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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

51 managers (51 13F filers) reported a position in PFIX shares at 2025-09-30, 1,082,266 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
17
Reduced
14
Sold out
11
Shares held by filers
1,082,266

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Thomas J. Herzfeld Advisors, Inc.191,613$9.23M3.16%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC132,141$6.37M0.01%-284,71213F-HRTimelineGroup
Drum Hill Capital, LLC112,121$5.4M5.85%+1,80113F-HRTimeline
Ausdal Financial Partners, Inc.86,032$4.14M0.2%+73,73313F-HRTimeline
Holcombe Financial, Inc.85,784$4.13M2.88%+1,82013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,374$4.06M<0.01%+75,81313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC66,922$3.22M<0.01%-7,11513F-HRTimeline
Advyzon Investment Management, LLC61,855$2.98M0.51%+40,98213F-HRTimeline
LPL Financial LLC40,813$1.97M<0.01%+24,04913F-HRTimeline
Cetera Investment Advisers29,305$1.41M<0.01%new13F-HRTimeline
Pekin Hardy Strauss, Inc.24,685$1.19M0.12%-1,50013F-HRTimeline
Professional Financial Advisors, LLC17,405$838K0.18%+91913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.16,167$779K0.04%+1,03413F-HRTimelineGroup
FSA Investment Group, LLC15,868$759K0.47%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,271$670K<0.01%+1,03813F-HRTimelineGroup
CHOREO, LLC13,053$629K0.01%new13F-HRTimeline
NAPA WEALTH MANAGEMENT10,415$502K0.24%+1,39413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,879$476K<0.01%-15,41313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,930$430K<0.01%+25013F-HRTimeline
MML INVESTORS SERVICES, LLC8,601$414K<0.01%-1,49813F-HRTimeline
Farther Finance Advisors, LLC8,229$396K0.01%+7,67413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,000$385K0.05%+4,00013F-HRTimelineGroup
J HAGAN CAPITAL, INC.7,031$339K0.21%new13F-HRTimeline
Cambridge Advisors Inc.5,968$287K0.06%new13F-HRTimeline
Anchor Investment Management, LLC5,075$244K0.02%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,785$231K0.01%-4613F-HRTimeline
Comprehensive Money Management Services…4,265$205K0.15%013F-HRTimeline
Luminist Capital LLC2,860$137K0.12%-52013F-HRTimeline
Reyes Financial Architecture, Inc.1,485$71.5K0.05%+14913F-HRTimeline
Steward Partners Investment Advisory, L…1,010$48.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO831$40K<0.01%+77113F-HR/ATimelineGroup
Archer Investment Corp802$38.6K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC757$36.5K<0.01%+10013F-HRTimelineGroup
Copia Wealth Management745$35.9K0.03%-60013F-HRTimeline
UBS Group AGin group UBS Group AG668$32.2K<0.01%+65813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/390$18.8K<0.01%new13F-HRTimelineGroup
NFSG Corp193$9.31K<0.01%-13,14013F-HRTimeline
Advisory Services Network, LLC154$7.42K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151$7.28K<0.01%-32613F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\145$6.99K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132$6.36K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126$6K<0.01%-67413F-HRTimelineGroup
SIMPLEX TRADING, LLC90$4K<0.01%-4,29213F-HRTimeline
NewEdge Advisors, LLC80$3.85K<0.01%new13F-HRTimeline
AE Wealth Management LLC24$1.17K<0.01%-413F-HRTimeline
Guerra Advisors Inc19$915<0.01%new13F-HRTimeline
Global Retirement Partners, LLC9$434<0.01%-2,49413F-HRTimeline
MAI Capital Management6$290<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$60<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.