Skip to content
Disclosery

CLIP GLOBAL X FDS

Follow

1 3 MO T BI ET (fund)

145 managers (147 13F filers) reported a position in CLIP shares at 2025-12-31, 13,400,230 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
145
13F filers
147
New
26
Added
61
Reduced
43
Sold out
14
Shares held by filers
13,400,230

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,000,000$301M2.61%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,501,021$150M0.15%+19,84313F-HRTimelineGroup
Bleakley Financial Group, LLC906,065$90.7M1.57%new13F-HRTimeline
LPL Financial LLC837,428$83.8M0.02%-52,03413F-HRTimeline
Capital Investment Advisors, LLC719,536$72M1.1%+194,17913F-HRTimeline
RHL GROUP, LLC634,197$63.5M51.04%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding369,060$36.9M+132,900Timeline
MJP ASSOCIATES INC /ADV355,079$35.5M4.45%-45,13113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC355,079$35.5M2.86%-54,82213F-HRTimelineGroup
Accurate Wealth Management, LLC314,872$31.6M4%-74,38113F-HRTimeline
49 WEALTH MANAGEMENT, LLC303,414$30.4M2.47%-164,31713F-HRTimeline
3EDGE Asset Management, LP263,152$26.3M1.37%+218,10213F-HRTimeline
Peterson Wealth Advisors, LLC244,204$24.4M3.26%+21,37413F-HRTimeline
Pacific Sage Partners, LLC136,611$13.7M2.17%+21,50413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…117,139$11.7M0.02%+10,68013F-HRTimeline
Curtis Advisory Group, LLC117,186$11.7M2.46%+29,27713F-HRTimeline
APS Management Group, Inc.116,449$11.7M9.98%-7,13713F-HRTimeline
Guild Investment Management, Inc.112,465$11.3M8.37%+8,01013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC108,923$10.9M14.04%+2,95813F-HRTimeline
HARBOUR INVESTMENTS, INC.108,491$10.9M0.22%+8,56013F-HRTimeline
Alaethes Wealth, LLC105,641$10.6M2.99%-10,25713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,549$10.3M0.02%-18,26113F-HRTimelineGroup
Farther Finance Advisors, LLC97,897$9.8M0.11%+9,75113F-HRTimeline
Perennial Investment Advisors, LLC97,758$9.79M0.77%-11,44413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,587$9.67M<0.01%+80,95513F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…89,693$8.98M1.42%-14,74913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…88,083$8.82M0.31%+37,46213F-HRTimeline
MGO ONE SEVEN LLC80,628$8.07M0.16%+12,70813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,765$7.18M0.01%+2,67113F-HRTimelineGroup
Terril Brothers, Inc.71,697$7.18M1.88%-12,90013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC70,710$7.08M0.65%-11,62513F-HRTimelineGroup
Cetera Investment Advisers68,056$6.81M0.01%+18,32113F-HRTimeline
Orion Porfolio Solutions, LLC66,437$6.65M0.05%+2,94613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,655$6.57M<0.01%+3,12613F-HRTimelineGroup
Convergence Financial, LLC64,134$6.42M0.94%-4,97513F-HRTimeline
Belpointe Asset Management LLC61,627$6.17M0.22%-58,73513F-HRTimeline
Private Advisor Group, LLC60,198$6.03M0.03%-8,66013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC59,886$6M1.69%-1,22613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC58,675$5.87M0.39%+15,15013F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.58,644$5.87M0.82%+25,48113F-HRTimeline
Financial Network Wealth Advisors LLC57,730$5.78M6.02%+7,35613F-HRTimeline
Ark Wealth Advisors LLC57,691$5.78M6.22%13F-HRTimeline
SOL Capital Management CO56,288$5.63M0.51%+4,70813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,351$5.54M<0.01%+3,79513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,580$5.26M<0.01%+28,87113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.40,738$4.08M1.45%+4,77013F-HRTimeline
D.A. DAVIDSON & CO.39,711$3.98M0.02%+1,86813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,155$3.72M<0.01%-47,40113F-HRTimeline
Running Point Capital Advisors, LLC36,693$3.67M1%+8,44813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding36,667$3.67M+4,221Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO35,653$3.57M0.05%+31,77113F-HRTimeline
Life Planning Partners, Inc35,474$3.55M2.72%+5,23413F-HRTimeline
Fiduciary Alliance LLC34,873$3.49M0.23%+12,15313F-HRTimeline
Advisory Services Network, LLC29,044$2.91M0.04%-1,00613F-HRTimeline
Beverly Hills Private Wealth, LLC27,892$2.79M0.48%+5,69113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,428$2.65M<0.01%new13F-HRTimelineGroup
Castle Rock Wealth Management, LLC23,290$2.33M0.5%+1,32913F-HRTimeline
Lumbard & Kellner, LLC23,060$2.31M0.81%-87713F-HRTimeline
Plum Street Advisors, LLC21,731$2.18M0.77%+6,01813F-HRTimeline
MML INVESTORS SERVICES, LLC21,527$2.16M0.01%-94513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,356$1.94M0.02%+55613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.18,424$1.84M0.08%new13F-HRTimeline
Precision Wealth Strategies, LLC16,473$1.65M0.53%+2,83113F-HRTimeline
Merit Financial Group, LLC16,332$1.63M0.01%-113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,282$1.63M0.04%-6713F-HRTimelineGroup
Kingsview Wealth Management, LLC14,348$1.44M0.02%-2,31713F-HRTimeline
Beacon Pointe Advisors, LLC14,346$1.44M0.01%+1,30913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,601$1.36M0.43%-7,69113F-HRTimeline
McAlvany Wealth Management LLC13,033$1.3M1%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…12,972$1.3M0.01%-4,45713F-HRTimelineGroup
SBI Securities Co., Ltd.12,135$1.21M0.03%+8,29513F-HRTimeline
Kovack Advisors, Inc.11,758$1.18M0.06%new13F-HR/ATimeline
SYKON CAPITAL LLC11,127$1.11M0.36%-30,70413F-HRTimeline
Castleview Partners, LLC10,921$1.09M0.54%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,308$1.03M0.02%new13F-HRTimelineGroup
FOCUSED ALPHA, LLC10,030$1M0.3%13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…9,272$933K0.04%-15613F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,250$926K0.05%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,171$918K<0.01%new13F-HR/ATimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,960$897K0.07%+70013F-HRTimelineGroup
United Advisor Group, LLC8,456$847K0.11%+15213F-HRTimeline
HRT FINANCIAL LP8,402$841K<0.01%+4,89113F-HRTimeline
Resurgent Financial Advisors LLC8,037$805K0.4%+2,01613F-HRTimeline
Gateway Wealth Partners, LLC8,020$803K0.09%-18513F-HRTimeline
Soltis Investment Advisors LLC7,029$704K0.05%new13F-HR/ATimeline
Clear Creek Financial Management, LLC6,743$675K0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,590$660K<0.01%-2,95213F-HRTimelineGroup
PFG Advisors6,528$654K0.03%-25913F-HRTimeline
GTS SECURITIES LLC6,113$612K0.02%+3,15813F-HRTimeline
K2 Financial Inc.6,062$607K0.47%-12013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,967$599K0.14%+6013F-HRTimeline
UBS Group AGin group UBS Group AG5,864$587K<0.01%+3913F-HRTimelineGroup
5T Wealth, LLC5,535$554K0.22%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,413$542K0.02%new13F-HRTimelineGroup
Mutual Advisors, LLC5,385$539K0.01%-37313F-HRTimeline
Beaumont Financial Advisors, LLC5,300$531K0.03%+5313F-HRTimeline
Cloud Capital Management, LLC5,234$525K0.25%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,767$477K0.01%+44213F-HRTimelineGroup
Global Retirement Partners, LLC4,103$411K0.01%+3,77913F-HRTimeline
Stewardship Advisors, LLC3,950$395K0.09%+7113F-HRTimeline
NewEdge Advisors, LLC3,882$389K<0.01%+6213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,769$377K0.03%+1,45313F-HRTimeline
Hamilton Capital, LLC3,671$368K0.02%13F-HRTimeline
PFG Investments, LLC3,395$340K0.02%+713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,282$329K0.11%013F-HRTimeline
Portland Financial Advisors Inc3,198$320K0.68%+64713F-HRTimeline
Weaver Consulting Group3,071$307K0.08%-1,43813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,050$305K0.19%013F-HRTimeline
Chicago Partners Investment Group LLC2,991$300K0.01%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,774$278K0.01%-3513F-HRTimeline
Janney Montgomery Scott LLC2,573$258K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,526$253K<0.01%-60,32713F-HRTimelineGroup
GoalVest Advisory LLC2,500$250K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,438$244K<0.01%+28313F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,443$244K0.03%new13F-HRTimeline
Balefire, LLC2,398$240K0.05%new13F-HRTimeline
&PARTNERS2,310$231K<0.01%-62513F-HRTimeline
Avise Financial Cooperative, Inc.2,156$216K0.19%13F-HRTimeline
Signal Advisors Wealth, LLC2,114$212K0.02%new13F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC2,012$201K0.1%-78013F-HRTimeline
San Luis Wealth Advisors LLC2,004$201K0.03%new13F-HRTimeline
IFP Advisors, Inc1,508$151K<0.01%-2313F-HRTimeline
Center for Financial Planning, Inc.1,124$113K0.01%new13F-HRTimeline
WPG Advisers, LLC876$87.7K0.07%+2113F-HRTimeline
Byrne Asset Management LLC786$78.7K0.04%+6113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY699$70K<0.01%-18613F-HR/ATimelineGroup
FSA Advisors, Inc.45,688$67.1K0.05%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN649$65K<0.01%+64913F-HRTimelineGroup
Compass Financial Services Inc633$63.3K0.03%+713F-HRTimeline
Sound Income Strategies, LLC397$39.8K<0.01%new13F-HRTimeline
NFSG Corp250$25K<0.01%013F-HRTimeline
AE Wealth Management LLC187$18.7K<0.01%-32513F-HRTimeline
BLAIR WILLIAM & CO/IL153$15.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC142$14.3K<0.01%+913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.126$12.6K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC119$11.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA99$9.91K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV98$9.81K<0.01%-15713F-HRTimeline
Rossby Financial, LCC96$9.61K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…54$5.41K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC41$4.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC34$3.38K<0.01%-12813F-HRTimelineGroup
Community Bank, N.A.27$2.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10$1K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC13$1K<0.01%013F-HRTimelineGroup