SIMPLEX TRADING, LLC BITS — GLOBAL X FDS

Ownership history in SIMPLEX TRADING, LLC  ·  10 quarters on record

AI Ownership Summary

SIMPLEX TRADING, LLC reported GLOBAL X FDS (BITS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BITS at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BITS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIMPLEX TRADING, LLC'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

BITS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2023 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.

BITS stock page SIMPLEX TRADING, LLC fund profile SIMPLEX TRADING, LLC full holdings
How SIMPLEX TRADING, LLC held BITS — position size vs. price
% of Fund (quarterly)    BITS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7 -2,129 -99.7% 0.00% $360 2026-05-14 $72.84
2025 Q4 ADDED — — — 2,136 +2,008 +1568.8% 0.00% $134K 2026-02-11 $55.74
2025 Q2 REDUCED 94.6% +34.0% ❌ 128 -2,245 -94.6% 0.00% $9K 2025-08-05 $62.61
2025 Q1 REDUCED 95.3% +43.4% ❌ 2,373 -48,450 -95.3% 0.00% $120K 2025-05-12 $51.46
2024 Q4 ADDED — — — 50,823 +50,332 +10250.9% 0.00% $3.4M 2025-02-11 $55.35
2024 Q2 ADDED — — — 491 +265 +117.3% 0.00% $32K 2024-07-25 $44.25
2024 Q1 REDUCED 81.9% -2.5% ✅ 226 -1,022 -81.9% 0.00% $16K 2024-04-25 $41.36
2023 Q4 REDUCED — — — 1,248 -48 -3.7% 0.00% $66K 2024-02-02 $29.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BITS

As of 2026 Q1 — sorted by position size

Sigma Planning Corp 3Y 7Y 0.03% Kilter Group LLC 0.0% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% Financial Perspectives, Inc 0.0% NBC SECURITIES, INC. 0.0% Larson Financial Group LLC 3Y 7Y 0.0% Federation des caisses Desjardins du Quebec 0.0% WHITTIER TRUST CO 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About SIMPLEX TRADING, LLC and BITS

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

How long has SIMPLEX TRADING, LLC reported owning BITS?

SIMPLEX TRADING, LLC reported BITS across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BITS position in SIMPLEX TRADING, LLC's portfolio?

The largest reported portfolio weight for BITS was 0.00% in 2024 Q4.

What is the latest reported BITS position on this page?

The most recent filing on this page is 2026 Q1, when SIMPLEX TRADING, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $360.

What does the chart on this BITS ownership page compare?

The chart compares SIMPLEX TRADING, LLC's quarterly BITS 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.

How well did SIMPLEX TRADING, LLC time their BITS position?

Based on 13F filing dates vs. subsequent BITS price moves, SIMPLEX TRADING, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on BITS relative to SPY over the holding period was +29.8%.

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