# GLOBAL X FDS (CLIP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CLIP/

- Reporting holders: 7
- Reported value: $44.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $23.5M | 234,219 | 2.7% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.4M | 143,165 | 0.1% | 8 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $2.8M | 27,507 | 1.8% | 2 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.4M | 23,703 | 0.4% | 9 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $669.9K | 6,676 | 0.0% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $324.1K | 3,230 | 0.1% | 2 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $106.7K | 1,066 | 0.1% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $44.1M |
| Q2 2026 | 159 | $1.6B |
| Q1 2026 | 145 | $1.6B |
| Q4 2025 | 146 | $1.3B |
| Q3 2025 | 130 | $902.5M |
| Q2 2025 | 124 | $851.5M |
| Q1 2025 | 119 | $796.3M |
| Q4 2024 | 103 | $587.5M |
| Q3 2024 | 84 | $434.0M |
| Q2 2024 | 54 | $224.8M |
| Q1 2024 | 40 | $145.1M |
| Q4 2023 | 30 | $45.3M |