CLIP Institutional Ownership & Shareholders
GLOBAL X 1-3 MONTH T-BILL (CLIP) is currently held by 154 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CLIP tracked by InsiderSet, reporting ownership valued at approximately $191.59M 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 $191.68M, representing an estimated gain of +0.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed CLIP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Global X Japan Co., Ltd., 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
154
Total Reported Value
$1.32B
Largest Holder
Lpl Financial Llc
Largest Position
$191.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 1,909,378 | $191,587,005 | $191,682,457 | +$95,452 | +0.05% | |
| Global X Japan Co., Ltd. | 6.84% | 1,674,948 | $168,064,282 | $168,148,030 | +$83,748 | +0.05% | |
| Sei Investments Co | 0.12% | 1,336,483 | $134,103,130 | $134,169,528 | +$66,398 | +0.05% | |
| Bleakley Financial Group, Llc | 1.50% | 1,170,109 | $117,408,734 | $117,467,243 | +$58,509 | +0.05% | |
| Capital Investment Advisors, Llc | 1.18% | 890,361 | $89,338,798 | $89,383,341 | +$44,543 | +0.05% | |
| Rhl Group, Llc | 32.30% | 388,275 | $38,827,500 | $38,978,927 | +$151,427 | +0.39% | |
| 3Edge Asset Management, Lp | 1.48% | 347,443 | $34,862,431 | $34,879,803 | +$17,372 | +0.05% | |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | 334,000 | $33,513,560 | $33,530,260 | +$16,700 | +0.05% | |
| Peterson Wealth Advisors, Llc | 2.73% | 234,219 | $23,501,490 | $23,513,245 | +$11,755 | +0.05% | |
| Raymond James Financial Inc | 0.01% | 211,513 | $21,223,214 | $21,233,790 | +$10,576 | +0.05% | |
| Pacific Sage Partners, Llc | 2.41% | 177,671 | $17,827,546 | $17,836,392 | +$8,846 | +0.05% | |
| Accurate Wealth Management, Llc | 1.31% | 151,892 | $15,216,584 | $15,248,438 | +$31,854 | +0.21% | |
| Farther Finance Advisors, Llc | 0.10% | 143,165 | $14,365,217 | $14,372,334 | +$7,117 | +0.05% | |
| Guild Investment Management, Inc. | 9.60% | 140,100 | $14,057,634 | $14,064,639 | +$7,005 | +0.05% | |
| Highline Wealth Partners Llc | 2.60% | 136,539 | $13,700,299 | $13,707,150 | +$6,851 | +0.05% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.02% | 135,820 | $13,628,179 | $13,634,970 | +$6,791 | +0.05% | |
| Goldman Sachs Group Inc | 0.00% | 132,842 | $13,329,366 | $13,336,008 | +$6,642 | +0.05% | |
| Chicago Wealth Management, Inc. | 4.62% | 129,887 | $13,032,862 | $13,039,356 | +$6,494 | +0.05% | |
| Creativeone Wealth, Llc | 0.27% | 122,775 | $12,319,241 | $12,325,382 | +$6,141 | +0.05% | |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | 118,605 | $11,900,905 | $11,906,756 | +$5,851 | +0.05% | |
| Aps Management Group, Inc. | 8.39% | 116,342 | $11,673,751 | $11,679,573 | +$5,822 | +0.05% | |
| Osaic Holdings, Inc. | 0.01% | 115,745 | $11,614,711 | $11,619,641 | +$4,930 | +0.04% | |
| Centaurus Financial, Inc. | 0.45% | 115,613 | $11,601,000 | $11,606,389 | +$5,389 | +0.05% | |
| Maridea Wealth Management Llc | 1.21% | 110,539 | $11,091,488 | $11,097,010 | +$5,522 | +0.05% | |
| Alaethes Wealth, Llc | 3.14% | 107,308 | $10,767,285 | $10,772,650 | +$5,365 | +0.05% | |
| Woodard & Co Asset Management Group Inc | 1.46% | 100,926 | $10,126,897 | $10,131,961 | +$5,064 | +0.05% | |
| Cetera Investment Advisers | 0.01% | 96,816 | $9,714,479 | $9,719,358 | +$4,879 | +0.05% | |
| Ep Wealth Advisors, Llc | 0.04% | 94,206 | $9,452,606 | $9,457,340 | +$4,734 | +0.05% | |
| Altium Investment Strategies Llc | 10.59% | 92,450 | $9,261,645 | $9,281,056 | +$19,411 | +0.21% | |
| Cerity Partners Llc | 0.01% | 84,866 | $8,515,857 | $8,519,698 | +$3,841 | +0.05% | |
| Perennial Investment Advisors, Llc | 0.57% | 84,691 | $8,497,834 | $8,502,129 | +$4,295 | +0.05% | |
| Curtis Advisory Group, Llc | 1.55% | 82,878 | $8,315,979 | $8,320,122 | +$4,143 | +0.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 82,291 | $8,238,993 | $8,261,193 | +$22,200 | +0.27% | |
| Royal Bank Of Canada | 0.00% | 80,087 | $8,036,000 | $8,039,934 | +$3,934 | +0.05% | |
| Capital Wealth Planning, Llc | 0.04% | 73,914 | $7,416,531 | $7,420,226 | +$3,695 | +0.05% | |
| Denver Wealth Management, Inc. | 2.11% | 73,573 | $7,382,311 | $7,385,993 | +$3,682 | +0.05% | |
| Terril Brothers, Inc. | 1.88% | 72,742 | $7,298,932 | $7,302,569 | +$3,637 | +0.05% | |
| Verus Capital Partners, Llc | 0.37% | 67,895 | $6,812,585 | $6,815,979 | +$3,394 | +0.05% | |
| Envestnet Asset Management Inc | 0.00% | 64,656 | $6,487,541 | $6,490,816 | +$3,275 | +0.05% | |
| Apollon Wealth Management, Llc | 0.07% | 64,390 | $6,460,878 | $6,464,112 | +$3,234 | +0.05% | |
| Mgo One Seven Llc | 0.11% | 64,104 | $6,432,157 | $6,435,401 | +$3,244 | +0.05% | |
| Convergence Financial, Llc | 0.89% | 63,041 | $6,325,567 | $6,328,686 | +$3,119 | +0.05% | |
| Financial Network Wealth Advisors Llc | 6.22% | 62,812 | $6,302,564 | $6,305,697 | +$3,133 | +0.05% | |
| Bank Of America Corp | 0.00% | 60,297 | $6,050,226 | $6,053,216 | +$2,990 | +0.05% | |
| Truist Financial Corp | 0.01% | 59,796 | $5,999,940 | $6,002,920 | +$2,980 | +0.05% | |
| Tannin Capital Llc | 3.78% | 57,295 | $5,748,980 | $5,751,845 | +$2,865 | +0.05% | |
| Sykon Capital Llc | 1.71% | 55,364 | $5,555,188 | $5,557,992 | +$2,804 | +0.05% | |
| Belpointe Asset Management Llc | 0.17% | 51,490 | $5,166,600 | $5,169,081 | +$2,481 | +0.05% | |
| Inspire Advisors, Llc | 0.30% | 43,605 | $4,375,316 | $4,377,506 | +$2,190 | +0.05% | |
| D.A. Davidson & Co. | 0.02% | 43,488 | $4,363,586 | $4,365,760 | +$2,174 | +0.05% |
Frequently asked questions about CLIP
Who are the largest institutional holders of CLIP?
The largest institutional holders of CLIP reported in the latest SEC Form 13F filings include Lpl Financial Llc, Global X Japan Co., Ltd., Sei Investments Co, Bleakley Financial Group, Llc, and Capital Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported CLIP position.
What is CLIP institutional ownership?
This page tracks CLIP positions reported by institutional investment managers through SEC Form 13F. GLOBAL X 1-3 MONTH T-BILL (CLIP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLIP?
InsiderSet currently tracks 154 institutional managers reporting CLIP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLIP shareholders.
How much CLIP stock do institutions own?
Institutional investment managers disclosed approximately $1.32B in CLIP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLIP institutional ownership last updated?
The latest CLIP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CLIP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLIP position after the reporting date.
Are institutions buying or selling CLIP?
Institutional buying and selling can be analyzed by comparing CLIP positions across consecutive 13F reporting periods. InsiderSet's CLIP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLIP ownership changes.
How has CLIP institutional ownership changed over time?
InsiderSet tracks CLIP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.