DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (CLIP)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
160
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | $362.2M | 3,610,000 | 13.32% | 2q | +195.5%+$239.7M |
| LPL Financial LLC | $191.6M | 1,909,378 | 0.04% | 9q | +5.2%+$9.4M |
| SEI INVESTMENTS CO | $134.1M | 1,336,483 | 0.12% | 8q | +0.8%+$1.1M |
| Bleakley Financial Group, LLC | $117.4M | 1,170,109 | 1.50% | 3q | +9.5%+$10.1M |
| 3EDGE Asset Management, LP | $101.0M | 1,006,225 | 4.50% | 5q | -7.9%-$8.6M |
| Capital Investment Advisors, LLC | $88.0M | 877,262 | 1.16% | 6q | +5.3%+$4.4M |
| RHL GROUP, LLC | $38.8M | 388,275 | 32.30% | 3q | +33.4%+$9.7M |
| Cambridge Investment Research Advisors, Inc. | $30.5M | 303,912 | 0.03% | new | NEW |
| Peterson Wealth Advisors, LLC | $24.8M | 246,852 | 2.93% | 8q | +3.9%+$937.7K |
| Mirae Asset Global Investments Co., Ltd. | $23.6M | 235,450 | 0.03% | 6q | -9.1%-$2.4M |
| Accurate Wealth Management, LLC | $21.3M | 212,895 | 2.03% | 8q | +16.7%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $21.2M | 211,513 | 0.01% | 7q | -16.8%-$4.3M |
| Pacific Sage Partners, LLC | $16.1M | 160,395 | 2.28% | 6q | +16.8%+$2.3M |
| Guild Investment Management, Inc. | $14.1M | 140,100 | 9.60% | 7q | +6.4%+$844.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $13.6M | 135,820 | 0.02% | 9q | +2.9%+$387.3K |
| GOLDMAN SACHS GROUP INC | $13.3M | 132,842 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $13.2M | 131,596 | 0.10% | 7q | +14.5%+$1.7M |
| Chicago Wealth Management, Inc. | $13.0M | 129,887 | 4.62% | new | NEW |
| Spectrum Advisors, Inc. | $12.4M | 123,320 | 8.75% | 2q | -4.0%-$520.4K |
| Altium Investment Strategies LLC | $12.4M | 123,364 | 17.79% | 2q | +92.3%+$5.9M |
| CreativeOne Wealth, LLC | $12.3M | 122,775 | 0.27% | 9q | +13.3%+$1.4M |
| OSAIC HOLDINGS, INC. | $11.6M | 115,745 | 0.01% | 8q | +26.9%+$2.5M |
| CENTAURUS FINANCIAL, INC. | $11.6M | 115,613 | 0.45% | 3q | +309.8%+$8.8M |
| Convergence Financial, LLC | $11.5M | 114,886 | 0.92% | 5q | +122.9%+$6.4M |
| APS Management Group, Inc. | $11.3M | 113,080 | 8.72% | 4q | -4.3%-$505.8K |
| Maridea Wealth Management LLC | $11.1M | 110,539 | 1.20% | 2q | -14.5%-$1.9M |
| Alaethes Wealth, LLC | $10.8M | 107,308 | 3.13% | 9q | +1.4%+$150.7K |
| Gerber Kawasaki Wealth & Investment Management | $10.2M | 101,301 | 0.27% | 9q | -6.9%-$749.4K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $10.1M | 100,926 | 1.46% | 9q | HELD |
| Cetera Investment Advisers | $9.7M | 96,816 | 0.01% | 9q | -64.3%-$17.5M |
| EP Wealth Advisors, LLC | $9.5M | 94,206 | 0.04% | 2q | -2.8%-$273.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.4M | 93,724 | 0.02% | 9q | -14.4%-$1.6M |
| Curtis Advisory Group, LLC | $8.7M | 86,990 | 1.70% | 9q | -16.4%-$1.7M |
| Cerity Partners LLC | $8.5M | 84,866 | 0.01% | 2q | -7.0%-$639.6K |
| Perennial Investment Advisors, LLC | $8.5M | 84,691 | 0.56% | 8q | -5.6%-$500.1K |
| ROYAL BANK OF CANADA | $8.0M | 80,087 | 0.00% | 9q | +40.7%+$2.3M |
| Financial Network Wealth Advisors LLC | $7.5M | 74,694 | 7.61% | 4q | +19.2%+$1.2M |
| MGO ONE SEVEN LLC | $7.4M | 74,199 | 0.12% | 9q | -13.1%-$1.1M |
| Capital Wealth Planning, LLC | $7.4M | 73,914 | 0.04% | new | NEW |
| DENVER WEALTH MANAGEMENT, INC. | $7.4M | 73,573 | 2.11% | 4q | +46.9%+$2.4M |
| Terril Brothers, Inc. | $7.3M | 72,742 | 1.88% | 7q | -1.6%-$121.9K |
| VERUS CAPITAL PARTNERS, LLC | $6.8M | 67,895 | 0.37% | 4q | -49.4%-$6.6M |
| TRUIST FINANCIAL CORP | $6.6M | 65,625 | 0.01% | 9q | -23.9%-$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 64,656 | 0.00% | 9q | +5.5%+$336.0K |
| BANK OF AMERICA CORP /DE/ | $6.1M | 60,297 | 0.00% | 6q | +17.5%+$902.4K |
| Tannin Capital LLC | $5.7M | 57,295 | 3.78% | 2q | -28.8%-$2.3M |
| HIGHLINE WEALTH PARTNERS LLC | $5.7M | 57,284 | 1.17% | 11q | -8.2%-$516.0K |
| SYKON CAPITAL LLC | $5.6M | 55,364 | 1.71% | 7q | +460.0%+$4.6M |
| Belpointe Asset Management LLC | $5.2M | 51,490 | 0.17% | 6q | -7.3%-$406.3K |
| Inspire Advisors, LLC | $4.4M | 43,605 | 0.30% | 8q | +15.4%+$584.0K |
| NOTTINGHAM ADVISORS, INC. | $4.3M | 42,953 | 0.51% | 9q | +22.9%+$803.7K |
| Concurrent Investment Advisors, LLC | $4.1M | 40,760 | 0.03% | 9q | +89.7%+$1.9M |
| 49 WEALTH MANAGEMENT, LLC | $4.0M | 39,917 | 0.76% | 6q | -60.9%-$6.2M |
| ALONGSIDE, LLC | $4.0M | 39,917 | 0.76% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 39,246 | 0.00% | 9q | +30.0%+$907.9K |
| D.A. DAVIDSON & CO. | $3.9M | 38,576 | 0.02% | 8q | -4.3%-$174.8K |
| Life Planning Partners, Inc | $3.7M | 36,541 | 2.73% | 6q | +2.8%+$99.6K |
| Apollon Wealth Management, LLC | $3.5M | 34,600 | 0.04% | new | NEW |
| Stratos Wealth Partners, LTD. | $3.3M | 33,295 | 0.03% | 9q | +3.0%+$98.0K |
| Elm3 Financial Group, LLC | $2.9M | 28,742 | 1.98% | new | NEW |
| Kraft, Davis & Associates, LLC | $2.9M | 28,743 | 0.60% | 2q | -2.0%-$58.5K |
| Beverly Hills Private Wealth, LLC | $2.8M | 28,030 | 0.54% | 9q | -26.7%-$1.0M |
| Plum Street Advisors, LLC | $2.2M | 21,964 | 0.70% | 10q | -1.7%-$38.9K |
| STAPP WEALTH MANAGEMENT, PLLC | $2.2M | 21,787 | 2.86% | 6q | -66.3%-$4.3M |
| SBI Securities Co., Ltd. | $2.2M | 21,561 | 0.05% | 7q | +71.2%+$899.6K |
| Ark Wealth Advisors LLC | $2.1M | 20,556 | 1.83% | 3q | -44.9%-$1.7M |
| Equitable Holdings, Inc. | $2.0M | 19,576 | 0.01% | 2q | -53.2%-$2.2M |
| Advisory Services Network, LLC | $1.9M | 19,092 | 0.02% | 7q | -2.7%-$52.7K |
| New York Life Investment Management LLC | $1.9M | 18,901 | 0.01% | 4q | +88.3%+$889.1K |
| Castle Rock Wealth Management, LLC | $1.9M | 18,838 | 0.37% | 8q | -24.6%-$616.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $1.8M | 18,070 | 0.02% | 9q | -29.4%-$753.8K |
| Lumbard & Kellner, LLC | $1.8M | 18,058 | 0.55% | 7q | -10.3%-$208.7K |
| MML INVESTORS SERVICES, LLC | $1.6M | 15,938 | 0.00% | 7q | +7.7%+$114.4K |
| Private Advisor Group, LLC | $1.5M | 15,415 | 0.01% | 7q | -2.8%-$44.2K |
| Precision Wealth Strategies, LLC | $1.5M | 15,377 | 0.46% | 7q | -28.2%-$605.7K |
| IFG Advisory, LLC | $1.5M | 15,136 | 0.05% | new | NEW |
| Focus Partners Wealth | $1.5M | 14,970 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.4M | 14,393 | 0.01% | 8q | +5.2%+$71.5K |
| Merit Financial Group, LLC | $1.4M | 14,362 | 0.01% | 6q | -0.6%-$8.8K |
| United Advisor Group, LLC | $1.3M | 13,411 | 0.14% | 5q | +21.3%+$236.5K |
| STIFEL FINANCIAL CORP | $1.3M | 13,349 | 0.00% | 8q | -22.2%-$381.7K |
| HARBOUR INVESTMENTS, INC. | $1.3M | 13,343 | 0.02% | 8q | -4.5%-$62.7K |
| Clear Creek Financial Management, LLC | $1.3M | 12,494 | 0.08% | 3q | -28.7%-$503.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 12,336 | 0.00% | 3q | -61.6%-$2.0M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1.2M | 11,813 | 0.06% | 4q | -37.7%-$718.5K |
| B.O.S.S. Retirement Advisors, LLC | $1.1M | 10,996 | 0.30% | 8q | -15.9%-$208.0K |
| Integrated Wealth Concepts LLC | $1.0M | 10,391 | 0.01% | 2q | -28.9%-$423.3K |
| McAlvany Wealth Management LLC | $951.0K | 9,478 | 0.71% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $928.1K | 9,250 | 0.03% | 9q | HELD |
| 5T Wealth, LLC | $902.7K | 8,996 | 0.34% | 3q | +1.3%+$11.8K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $828.8K | 8,260 | 0.06% | 8q | HELD |
| Soltis Investment Advisors LLC | $707.7K | 7,053 | 0.04% | 3q | HELD |
| Fiduciary Alliance LLC | $679.3K | 6,770 | 0.05% | 5q | -75.3%-$2.1M |
| Gateway Wealth Partners, LLC | $647.9K | 6,457 | 0.04% | 8q | -51.7%-$694.9K |
| WEST MICHIGAN ADVISORS, LLC | $627.9K | 6,258 | 0.12% | 6q | +0.9%+$5.7K |
| HighTower Advisors, LLC | $605.7K | 6,036 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $580.8K | 5,788 | 0.01% | 6q | -25.8%-$201.6K |
| Hamilton Capital, LLC | $579.7K | 5,777 | 0.03% | 3q | -43.6%-$447.9K |
| SIGNATUREFD, LLC | $542.7K | 5,409 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $532.2K | 5,304 | 0.00% | 6q | -77.0%-$1.8M |
Showing the largest 100 of 160 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 54 | $489.3M | 4,877,562 | 6 | 19 | 20 | 0.0% |
| Q2 2026 | 160 | $1.6B | 16,158,949 | 25 | 52 | 65 | 0.0% |
| Q1 2026 | 148 | $1.6B | 16,124,921 | 20 | 48 | 56 | 0.0% |
| Q4 2025 | 146 | $1.3B | 13,354,542 | 26 | 59 | 41 | 0.0% |
| Q3 2025 | 130 | $893.7M | 8,901,491 | 22 | 53 | 43 | 0.0% |
| Q2 2025 | 123 | $847.3M | 8,434,764 | 18 | 60 | 35 | 0.0% |
| Q1 2025 | 119 | $790.7M | 7,874,289 | 31 | 55 | 23 | 0.0% |
| Q4 2024 | 103 | $583.8M | 5,831,654 | 23 | 39 | 24 | 0.0% |
| Q3 2024 | 84 | $434.0M | 4,318,907 | 41 | 25 | 13 | 0.0% |
| Q2 2024 | 54 | $224.8M | 2,238,406 | 47 | 0 | 5 | 0.0% |
| Q1 2024 | 41 | $146.7M | 5,819,731 | 18 | 14 | 7 | 0.0% |
| Q4 2023 | 30 | $45.3M | 1,811,667 | 19 | 6 | 2 | 0.0% |
| Q3 2023 | 10 | $13.8M | 550,031 | 8 | 2 | 0 | 0.0% |
| Q2 2023 | 2 | $2.5M | 100,404 | 2 | 0 | 0 | 0.0% |