Purchases and Sales Made in Q1 2025 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY INT RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
217K+ 114.54% |
$9.64M - $12.4M
|
406K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23KNew |
$1.02M - $1.31M
|
23K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2KNew |
$943K - $1.21M
|
21.2K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9KNew |
$618K - $794K
|
13.9K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1KNew |
$450K - $578K
|
10.1K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.4K+ 1275.27% |
$373K - $480K
|
9.06K
$525K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
5.41KNew |
$240K - $309K
|
5.41K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.39K+ 25.28% |
$195K - $251K
|
21.7K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.14KNew |
$184K - $236K
|
4.14K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69K+ 50.95% |
$164K - $211K
|
10.9K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.21KNew |
$98.2K - $126K
|
2.21K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
123New |
$5.46K - $7.02K
|
123
$7.12K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$355 - $457
|
8
$463
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10- 22.73% |
$444 - $571
|
34
$1.97K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40- 0.05% |
$1.78K - $2.28K
|
80.5K
$4.66M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-60- 4.02% |
$2.67K - $3.43K
|
1.43K
$82.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73- 6.74% |
$3.24K - $4.17K
|
1.01K
$58.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-168- 0.15% |
$7.46K - $9.59K
|
110K
$6.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-189- 0.32% |
$8.4K - $10.8K
|
58.3K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-317- 8.01% |
$14.1K - $18.1K
|
3.64K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-459- 1.26% |
$20.4K - $26.2K
|
36.1K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-543- 3.31% |
$24.1K - $31K
|
15.8K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-700- 5.94% |
$31.1K - $40K
|
11.1K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-993- 59.25% |
$44.1K - $56.7K
|
683
$39.5K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1K- 14.29% |
$44.4K - $57.1K
|
6K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.44K- 2.7% |
$63.9K - $82.1K
|
51.8K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.53K- 24.88% |
$112K - $144K
|
7.63K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.46K- 26.86% |
$154K - $198K
|
9.42K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 25.81% |
$213K - $274K
|
13.8K
$798K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-339K- 72.94% |
$15.1M - $19.4M
|
126K
$7.28M
|