Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

GLOBAL X FDS (RATE)

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

Net Flow Q/Q

↑ +2

Streak

4Q ▲

Buyers last Q

80%

Smart Money Signals — RATE

Based on 6 hedge funds · latest filing: 2025 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added RATE 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

6 hedge funds hold RATE 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 — +500% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+500% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 80% buying

4 buying1 selling

Last quarter: 4 funds were net buyers (3 opened a brand new position + 1 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 2 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

💎

Buying through price weakness — shares +1300%, value +1217%

Value

+1217%

+1300%

Last quarter: funds added +1300% more shares while total portfolio value only changed +1217%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~3 new funds/quarter

0 → 2 → 2 → 2 → 3 new funds/Q

New funds entering each quarter: 2 → 2 → 2 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Hedge Fund Ownership: RATE

How many hedge funds hold RATE — quarterly history vs. share price

Quarterly hedge fund ownership of RATE vs. share price

Stock Performance

Real-time

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction

Consensus

1.3

/ 10

breadth

Elite

0.0

/ 10

conviction

Hedge Fund Positioning: RATE

2026 Q1 Stats Unlock in 16 days 0 + Investors

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

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	0	0	-
13F Shares	0	0	-
Total Value	$0	$0	-
New Positions	0	0	-
Increased Positions	0	0	-
Closed Positions	0	6	-6
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: RATE

Valuation Measures Data as of: --

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Financial Highlights

Profitability

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Income Statement & Cash Flow

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Institutional Holders (2026 Q1)

0 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 6 institutional holders of RATE — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Luminist Capital LLC	0.01%	292	$5K
2	JANE STREET GROUP, LLC	0.00%	17,146	$303K
3	Ameritas Advisory Services, LLC	0.00%	28	—
4	OSAIC HOLDINGS, INC.	0.00%	277	$6K
5	UBS Group AG	0.00%	1,425	$25K
6	MORGAN STANLEY	0.00%	1	—

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 (RATE)

What does the Smart Money Trend signal show for RATE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added RATE 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 RATE?

More buyers than sellers — 80% buying: Last quarter: 4 funds were net buyers (3 opened a brand new position + 1 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

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.