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 $66.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
416,853
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
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%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
31,400
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
27,070
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
27,022
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
26,185
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
25,292
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,623
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 62.71%
|
|
|
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%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,448
shares
|
$840,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,333
shares
|
$725,181
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,299
shares
|
$668,942
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,099
shares
|
$549,284
0.0% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
9,021
shares
|
$490,652
0.23% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,680
shares
|
$472,105
0.0% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
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
|