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 60 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $61.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
191,613
shares
|
$9.28 Million
3.16% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
132,141
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.3%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
112,121
shares
|
$5.43 Million
5.85% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.29 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
86,032
shares
|
$4.16 Million
0.22% of portfolio
|
Q3 2025
Added 599.5%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
85,784
shares
|
$4.15 Million
2.88% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
84,374
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2025
Added 885.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.34 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,922
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
61,855
shares
|
$2.99 Million
0.51% of portfolio
|
Q3 2025
Added 196.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
40,813
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 143.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
29,305
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
24,685
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,623
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 62.71%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,405
shares
|
$842,576
0.18% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
16,167
shares
|
$782,644
0.04% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
15,868
shares
|
$768,169
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,053
shares
|
$631,895
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,271
shares
|
$594,039
0.0% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
10,415
shares
|
$504,190
0.24% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,879
shares
|
$478,242
0.0% of portfolio
|
Q3 2025
Reduced 60.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,930
shares
|
$432,301
0.0% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,601
shares
|
$416,374
0.0% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,229
shares
|
$398,365
0.01% of portfolio
|
Q3 2025
Added 1382.7%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$387,280
0.05% of portfolio
|
Q3 2025
Added 100.0%
|
|