Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (CLIP)

137 + Investors. Track Smart Money conviction in CLIP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — CLIP

Based on 137 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CLIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
137 hedge funds hold CLIP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

85 buying56 selling
Last quarter: 85 funds were net buyers (28 opened a brand new position + 57 added to an existing one). Only 56 were sellers (42 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CLIP position: 33 → 18 → 20 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 34% entered in last year

■ 10% conviction (2yr+) ■ 56% medium ■ 34% new
Only 14 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~28 new funds/quarter

26 → 33 → 18 → 20 → 28 new funds/Q
New funds entering each quarter: 33 → 18 → 20 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 5% veterans ■ 38% 1-2yr ■ 57% new
Of 137 current holders: 78 (57%) entered in the past year, only 7 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
9 of 137 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLIP

In 2025 Q4, 85 hedge funds were net buyers of CLIP (28 opened a new position, 57 added to an existing one), while 56 reduced or exited (42 trimmed, 14 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: CLIP

How many hedge funds hold CLIP — quarterly history vs. share price
Quarterly hedge fund ownership of CLIP vs. share price

Market Analysis: CLIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLIP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 8 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: CLIP
2026 Q1 Stats Unlock in 5 days 137 + Investors

Track Smart Money conviction in CLIP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 123 11.38%
13F Shares 10M 9M 16.83%
Total Value $1.04B $895M 15.81%
New Positions 28 20 +8
Increased Positions 57 59 -2
Closed Positions 14 13 +1
Reduced Positions 42 36 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLIP

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Institutional Holders (2026 Q1)

137 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLIP. Verified SEC 13F-HR filings.

Top 25 institutional holders of CLIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RHL GROUP, LLC 24.95% 291,146 $29.2M
2 Altium Investment Strategies LLC 18.89% 64,136 $6.4M
3 APS Management Group, Inc. 10.15% 118,121 $11.9M
4 Guild Investment Management, Inc. 9.44% 131,685 $13.2M
5 Creekmur Asset Management LLC 9.27% 1,225 $123K
6 STAPP WEALTH MANAGEMENT, PLLC 8.29% 64,701 $6.5M
7 Financial Network Wealth Advisors LLC 6.43% 62,645 $6.3M
8 Global X Japan Co., Ltd. 6.30% 1,221,614 $122.6M
9 Tannin Capital LLC 5.86% 80,425 $8.1M
10 Peterson Wealth Advisors, LLC 3.17% 237,507 $23.8M
11 Alaethes Wealth, LLC 3.02% 105,806 $10.6M
12 Life Planning Partners, Inc 2.72% 35,548 $3.6M
13 Curtis Advisory Group, LLC 2.25% 104,042 $10.4M
14 Accurate Wealth Management, LLC 2.20% 182,383 $18.3M
15 Pacific Sage Partners, LLC 2.17% 137,279 $13.8M
16 Harel Insurance Investments & Financial Services Ltd. 2.04% 3,000,000 $301K
17 TERRIL BROTHERS, INC. 2.03% 73,957 $7.4M
18 Maridea Wealth Management LLC 1.89% 129,343 $13.0M
19 DENVER WEALTH MANAGEMENT, INC. 1.73% 50,091 $5.0M
20 Bleakley Financial Group, LLC 1.68% 1,069,071 $107.3M
21 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.62% 100,768 $10.1M
22 HIGHLINE WEALTH PARTNERS LLC 1.60% 62,427 $6.3M
23 Capital Investment Advisors, LLC 1.34% 833,341 $83.6M
24 Plum Street Advisors, LLC 0.78% 22,352 $2.2M
25 49 WEALTH MANAGEMENT, LLC 0.77% 102,092 $10.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GLOBAL X FDS (CLIP)

What does the Smart Money Trend signal show for CLIP?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CLIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLIP?

More buyers than sellers — 60% buying: Last quarter: 85 funds were net buyers (28 opened a brand new position + 57 added to an existing one). Only 56 were sellers (42 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLIP holders?

Smaller funds dominant — 10% AUM from top-100: 9 of 137 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLIP?

Mostly new holders — 34% entered in last year: Only 14 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.