GLOBAL X FDS

$CLIP
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Institutional coverage

140 13F filers hold $CLIP.

13F holders
140
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$CLIP is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.81%, with an average of 0.40% of portfolio. Largest holder: Plum Street Advisors, LLC at 0.81%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Plum Street Advisors, LLC
0.81% held
α +18.0pts
02
Beverly Hills Private Wealth, LLC
0.64% NEW
α +10.4pts
03
Fiduciary Alliance LLC
0.17% held
α +16.8pts
04
Principal Securities, Inc.
0.00% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 140 · Source: 13F-HR
01
WealthTrust Axiom LLC
2.41% of portfolio
3,000,000 sh
02
Taconic Capital Advisors LP
0.05% of portfolio
1,815,256 sh
03
Gladwyn Financial Advisors, Inc.
0.12% of portfolio
1,325,761 sh
04
Nutshell Asset Management Ltd
6.30% of portfolio
1,221,614 sh
05
Wind River Trust Co
5.30% of portfolio
1,092,311 sh
06
Capstone Wealth Management Group, LLC
1.68% of portfolio
1,069,071 sh
07
Teewinot Capital Advisers, L.L.C.
1.24% of portfolio
833,341 sh
08
DHK Financial Advisors, Inc.
2.17% of portfolio
274,558 sh
09
FengHe Fund Management Pte. Ltd.
0.03% of portfolio
271,222 sh
10
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
270,587 sh
See all 140 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CLIP in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CLIP in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:44 UTC.