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Disclosery

CLIP GLOBAL X FDS

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1 3 MO T BI ET (fund)

158 managers (159 13F filers) reported a position in CLIP shares at 2026-06-30, 15,884,673 shares in all. 24 filers opened a position and 14 filers sold out during the quarter.

Managers
158
13F filers
159
New
24
Added
54
Reduced
67
Sold out
14
Shares held by filers
15,884,673

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Global X Japan Co., Ltd.3,610,000$362M13.32%+2,388,38613F-HRTimeline
LPL Financial LLC1,909,378$192M0.04%+94,12213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,336,483$134M0.12%+10,72213F-HRTimelineGroup
Bleakley Financial Group, LLC1,170,109$117M1.5%+101,03813F-HRTimeline
3EDGE Asset Management, LP1,006,225$101M4.5%-86,08613F-HRTimeline
Capital Investment Advisors, LLC877,262$88M1.16%+43,92113F-HRTimeline
RHL GROUP, LLC388,275$38.8M32.3%+97,12913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding371,270$37.3M-19,690Timeline
Peterson Wealth Advisors, LLC246,852$24.8M2.93%+9,34513F-HRTimeline
Accurate Wealth Management, LLC212,895$21.3M2.03%+30,51213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,513$21.2M0.01%-42,60113F-HRTimelineGroup
Pacific Sage Partners, LLC160,395$16.1M2.29%+23,11613F-HRTimeline
Cambridge Investment Research Advisors,…151,956$15.2M0.03%new13F-HR/ATimeline
Guild Investment Management, Inc.140,100$14.1M9.6%+8,41513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC132,842$13.3M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC131,596$13.2M0.1%+16,66513F-HRTimeline
Chicago Wealth Management, Inc.129,887$13M4.62%new13F-HRTimeline
Altium Investment Strategies LLC123,364$12.4M17.79%+59,22813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC122,775$12.3M0.27%+14,40413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,745$11.6M0.01%+24,53413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.115,613$11.6M0.45%+87,39813F-HRTimeline
Convergence Financial, LLC114,886$11.5M0.92%+63,34713F-HRTimeline
APS Management Group, Inc.113,080$11.3M8.72%-5,04113F-HRTimeline
Maridea Wealth Management LLC110,539$11.1M1.21%-18,80413F-HRTimeline
Alaethes Wealth, LLC107,308$10.8M3.14%+1,50213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…101,301$10.2M0.27%-7,46913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…100,926$10.1M1.46%+15813F-HRTimeline
Cetera Investment Advisers96,816$9.71M0.01%-174,40613F-HRTimeline
EP Wealth Advisors, LLC94,206$9.45M0.04%-2,72513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,724$9.39M0.02%-15,77713F-HRTimeline
Curtis Advisory Group, LLC86,990$8.73M1.7%-17,05213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC84,866$8.52M0.01%-6,37413F-HRTimelineGroup
Perennial Investment Advisors, LLC84,691$8.5M0.57%-4,98413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,087$8.04M<0.01%+23,15513F-HRTimelineGroup
Financial Network Wealth Advisors LLC74,694$7.49M7.61%+12,04913F-HRTimeline
MGO ONE SEVEN LLC74,199$7.45M0.12%-11,15413F-HRTimeline
Capital Wealth Planning, LLC73,914$7.42M0.04%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.73,573$7.38M2.11%+23,48213F-HRTimeline
Terril Brothers, Inc.72,742$7.3M1.88%-1,21513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC67,895$6.81M0.37%-66,25013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,625$6.58M0.01%-20,59613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,656$6.49M<0.01%+3,34913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/60,297$6.05M<0.01%+8,99313F-HRTimelineGroup
Tannin Capital LLC57,295$5.75M3.78%-23,13013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC57,284$5.75M1.17%-5,14313F-HRTimeline
SYKON CAPITAL LLC55,364$5.56M1.71%+45,47713F-HRTimeline
Belpointe Asset Management LLC51,490$5.17M0.17%-4,04913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC43,605$4.38M0.3%+5,82013F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.42,953$4.31M0.51%+8,01713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,760$4.09M0.03%+19,27913F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC39,917$4.01M0.76%-62,17513F-HR/ATimeline
ALONGSIDE, LLC39,917$4.01M0.76%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,246$3.94M<0.01%+9,04813F-HRTimeline
D.A. DAVIDSON & CO.38,576$3.87M0.02%-1,74213F-HRTimeline
Life Planning Partners, Inc36,541$3.67M2.73%+99313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,600$3.47M0.04%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.33,295$3.34M0.03%+97713F-HRTimelineGroup
Elm3 Financial Group, LLC28,742$2.88M1.98%new13F-HRTimeline
Kraft, Davis & Associates, LLC28,743$2.88M0.6%-58413F-HRTimeline
Beverly Hills Private Wealth, LLC28,030$2.81M0.54%-10,20413F-HRTimeline
Plum Street Advisors, LLC21,964$2.2M0.7%-38813F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC21,787$2.19M2.86%-42,91413F-HRTimeline
SBI Securities Co., Ltd.21,561$2.16M0.05%+8,96613F-HRTimeline
Ark Wealth Advisors LLC20,556$2.06M1.83%-16,77013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,576$1.96M0.01%-22,27813F-HRTimelineGroup
Advisory Services Network, LLC19,092$1.92M0.02%-52513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…18,901$1.9M0.01%+8,86213F-HRTimelineGroup
Castle Rock Wealth Management, LLC18,838$1.88M0.37%-6,16013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,070$1.81M0.02%-7,51213F-HRTimeline
Lumbard & Kellner, LLC18,058$1.81M0.55%-2,08013F-HRTimeline
MML INVESTORS SERVICES, LLC15,938$1.6M<0.01%+1,14013F-HRTimeline
Private Advisor Group, LLC15,415$1.55M0.01%-44113F-HRTimeline
Precision Wealth Strategies, LLC15,377$1.54M0.46%-6,03613F-HRTimeline
IFG Advisory, LLC15,136$1.52M0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,970$1.5M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,393$1.44M0.01%+71313F-HRTimeline
Merit Financial Group, LLC14,362$1.44M0.01%-8813F-HR/ATimeline
United Advisor Group, LLC13,411$1.35M0.14%+2,35713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,349$1.34M<0.01%-3,80413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,343$1.34M0.02%-62513F-HRTimeline
Clear Creek Financial Management, LLC12,494$1.25M0.08%-5,01813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,336$1.24M<0.01%-19,79913F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…11,813$1.19M0.06%-7,16113F-HRTimeline
Integrated Wealth Concepts LLC11,391$1.14M0.01%-3,21913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC10,996$1.1M0.3%-2,07313F-HRTimeline
McAlvany Wealth Management LLC9,478$951K0.71%-3013F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,250$928K0.03%013F-HRTimeline
5T Wealth, LLC8,996$903K0.34%+11813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,260$829K0.06%013F-HRTimelineGroup
Soltis Investment Advisors LLC7,053$708K0.04%+113F-HRTimeline
Fiduciary Alliance LLC6,770$679K0.05%-20,66313F-HRTimeline
Gateway Wealth Partners, LLC6,457$648K0.04%-6,92513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,258$628K0.12%+5713F-HR/ATimeline
HighTower Advisors, LLC6,036$606K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,788$581K0.01%-2,00913F-HRTimeline
Hamilton Capital, LLC5,777$580K0.03%-4,46413F-HRTimeline
SIGNATUREFD, LLC5,409$543K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,304$532K<0.01%-17,77513F-HRTimelineGroup
Anchor Bay Capital, Inc.5,254$526K0.28%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,190$521K0.14%+1,90813F-HRTimeline
VestGen Advisors, LLC4,948$497K0.01%-19413F-HRTimeline
K2 Financial Inc.4,818$482K0.34%-2213F-HRTimeline
Genesis Wealth Advisors, LLC4,605$462K0.28%new13F-HRTimeline
Global Retirement Partners, LLC4,396$441K0.01%13F-HRTimeline
Beaumont Financial Advisors, LLC4,365$438K0.03%+4013F-HRTimeline
Thompson David Blair4,289$430K0.22%-33,57513F-HRTimeline
Balefire, LLC4,187$420K0.07%new13F-HRTimeline
Portland Financial Advisors Inc3,890$390K0.71%+50813F-HRTimeline
Avise Financial Cooperative, Inc.3,816$383K0.27%+1,10513F-HRTimeline
Creative Planningin group Creative Planning3,763$378K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC/CA3,742$375K0.05%13F-HRTimeline
UBS Group AGin group UBS Group AG3,666$368K<0.01%-2,26913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED3,599$361K0.02%-24813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,533$354K<0.01%-86413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,420$343K0.01%+11213F-HRTimeline
Stewardship Advisors, LLC3,390$340K0.07%+6013F-HRTimeline
PFG Investments, LLC3,338$335K0.01%-6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,291$330K<0.01%-7013F-HRTimelineGroup
Janney Montgomery Scott LLC3,280$329K<0.01%+35913F-HRTimeline
FLOW TRADERS U.S. LLC3,270$328K0.01%new13F-HRTimeline
Aureum Wealth Management, LLC3,030$304K0.19%-3,74813F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,018$303K0.01%new13F-HRTimeline
FOCUSED ALPHA, LLC3,012$302K0.08%-1813F-HRTimeline
NewEdge Advisors, LLC2,943$295K<0.01%-1313F-HRTimeline
Mutual Advisors, LLC2,829$284K0.01%-1,29213F-HRTimeline
AlphaStar Capital Management, LLC2,618$263K0.02%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,443$245K0.03%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,212$222K0.02%-53313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,212$222K0.01%-53313F-HRTimelineGroup
&PARTNERS2,180$219K<0.01%-2013F-HRTimeline
CARLSON FINANCIAL, INC.2,088$210K0.11%+5013F-HRTimeline
IFP Advisors, Inc1,948$195K<0.01%+44713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,797$180K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,450$145K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,176$118K5.71%-4913F-HRTimeline
Center for Financial Planning, Inc.1,124$113K0.01%013F-HRTimeline
Byrne Asset Management LLC1,069$107K0.06%-4313F-HRTimeline
Synergy Investment Management, LLC1,040$104K0.03%new13F-HRTimeline
AMERIFLEX GROUP, INC.946$94.9K0.04%new13F-HRTimeline
Rossby Financial, LCC911$91.4K0.02%+613F-HRTimeline
Fourth Dimension Wealth, LLC772$77.5K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC576$57.8K0.01%+43413F-HRTimeline
PRIVATE TRUST CO NA571$57.3K<0.01%+47213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…512$51.4K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC448$45K0.03%-38413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY399$40K<0.01%-7613F-HRTimelineGroup
AE Wealth Management LLC272$27.3K<0.01%+8513F-HRTimeline
NFSG Corp250$25.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$20.1K<0.01%-10013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL153$15.4K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC120$12.1K<0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC120$12.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO118$11.8K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV98$9.83K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…54$5.42K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC21$2.11K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12$1.16K<0.01%+1213F-HRTimelineGroup
Tidemark, LLC10$1K<0.01%new13F-HRTimeline