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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

54 managers (54 13F filers) reported a position in PFIX shares at 2025-06-30, 1,076,964 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
54
13F filers
54
New
17
Added
15
Reduced
12
Sold out
5
Shares held by filers
1,076,964

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC416,853$22M0.04%+10,63113F-HRTimelineGroup
Drum Hill Capital, LLC110,320$5.83M6.44%+52013F-HRTimeline
Holcombe Financial, Inc.83,964$4.44M3.34%+47,90713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,037$3.91M0.01%-6,41813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,400$1.66M<0.01%-94,30013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,070$1.43M0.09%+5,33013F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,022$1.43M0.04%new13F-HRTimeline
Pekin Hardy Strauss, Inc.26,185$1.38M0.16%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,292$1.34M<0.01%+4,06313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,623$1.2M0.01%+8,71913F-HRTimeline
Advyzon Investment Management, LLC20,873$1.1M0.24%new13F-HRTimeline
LPL Financial LLC16,764$886K<0.01%new13F-HRTimeline
Professional Financial Advisors, LLC16,486$871K0.2%+64213F-HRTimeline
HRT FINANCIAL LP15,448$816K<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.15,133$800K0.04%+1,34413F-HRTimelineGroup
Maridea Wealth Management LLC13,622$720K0.19%new13F-HRTimeline
NFSG Corp13,333$705K0.11%new13F-HRTimeline
Compound Planning, Inc.13,333$705K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.12,299$650K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,233$594K<0.01%+2,17013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC10,099$534K<0.01%-83713F-HRTimeline
NAPA WEALTH MANAGEMENT9,021$477K0.23%-2,06813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,680$459K<0.01%-1,44613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,561$452K<0.01%-49,70713F-HRTimelineGroup
Anchor Investment Management, LLC5,075$268K0.02%-5013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,871$257K0.11%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,831$255K0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,318$233K0.11%new13F-HRTimeline
SIMPLEX TRADING, LLC4,382$231K0.01%+4,25913F-HRTimeline
Comprehensive Money Management Services…4,265$225K0.17%+12513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …4,000$211K0.03%-2,00013F-HRTimelineGroup
Luminist Capital LLC3,380$178K0.18%-26013F-HRTimeline
Global Retirement Partners, LLC2,503$132K<0.01%13F-HRTimeline
S.A. Mason LLC1,431$75.6K0.04%013F-HRTimeline
Copia Wealth Management1,345$71.1K0.06%-86513F-HRTimeline
Reyes Financial Architecture, Inc.1,336$70.6K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,010$53.4K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,004$53.1K<0.01%new13F-HRTimelineGroup
Archer Investment Corp802$42.4K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA800$42K<0.01%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC657$34.7K<0.01%+45713F-HRTimelineGroup
Farther Finance Advisors, LLC555$29.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY477$25.2K<0.01%+44913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\145$7.66K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO60$3.17K<0.01%+5213F-HRTimelineGroup
AE Wealth Management LLC28$1.47K<0.01%-613F-HRTimeline
Transce3nd, LLC18$951<0.01%+1413F-HRTimeline
UBS Group AGin group UBS Group AG10$528<0.01%-67313F-HRTimelineGroup
MAI Capital Management6$318<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC2$80<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$65<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$53<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$6<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.