CLIP institutional holders

Global X 1-3 Month T-Bill ETF · 162 reporting institutions · $1.6B reported value

Funds that can replace CLIP · CLIP return decomposition

Institutional holdings

Institutions reporting CLIP, largest first
InstitutionReported positionAdvisors at firmReport period
Global X Japan Co., Ltd.$362.2M02026-06-30
Lpl Financial LLC$191.6M23,4582026-06-30
Sei Investments Co$134.1M02026-06-30
Bleakley Financial Group, LLC$117.4M1242026-06-30
3edge Asset Management, LP$101M152026-06-30
Capital Investment Advisors, LLC$88M592026-06-30
Rhl Group, LLC$38.8M32026-06-30
Peterson Wealth Advisors, LLC$24.8M142026-06-30
Mirae Asset Global Investments Co., Ltd.$23.6M02026-06-30
Accurate Wealth Management, LLC$21.3M492026-06-30
Raymond James Financial Inc$21.2M02026-06-30
Pacific Sage Partners, LLC$16.1M42026-06-30
Guild Investment Management, Inc.$14.1M22026-06-30
Mirae Asset Global Etfs Holdings Ltd.$13.6M02026-06-30
Goldman Sachs Group Inc$13.3M02026-06-30
Farther Finance Advisors, LLC$13.2M3342026-06-30
Chicago Wealth Management, Inc.$13M52026-06-30
Altium Investment Strategies LLC$12.4M02026-06-30
Creativeone Wealth, LLC$12.3M2212026-06-30
Osaic Holdings, Inc.$11.6M02026-06-30
Convergence Financial, LLC$11.5M292026-06-30
Advanced Portfolio Strategies$11.3M92026-06-30
Maridea Wealth Management$11.1M382026-06-30
Alaethes Wealth, LLC$10.8M32026-06-30
Gerber Kawasaki Wealth & Investment Management$10.2M392026-06-30
Woodard & Co Asset Management Group Inc /adv$10.1M52026-06-30
Cetera Investment Advisers$9.7M10,3702026-06-30
Ep Wealth Advisors, LLC$9.5M3382026-06-30
Wealth Enhancement Advisory Services, LLC$9.4M1,0262026-06-30
Curtis Advisory Group, LLC$8.7M32026-06-30
Cerity Partners LLC$8.5M7772026-06-30
Perennial Investment Advisors, LLC$8.5M492026-06-30
Royal Bank of Canada$8M02026-06-30
Financial Network Wealth Advisors LLC$7.5M72026-06-30
Mgo One Seven LLC$7.4M1182026-06-30
Capital Wealth Planning, LLC$7.4M92026-06-30
Denver Wealth Management, Inc.$7.4M122026-06-30
Terril & Company$7.3M52026-06-30
Verus Capital Partners, LLC$6.8M472026-06-30
Truist Financial Corp$6.6M02026-06-30
Envestnet Pmc$6.5M602026-06-30
Bank of America Corp /de$6.1M02026-06-30
Tannin Capital LLC$5.7M22026-06-30
Highline Wealth Partners LLC$5.7M172026-06-30
Sykon Capital LLC$5.6M52026-06-30
Belpointe Asset Management LLC$5.2M1702026-06-30
Inspire Advisors, LLC$4.4M752026-06-30
Nottingham Advisors, Inc.$4.3M82026-06-30
Concurrent Investment Advisors, LLC$4.1M3492026-06-30
49 Wealth Management, LLC$4M1462026-06-30
Alongside, LLC$4M252026-06-30
Commonwealth Equity Services, LLC$3.9M2,8632026-06-30
D.A. Davidson & Co.$3.9M6892026-06-30
Running Point Capital Advisors, LLC$3.7M02025-12-31
Life Planning Partners, Inc$3.7M32026-06-30
Apollon Wealth Management, LLC$3.5M1512026-06-30
Stratos Wealth Partners, Ltd.$3.3M3862026-06-30
Elm3 Financial Group, LLC$2.9M32026-06-30
Kraft, Davis & Associates, LLC$2.9M52026-06-30
Beverly Hills Private Wealth, LLC$2.8M62026-06-30
Plum Street Advisors, LLC$2.2M62026-06-30
Stapp Wealth Management, PLLC$2.2M32026-06-30
Sbi Securities Co., Ltd.$2.2M02026-06-30
Ark Wealth Advisors, LLC$2.1M32026-06-30
Equitable Holdings, Inc.$2M02026-06-30
Advisory Services Network$1.9M2532026-06-30
New York Life Investment Management LLC$1.9M892026-06-30
Castle Rock Wealth Management, LLC$1.9M72026-06-30
Flputnam Investment Management Co$1.8M782026-06-30
Lumbard & Kellner, LLC$1.8M32026-06-30
MML Investors Services, LLC$1.6M5,1202026-06-30
Private Advisor Group, LLC$1.5M9272026-06-30
Precision Wealth Strategies, LLC$1.5M82026-06-30
Ifg Advisory, LLC$1.5M1102026-06-30
Focus Partners Wealth$1.5M1,0482026-06-30
Beacon Pointe Advisors, LLC$1.4M4662026-06-30
Merit Financial Group, LLC$1.4M2952026-06-30
United Advisor Group, LLC$1.3M582026-06-30
Stifel Financial Corp$1.3M02026-06-30
Harbour Investments, Inc.$1.3M2472026-06-30
Clear Creek Financial Management, LLC$1.3M442026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Woodley Farra$1.2M112026-06-30
Integrated Wealth Concepts LLC$1.1M4802026-06-30
Boss. Retirement Advisors, LLC$1.1M462026-06-30
McAlvany Wealth Management LLC$951K22026-06-30
Rothschild Investment LLC$928.1K182026-06-30
5t Wealth, LLC$902.7K42026-06-30
Cantor Fitzgerald Investment Advisors LP$828.8K322026-06-30
Soltis Investment Advisors LLC$707.7K782026-06-30
The Fiduciary Alliance$679.3K492026-06-30
Gateway Wealth Partners, LLC$647.9K1012026-06-30
West Michigan Advisors, LLC$627.9K172026-06-30
Hightower Advisors, LLC$605.7K1,0462026-06-30
Kingsview Wealth Management, LLC$580.8K1152026-06-30
Hamilton Capital, LLC$579.7K602026-06-30
Signaturefd, LLC$542.7K492026-06-30
Jane Street Group, LLC$532.2K02026-06-30
Anchor Bay Capital, Inc.$526.2K62026-06-30
Fortress Private Ledger, LLC$520.8K192026-06-30
Vestgen Advisors, LLC$496.5K582026-06-30
K2 Financial Inc.$482.3K82026-06-30
Genesis Wealth Advisors, LLC$462.1K62026-06-30
Global Retirement Partners LLC$441.1K4912026-06-30
Beaumont Financial Advisors, LLC$438K162026-06-30
Thompson David Blair$430.4K02026-06-30
Balefire, LLC$420.1K372026-06-30
Portland Financial Advisors Inc$390.3K12026-06-30
Avise Financial Cooperative, Inc.$382.9K72026-06-30
Creative Planning$377.6K1,1712026-06-30
UBS Group AG$367.8K02026-06-30
Silver Oak Securities, Incorporated$361.2K1172026-06-30
Kestra Advisory Services, LLC$354.5K1,4792026-06-30
Ashton Thomas Private Wealth, LLC$343.2K962026-06-30
Stewardship Advisors, LLC$340.2K92026-06-30
Pfg Investments, LLC$335K02026-06-30
Principal Securities, Inc.$330.2K1,4632026-06-30
Aureum Wealth Management, LLC$304K32026-06-30
Integrity Alliance, Llc.$302.9K3532026-06-30
Focused Alpha, LLC$302.2K62026-06-30
Newedge Advisors$295.3K6012026-06-30
Mutual Advisors, LLC$283.9K1532026-06-30
Exencial Wealth Advisors, LLC$272.8K02026-03-31
Alphastar Capital Management, LLC$262.7K1572026-06-30
Mjp Associates Inc /adv$221.9K122026-06-30
Advisor Os, LLC$221.9K22026-06-30
&partners$218.7K5552026-06-30
Carlson Financial, Inc.$209.6K42026-06-30
Ifp Advisors, Inc$195.5K3182026-06-30
US Bancorp$180.3K02026-06-30
Geneos Wealth Management, Inc.$145.5K1932026-06-30
Creekmur Asset Management LLC$118K232026-06-30
Center for Financial Planning Inc$112.8K172026-06-30
Byrne Asset Management, LLC$107.3K52026-06-30
Synergy Investment Management, LLC$104.4K192026-06-30
Ameriflex Group, Inc.$94.9K2122026-06-30
Rossby Financial, Lcc$91.4K312026-06-30
Fourth Dimension Wealth, LLC$77.5K92026-06-30
Golden State Wealth Management, LLC$57.8K472026-06-30
Private Trust Co NA$57.3K02026-06-30
Rockefeller Capital Management LP$51.4K3462026-06-30
Wpg Advisers, LLC$45K42026-06-30
Morgan Stanley$40K23,1852026-06-30
Ae Wealth Management LLC$27.3K4712026-06-30
Nfsg Corp$25.1K752026-06-30
Bank of Montreal /can$20.1K02026-06-30
Blair William & Co/il$15.4K3292026-06-30
CIBC Private Wealth Group LLC$12.6K02025-12-31
Darwin Wealth Management, LLC$12.1K122026-06-30
New. Advisory Services, LLC$12.1K152026-06-30
Jpmorgan Chase & Co$11.8K02026-06-30
Centaurus Financial, Inc.$11.6K4312026-06-30
Creative Financial Designs Inc /adv$9.8K02026-06-30
Steward Partners Investment Advisory, LLC$5.4K4812026-06-30
Quaker Wealth Management, LLC$2.1K52026-06-30
Cwm, LLC$1.3K6672026-03-31
Wells Fargo & Company/mn$1.2K02026-06-30
Tidemark, LLC$1K82026-06-30
Stonebridge Financial Group, Llc/ca$37502026-06-30
Janney Montgomery Scott LLC$3291,3422026-06-30
Flow Traders U.S. LLC$32802026-06-30
Hunter Associates LLC$245172026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30