Who owns CLIP
Which tracked institutional funds hold CLIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLIP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
38 tracked funds added or opened CLIP while 45 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CLIP’s largest tracked holder by dollar value, Global X Japan Co., Ltd., sizes it at 13.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 13.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CLIP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 152 tracked filers holding CLIP, 77 increased or opened the position and 84 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CLIP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- GOLDMAN SACHS GROUP INC$13M
- Chicago Wealth Management, Inc.$13M
- Capital Wealth Planning, LLC$7M
- ALONGSIDE, LLC$4M
- Apollon Wealth Management, LLC$3M
- Elm3 Financial Group, LLC$3M
Full exits 8
- Harel Insurance Investments & Financial Services Ltd.$301M
- WCG Wealth Advisors LLC$15M
- CENTAURUS FINANCIAL, INC.$3M
- CITADEL ADVISORS LLC$1M
- Kovack Advisors, Inc.$636K
- PFG Advisors$630K
Largest adds
- Global X Japan Co., Ltd.$240M
- Bleakley Financial Group, LLC$10M
- RHL GROUP, LLC$10M
- LPL Financial LLC$9M
- Convergence Financial, LLC$6M
- Altium Investment Strategies LLC$6M
Largest trims
- Cetera Investment Advisers$18M
- 3EDGE Asset Management, LP$9M
- VERUS CAPITAL PARTNERS, LLC$7M
- 49 WEALTH MANAGEMENT, LLC$6M
- STAPP WEALTH MANAGEMENT, PLLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Global X Japan Co., Ltd. added | 3,610,000 | $362M | 18.4% | 2026-Q2 |
| LPL Financial LLC added | 1,909,378 | $192M | 9.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,336,483 | $134M | 6.8% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 1,170,109 | $117M | 6.0% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 1,006,225 | $101M | 5.1% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 877,262 | $88M | 4.5% | 2026-Q2 |
| RHL GROUP, LLC added | 388,275 | $39M | 2.0% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 246,852 | $25M | 1.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 235,450 | $24M | 1.2% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 212,895 | $21M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 211,513 | $21M | 1.1% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 160,395 | $16M | 0.8% | 2026-Q2 |
| Guild Investment Management, Inc. added | 140,100 | $14M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 135,820 | $14M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 132,842 | $13M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 131,596 | $13M | 0.7% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 129,887 | $13M | 0.7% | 2026-Q2 |
| Altium Investment Strategies LLC added | 123,364 | $12M | 0.6% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 122,775 | $12M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 115,745 | $12M | 0.6% | 2026-Q2 |
| Convergence Financial, LLC added | 114,886 | $12M | 0.6% | 2026-Q2 |
| APS Management Group, Inc. trimmed | 113,080 | $11M | 0.6% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 110,539 | $11M | 0.6% | 2026-Q2 |
| Alaethes Wealth, LLC added | 107,308 | $11M | 0.5% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 101,301 | $10M | 0.5% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 100,926 | $10M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 96,816 | $10M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 94,206 | $9M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 93,724 | $9M | 0.5% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 86,990 | $9M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 84,866 | $9M | 0.4% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 84,691 | $8M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 80,087 | $8M | 0.4% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 74,694 | $7M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 74,199 | $7M | 0.4% | 2026-Q2 |
| Capital Wealth Planning, LLC new | 73,914 | $7M | 0.4% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. added | 73,573 | $7M | 0.4% | 2026-Q2 |
| Terril Brothers, Inc. trimmed | 72,742 | $7M | 0.4% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 67,895 | $7M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 65,625 | $7M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,656 | $6M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 60,297 | $6M | 0.3% | 2026-Q2 |
| Tannin Capital LLC trimmed | 57,295 | $6M | 0.3% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC trimmed | 57,284 | $6M | 0.3% | 2026-Q2 |
| SYKON CAPITAL LLC added | 55,364 | $6M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 51,490 | $5M | 0.3% | 2026-Q2 |
| Inspire Advisors, LLC added | 43,605 | $4M | 0.2% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 42,953 | $4M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 40,760 | $4M | 0.2% | 2026-Q2 |
| ALONGSIDE, LLC new | 39,917 | $4M | 0.2% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC trimmed | 39,917 | $4M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,246 | $4M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 38,576 | $4M | 0.2% | 2026-Q2 |
| Life Planning Partners, Inc added | 36,541 | $4M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 34,600 | $3M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 33,295 | $3M | 0.2% | 2026-Q2 |
| Elm3 Financial Group, LLC new | 28,742 | $3M | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 28,743 | $3M | 0.1% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 28,030 | $3M | 0.1% | 2026-Q2 |
| Plum Street Advisors, LLC trimmed | 21,964 | $2M | 0.1% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC trimmed | 21,787 | $2M | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 21,561 | $2M | 0.1% | 2026-Q2 |
| Ark Wealth Advisors LLC trimmed | 20,556 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 19,576 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 19,092 | $2M | 0.1% | 2026-Q2 |
| New York Life Investment Management LLC added | 18,901 | $2M | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 18,838 | $2M | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 18,070 | $2M | 0.1% | 2026-Q2 |
| Lumbard & Kellner, LLC trimmed | 18,058 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,938 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 15,415 | $2M | 0.1% | 2026-Q2 |
| Precision Wealth Strategies, LLC trimmed | 15,377 | $2M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 15,136 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 14,970 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 14,393 | $1M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 14,362 | $1M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 13,411 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,349 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 13,343 | $1M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 12,494 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,336 | $1M | 0.1% | 2026-Q2 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC trimmed | 11,813 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 11,391 | $1M | 0.1% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 10,996 | $1M | 0.1% | 2026-Q2 |
| Harel Insurance Investments & Financial Services Ltd. | 3,000,000 | $301M | 15.3% | 2026-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 350,300 | $35M | 1.8% | 2025-Q1 stale |
| Pasadena Private Wealth, LLC trimmed | 210,218 | $21M | 1.1% | 2025-Q3 stale |
| WCG Wealth Advisors LLC added | 145,651 | $15M | 0.7% | 2026-Q1 stale |
| Orion Portfolio Solutions, LLC added | 110,155 | $11M | 0.6% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC added | 66,437 | $7M | 0.3% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 59,724 | $6M | 0.3% | 2025-Q2 stale |
| SOL Capital Management CO added | 56,288 | $6M | 0.3% | 2025-Q4 stale |
| Running Point Capital Advisors, LLC added | 36,693 | $4M | 0.2% | 2025-Q4 stale |
| WEALTH ALLIANCE, LLC new | 29,601 | $3M | 0.2% | 2025-Q2 stale |
| CENTAURUS FINANCIAL, INC. added | 28,215 | $3M | 0.1% | 2026-Q1 stale |
| FLOW TRADERS U.S. LLC added | 23,120 | $2M | 0.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC new | 19,696 | $2M | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,306 | $2M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 15,047 | $2M | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 13,834 | $1M | 0.1% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.