 6.98K | $519.11K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.39K | $326.46K | 0.00% | Add |
| BlackRock Inc history | 5 | $372 | 0.00% | New |
Q4 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| PNC Financial Services history | 296.70K | $19.24M | 0.01% | Reduce |
| Morgan Stanley history | 291.03K | $18.88M | 0.00% | Add |
| Bank of America Corp history | 248.88K | $16.14M | 0.00% | Reduce |
| Citadel Advisors history | 177.71K | $11.53M | 0.00% | Add |
| UBS Group AG history | 118.09K | $7.66M | 0.00% | Reduce |
| Wells Fargo & Co history | 94.95K | $6.16M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 64.16K | $4.16M | 0.00% | Add |
| Point72 Asset Management history | 31.40K | $2.04M | 0.00% | New |
| Citigroup Inc history | 24.85K | $1.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 19.39K | $1.26M | 0.00% | Reduce |
| Amundi US history | 7.29K | $473.15K | 0.00% | Reduce |
| Renaissance Technologies history | 4.90K | $317.81K | 0.00% | New |
| D. E. Shaw & Co history | 3.12K | $202.56K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.16K | $139.82K | 0.00% | Add |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 367.44K | $20.89M | 0.00% | Add |
| PNC Financial Services history | 314.19K | $17.86M | 0.01% | Reduce |
| Morgan Stanley history | 269.04K | $15.30M | 0.00% | Add |
| UBS Group AG history | 157.94K | $8.98M | 0.00% | Add |
| Citadel Advisors history | 116.23K | $6.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 112.19K | $6.38M | 0.00% | Add |
| Wells Fargo & Co history | 102.74K | $5.84M | 0.00% | Add |
| Citigroup Inc history | 31.48K | $1.79M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 25.99K | $1.48M | 0.00% | Add |
| Amundi US history | 10.84K | $646.08K | 0.00% | New |
| D. E. Shaw & Co history | 4.45K | $252.81K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.26K | $71.48K | 0.00% | Reduce |
Q2 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| PNC Financial Services history | 348.96K | $13.40M | 0.01% | Reduce |
| Bank of America Corp history | 250.30K | $9.61M | 0.00% | Reduce |
| Morgan Stanley history | 213.34K | $8.19M | 0.00% | Reduce |
| Morgan Stanley history | 213.34K | $8.19M | 0.00% | Reduce |
| UBS Group AG history | 151.62K | $5.82M | 0.00% | Reduce |
| Citadel Advisors history | 120.52K | $4.63M | 0.00% | Reduce |
| Citadel Advisors history | 120.52K | $4.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 85.46K | $3.28M | 0.00% | Reduce |
| Goldman Sachs Group history | 38.23K | $1.47M | 0.00% | Add |
| Goldman Sachs Group history | 38.23K | $1.47M | 0.00% | Add |
| Citigroup Inc history | 33.23K | $1.28M | 0.00% | Reduce |
| D. E. Shaw & Co history | 26.91K | $1.03M | 0.00% | Hold |
| JPMorgan Chase & Co history | 12.52K | $480.90K | 0.00% | Add |
| JPMorgan Chase & Co history | 12.52K | $480.90K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.31K | $50.41K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.31K | $50.41K | 0.00% | Reduce |
| Franklin Resources history | 100 | $3.84K | 0.00% | New |
Q1 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| PNC Financial Services history | 436.24K | $16.93M | 0.01% | Reduce |
| Morgan Stanley history | 392.47K | $15.23M | 0.00% | Reduce |
| Morgan Stanley history | 392.47K | $15.23M | 0.00% | Reduce |
| Bank of America Corp history | 324.77K | $12.60M | 0.00% | Reduce |
| UBS Group AG history | 182.66K | $7.09M | 0.00% | Add |
| Citadel Advisors history | 148.43K | $5.76M | 0.00% | Reduce |
| Citadel Advisors history | 148.43K | $5.76M | 0.00% | Reduce |
| Wells Fargo & Co history | 96.10K | $3.73M | 0.00% | Reduce |
| Renaissance Technologies history | 42.90K | $1.66M | 0.00% | Add |
| Renaissance Technologies history | 42.90K | $1.66M | 0.00% | Add |
| Citigroup Inc history | 35.81K | $1.39M | 0.00% | Reduce |
| D. E. Shaw & Co history | 27.01K | $1.05M | 0.00% | New |
| Goldman Sachs Group history | 16.32K | $633.37K | 0.00% | Reduce |
| Goldman Sachs Group history | 16.32K | $633.37K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.52K | $330.53K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.52K | $330.53K | 0.00% | Reduce |
| Millennium Management history | 6.86K | $266.25K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.61K | $62.45K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.61K | $62.45K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 55.04K sh · $4.26M
- D. E. Shaw & Co 36.38K sh · $2.85M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 385.12K | 315.78K | 291.03K | 269.04K | 213.34K | 392.47K | 446.12K | 489.46K | 742.89K | 731.17K | 616.37K | 846.60K | 915.81K | 951.03K | 1.07M | 1.19M | 1.23M | 1.38M | 1.36M | 1.10M |
| Bank of America Corp | 331.77K | 340.42K | 248.88K | 367.44K | 250.30K | 324.77K | 353.82K | 448.62K | 521.43K | 476.95K | 725.18K | 643.01K | 664.68K | 666.27K | 696.95K | 871.20K | 797.76K | 826.52K | 792.37K | 441.40K |
| UBS Group AG | 131.24K | 163.23K | 118.09K | 157.94K | 151.62K | 182.66K | 143.43K | 171.91K | 267.36K | 234.30K | 289.54K | 380.37K | 486.27K | 610.82K | 395.67K | 491.28K | 574.57K | 681.45K | 592.04K | 468.98K |
| PNC Financial Services | 112.00K | 114.40K | 296.70K | 314.19K | 348.96K | 436.24K | 439.47K | 446.69K | 455.41K | 592.28K | 385.67K | 388.09K | 414.08K | 426.39K | 450.14K | 479.90K | 667.19K | 725.76K | 812.99K | 877.70K |
| Wells Fargo & Co | 110.90K | 102.42K | 94.95K | 102.74K | 85.46K | 96.10K | 105.91K | 183.21K | 182.61K | 189.64K | 249.83K | 340.15K | 355.83K | 330.25K | 377.27K | 440.53K | 458.08K | 578.67K | 461.19K | 360.80K |
| JPMorgan Chase & Co | 55.04K | — | 64.16K | 25.99K | 12.52K | 8.52K | 48.90K | 32.13K | 38.55K | 54.62K | 118.09K | 18.29K | 50.44K | 110.06K | 71.22K | 53.53K | 49.16K | 66.25K | 73.69K | 59.12K |
| D. E. Shaw & Co | 36.38K | — | 3.12K | 4.45K | 26.91K | 27.01K | — | 5.20K | 108.13K | — | 6.46K | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 18.12K | 19.41K | 24.85K | 31.48K | 33.23K | 35.81K | 52.05K | 66.05K | 81.21K | 84.94K | 74.21K | 70.33K | 101.31K | 92.01K | 87.84K | 82.96K | 30.03K | 31.63K | 23.07K | 16.36K |
| Goldman Sachs Group | 14.73K | 17.57K | 19.39K | 112.19K | 38.23K | 16.32K | 18.94K | 12.68K | 12.90K | 10.76K | 9.24K | 7.42K | 4.54K | 4.47K | 5.32K | 4.80K | 4.53K | 4.53K | 2.81K | 82.76K |
| Citadel Advisors | 13.80K | 201.50K | 177.71K | 116.23K | 120.52K | 148.43K | 320.80K | 338.44K | 199.47K | 254.40K | 358.19K | 307.59K | 376.44K | 438.72K | 494.20K | 360.80K | 410.04K | 385.25K | 411.41K | 453.40K |
| Millennium Management | 11.70K | 6.98K | — | — | — | 6.86K | 20.14K | — | — | 34.66K | — | 8.66K | 33.44K | 27.97K | — | 30.69K | — | — | — | 9.00K |
| Fidelity Management & Research (FMR) | 5.33K | 4.39K | 2.16K | 1.26K | 1.31K | 1.61K | 1.51K | 2.48K | 3.95K | 4.65K | 4.74K | 3.18K | 2.08K | 1.76K | 1.44K | 1.20K | 1.91K | 1.43K | 1.31K | 1.46K |
| Point72 Asset Management | 495 | 54.20K | 31.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 329 | 5 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | 4.90K | — | — | 42.90K | 38.30K | — | — | 21.60K | 46.50K | — | 5.40K | — | — | 47.10K | 5.50K | 27.00K | 4.90K | 35.80K |
| Amundi US | — | — | 7.29K | 10.84K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | — | — | — | — | 100 | — | 130 | 130 | 130 | 130 | 130 | 960 | 130 | — | — | — | 860 | 860 | 860 | 860 |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.08K | 20.01K | 52.97K | 113.90K | — | — | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.71K | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | 20.31K | 27.79K | 20.41K | 13.28K | 11.57K | 6.93K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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