$100.08

+0.03 (+0.03%)

Weekly Expected Move ±0.2%

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ETF AMEX · AUM $1.7B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — CLIP

173

Institutional Holders

+6 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (193 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Global X Japan Co., Ltd.	3,610,000	$361M	+2,388,386	+195.5%	2Q	SEC ↗
2	LPL Financial LLC	1,909,378	$191M	+94,122	+5.2%	9Q	SEC ↗
3	SEI INVESTMENTS CO	1,336,483	$134M	+10,722	+0.8%	8Q	SEC ↗
4	Bleakley Financial Group, LLC	1,170,109	$117M	+101,038	+9.5%	3Q	SEC ↗
5	3EDGE Asset Management, LP	1,006,225	$101M	-86,086	-7.9%	5Q	SEC ↗
6	Capital Investment Advisors, LLC	877,262	$88M	+43,921	+5.3%	6Q	SEC ↗
7	RHL GROUP, LLC	388,275	$39M	+97,129	+33.4%	3Q	SEC ↗
8	Peterson Wealth Advisors, LLC	246,852	$25M	+9,345	+3.9%	8Q	SEC ↗
9	Mirae Asset Global Investments Co., Lt	235,450	$24M	-23,550	-9.1%	6Q	SEC ↗
10	Accurate Wealth Management, LLC	212,895	$21M	+30,512	+16.7%	8Q	SEC ↗
11	RAYMOND JAMES FINANCIAL INC	211,513	$21M	-42,601	-16.8%	7Q	SEC ↗
12	Pacific Sage Partners, LLC	160,395	$16M	+23,116	+16.8%	6Q	SEC ↗
13	Cambridge Investment Research Advisors NEW	151,956	$15M	—	+0.0%	1Q	SEC ↗
14	Guild Investment Management, Inc.	140,100	$14M	+8,415	+6.4%	7Q	SEC ↗
15	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	135,820	$14M	+3,860	+2.9%	9Q	SEC ↗
16	GOLDMAN SACHS GROUP INC NEW	132,842	$13M	—	+0.0%	1Q	SEC ↗
17	Farther Finance Advisors, LLC	131,596	$13M	+16,665	+14.5%	7Q	SEC ↗
18	Chicago Wealth Management, Inc. NEW	129,887	$13M	—	+0.0%	1Q	SEC ↗
19	Spectrum Advisors, Inc. NEW	128,506	$13M	—	+0.0%	1Q	SEC ↗
20	Altium Investment Strategies LLC	123,364	$12M	+59,228	+92.3%	2Q	SEC ↗
21	CreativeOne Wealth, LLC	122,775	$12M	+14,404	+13.3%	9Q	SEC ↗
22	OSAIC HOLDINGS, INC.	115,745	$12M	+24,534	+26.9%	8Q	SEC ↗
23	CENTAURUS FINANCIAL, INC.	115,613	$12M	+87,398	+309.8%	3Q	SEC ↗
24	Convergence Financial, LLC	114,886	$11M	+63,347	+122.9%	5Q	SEC ↗
25	APS Management Group, Inc.	113,080	$11M	-5,041	-4.3%	4Q	SEC ↗
26	Maridea Wealth Management LLC	110,539	$11M	-18,804	-14.5%	2Q	SEC ↗
27	Alaethes Wealth, LLC	107,308	$11M	+1,502	+1.4%	9Q	SEC ↗
28	Gerber Kawasaki Wealth & Investment Ma	101,301	$10M	-7,469	-6.9%	9Q	SEC ↗
29	WOODARD & CO ASSET MANAGEMENT GROUP IN	100,926	$10M	+158	+0.2%	9Q	SEC ↗
30	Cetera Investment Advisers	96,816	$10M	-174,406	-64.3%	9Q	SEC ↗
31	EP Wealth Advisors, LLC	94,206	$9M	-2,725	-2.8%	2Q	SEC ↗
32	WEALTH ENHANCEMENT ADVISORY SERVICES,	93,724	$9M	-15,777	-14.4%	9Q	SEC ↗
33	Curtis Advisory Group, LLC	86,990	$9M	-17,052	-16.4%	9Q	SEC ↗
34	Cerity Partners LLC	84,866	$8M	-6,374	-7.0%	2Q	SEC ↗
35	Perennial Investment Advisors, LLC	84,691	$8M	-4,984	-5.6%	8Q	SEC ↗
36	ROYAL BANK OF CANADA	80,087	$8M	+23,155	+40.7%	9Q	SEC ↗
37	Financial Network Wealth Advisors LLC	74,694	$7M	+12,049	+19.2%	4Q	SEC ↗
38	MGO ONE SEVEN LLC	74,199	$7M	-11,154	-13.1%	9Q	SEC ↗
39	Capital Wealth Planning, LLC NEW	73,914	$7M	—	+0.0%	1Q	SEC ↗
40	DENVER WEALTH MANAGEMENT, INC.	73,573	$7M	+23,482	+46.9%	4Q	SEC ↗
41	Terril Brothers, Inc.	72,742	$7M	-1,215	-1.6%	7Q	SEC ↗
42	VERUS CAPITAL PARTNERS, LLC	67,895	$7M	-66,250	-49.4%	7Q	SEC ↗
43	TRUIST FINANCIAL CORP	65,625	$7M	-20,596	-23.9%	9Q	SEC ↗
44	ENVESTNET ASSET MANAGEMENT INC	64,656	$6M	+3,349	+5.5%	9Q	SEC ↗
45	BANK OF AMERICA CORP /DE	60,297	$6M	+8,993	+17.5%	6Q	SEC ↗
46	Tannin Capital LLC	57,295	$6M	-23,130	-28.8%	2Q	SEC ↗
47	HIGHLINE WEALTH PARTNERS LLC	57,284	$6M	-5,143	-8.2%	11Q	SEC ↗
48	SYKON CAPITAL LLC	55,364	$6M	+45,477	+460.0%	7Q	SEC ↗
49	Belpointe Asset Management LLC	51,490	$5M	-4,049	-7.3%	6Q	SEC ↗
50	Inspire Advisors, LLC	43,605	$4M	+5,820	+15.4%	8Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Cambridge Investment Research Advis	151,956	$15M
GOLDMAN SACHS GROUP INC	132,842	$13M
Chicago Wealth Management, Inc.	129,887	$13M
Spectrum Advisors, Inc.	128,506	$13M
Capital Wealth Planning, LLC	73,914	$7M
ALONGSIDE, LLC	39,917	$4M
Apollon Wealth Management, LLC	34,600	$3M
Elm3 Financial Group, LLC	28,742	$3M
IFG Advisory, LLC	15,136	$2M
Focus Partners Wealth	14,970	$1M
HighTower Advisors, LLC	6,036	$604K
SIGNATUREFD, LLC	5,409	$541K
Anchor Bay Capital, Inc.	5,254	$526K
Genesis Wealth Advisors, LLC	4,605	$461K
Global Retirement Partners, LLC	4,396	$440K
Balefire, LLC	4,187	$419K
Creative Planning	3,763	$377K
Stonebridge Financial Group, LLC/CA	3,742	$374K
FLOW TRADERS U.S. LLC	3,270	$327K
INTEGRITY ALLIANCE, LLC.	3,018	$302K

Sold Out (20)

Holder	Prev Shares	Prev Value
Harel Insurance Investments & Finan	3,000,000	$300M
WCG Wealth Advisors LLC	145,651	$15M
Orion Porfolio Solutions, LLC	66,437	$7M
FSA Advisors, Inc.	45,688	$5M
CITADEL ADVISORS LLC	13,834	$1M
Castleview Partners, LLC	10,921	$1M
HRT FINANCIAL LP	8,402	$841K
PFG Advisors	6,279	$628K
GTS SECURITIES LLC	6,113	$612K
Tower Research Capital LLC (TRC)	5,901	$591K
Resurgent Financial Advisors LLC	5,529	$553K
Kovack Advisors, Inc.	5,340	$534K
Cloud Capital Management, LLC	5,234	$524K
Ameritas Advisory Services, LLC	4,263	$427K
Weaver Consulting Group	3,071	$307K
Stratos Wealth Advisors, LLC	3,058	$306K
GENTRY PRIVATE WEALTH, LLC	3,050	$305K
Chicago Partners Investment Group L	2,991	$299K
Stillwater Private Wealth, LLC	2,528	$253K
GoalVest Advisory LLC	2,500	$250K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Global X Japan Co., Ltd.	+2,388,386	+195.5%	3,610,000
Bleakley Financial Group, LLC	+101,038	+9.5%	1,170,109
RHL GROUP, LLC	+97,129	+33.4%	388,275
LPL Financial LLC	+94,122	+5.2%	1,909,378
CENTAURUS FINANCIAL, INC.	+87,398	+309.8%	115,613
Convergence Financial, LLC	+63,347	+122.9%	114,886
Altium Investment Strategies LLC	+59,228	+92.3%	123,364
SYKON CAPITAL LLC	+45,477	+460.0%	55,364
Capital Investment Advisors, LLC	+43,921	+5.3%	877,262
Accurate Wealth Management, LLC	+30,512	+16.7%	212,895
OSAIC HOLDINGS, INC.	+24,534	+26.9%	115,745
DENVER WEALTH MANAGEMENT, INC.	+23,482	+46.9%	73,573
ROYAL BANK OF CANADA	+23,155	+40.7%	80,087
Pacific Sage Partners, LLC	+23,116	+16.8%	160,395
Concurrent Investment Advisors, LLC	+19,279	+89.7%	40,760
Farther Finance Advisors, LLC	+16,665	+14.5%	131,596
CreativeOne Wealth, LLC	+14,404	+13.3%	122,775
Financial Network Wealth Advisors L	+12,049	+19.2%	74,694
SEI INVESTMENTS CO	+10,722	+0.8%	1,336,483
Peterson Wealth Advisors, LLC	+9,345	+3.9%	246,852

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Cetera Investment Advisers	-174,406	-64.3%	96,816
3EDGE Asset Management, LP	-86,086	-7.9%	1,006,225
VERUS CAPITAL PARTNERS, LLC	-66,250	-49.4%	67,895
49 WEALTH MANAGEMENT, LLC	-62,175	-60.9%	39,917
STAPP WEALTH MANAGEMENT, PLLC	-42,914	-66.3%	21,787
RAYMOND JAMES FINANCIAL INC	-42,601	-16.8%	211,513
Thompson David Blair	-33,575	-88.7%	4,289
Mirae Asset Global Investments Co.,	-23,550	-9.1%	235,450
Tannin Capital LLC	-23,130	-28.8%	57,295
Equitable Holdings, Inc.	-22,278	-53.2%	19,576
Fiduciary Alliance LLC	-20,663	-75.3%	6,770
TRUIST FINANCIAL CORP	-20,596	-23.9%	65,625
SUSQUEHANNA INTERNATIONAL GROUP, LL	-19,799	-61.6%	12,336
Maridea Wealth Management LLC	-18,804	-14.5%	110,539
JANE STREET GROUP, LLC	-17,775	-77.0%	5,304
Curtis Advisory Group, LLC	-17,052	-16.4%	86,990
Ark Wealth Advisors LLC	-16,770	-44.9%	20,556
WEALTH ENHANCEMENT ADVISORY SERVICE	-15,777	-14.4%	93,724
MGO ONE SEVEN LLC	-11,154	-13.1%	74,199
Beverly Hills Private Wealth, LLC	-10,204	-26.7%	28,030

CLIP Institutional Ownership

Institutional Ownership — CLIP

Ownership Trends

Top Institutional Holders (193 total)

Recent Activity

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