Harel Insurance Investments & Financial Services Ltd. CLIP — GLOBAL X FDS

Ownership history in Harel Insurance Investments & Financial Services Ltd.  ·  2 quarters on record

AI Ownership Summary

Harel Insurance Investments & Financial Services Ltd. reported GLOBAL X FDS (CLIP) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.61% in 2025 Q4. The latest visible filing shows CLIP at 2.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harel Insurance Investments & Financial Services Ltd.'s position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLIP was reported at 2.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CLIP stock page Harel Insurance Investments & Financial Services Ltd. fund profile Harel Insurance Investments & Financial Services Ltd. full holdings
How Harel Insurance Investments & Financial Services Ltd. held CLIP — position size vs. price
% of Fund (quarterly)    CLIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,000,000 — 0% 2.04% $301K 2026-05-05 $98.57
2025 Q4 INITIATED — — — 3,000,000 — — 2.61% $301K 2026-02-03 $97.69

🏢 Other funds also holding CLIP

As of 2026 Q3 — sorted by position size

Spectrum Advisors, Inc. 8.75% APS Management Group, Inc. 8.39% Peterson Wealth Advisors, LLC 3Y 7Y 2.73% HIGHLINE WEALTH PARTNERS LLC 2.6% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.48% Elm3 Financial Group, LLC 1.84% Castle Rock Wealth Management, LLC 3Y 7Y 0.45% Farther Finance Advisors, LLC 3Y 0.1% Byrne Asset Management LLC 3Y 0.06% Balefire, LLC 3Y 7Y 0.05%

FAQ About Harel Insurance Investments & Financial Services Ltd. and CLIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harel Insurance Investments & Financial Services Ltd. reported owning CLIP?

Harel Insurance Investments & Financial Services Ltd. reported CLIP across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CLIP position in Harel Insurance Investments & Financial Services Ltd.'s portfolio?

The largest reported portfolio weight for CLIP was 2.61% in 2025 Q4.

What is the latest reported CLIP position on this page?

The most recent filing on this page is 2026 Q1, when Harel Insurance Investments & Financial Services Ltd. reported 3,000,000 shares, equal to 2.04% of portfolio, with an estimated market value of $301K.

What does the chart on this CLIP ownership page compare?

The chart compares Harel Insurance Investments & Financial Services Ltd.'s quarterly CLIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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