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Disclosery

CLIP GLOBAL X FDS

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1 3 MO T BI ET (fund)

121 managers (124 13F filers) reported a position in CLIP shares at 2025-06-30, 8,420,481 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
121
13F filers
124
New
18
Added
63
Reduced
34
Sold out
15
Shares held by filers
8,420,481

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,461,135$147M0.17%+48,54613F-HRTimelineGroup
LPL Financial LLC810,867$81.4M0.03%+93,14113F-HRTimeline
49 WEALTH MANAGEMENT, LLC634,034$63.7M6.78%+232,53813F-HRTimeline
Capital Investment Advisors, LLC423,479$42.5M0.76%+215,99213F-HR/ATimeline
Pasadena Private Wealth, LLC378,114$38M6.5%new13F-HRTimeline
MJP ASSOCIATES INC /ADV354,039$35.6M5.27%+351,58813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC345,261$34.7M3.41%+342,81013F-HRTimelineGroup
Accurate Wealth Management, LLC281,383$28.2M4.31%-50,52613F-HRTimeline
Peterson Wealth Advisors, LLC246,717$24.8M4.09%+37813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding230,980$23.2M+62,900Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,842$13.4M0.02%+75,30313F-HR/ATimelineGroup
STAPP WEALTH MANAGEMENT, PLLC121,159$12.2M17.51%+20,26313F-HRTimeline
Terril Brothers, Inc.115,869$11.6M4.38%+95,92713F-HRTimeline
Alaethes Wealth, LLC115,120$11.6M3.45%-75113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…109,251$11M2.01%-4,71413F-HRTimeline
Belpointe Asset Management LLC102,780$10.3M0.43%-86,31613F-HRTimeline
Curtis Advisory Group, LLC102,337$10.3M2.58%-19,27113F-HRTimeline
Global X Japan Co., Ltd.100,808$10.1M1.03%-310,29113F-HRTimeline
HARBOUR INVESTMENTS, INC.95,649$9.61M0.24%-3,23913F-HRTimeline
Perennial Investment Advisors, LLC91,273$9.17M0.89%+1,33713F-HRTimeline
Pacific Sage Partners, LLC90,939$9.13M1.81%+63,33713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,046$9.02M0.01%+8,70413F-HRTimeline
Orion Porfolio Solutions, LLC88,863$8.92M0.08%-21,29213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC86,842$8.72M0.01%+39,01613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC83,566$8.39M0.87%+15,50713F-HRTimelineGroup
Creekmur Asset Management LLC79,559$7.99M1.41%-676,29913F-HRTimeline
Guild Investment Management, Inc.78,960$7.93M6.89%+2,53513F-HRTimeline
Cetera Investment Advisers70,339$7.06M0.01%+3,61513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,424$6.77M0.01%+63,04513F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC67,149$6.74M2%-1,41613F-HRTimeline
Private Advisor Group, LLC66,194$6.65M0.04%+36,75413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,660$6.49M0.01%-7,39413F-HRTimelineGroup
MGO ONE SEVEN LLC60,168$6.04M0.19%+4,96513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd59,724$6M0.1%new13F-HRTimelineGroup
Farther Finance Advisors, LLC59,580$5.98M0.12%+6,50513F-HRTimeline
SOL Capital Management CO56,215$5.64M0.55%+12,60013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,316$5.55M<0.01%+2,96113F-HRTimelineGroup
Convergence Financial, LLC50,564$5.08M0.87%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…48,405$4.86M0.19%+20,07413F-HRTimeline
3EDGE Asset Management, LP44,919$4.51M0.28%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,007$4.12M<0.01%+21,96813F-HRTimelineGroup
SYKON CAPITAL LLC39,692$3.99M1.45%-13,95813F-HRTimeline
Precision Wealth Strategies, LLC35,484$3.56M1.16%+3,56313F-HRTimeline
D.A. DAVIDSON & CO.33,621$3.38M0.02%+1,67013F-HRTimeline
Running Point Capital Advisors, LLC32,938$3.31M0.91%+11,60313F-HRTimeline
Advisory Services Network, LLC32,497$3.26M0.05%-2,12513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC31,120$3.13M0.78%+5,56313F-HRTimeline
WEALTH ALLIANCE, LLC29,601$2.97M0.33%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.29,592$2.97M0.44%+90613F-HRTimeline
Lumbard & Kellner, LLC25,257$2.54M1.11%+8,26513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding23,526$2.36M-3,458Timeline
Fiduciary Alliance LLC22,844$2.29M0.17%new13F-HRTimeline
Castle Rock Wealth Management, LLC19,581$1.96M0.46%+4,69813F-HRTimeline
Atria Wealth Solutions, Inc.18,306$1.84M0.04%-65113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,981$1.81M<0.01%-1,47113F-HRTimelineGroup
Beverly Hills Private Wealth, LLC17,230$1.73M0.32%-4,92513F-HRTimeline
Life Planning Partners, Inc16,715$1.68M1.34%+3,76013F-HRTimeline
Merit Financial Group, LLC16,501$1.66M0.02%+82413F-HRTimeline
Kingsview Wealth Management, LLC15,328$1.54M0.03%+11,16813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,047$1.51M0.01%+6,56913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,986$1.5M0.03%+18913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,839$1.49M0.04%+3,32513F-HRTimelineGroup
Plum Street Advisors, LLC14,483$1.45M0.64%-32413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,283$1.43M<0.01%+13,82013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,131$1.42M<0.01%-87313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,309$1.34M<0.01%+3,02613F-HRTimeline
Beacon Pointe Advisors, LLC11,069$1.11M0.01%+7013F-HRTimeline
FLOW TRADERS U.S. LLC9,526$957K0.04%-40,64713F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,250$929K0.06%013F-HRTimeline
SBI Securities Co., Ltd.8,458$849K0.02%+5,95913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,260$829K0.06%+1,35013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding7,907$794KnewTimeline
PFG Advisors7,529$756K0.03%+2,51413F-HRTimeline
United Advisor Group, LLC7,383$741K0.13%new13F-HRTimeline
Resurgent Financial Advisors LLC7,119$715K0.39%new13F-HRTimeline
Gateway Wealth Partners, LLC7,012$704K0.13%-1,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,260$629K<0.01%+1,89313F-HRTimelineGroup
K2 Financial Inc.6,258$627K0.55%-35013F-HRTimeline
Mutual Advisors, LLC6,004$602K0.02%+7513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,845$587K0.17%+6113F-HRTimeline
TWO SIGMA SECURITIES, LLC5,690$571K0.07%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,550$557K0.43%013F-HRTimeline
GoalVest Advisory LLC5,000$502K0.12%013F-HRTimeline
Weaver Consulting Group4,701$472K0.13%new13F-HRTimeline
Prospera Financial Services Inc4,450$447K0.01%-10013F-HRTimeline
Beaumont Financial Advisors, LLC4,198$422K0.03%+4413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,193$421K0.01%+1,54813F-HRTimelineGroup
Maridea Wealth Management LLC4,165$418K0.11%new13F-HRTimeline
NewEdge Advisors, LLC3,878$389K<0.01%-48,64313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,826$384K0.01%-7,59413F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC3,597$361K0.16%+50013F-HRTimeline
PFG Investments, LLC3,380$339K0.02%+713F-HRTimeline
McElhenny Sheffield Capital Management,…3,263$328K0.09%-4,22813F-HR/ATimeline
COURIER CAPITAL LLC3,142$316K0.02%+63913F-HRTimeline
Stewardship Advisors, LLC2,946$296K0.07%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,935$295K0.01%-59,67313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,900$291K<0.01%+45813F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC2,777$279K0.01%+17913F-HRTimeline
Talon Private Wealth, LLC2,672$268K0.04%new13F-HRTimeline
&PARTNERS2,342$240K<0.01%+23313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,323$233K0.01%new13F-HRTimelineGroup
San Luis Wealth Advisors LLC2,312$232K0.05%-32513F-HRTimeline
Geneos Wealth Management Inc.1,775$178K<0.01%-3,69313F-HRTimeline
IFP Advisors, Inc1,532$154K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,285$129K<0.01%+39713F-HRTimelineGroup
WPG Advisers, LLC977$98.1K0.08%-43813F-HRTimeline
Global Retirement Partners, LLC698$70.1K<0.01%13F-HRTimeline
Byrne Asset Management LLC680$68.3K0.05%+6113F-HRTimeline
Compass Financial Services Inc420$42.2K0.02%+413F-HRTimeline
UBS Group AGin group UBS Group AG375$37.7K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV283$28.4K<0.01%-10813F-HRTimeline
NFSG Corp250$25.1K<0.01%-19013F-HRTimeline
Nova Wealth Management, Inc.188$18.9K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL153$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC133$13.4K<0.01%+2013F-HRTimeline
Rossby Financial, LCC91$9.14K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC52$5.22K<0.01%-1,00113F-HRTimeline
Community Bank, N.A.27$2.71K<0.01%-47113F-HRTimeline
CWM, LLCin group CWM, LLC13$1K<0.01%+113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$81<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.