Skip to content
Disclosery

CLIP GLOBAL X FDS

Follow

1 3 MO T BI ET (fund)

128 managers (130 13F filers) reported a position in CLIP shares at 2025-09-30, 8,901,491 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
128
13F filers
130
New
22
Added
56
Reduced
43
Sold out
13
Shares held by filers
8,901,491

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CO1,481,178$149M0.16%+20,04313F-HRTimelineGroup
LPL Financial LLC889,462$89.3M0.03%+78,59513F-HRTimeline
Capital Investment Advisors, LLC525,357$52.8M0.87%+101,87813F-HRTimeline
49 WEALTH MANAGEMENT, LLC467,731$47M4.43%-166,30313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC409,901$41.2M3.55%+64,64013F-HRTimelineGroup
MJP ASSOCIATES INC /ADV400,210$40.2M5.3%+46,17113F-HRTimeline
Accurate Wealth Management, LLC389,253$39M5.19%+107,87013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding236,160$23.7M+5,180Timeline
Global X Japan Co., Ltd.225,539$22.6M1.96%+124,73113F-HRTimeline
Peterson Wealth Advisors, LLC222,830$22.3M3.34%-23,88713F-HRTimeline
Pasadena Private Wealth, LLC210,218$21.1M3.05%-167,89613F-HRTimeline
APS Management Group, Inc.123,586$12.4M11%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,810$12.1M0.02%-13,03213F-HRTimelineGroup
Belpointe Asset Management LLC120,362$12.1M0.46%+17,58213F-HRTimeline
Alaethes Wealth, LLC115,898$11.6M3.3%+77813F-HRTimeline
Pacific Sage Partners, LLC115,107$11.6M1.94%+24,16813F-HRTimeline
Perennial Investment Advisors, LLC109,202$11M0.91%+17,92913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,459$10.7M0.02%+16,41313F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC105,965$10.6M14.29%-15,19413F-HRTimeline
Guild Investment Management, Inc.104,455$10.5M8.33%+25,49513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…104,442$10.5M1.7%-4,80913F-HRTimeline
HARBOUR INVESTMENTS, INC.99,931$10M0.23%+4,28213F-HRTimeline
Farther Finance Advisors, LLC88,146$8.85M0.13%+28,56613F-HRTimeline
Curtis Advisory Group, LLC87,909$8.83M2%-14,42813F-HRTimeline
Terril Brothers, Inc.84,597$8.5M2.57%-31,27213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,556$8.49M0.01%-2,28613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC82,335$8.27M0.79%-1,23113F-HRTimelineGroup
Creekmur Asset Management LLC81,214$8.16M1.35%+1,65513F-HRTimeline
Convergence Financial, LLC69,109$6.94M1.04%+18,54513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,094$6.94M0.01%+4,43413F-HRTimelineGroup
Private Advisor Group, LLC68,858$6.91M0.03%+2,66413F-HRTimeline
MGO ONE SEVEN LLC67,920$6.82M0.16%+7,75213F-HRTimeline
Orion Porfolio Solutions, LLC63,491$6.38M0.05%-25,37213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,853$6.31M0.01%-4,57113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,529$6.28M<0.01%+7,21313F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC61,112$6.14M1.65%-6,03713F-HRTimeline
SOL Capital Management CO51,580$5.18M0.46%-4,63513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,556$5.18M<0.01%+10,54913F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…50,621$5.08M0.17%+2,21613F-HRTimeline
Financial Network Wealth Advisors LLC50,374$5.06M5.53%new13F-HRTimeline
Cetera Investment Advisers49,735$4.99M0.01%-20,60413F-HRTimeline
Chicago Wealth Management, Inc.46,149$4.63M2.02%new13F-HRTimeline
3EDGE Asset Management, LP45,050$4.52M0.26%+13113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC43,525$4.37M0.34%new13F-HR/ATimeline
SYKON CAPITAL LLC41,831$4.2M1.4%+2,13913F-HRTimeline
D.A. DAVIDSON & CO.37,843$3.8M0.02%+4,22213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.35,968$3.61M1.33%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.33,163$3.33M0.46%+3,57113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding32,446$3.26M+8,920Timeline
Life Planning Partners, Inc30,240$3.04M2.22%+13,52513F-HRTimeline
Advisory Services Network, LLC30,050$3.02M0.04%-2,44713F-HRTimeline
Running Point Capital Advisors, LLC28,245$2.84M0.76%-4,69313F-HRTimeline
Lumbard & Kellner, LLC23,937$2.4M0.88%-1,32013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,709$2.38M<0.01%+9,42613F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,120$2.32M0.09%+13,59413F-HRTimeline
Fiduciary Alliance LLC22,720$2.28M0.15%-12413F-HRTimeline
MML INVESTORS SERVICES, LLC22,472$2.26M0.01%+9,16313F-HRTimeline
Beverly Hills Private Wealth, LLC22,201$2.23M0.39%+4,97113F-HRTimeline
Castle Rock Wealth Management, LLC21,961$2.2M0.49%+2,38013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC21,292$2.14M0.51%-9,82813F-HRTimeline
OLD MISSION CAPITAL LLC19,696$1.98M0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,800$1.89M0.03%+3,81413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…17,429$1.75M0.02%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC16,665$1.67M0.03%+1,33713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,349$1.64M0.04%+1,51013F-HRTimelineGroup
Merit Financial Group, LLC16,333$1.64M0.02%-16813F-HR/ATimeline
Plum Street Advisors, LLC15,713$1.58M0.61%+1,23013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,632$1.57M<0.01%+1,50113F-HRTimelineGroup
Precision Wealth Strategies, LLC13,642$1.37M0.44%-21,84213F-HRTimeline
Beacon Pointe Advisors, LLC13,037$1.31M0.01%+1,96813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,542$958K<0.01%+3,28213F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…9,428$947K0.04%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,250$929K0.05%013F-HRTimeline
United Advisor Group, LLC8,304$834K0.11%+92113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,260$829K0.06%013F-HRTimelineGroup
Gateway Wealth Partners, LLC8,205$824K0.11%+1,19313F-HRTimeline
PFG Advisors6,787$682K0.03%-74213F-HRTimeline
K2 Financial Inc.6,182$619K0.5%-7613F-HRTimeline
Resurgent Financial Advisors LLC6,021$605K0.3%-1,09813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,907$593K0.14%+6213F-HRTimeline
UBS Group AGin group UBS Group AG5,825$585K<0.01%+5,45013F-HRTimelineGroup
Mutual Advisors, LLC5,758$578K0.01%-24613F-HRTimeline
Beaumont Financial Advisors, LLC5,247$527K0.04%+1,04913F-HRTimeline
IHT Wealth Management, LLC4,588$461K0.01%new13F-HRTimeline
Weaver Consulting Group4,509$453K0.12%-19213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,325$434K0.01%+13213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,882$390K0.01%+94713F-HRTimeline
Stewardship Advisors, LLC3,879$390K0.09%+93313F-HRTimeline
SBI Securities Co., Ltd.3,840$386K0.01%-4,61813F-HRTimeline
NewEdge Advisors, LLC3,820$384K<0.01%-5813F-HRTimeline
Maridea Wealth Management LLC3,810$382K0.06%-35513F-HRTimeline
HRT FINANCIAL LP3,511$352K<0.01%new13F-HRTimeline
PFG Investments, LLC3,388$340K0.02%+813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,282$330K0.12%-31513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,050$306K0.21%-2,50013F-HRTimeline
GTS SECURITIES LLC2,955$297K0.01%new13F-HRTimeline
&PARTNERS2,935$295K<0.01%+59313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,809$282K0.01%+3213F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC2,792$280K0.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,653$266K<0.01%-24713F-HRTimelineGroup
Portland Financial Advisors Inc2,551$256K0.55%new13F-HRTimeline
GoalVest Advisory LLC2,500$251K0.05%-2,50013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,316$233K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.2,305$231K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,155$216K-5,752Timeline
Bison Wealth, LLC2,072$207K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,061$207K<0.01%-15,92013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,012$202K0.03%new13F-HRTimelineGroup
IFP Advisors, Inc1,531$154K<0.01%-113F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,112$112K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY885$88.9K<0.01%-40013F-HR/ATimelineGroup
WPG Advisers, LLC855$85.9K0.07%-12213F-HRTimeline
Byrne Asset Management LLC725$72.8K0.04%+4513F-HRTimeline
Compass Financial Services Inc626$62.9K0.03%+20613F-HRTimeline
AE Wealth Management LLC512$51.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC324$32.6K<0.01%-37413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV255$25.6K<0.01%-2813F-HRTimeline
NFSG Corp250$25.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC162$16.3K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL153$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC133$13.4K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC119$11.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA99$9.94K<0.01%new13F-HRTimeline
Rossby Financial, LCC96$9.61K<0.01%+513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\35$3.52K<0.01%new13F-HRTimelineGroup
Community Bank, N.A.27$2.71K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC13$1K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$50<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.