Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (LIT)

281 + Investors. Track Smart Money conviction in LIT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — LIT

Based on 285 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
285 funds currently hold this stock — 76% of the 3.0-year high of 376 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

118 buying121 selling
Last quarter: 121 funds reduced or exited vs 118 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 52 → 66 → 46. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 17% medium 24% new
168 out of 285 hedge funds have held LIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

28 → 23 → 52 → 66 → 46 new funds/Q
New funds entering each quarter: 23 → 52 → 66 → 46. A growing number of institutions are discovering LIT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 10% 1-2yr 25% new
Of 293 current holders: 190 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
23 of 285 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in LIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LIT

In 2026 Q1, 118 hedge funds were net buyers of LIT (46 opened a new position, 72 added to an existing one), while 121 reduced or exited (79 trimmed, 42 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in LIT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 285.

Hedge Fund Ownership: LIT

How many hedge funds hold LIT — quarterly history vs. share price
Quarterly hedge fund ownership of LIT vs. share price

Market Analysis: LIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LIT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Global X Fds (LIT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LIT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
LIT
+10.5%
SPY
+15.1%

LIT outperformed SPY by -4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
LIT
-2.3%
SPY
+1.3%

Since the filing became public, LIT outperformed SPY by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: LIT
281 + Investors

Track Smart Money conviction in LIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 281 281 -
13F Shares 6M 6M 0.97%
Total Value $437M $386M 13.17%
New Positions 45 66 -21
Increased Positions 71 52 +19
Closed Positions 45 31 +14
Reduced Positions 74 66 +8
Total Calls 8 7 14.29%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.62 0.43 Bullish

Statistics: LIT

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Institutional Holders (2026 Q1)

281 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LIT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whitcomb & Hess, Inc. 3.11% 179,496 $13.3M
2 Chicago Wealth Management, Inc. 2.93% 98,740 $7.3M
3 Lake Hills Wealth Management, LLC 2.32% 55,841 $4.2M
4 Ipsen Advisor Group LLC 1.93% 37,105 $2.8M
5 Marshall Investment Management, LLC 1.12% 31,353 $2.3M
6 Longbow Finance SA 1.05% 80,000 $5.8M
7 BLVD Private Wealth, LLC 0.77% 11,886 $884K
8 Juncture Wealth Strategies, LLC 0.50% 20,027 $1.5M
9 Sage Capital Management, LLC 0.45% 12,942 $962K
10 Petra Financial Advisors Inc 0.45% 9,822 $730K
11 BW Gestao de Investimentos Ltda. 0.43% 172,000 $12.8M
12 South Shore Capital Advisors 0.38% 7,000 $520K
13 Fortis Group Advisors, LLC 0.34% 23,511 $2.1M
14 Brandywine Financial Group 0.26% 1,876 $122K
15 VVR Holdings LLC 0.25% 6,527 $485K
16 Kraft, Davis & Associates, LLC 0.22% 11,954 $1.1M
17 Cdkv Holdings LLC 0.19% 2,892 $215K
18 Bright Futures Wealth Management, LLC. 0.17% 3,399 $253K
19 Northbridge Financial Group, LLC 0.17% 4,985 $399K
20 PACK Private Wealth, LLC 0.15% 4,289 $319K
21 Steward Partners Investment Advisory, LLC 0.13% 353,053 $26.2M
22 Retirement Planning Co of New England, Inc. 0.12% 3,937 $293K
23 Wick Capital Partners, LLC 0.11% 6,254 $580K
24 Quantum Portfolio Management LLC 0.10% 3,201 $238K
25 Great Diamond Partners, LLC 0.10% 7,090 $527K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Global X Fds (LIT)

What does the Smart Money Trend signal show for LIT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LIT?

More sellers than buyers — 49% buying: Last quarter: 121 funds reduced or exited vs 118 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LIT holders?

Elite ownership — 61% AUM from top-100 funds: 23 of 285 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in LIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LIT?

59% of holders stayed for 2+ years: 168 out of 285 hedge funds have held LIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Global X Fds (LIT) following the 2026 Q1 hedge fund 13F filings?

As of today, LIT has moved -2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), LIT has gained +10.5% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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