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BITS — GLOBAL X FDS

Reported value held$600.83K
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)2
Institutional value$551 · 9 sh
New / Add / Cut / Exit0 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +0.0% (+0 sh)
Institutional value change Up +9.8%

As of Q2 2026, 2 SEC-registered investment managers reported holding BITS (GLOBAL X FDS) in their latest 13F filings, with a combined reported value of $551 across 9 shares. That is +0.0% by share count (+0 shares) versus the previous quarter, while reported value moved +9.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 7 $397 0.00% Hold
Morgan Stanley history 2 $154 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 7 $361 0.00% Hold
Morgan Stanley history 2 $141 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 11 $716 0.00% Add
UBS Group AG history 7 $439 0.00% Hold
Bank of America Corp history 2 $125 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 7 $679 0.00% Hold
Bank of America Corp history 2 $194 0.00% Hold
Morgan Stanley history 1 $136 0.00% Hold

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 7 $506 0.00% Hold
Bank of America Corp history 2 $145 0.00% Hold
Morgan Stanley history 1 $75 0.00% Hold

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 7 $354 0.00% Hold
Bank of America Corp history 2 $101 0.00% Hold
Morgan Stanley history 1 $77 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
UBS Group AG 7 7 7 7 7 7 7 7 7 7 37 152 7 1.20K 600 1.77K — — 313
Morgan Stanley 2 2 11 1 1 1 1 1 1 1 1 — — — — — — — —
Bank of America Corp — — 2 2 2 2 2 2 2 2 2 2 2 — — — 1 — —
Citadel Advisors — — — — — — 8.71K — — 3.60K — — — — — — — — —
PNC Financial Services — — — — — — — — — — — — — — — 2.71K 2.71K 2.71K —

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