# GLOBAL X FDS (RATE)

> Institutional ownership reported to the SEC as of Q2 2025, from Form 13F filings. Source: https://holderbook.com/stocks/RATE/

- Reporting holders: 5
- Reported value: $333.6K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $302.7K | 17,146 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $25.2K | 1,425 | 0.0% | 1 |
| [Luminist Capital LLC](https://holderbook.com/funds/1807270-luminist-capital-llc/) | $5.2K | 292 | 0.0% | 3 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $498 | 28 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $21 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2025 | 5 | $333.6K |
| Q1 2025 | 4 | $25.7K |
| Q4 2024 | 3 | $21.2K |
| Q3 2024 | 2 | $192.8K |
| Q2 2024 | 1 | $1.3K |
| Q1 2024 | 4 | $615.1K |
| Q4 2023 | 3 | $631.6K |
| Q3 2023 | 4 | $1.3M |
| Q2 2023 | 3 | $1.3M |
| Q1 2023 | 5 | $2.1M |
| Q4 2022 | 5 | $3.0M |
| Q3 2022 | 3 | $3.6M |