Skip to content
Disclosery

CLIP GLOBAL X FDS

Follow

1 3 MO T BI ET (fund)

119 managers (121 13F filers) reported a position in CLIP shares at 2025-03-31, 7,779,192 shares in all. 31 filers opened a position and 13 filers sold out during the quarter.

Managers
119
13F filers
121
New
31
Added
58
Reduced
23
Sold out
13
Shares held by filers
7,779,192

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,412,589$142M0.18%-19,31513F-HR/ATimelineGroup
Creekmur Asset Management LLC755,858$75.9M15.91%+401,12713F-HRTimeline
LPL Financial LLC717,726$72.1M0.03%+186,87613F-HRTimeline
Global X Japan Co., Ltd.411,099$41.3M4.75%+10,15813F-HRTimeline
49 WEALTH MANAGEMENT, LLC401,496$40.3M4.86%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC350,300$35.2M0.05%+79,90013F-HRTimeline
Accurate Wealth Management, LLC331,909$33.3M6.35%+85,25013F-HRTimeline
Peterson Wealth Advisors, LLC246,339$24.7M4.77%+53,65513F-HRTimeline
Capital Investment Advisors, LLC207,487$20.8M0.41%new13F-HRTimeline
Belpointe Asset Management LLC189,096$19M0.99%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding168,080$16.9M+12,425Timeline
Curtis Advisory Group, LLC121,608$12.2M3.59%-1,21513F-HRTimeline
Alaethes Wealth, LLC115,871$11.6M4.26%+5,67413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…113,965$11.4M2.39%+39,98613F-HRTimeline
Orion Porfolio Solutions, LLC110,155$11.1M0.11%+14,00513F-HRTimeline
Orion Portfolio Solutions, LLC110,155$11.1M0.11%+14,00513F-HR/ATimeline
STAPP WEALTH MANAGEMENT, PLLC100,896$10.1M15.61%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.98,888$9.93M0.28%+55,51313F-HRTimeline
Perennial Investment Advisors, LLC89,936$9.03M1.02%-11,98213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,342$8.17M0.02%-31,56813F-HRTimeline
Guild Investment Management, Inc.76,425$7.68M8.06%+29,37513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,054$7.24M0.01%+18,47213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC68,565$6.89M2.32%+13,28213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC68,059$6.84M0.79%-5,06713F-HRTimelineGroup
Cetera Investment Advisers66,724$6.7M0.01%+41,55813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO62,608$6.29M0.12%+1,48313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,539$5.88M0.01%+34,56613F-HRTimelineGroup
MGO ONE SEVEN LLC55,203$5.54M0.22%+20,07013F-HRTimeline
SYKON CAPITAL LLC53,650$5.39M2.05%-211,84413F-HRTimeline
Farther Finance Advisors, LLC53,075$5.31M0.14%+28,57513F-HRTimeline
NewEdge Advisors, LLC52,521$5.28M0.03%+49,09013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,355$5.26M<0.01%+8,69813F-HRTimelineGroup
FLOW TRADERS U.S. LLC50,173$5.04M0.21%+19,42213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,826$4.8M0.01%+19,75013F-HRTimeline
SOL Capital Management CO43,615$4.38M0.48%new13F-HRTimeline
Advisory Services Network, LLC34,622$3.48M0.07%+1,92613F-HRTimeline
D.A. DAVIDSON & CO.31,951$3.21M0.03%+8,97313F-HRTimeline
Precision Wealth Strategies, LLC31,921$3.21M2.45%-78013F-HRTimeline
Private Advisor Group, LLC29,440$2.96M0.02%+27,35013F-HRTimeline
NOTTINGHAM ADVISORS, INC.28,686$2.88M0.44%+5,22513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…28,331$2.85M0.13%+40813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC27,850$2.8M0.28%+9,60013F-HR/ATimeline
Pacific Sage Partners, LLC27,602$2.77M0.62%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding26,984$2.71M+1,172Timeline
B.O.S.S. Retirement Advisors, LLC25,557$2.57M0.74%+1,92313F-HRTimeline
WCG Wealth Advisors LLC25,117$2.52M0.19%new13F-HR/ATimeline
Beverly Hills Private Wealth, LLC22,155$2.23M0.44%-2,84513F-HRTimeline
Running Point Capital Advisors, LLC21,335$2.14M0.68%new13F-HRTimeline
Terril Brothers, Inc.19,942$2M0.74%-3,35013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,452$1.95M<0.01%+15,60613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,039$1.91M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,957$1.9M0.02%+9,74913F-HRTimeline
Lumbard & Kellner, LLC16,992$1.71M0.75%+1,56513F-HRTimeline
Merit Financial Group, LLC15,677$1.57M0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,004$1.51M<0.01%+10,18813F-HRTimelineGroup
Castle Rock Wealth Management, LLC14,883$1.49M0.4%+5,60613F-HRTimeline
Plum Street Advisors, LLC14,807$1.49M0.72%+4,01113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,797$1.49M0.04%+2,44013F-HRTimelineGroup
Life Planning Partners, Inc12,955$1.3M1.18%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,514$1.16M0.03%+24313F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD11,420$1.15M0.02%-45,08413F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,999$1.1M0.01%+31813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,846$1.09M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,283$1.03M<0.01%+5,98113F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,250$929K0.06%013F-HRTimeline
Seed Wealth Management, Inc.8,770$881K0.72%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,478$851K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC8,012$805K0.18%-27013F-HRTimeline
McElhenny Sheffield Capital Management,…7,491$752K0.28%+2,23413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,910$694K0.05%+4,05013F-HRTimelineGroup
K2 Financial Inc.6,608$663K0.65%+9513F-HRTimeline
Mutual Advisors, LLC5,929$595K0.02%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,784$581K0.19%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,550$557K0.46%+55013F-HRTimeline
Geneos Wealth Management Inc.5,468$549K0.01%+4,21813F-HRTimeline
PFG Advisors5,015$504K0.03%+24213F-HRTimeline
GoalVest Advisory LLC5,000$502K0.14%013F-HRTimeline
Prospera Financial Services Inc4,550$457K0.01%-30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,379$440K<0.01%new13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,367$439K<0.01%+18513F-HRTimelineGroup
Kingsview Wealth Management, LLC4,160$418K0.01%new13F-HRTimeline
Beaumont Financial Advisors, LLC4,154$417K0.03%+4413F-HRTimeline
PFG Investments, LLC3,373$339K0.02%+313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,218$323K<0.01%+3,12313F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC3,097$311K0.17%+1,00013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,985$300K0.02%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.2,972$299K0.07%new13F-HR/ATimeline
Virtue Capital Management, LLC2,970$298K0.03%new13F-HRTimeline
San Luis Wealth Advisors LLC2,637$265K0.06%-1,37413F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,645$265K0.01%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC2,598$261K0.01%-1,03013F-HRTimeline
COURIER CAPITAL LLC2,503$251K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.2,499$251K0.01%+49913F-HRTimeline
MJP ASSOCIATES INC /ADV2,451$246K0.04%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,451$246K0.03%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,442$245K<0.01%-42113F-HRTimelineGroup
GTS SECURITIES LLC2,401$241K0.01%new13F-HRTimeline
&PARTNERS2,109$212K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,065$207K0.04%-14713F-HRTimelineGroup
IFP Advisors, Inc1,531$154K<0.01%+1613F-HRTimeline
WPG Advisers, LLC1,415$142K0.13%-2,42213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY888$89.2K<0.01%-54713F-HRTimelineGroup
Byrne Asset Management LLC619$62.2K0.05%+27413F-HRTimeline
Community Bank, N.A.498$50K0.01%-2013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA463$46K<0.01%-63813F-HR/ATimelineGroup
NFSG Corp440$44.2K0.01%-62513F-HRTimeline
Compass Financial Services Inc416$41.8K0.02%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV391$39.3K<0.01%-18413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO250$25.1K<0.01%new13F-HRTimelineGroup
WASHINGTON TRUST Co167$16.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL153$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC113$11.3K<0.01%new13F-HR/ATimeline
Fortitude Family Office, LLC94$9.44K<0.01%013F-HRTimeline
Rossby Financial, LCC91$9.13K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1,053$5.32K<0.01%+1,00013F-HRTimeline
CWM, LLCin group CWM, LLC12$1K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$110<0.01%+113F-HRTimelineGroup
PSI Advisors, LLC1$100<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.