CLIP GLOBAL X FDS
Follow1 3 MO T BI ET (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in CLIP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Peterson Wealth Advisors, LLC | 234,219 | $23.5M | 2.73% | -12,633 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 143,165 | $14.4M | 0.1% | +11,569 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 27,507 | $2.76M | 1.84% | -1,235 | 13F-HRTimeline |
| Castle Rock Wealth Management, LLC | 23,703 | $2.37M | 0.45% | +4,865 | 13F-HRTimeline |
| Hamilton Capital, LLC | 6,676 | $670K | 0.04% | +899 | 13F-HRTimeline |
| Balefire, LLC | 3,230 | $324K | 0.05% | -957 | 13F-HRTimeline |
| Byrne Asset Management LLC | 1,066 | $107K | 0.06% | -3 | 13F-HRTimeline |