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Disclosery

CLIP GLOBAL X FDS

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1 3 MO T BI ET (fund)

147 managers (148 13F filers) reported a position in CLIP shares at 2026-03-31, 16,124,921 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
147
13F filers
148
New
20
Added
53
Reduced
56
Sold out
20
Shares held by filers
16,124,921

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,000,000$301M2.04%013F-HRTimelineGroup
LPL Financial LLC1,815,256$182M0.05%+977,82813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,325,761$133M0.12%-175,26013F-HRTimelineGroup
Global X Japan Co., Ltd.1,221,614$123M6.3%new13F-HRTimeline
3EDGE Asset Management, LP1,092,311$110M5.3%+829,15913F-HRTimeline
Bleakley Financial Group, LLC1,069,071$107M1.68%+163,00613F-HRTimeline
Capital Investment Advisors, LLC833,341$83.6M1.22%+113,80513F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding390,960$39.2M+21,900Timeline
RHL GROUP, LLC291,146$29.2M24.95%-343,05113F-HRTimeline
Cetera Investment Advisers271,222$27.2M0.03%+203,16613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC254,114$25.5M0.01%+157,52713F-HRTimelineGroup
Peterson Wealth Advisors, LLC237,507$23.8M3.17%-6,69713F-HRTimeline
Accurate Wealth Management, LLC182,383$18.3M2.2%-132,48913F-HRTimeline
WCG Wealth Advisors LLC145,651$14.6M0.41%new13F-HRTimeline
Pacific Sage Partners, LLC137,279$13.8M2.17%+66813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC134,145$13.5M0.93%+75,47013F-HRTimeline
Guild Investment Management, Inc.131,685$13.2M9.44%+19,22013F-HRTimeline
Maridea Wealth Management LLC129,343$13M1.89%new13F-HRTimeline
Spectrum Advisors, Inc.128,506$12.9M10.19%13F-HRTimeline
APS Management Group, Inc.118,121$11.9M10.15%+1,67213F-HRTimeline
Farther Finance Advisors, LLC114,931$11.5M0.11%+17,03413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,501$11M0.02%-7,63813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC108,371$10.9M0.25%+92,08913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…108,770$10.9M0.35%+20,68713F-HRTimeline
Alaethes Wealth, LLC105,806$10.6M3.06%+16513F-HRTimeline
Curtis Advisory Group, LLC104,042$10.4M2.25%-13,14413F-HRTimeline
49 WEALTH MANAGEMENT, LLC102,092$10.2M0.77%-201,32213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…100,768$10.1M1.62%+11,07513F-HRTimeline
EP Wealth Advisors, LLC96,931$9.73M0.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC91,240$9.16M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,211$9.15M0.01%-11,33813F-HRTimelineGroup
Perennial Investment Advisors, LLC89,675$9M0.72%-8,08313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP86,221$8.65M0.01%+14,45613F-HRTimelineGroup
MGO ONE SEVEN LLC85,353$8.57M0.17%+4,72513F-HRTimeline
Tannin Capital LLC80,425$8.07M5.86%new13F-HRTimeline
Terril Brothers, Inc.73,957$7.42M2.03%+2,26013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC64,701$6.49M8.29%-44,22213F-HRTimeline
Altium Investment Strategies LLC64,136$6.42M18.89%13F-HRTimeline
Financial Network Wealth Advisors LLC62,645$6.29M6.43%+4,91513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC62,427$6.27M1.6%+2,54113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,307$6.15M<0.01%-4,34813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,932$5.71M<0.01%+4,35213F-HRTimelineGroup
Belpointe Asset Management LLC55,539$5.57M0.2%-6,08813F-HRTimeline
Convergence Financial, LLC51,539$5.17M0.55%-12,59513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,304$5.15M<0.01%-4,04713F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.50,091$5.03M1.73%+9,35313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,854$4.19M0.03%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.40,318$4.05M0.02%+60713F-HRTimeline
Beverly Hills Private Wealth, LLC38,234$3.84M0.64%+10,34213F-HRTimeline
Thompson David Blair37,864$3.8M2.18%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC37,785$3.79M0.31%-32,92513F-HRTimelineGroup
Ark Wealth Advisors LLC37,326$3.75M3.71%-20,36513F-HRTimeline
Life Planning Partners, Inc35,548$3.57M2.72%+7413F-HRTimeline
NOTTINGHAM ADVISORS, INC.34,936$3.51M0.45%-23,70813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding32,318$3.24M-4,349Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,135$3.23M<0.01%+5,70713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,198$3.03M<0.01%-6,95713F-HRTimeline
Kraft, Davis & Associates, LLC29,327$2.94M0.63%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.28,215$2.83M0.13%+9,79113F-HRTimeline
Fiduciary Alliance LLC27,433$2.75M0.17%-7,44013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO25,582$2.57M0.04%-10,07113F-HRTimeline
Castle Rock Wealth Management, LLC24,998$2.5M0.54%+1,70813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,079$2.32M<0.01%+20,55313F-HRTimelineGroup
Plum Street Advisors, LLC22,352$2.24M0.78%+62113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,481$2.16M0.02%+2,12513F-HRTimelineGroup
Precision Wealth Strategies, LLC21,413$2.15M0.71%+4,94013F-HRTimeline
Lumbard & Kellner, LLC20,138$2.02M0.7%-2,92213F-HRTimeline
Advisory Services Network, LLC19,617$1.97M0.03%-9,42713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…18,974$1.91M0.09%+9,70213F-HRTimeline
Clear Creek Financial Management, LLC17,512$1.76M0.13%+10,76913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,153$1.72M<0.01%+10,56313F-HRTimelineGroup
Private Advisor Group, LLC15,856$1.59M0.01%-44,34213F-HRTimeline
MML INVESTORS SERVICES, LLC14,798$1.49M<0.01%-6,72913F-HRTimeline
Integrated Wealth Concepts LLC14,610$1.47M0.01%new13F-HRTimeline
Merit Financial Group, LLC14,450$1.45M0.01%-1,88213F-HRTimeline
HARBOUR INVESTMENTS, INC.13,968$1.4M0.02%-94,52313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,834$1.39M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,680$1.37M0.01%-66613F-HRTimeline
Gateway Wealth Partners, LLC13,382$1.34M0.05%+5,36213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,069$1.31M0.4%-53213F-HRTimeline
SBI Securities Co., Ltd.12,595$1.26M0.03%+46013F-HRTimeline
United Advisor Group, LLC11,054$1.11M0.14%+2,59813F-HRTimeline
Hamilton Capital, LLC10,241$1.03M0.05%+6,57013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…10,039$1.01M0.01%-2,93313F-HRTimelineGroup
SYKON CAPITAL LLC9,887$992K0.33%-1,24013F-HRTimeline
McAlvany Wealth Management LLC9,508$954K0.64%-3,52513F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC9,250$928K0.05%013F-HRTimeline
5T Wealth, LLC8,878$891K0.35%+3,34313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,260$829K0.06%-70013F-HRTimelineGroup
Kingsview Wealth Management, LLC7,797$783K0.01%-6,55113F-HRTimeline
Soltis Investment Advisors LLC7,052$708K0.05%+2313F-HRTimeline
Aureum Wealth Management, LLC6,778$680K0.47%new13F-HRTimeline
Kovack Advisors, Inc.5,340$636K0.03%-6,41813F-HRTimeline
PFG Advisors6,279$630K0.03%-24913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,201$622K0.14%+23413F-HRTimeline
UBS Group AGin group UBS Group AG5,935$596K<0.01%+7113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,901$592K0.02%-4,40713F-HRTimelineGroup
Resurgent Financial Advisors LLC5,529$555K0.2%-2,50813F-HRTimeline
VestGen Advisors, LLC5,142$515K0.01%new13F-HRTimeline
K2 Financial Inc.4,840$485K0.35%-1,22213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,397$441K<0.01%+1,95913F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,325$434K0.03%-97513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,263$428K0.02%-1,15013F-HRTimelineGroup
Mutual Advisors, LLC4,121$414K0.01%-1,26413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,847$386K0.03%+7813F-HRTimeline
PFG Investments, LLC3,402$341K0.02%+713F-HRTimeline
Portland Financial Advisors Inc3,382$339K0.71%+18413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,361$337K<0.01%-1,40613F-HRTimelineGroup
Stewardship Advisors, LLC3,330$334K0.08%-62013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,308$332K0.01%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,282$329K0.1%013F-HRTimeline
FOCUSED ALPHA, LLC3,030$304K0.09%-7,00013F-HRTimeline
NewEdge Advisors, LLC2,956$297K<0.01%-92613F-HR/ATimeline
Janney Montgomery Scott LLC2,921$293K<0.01%+34813F-HRTimeline
MJP ASSOCIATES INC /ADV2,745$275K0.03%-352,33413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,745$275K0.02%-352,33413F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC2,718$273K0.01%-5613F-HRTimeline
Avise Financial Cooperative, Inc.2,711$272K0.23%+55513F-HRTimeline
Stillwater Private Wealth, LLC2,528$253K0.21%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,491$250K0.02%new13F-HRTimelineGroup
Perigon Wealth Management, LLC2,482$249K<0.01%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,443$245K0.03%013F-HRTimeline
&PARTNERS2,200$221K<0.01%-11013F-HRTimeline
CARLSON FINANCIAL, INC.2,038$205K0.12%new13F-HRTimeline
IFP Advisors, Inc1,501$151K<0.01%-713F-HRTimeline
Geneos Wealth Management Inc.1,450$146K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1,225$123K9.27%13F-HRTimeline
Center for Financial Planning, Inc.1,124$113K0.01%013F-HRTimeline
Byrne Asset Management LLC1,112$112K0.07%+32613F-HRTimeline
Rossby Financial, LCC905$90.6K0.02%+80913F-HRTimeline
WPG Advisers, LLC832$83.5K0.06%-4413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY475$47.7K<0.01%-22413F-HRTimelineGroup
Sound Income Strategies, LLC397$39.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/300$30.1K<0.01%new13F-HRTimelineGroup
NFSG Corp250$25.1K<0.01%013F-HRTimeline
AE Wealth Management LLC187$18.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…163$16.4K<0.01%+15313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL153$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC142$14.3K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC119$12K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA99$9.94K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV98$9.84K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…54$5.42K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC21$2.11K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC13$1.3K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$80<0.01%-3313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%-64913F-HR/ATimelineGroupAmount filed as zero, left out of ratios.