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Funds Holding CLIP

On this page, we present all of the funds holding CLIP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CLIP, with a link to that fund's top holdings. The next columns indicate the amount of CLIP stock held by each of the funds holding CLIP, followed by the CLIP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding CLIP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Mirae Asset Global Investments Co. Ltd.. For more details on the positions held by Mirae Asset Global Investments Co. Ltd. (or by any of the other funds holding CLIP), click the fund name in the "Holder" column of the funds-holding-CLIP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Mirae Asset Global Investments Co. Ltd.459,158$11,488 12/31/2023
     CLIP459,158$11,488 12/31/2023
Wealth Enhancement Advisory Services LLC278,042$6,984 03/31/2024
     CLIP278,042$6,984 03/31/2024
Alaethes Wealth LLC158,658$3,970 12/31/2023
     CLIP158,658$3,970 12/31/2023
Change Path LLC74,739$1,870 12/31/2023
     CLIP74,739$1,870 12/31/2023
Centaurus Financial Inc.74,268$1,858 12/31/2023
     CLIP74,268$1,858 12/31/2023
Truist Financial Corp74,204$1,857 12/31/2023
     CLIP74,204$1,857 12/31/2023
Prosperity Wealth Management Inc.66,596$1,666 12/31/2023
     CLIP66,596$1,666 12/31/2023
San Luis Wealth Advisors LLC60,550$1,521 03/31/2024
     CLIP60,550$1,521 03/31/2024
Jane Street Group LLC55,505$1,389 12/31/2023
     CLIP55,505$1,389 12/31/2023
LPL Financial LLC52,832$1,322 12/31/2023
     CLIP52,832$1,322 12/31/2023
Envestnet Asset Management Inc.46,341$1,159 12/31/2023
     CLIP46,341$1,159 12/31/2023
HBW Advisory Services LLC42,525$1,064 03/31/2024
     CLIP42,525$1,064 03/31/2024
Cetera Advisors LLC39,619$991 12/31/2023
     CLIP39,619$991 12/31/2023
L.M. Kohn & Company38,900$977 03/31/2024
     CLIP38,900$977 03/31/2024
Concurrent Investment Advisors LLC37,952$950 12/31/2023
     CLIP37,952$950 12/31/2023
Avantax Advisory Services Inc.26,547$664 12/31/2023
     CLIP26,547$664 12/31/2023
Citadel Advisors LLC24,493$613 12/31/2023
     CLIP24,493$613 12/31/2023
Capital Investment Advisory Services LLC21,902$550 03/31/2024
     CLIP21,902$550 03/31/2024
Stratos Wealth Partners LTD.20,206$508 03/31/2024
     CLIP20,206$508 03/31/2024
Nottingham Advisors Inc.18,705$468 12/31/2023
     CLIP18,705$468 12/31/2023
Raymond James Financial Services Advisors Inc.16,812$422 03/31/2024
     CLIP16,812$422 03/31/2024
OLD Mission Capital LLC13,970$350 12/31/2023
     CLIP13,970$350 12/31/2023
Advisor Group Holdings Inc.12,464$312 12/31/2023
     CLIP12,464$312 12/31/2023
GeoWealth Management LLC10,764$268 12/31/2023
     CLIP10,764$268 12/31/2023
Global Retirement Partners LLC3,717$93 03/31/2024
     CLIP3,717$93 03/31/2024
Creative Financial Designs Inc. ADV1,809$45 12/31/2023
     CLIP1,809$45 12/31/2023
PSI Advisors LLC299$8 03/31/2024
     CLIP299$8 03/31/2024
US Bancorp DE100$3 12/31/2023
     CLIP100$3 12/31/2023
CWM LLC50$1 03/31/2024
     CLIP50$1 03/31/2024
FMR LLC1$0 12/31/2023
     CLIP1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     CLIP0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     CLIP1$0 12/31/2023

See Summary: Institutional Holders of CLIP
See Details: Top 10 Hedge Funds Holding CLIP
Also See: CLIP Holdings Changes

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