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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

56 managers (56 13F filers) reported a position in PFIX shares at 2026-06-30, 1,809,483 shares in all. 20 filers opened a position and 27 filers sold out during the quarter.

Managers
56
13F filers
56
New
20
Added
12
Reduced
16
Sold out
27
Shares held by filers
1,809,483

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC641,661$27.8M0.02%new13F-HRTimelineGroup
Pekin Hardy Strauss, Inc.162,217$7.03M0.62%+135,20213F-HRTimeline
Drum Hill Capital, LLC145,456$6.31M6.44%+1,81813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC142,237$6.17M<0.01%new13F-HRTimelineGroup
Holcombe Financial, Inc.99,238$4.3M2.43%-31313F-HRTimeline
GTS SECURITIES LLC91,811$3.98M0.08%new13F-HRTimeline
Ausdal Financial Partners, Inc.71,734$3.11M0.12%new13F-HRTimeline
Advyzon Investment Management, LLC70,177$3.04M0.22%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,391$3.01M<0.01%-33113F-HRTimeline
THOR TRADING ADVISORS, LLC38,094$1.65M0.52%new13F-HRTimeline
FSA Investment Group, LLC30,422$1.32M0.43%+8,79113F-HRTimeline
Catawba River Capital24,974$1.08M0.48%+2,54013F-HRTimeline
HighTower Advisors, LLC24,027$1.04M<0.01%-42413F-HRTimeline
LPL Financial LLC20,330$881K<0.01%-138,67513F-HRTimeline
Maridea Wealth Management LLC16,701$724K0.08%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,677$636K0.05%-4,99813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.14,424$599K0.03%+1,87313F-HRTimeline
Capital Advisor Network LLC12,235$531K0.66%+9,70713F-HRTimeline
MML INVESTORS SERVICES, LLC12,103$525K<0.01%+90113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,754$380K<0.01%-9413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,495$368K<0.01%-101,04413F-HRTimelineGroup
PFG Advisors8,443$366K0.02%-182,13213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,000$347K0.04%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC6,911$300K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.6,755$293K0.02%+1,75013F-HRTimeline
Cambridge Advisors Inc.6,178$268K0.05%-413F-HRTimeline
LANE BROTHERS & CO INC5,625$244K0.16%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.5,300$230K<0.01%-27,30013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,262$228K<0.01%+69413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,100$221K<0.01%new13F-HRTimelineGroup
Bright Futures Wealth Management, LLC.4,937$214K0.14%new13F-HRTimeline
Savvy Advisors, Inc.4,882$212K<0.01%-1,83713F-HRTimeline
Luminist Capital LLC4,841$203K0.23%+1,18813F-HRTimeline
AE Wealth Management LLC4,675$203K<0.01%+4,66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,539$110K<0.01%-7,68213F-HRTimelineGroup
Integrated Wealth Concepts LLC2,012$87.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,682$72.9K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.1,216$52.7K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,113$48.3K<0.01%-88913F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors750$32.5K<0.01%-1,00013F-HRTimelineGroup
Copia Wealth Management745$32.3K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$26K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG558$24.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC555$24.1K<0.01%-3,95213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\545$23.6K<0.01%013F-HRTimelineGroup
Triumph Capital Management342$14.8K<0.01%013F-HRTimeline
POM Investment Strategies, LLC207$8.98K0.01%+3113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…193$8.37K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.87$3.77K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…82$3.56K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC70$3.04K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49$2.12K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$1.87K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16$697<0.01%-113F-HRTimelineGroup
Global Retirement Partners, LLC9$390<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$44<0.01%013F-HRTimeline