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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
4,318
shares
|
$234,856
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
4,265
shares
|
$231,973
0.17% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$217,560
0.03% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
3,380
shares
|
$183,838
0.18% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$162,626
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,503
shares
|
$136,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,454
shares
|
$79,083
0.0% of portfolio
|
Q2 2025
Reduced 83.96%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,431
shares
|
$77,832
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,345
shares
|
$73,154
0.06% of portfolio
|
Q2 2025
Reduced 39.14%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,336
shares
|
$72,665
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,010
shares
|
$54,933
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,004
shares
|
$54,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
802
shares
|
$43,620
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
800
shares
|
$43,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
657
shares
|
$35,734
0.0% of portfolio
|
Q2 2025
Added 228.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
555
shares
|
$30,186
0.0% of portfolio
|
Q4 2024
Added 909.09%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
500
shares
|
$27,195
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
477
shares
|
$25,944
0.0% of portfolio
|
Q2 2025
Added 1603.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
196
shares
|
$10,660
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
145
shares
|
$7,886
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
40
shares
|
$2,175
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|