Rockefeller Capital Management
LIT icon

Rockefeller Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Rockefeller Capital Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$513K Buy
6,552
+413
+7% +$34.2K ﹤0.01% 2072
2026
Q1 		$457K Buy
6,139
+32
+0.5% +$2.29K ﹤0.01% 2023
2025
Q4 		$396K Buy
6,107
+301
+5% +$18.6K ﹤0.01% 2024
2025
Q3 		$330K Buy
+5,806
New +$267K ﹤0.01% 1969
2024
Q4 		– Sell
-35,709
Closed -$1.56M – 1694
2024
Q3 		$1.56M Sell
35,709
-118
-0.3% -$4.5K ﹤0.01% 1085
2024
Q2 		$1.39M Sell
35,827
-1,866
-5% -$81.4K ﹤0.01% 1098
2024
Q1 		$1.71M Sell
37,693
-707
-2% -$31.5K 0.01% 1078
2023
Q4 		$1.96M Sell
38,400
-10,064
-21% -$499K 0.01% 919
2023
Q3 		$2.67M Buy
48,464
+1,436
+3% +$87.7K 0.01% 739
2023
Q2 		$3.06M Sell
47,028
-1,058
-2% -$65.9K 0.01% 717
2023
Q1 		$3.06M Sell
48,086
-27,377
-36% -$1.77M 0.01% 688
2022
Q4 		$4.42M Sell
75,463
-3,461
-4% -$231K 0.02% 556
2022
Q3 		$5.21M Sell
78,924
-9,699
-11% -$720K 0.03% 517
2022
Q2 		$6.43M Sell
88,623
-3,381
-4% -$240K 0.03% 452
2022
Q1 		$7.08M Buy
92,004
+9,810
+12% +$751K 0.03% 457
2021
Q4 		$6.94M Buy
82,194
+12,010
+17% +$1.06M 0.03% 449
2021
Q3 		$5.75M Buy
70,184
+16,191
+30% +$1.33M 0.03% 446
2021
Q2 		$3.91M Buy
53,993
+48,408
+867% +$3.12M 0.02% 518
2021
Q1 		$326K Buy
+5,585
New +$365K ﹤0.01% 1174

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rockefeller Capital Management's LIT Position: Q2 2026 in Review

Rockefeller Capital Management increased its Global X Lithium & Battery Tech ETF (LIT) stake by 6.7% in Q2 2026, buying an estimated $34.2K and bringing the position to 6,552 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Rockefeller Capital Management first reported a position in LIT in Q1 2021 and has held it in 19 quarters since. The position peaked at $7.08M in Q1 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Rockefeller Capital Management held 6,552 shares of Global X Lithium & Battery Tech ETF worth $513K as of Q2 2026.
  • Rockefeller Capital Management bought 413 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $34.2K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2072 holding.
  • Rockefeller Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 19 quarters since.
  • Rockefeller Capital Management's Global X Lithium & Battery Tech ETF position peaked at $7.08M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.