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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

50 managers (50 13F filers) reported a position in PFIX shares at 2024-12-31, 1,338,066 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
50
13F filers
50
New
15
Added
10
Reduced
9
Sold out
12
Shares held by filers
1,338,066

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC464,520$24.3M<0.01%+398,64713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC189,347$9.91M0.02%-81,74113F-HRTimelineGroup
Drum Hill Capital, LLC109,968$5.76M7.15%13F-HRTimeline
Pekin Hardy Strauss, Inc.107,705$5.64M0.72%+71213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC80,495$4.21M0.01%+7,21713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,457$3.06M<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.53,202$2.78M0.89%new13F-HRTimeline
Holcombe Financial, Inc.36,516$1.91M1.57%13F-HRTimeline
Global View Capital Management LLC25,330$1.32M0.46%13F-HRTimeline
Maridea Wealth Management LLC19,157$1M0.32%13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.18,586$973K0.05%+1,22213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,353$908K0.06%+1,99813F-HRTimelineGroup
Park Edge Advisors, LLC16,830$881K0.26%+3,60913F-HRTimeline
Professional Financial Advisors, LLC16,387$858K0.22%+68013F-HRTimeline
CHOREO, LLC12,878$673K0.01%new13F-HRTimeline
NAPA WEALTH MANAGEMENT11,789$617K0.27%new13F-HRTimeline
Integrated Wealth Concepts LLC11,404$597K0.01%+82013F-HRTimeline
Ferguson Shapiro LLC10,152$531K0.2%-146,87813F-HRTimeline
HighTower Advisors, LLC8,934$468K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC7,370$399K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,245$379K<0.01%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …7,000$366K0.05%-2,50013F-HRTimelineGroup
OLD MISSION CAPITAL LLC6,839$358K0.01%-3,41113F-HRTimeline
Belpointe Asset Management LLC6,470$274K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC6,470$274K0.09%new13F-HRTimeline
Anchor Investment Management, LLC5,125$268K0.03%013F-HRTimeline
Mutual Advisors, LLC4,841$262K0.01%new13F-HRTimeline
Defined Financial Planning LLC4,611$241K0.26%13F-HRTimeline
Luminist Capital LLC3,957$207K0.36%13F-HRTimeline
UBS Group AGin group UBS Group AG1,676$87.7K<0.01%new13F-HRTimelineGroup
S.A. Mason LLC1,491$78K0.04%-13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,454$76.1K<0.01%+11713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,083$56.7K<0.01%-18313F-HRTimeline
Archer Investment Corp802$42K0.01%new13F-HRTimeline
ZAZOVE ASSOCIATES LLC604$31.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC555$29K<0.01%+50013F-HRTimeline
COMERICA BANK538$28.2K<0.01%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/429$22.5K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC200$10.5K<0.01%-10313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\145$7.59K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC44$2.31K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC38$1.97K<0.01%-113F-HRTimeline
Runnymede Capital Advisors, Inc.34$1.78K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28$1.49K<0.01%-7113F-HR/ATimelineGroup
Transce3nd, LLC4$209<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$53<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$52<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$43<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.