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 58 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $48.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
482,048
shares
|
$19.3 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Aug 02, 2024 Q2 2024 |
154,407
shares
|
$6.17 Million
7.53% of portfolio
|
Q2 2024
Reduced 21.2%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
94,020
shares
|
$3.76 Million
0.64% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$3.54 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
69,856
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$2.76 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
65,003
shares
|
$2.6 Million
1.06% of portfolio
|
Q2 2024
Added 69.75%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
25,182
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2024
Added 19.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
17,010
shares
|
$680,059
0.04% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
15,200
shares
|
$607,696
0.0% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
15,089
shares
|
$603,258
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
14,940
shares
|
$597,301
0.2% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
14,298
shares
|
$571,634
0.01% of portfolio
|
Q2 2024
Reduced 76.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
11,976
shares
|
$478,800
0.11% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
10,342
shares
|
$413,473
0.0% of portfolio
|
Q2 2024
Added 1912.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,712
shares
|
$388,285
0.02% of portfolio
|
Q2 2024
Added 54.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,270
shares
|
$370,614
0.0% of portfolio
|
Q2 2024
Added 229.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
9,100
shares
|
$363,818
0.0% of portfolio
|
Q2 2024
Reduced 73.31%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
8,400
shares
|
$335,832
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
5,760
shares
|
$230,284
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
5,760
shares
|
$230,284
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,281
shares
|
$211,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
5,125
shares
|
$204,897
0.02% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,044
shares
|
$161,679
0.0% of portfolio
|
Q2 2024
Reduced 62.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$119,540
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|