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 53 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
4,871
shares
|
$265,956
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
4,140
shares
|
$226,044
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,640
shares
|
$198,744
0.19% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$163,254
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,210
shares
|
$120,666
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,431
shares
|
$78,132
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,336
shares
|
$72,945
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,010
shares
|
$55,146
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
802
shares
|
$43,789
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
683
shares
|
$37,291
0.0% of portfolio
|
Q1 2025
Reduced 59.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
555
shares
|
$30,303
0.0% of portfolio
|
Q4 2024
Added 909.09%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
500
shares
|
$27,300
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$10,920
0.0% of portfolio
|
Q4 2024
Reduced 33.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
196
shares
|
$10,701
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
145
shares
|
$7,917
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
123
shares
|
$6,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
40
shares
|
$2,184
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
34
shares
|
$1,856
0.0% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
28
shares
|
$1,528
0.0% of portfolio
|
Q2 2024
Added 253.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8
shares
|
$436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4
shares
|
$218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|