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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

41 managers (41 13F filers) reported a position in PFIX shares at 2025-03-31, 1,067,548 shares in all. 8 filers opened a position and 18 filers sold out during the quarter.

Managers
41
13F filers
41
New
8
Added
4
Reduced
17
Sold out
18
Shares held by filers
1,067,548

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC406,222$19.7M0.04%+216,87513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,700$6.09M<0.01%-338,82013F-HR/ATimelineGroup
Drum Hill Capital, LLC109,800$5.32M6.15%-16813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC80,455$3.9M0.01%-4013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,268$2.82M<0.01%-18913F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.51,764$2.51M0.85%-1,43813F-HRTimeline
Holcombe Financial, Inc.36,057$1.75M1.45%-45913F-HRTimeline
Cetera Investment Advisers22,966$1.11M<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,740$1.05M0.07%+4,38713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,229$1.03M<0.01%new13F-HRTimelineGroup
Professional Financial Advisors, LLC15,844$768K0.19%-54313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,904$674K<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.13,789$668K0.04%-4,79713F-HRTimelineGroup
NAPA WEALTH MANAGEMENT11,089$537K0.3%-70013F-HRTimeline
MML INVESTORS SERVICES, LLC10,936$530K<0.01%+3,69113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,126$491K<0.01%new13F-HRTimeline
CHOREO, LLC9,419$456K0.01%-3,45913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,063$439K<0.01%+7,60913F-HRTimelineGroup
Ferguson Shapiro LLC7,626$370K0.14%-2,52613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …6,000$291K0.04%-1,00013F-HRTimelineGroup
J HAGAN CAPITAL, INC.5,411$283K0.23%13F-HRTimeline
Anchor Investment Management, LLC5,125$248K0.02%013F-HRTimeline
Comprehensive Money Management Services…4,140$201K0.16%new13F-HRTimeline
Luminist Capital LLC3,640$173K0.19%-31713F-HRTimeline
Copia Wealth Management2,210$107K0.1%new13F-HRTimeline
S.A. Mason LLC1,431$69.3K0.04%-6013F-HRTimeline
Steward Partners Investment Advisory, L…1,010$48.9K<0.01%-7313F-HRTimeline
Archer Investment Corp802$38.9K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG683$33.1K<0.01%-99313F-HRTimelineGroup
Farther Finance Advisors, LLC555$26.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC200$10.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\145$7.03K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC123$5K<0.01%new13F-HRTimeline
AE Wealth Management LLC34$1.63K<0.01%-1013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28$1.4K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8$391<0.01%new13F-HRTimelineGroup
Transce3nd, LLC4$194<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$49<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.