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 45 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
271,088
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.76%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
141,583
shares
|
$7.68 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
106,993
shares
|
$5.8 Million
0.59% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.8 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
88,500
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
73,278
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.74 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
65,873
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2024
Added 623.88%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
22,183
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,586
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
16,830
shares
|
$912,690
0.29% of portfolio
|
Q4 2024
Added 27.3%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,387
shares
|
$888,667
0.22% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15,355
shares
|
$832,701
0.04% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
12,878
shares
|
$698,373
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,584
shares
|
$573,970
0.01% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,250
shares
|
$555,857
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
10,152
shares
|
$550,542
0.31% of portfolio
|
Q4 2024
Reduced 93.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,712
shares
|
$526,681
0.02% of portfolio
|
Q2 2024
Added 54.95%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$515,184
0.04% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,370
shares
|
$399,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,386
shares
|
$292,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,125
shares
|
$277,928
0.02% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,841
shares
|
$262,527
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$162,147
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$80,856
0.04% of portfolio
|
Q4 2024
Reduced 8.25%
|