CLIPGLOBAL X FDS
CUSIP 37960A438 · Yahoo Finance ↗ · Google Finance ↗
Global X Fds (CLIP) has 143 institutional holders in Filings Flow’s 13F database, together reporting 15.95M shares worth $1.6B as of Q1 2026. The largest reported holders are Harel Insurance Investments & Financial Services Ltd., Lpl Financial LLC, and Sei Investments Co.
Institutional Holders
143
Q1 2026
Reported Value
$1.6B
Ticker
CLIP
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RHL GROUP, LLC$117M AUM | 24.95% | $29M | 291.1K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 10.15% | $12M | 118.1K | Q1 2026 |
| Guild Investment Management, Inc.$140M AUM | 9.44% | $13M | 131.7K | Q1 2026 |
| Global X Japan Co., Ltd.$1.9B AUM | 6.30% | $123M | 1.22M | Q1 2026 |
| Tannin Capital LLC$138M AUM | 5.86% | $8M | 80.4K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 5.30% | $110M | 1.09M | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 3.71% | $4M | 37.3K | Q1 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 3.17% | $24M | 237.5K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 3.04% | $21M | 210.2K | Q3 2025OLDER |
| Alaethes Wealth, LLC$351M AUM | 3.02% | $11M | 105.8K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 2.72% | $4M | 35.5K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 2.25% | $10M | 104.0K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 2.20% | $18M | 182.4K | Q1 2026 |
| Pacific Sage Partners, LLC$636M AUM | 2.17% | $14M | 137.3K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 2.04% | $301M | 3.00M | Q1 2026 |
| TERRIL BROTHERS, INC.$366M AUM | 2.03% | $7M | 74.0K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 2.02% | $5M | 46.1K | Q3 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 1.89% | $13M | 129.3K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 1.73% | $5M | 50.1K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 1.68% | $107M | 1.07M | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 1.62% | $10M | 100.8K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 1.60% | $6M | 62.4K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 1.22% | $84M | 833.3K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 1.00% | $4M | 36.7K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.92% | $13M | 134.1K | Q1 2026 |
| Plum Street Advisors, LLC$289M AUM | 0.78% | $2M | 22.4K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.77% | $10M | 102.1K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.72% | $9M | 89.7K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.71% | $2M | 21.4K | Q1 2026 |
| Lumbard & Kellner, LLC$289M AUM | 0.70% | $2M | 20.1K | Q1 2026 |
| McAlvany Wealth Management LLC$148M AUM | 0.64% | $954,128 | 9.5K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.64% | $4M | 38.2K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.63% | $3M | 29.3K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.55% | $5M | 51.5K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.54% | $3M | 25.0K | Q1 2026 |
| Castleview Partners, LLC$195M AUM | 0.54% | $1M | 10.9K | Q4 2025OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.47% | $680,240 | 6.8K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.45% | $4M | 34.9K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.41% | $15M | 145.7K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.40% | $1M | 13.1K | Q1 2026 |
| K2 Financial Inc.$138M AUM | 0.35% | $485,307 | 4.8K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.35% | $890,996 | 8.9K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.35% | $11M | 108.8K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.33% | $3M | 29.6K | Q2 2025OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.33% | $992,259 | 9.9K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.31% | $4M | 37.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.25% | $11M | 108.4K | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 0.25% | $525,000 | 5.2K | Q4 2025OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.23% | $272,076 | 2.7K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.20% | $6M | 55.5K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.20% | $554,890 | 5.5K | Q1 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.19% | $305,336 | 3.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.17% | $9M | 85.4K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.17% | $3M | 27.4K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.14% | $1M | 11.1K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.14% | $622,325 | 6.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.13% | $2M | 17.5K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.13% | $3M | 28.2K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.12% | $133M | 1.33M | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $12M | 114.9K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.10% | $6M | 59.7K | Q2 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.10% | $329,382 | 3.3K | Q1 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 0.10% | $201,421 | 2.0K | Q4 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.09% | $2M | 23.1K | Q3 2025OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.09% | $304,132 | 3.0K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.09% | $2M | 19.0K | Q1 2026 |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.09% | $327,625 | 3.3K | Q2 2025OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.08% | $334,199 | 3.3K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.08% | $307,438 | 3.1K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $571,390 | 5.7K | Q2 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.07% | $111,600 | 1.1K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.06% | $83,500 | 832 | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.06% | $828,974 | 8.3K | Q1 2026 |
| Hamilton Capital, LLC$1.9B AUM | 0.05% | $1M | 10.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $1M | 13.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $7M | 66.4K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.05% | $928,330 | 9.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $182M | 1.82M | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.05% | $250,275 | 2.5K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.05% | $10M | 96.9K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.05% | $240,064 | 2.4K | Q4 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.04% | $707,715 | 7.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.04% | $2M | 18.3K | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 19.7K | Q3 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.04% | $3M | 25.6K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.04% | $268,322 | 2.7K | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $3M | 32.3K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $231,468 | 2.3K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.03% | $1M | 12.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $636,282 | 5.3K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.03% | $200,600 | 2.0K | Q4 2025OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.03% | $275,442 | 2.7K | Q1 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$756M AUM | 0.03% | $245,000 | 2.4K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $630,194 | 6.3K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.03% | $434,083 | 4.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $27M | 271.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $386,109 | 3.8K | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 0.03% | $63,331 | 633 | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 41.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 19.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 40.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 21.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 109.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 14.0K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $611,972 | 6.1K | Q4 2025OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $275,442 | 2.7K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $315,520 | 3.1K | Q2 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $207,401 | 2.1K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $249,997 | 2.5K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.02% | $90,563 | 905 | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $13M | 132.0K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $211,675 | 2.1K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $427,835 | 4.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $341,386 | 3.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $592,224 | 5.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $306,136 | 3.1K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $18,879 | 188 | Q2 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $515,126 | 5.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 91.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $9M | 91.2K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $112,805 | 1.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 14.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $9M | 86.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $460,680 | 4.6K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 14.4K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $782,507 | 7.8K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $233,276 | 2.3K | Q2 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $413,602 | 4.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $26M | 259.0K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 10.0K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $272,779 | 2.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $446,869 | 4.5K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 15.0K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $26M | 254.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $331,991 | 3.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 15.9K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $300,084 | 3.0K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $410,781 | 4.1K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 13.7K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $493,765 | 4.9K | Q2 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.01% | $383,920 | 3.8K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $337,310 | 3.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $249,094 | 2.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 30.2K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $25,090 | 250 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 14.8K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $11,978 | 119 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $145,522 | 1.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $150,640 | 1.5K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $5,222 | 52 | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $841,000 | 8.4K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $39,728 | 397 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $441,298 | 4.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 61.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 17.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $14,348 | 142 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $388,628 | 3.9K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $220,792 | 2.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 56.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,936 | 99 | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $293,000 | 2.9K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $2,108 | 21 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $111,667 | 1.1K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,835 | 98 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 51.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 32.1K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $2,700 | 27 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 23.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 13.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,104 | 41 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $918,109 | 9.2K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $18,767 | 187 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $595,637 | 5.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $15,355 | 153 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,419 | 54 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $12,645 | 126 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $30,108 | 300 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $16,359 | 163 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $69,977 | 699 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,515 | 35 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,300 | 13 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $80 | 1 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.