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Institutional Holders of CLIP
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

See All: Funds Holding CLIP
See Details: Top 10 Hedge Funds Holding CLIP
Also See: CLIP Holdings Changes

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