GLOBAL X 1-3 MONTH T-BILL (CLIP) Institutional Shareholders

GLOBAL X 1-3 MONTH T-BILL (CLIP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.52B in CLIP holdings during the latest filing period.

Global X Japan Co., Ltd. is currently the largest disclosed institutional shareholder of CLIP tracked by InsiderSet, reporting ownership valued at approximately $362.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $362.41M, representing an estimated gain of +0.05% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed CLIP value among the investors covered in this analysis. Major shareholders include Global X Japan Co., Ltd., Lpl Financial Llc, Sei Investments Co, and several other long-term asset managers with concentrated positions in GLOBAL X 1-3 MONTH T-BILL (CLIP).

This page ranks the largest institutional CLIP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

144

Total Reported Value

$1.52B

Largest Holder

Global X Japan Co., Ltd.

Largest Position

$362.23M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

145

Funds Exiting Positions

1

Page 1 of 3
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Global X Japan Co., Ltd.13.32%3,610,000$362,227,400$362,407,900+$180,500+0.05%
Lpl Financial Llc0.05%1,815,256$182,179,119$182,233,550+$54,431+0.03%
Sei Investments Co0.12%1,325,761$133,053,580$133,093,147+$39,567+0.03%
Bleakley Financial Group, Llc1.68%1,069,071$107,291,977$107,324,038+$32,061+0.03%
3Edge Asset Management, Lp4.50%1,006,225$100,964,617$101,014,928+$50,311+0.05%
Capital Investment Advisors, Llc1.34%833,341$83,634,068$83,659,103+$25,035+0.03%
Rhl Group, Llc24.95%291,146$29,219,374$29,228,147+$8,773+0.03%
Cetera Investment Advisers0.03%271,222$27,219,833$27,227,977+$8,144+0.03%
Raymond James Financial Inc0.01%254,114$25,502,881$25,510,504+$7,623+0.03%
Peterson Wealth Advisors, Llc3.17%237,507$23,836,200$23,843,328+$7,128+0.03%
Mirae Asset Global Investments Co., Ltd.0.05%235,450$23,625,053$23,636,826+$11,773+0.05%
Accurate Wealth Management, Llc2.03%212,895$21,323,465$21,372,529+$49,064+0.23%
Wcg Wealth Advisors Llc0.41%145,651$14,617,511$14,621,904+$4,393+0.03%
Guild Investment Management, Inc.9.60%140,100$14,057,634$14,064,639+$7,005+0.05%
Pacific Sage Partners, Llc2.17%137,279$13,777,320$13,781,439+$4,119+0.03%
Mirae Asset Global Etfs Holdings Ltd.0.02%131,960$13,243,506$13,247,464+$3,958+0.03%
Farther Finance Advisors, Llc0.10%131,596$13,204,315$13,210,922+$6,607+0.05%
Maridea Wealth Management Llc1.89%129,343$12,980,890$12,984,744+$3,854+0.03%
Altium Investment Strategies Llc17.79%123,364$12,356,090$12,384,512+$28,422+0.23%
Aps Management Group, Inc.8.72%113,080$11,346,419$11,352,101+$5,682+0.05%
Creativeone Wealth, Llc0.25%108,371$10,876,089$10,879,365+$3,276+0.03%
Gerber Kawasaki Wealth & Investment Management0.35%108,770$10,875,790$10,919,420+$43,630+0.40%
Alaethes Wealth, Llc3.06%105,806$10,618,690$10,621,864+$3,174+0.03%
49 Wealth Management, Llc0.77%102,092$10,245,968$10,249,016+$3,048+0.03%
Woodard & Co Asset Management Group Inc1.46%100,926$10,126,897$10,131,961+$5,064+0.05%
Ep Wealth Advisors, Llc0.05%96,931$9,727,983$9,730,903+$2,920+0.03%
Wealth Enhancement Advisory Services, Llc0.02%93,724$9,387,360$9,408,952+$21,592+0.23%
Cerity Partners Llc0.01%91,240$9,156,723$9,159,584+$2,861+0.03%
Osaic Holdings, Inc.0.01%91,211$9,154,908$9,156,672+$1,764+0.02%
Perennial Investment Advisors, Llc0.72%89,675$8,999,819$9,002,473+$2,654+0.03%
Curtis Advisory Group, Llc1.70%86,990$8,728,577$8,732,926+$4,349+0.05%
Tannin Capital Llc5.86%80,425$8,071,453$8,073,866+$2,413+0.03%
Financial Network Wealth Advisors Llc7.61%74,694$7,494,783$7,498,531+$3,748+0.05%
Mgo One Seven Llc0.12%74,199$7,445,109$7,448,838+$3,729+0.05%
Terril Brothers, Inc.1.88%72,742$7,298,932$7,302,569+$3,637+0.05%
Truist Financial Corp0.01%65,625$6,584,772$6,588,094+$3,322+0.05%
Envestnet Asset Management Inc0.00%64,656$6,487,541$6,490,816+$3,275+0.05%
Highline Wealth Partners Llc1.17%57,284$5,747,882$5,750,741+$2,859+0.05%
Royal Bank Of Canada0.00%56,932$5,713,000$5,715,403+$2,403+0.04%
Convergence Financial, Llc0.71%51,539$5,172,307$5,174,000+$1,693+0.03%
Belpointe Asset Management Llc0.17%51,490$5,166,600$5,169,081+$2,481+0.05%
Bank Of America Corp0.00%51,304$5,148,894$5,150,409+$1,515+0.03%
Denver Wealth Management, Inc.1.73%50,091$5,027,090$5,028,635+$1,545+0.03%
Nottingham Advisors, Inc.0.51%42,953$4,306,007$4,312,052+$6,045+0.14%
Equitable Holdings, Inc.0.03%41,854$4,190,004$4,201,723+$11,719+0.28%
Concurrent Investment Advisors, Llc0.03%40,760$4,089,890$4,091,896+$2,006+0.05%
Commonwealth Equity Services, Llc0.00%39,246$3,937,980$3,939,906+$1,926+0.05%
D.A. Davidson & Co.0.02%38,576$3,870,716$3,872,645+$1,929+0.05%
Beverly Hills Private Wealth, Llc0.64%38,234$3,837,161$3,838,311+$1,150+0.03%
Inspire Advisors, Llc0.31%37,785$3,792,082$3,793,236+$1,154+0.03%

Frequently asked questions about CLIP

  • Who owns the most CLIP stock?

    The largest holders of CLIP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X 1-3 MONTH T-BILL (CLIP).

  • Is CLIP widely held by superinvestors?

    Many widely followed stocks like CLIP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLIP is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.