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 52 institutions that hold shares in the stock, with a total of 1.28 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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
406,222
shares
|
$22.2 Million
0.01% of portfolio
|
Q1 2025
Added 114.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
125,700
shares
|
$6.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.94%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
110,320
shares
|
$6.02 Million
6.44% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.83 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
83,964
shares
|
$4.58 Million
3.34% of portfolio
|
Q2 2025
Added 132.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
80,455
shares
|
$4.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.77 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
58,268
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
51,764
shares
|
$2.83 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,966
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,740
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Added 25.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,229
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,486
shares
|
$900,135
0.21% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,904
shares
|
$759,158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,789
shares
|
$752,879
0.04% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
11,089
shares
|
$605,459
0.3% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,936
shares
|
$597,105
0.0% of portfolio
|
Q1 2025
Added 50.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,126
shares
|
$552,879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,419
shares
|
$514,277
0.01% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,063
shares
|
$494,839
0.0% of portfolio
|
Q4 2024
Reduced 83.96%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
7,626
shares
|
$416,379
0.24% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
6,000
shares
|
$327,600
0.04% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
5,411
shares
|
$295,440
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,125
shares
|
$279,825
0.02% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
4,871
shares
|
$265,956
0.13% of portfolio
|
Q2 2025
New holding
|