Institutional Ownership Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
406,222
shares
|
$22.1 Million
0.01% of portfolio
|
Q1 2025
Added 114.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
125,700
shares
|
$6.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.94%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
110,320
shares
|
$6 Million
6.44% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.82 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
83,964
shares
|
$4.57 Million
3.34% of portfolio
|
Q2 2025
Added 132.86%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
74,037
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.75 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
26,185
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,623
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 62.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,740
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 25.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,229
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
20,873
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,764
shares
|
$911,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,486
shares
|
$896,673
0.21% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,133
shares
|
$823,083
0.04% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
13,622
shares
|
$740,900
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
11,089
shares
|
$603,130
0.3% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,936
shares
|
$594,809
0.0% of portfolio
|
Q1 2025
Added 50.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,126
shares
|
$550,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,561
shares
|
$465,632
0.0% of portfolio
|
Q2 2025
Reduced 85.31%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
5,411
shares
|
$294,304
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,125
shares
|
$278,748
0.02% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
4,871
shares
|
$264,933
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,831
shares
|
$262,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
4,382
shares
|
$238,336
0.0% of portfolio
|
Q2 2025
Added 3462.6%
|