CLIP — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (CLIP)? 7 institutions reported holding $44.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Peterson Wealth Advisors, LLC ($23.5M), Farther Finance Advisors, LLC ($14.4M), Elm3 Financial Group, LLC ($2.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Peterson Wealth Advisors, LLC | $23.5M | 234,219 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $14.4M | 143,165 | Added |
| 3 | Elm3 Financial Group, LLC | $2.8M | 27,507 | Trimmed |
| 4 | Castle Rock Wealth Management, LLC | $2.4M | 23,703 | Added |
| 5 | Hamilton Capital, LLC | $669,870 | 6,676 | Added |
| 6 | Balefire, LLC | $324,098 | 3,230 | Trimmed |
| 7 | Byrne Asset Management LLC | $106,653 | 1,066 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30