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 51 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $70.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
464,520
shares
|
$24.7 Million
0.0% of portfolio
|
Q4 2024
Added 605.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
189,347
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.15%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
109,800
shares
|
$5.83 Million
6.15% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.7 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
80,495
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.67 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
58,268
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
53,202
shares
|
$2.83 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
36,057
shares
|
$1.91 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
25,330
shares
|
$1.35 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
19,157
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17,353
shares
|
$921,444
0.06% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,844
shares
|
$841,316
0.2% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,789
shares
|
$732,195
0.04% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
12,878
shares
|
$683,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
11,789
shares
|
$625,995
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,404
shares
|
$605,552
0.01% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,934
shares
|
$474,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
7,626
shares
|
$404,940
0.24% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,245
shares
|
$384,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$371,700
0.05% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
6,839
shares
|
$363,150
0.0% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,470
shares
|
$343,557
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
6,470
shares
|
$343,557
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
5,411
shares
|
$287,324
0.23% of portfolio
|
Q1 2025
New holding
|