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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

43 managers (43 13F filers) reported a position in PFIX shares at 2025-12-31, 1,106,343 shares in all. 10 filers opened a position and 16 filers sold out during the quarter.

Managers
43
13F filers
43
New
10
Added
16
Reduced
8
Sold out
16
Shares held by filers
1,106,343

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Trek Financial, LLC250,083$12M0.69%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC193,913$9.29M0.01%+126,99113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC151,777$7.27M0.01%+19,63613F-HRTimelineGroup
Drum Hill Capital, LLC114,046$5.47M5.68%+1,92513F-HRTimeline
Holcombe Financial, Inc.93,145$4.46M2.8%+7,36113F-HRTimeline
LPL Financial LLC48,526$2.33M<0.01%+7,71313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,295$2.03M0.12%new13F-HRTimelineGroup
HighTower Advisors, LLC23,140$1.11M<0.01%new13F-HRTimeline
Urban Wealth Management, LLC22,839$1.09M1.02%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,361$976K<0.01%+10,48213F-HRTimelineGroup
Professional Financial Advisors, LLC18,721$897K0.18%+1,31613F-HRTimeline
FSA Investment Group, LLC16,030$768K0.47%+16213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd13,514$648K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,900$570K<0.01%+3,29913F-HRTimeline
Savvy Advisors, Inc.11,192$536K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,976$478K<0.01%-74,39813F-HRTimelineGroup
Anchor Investment Management, LLC9,225$442K0.04%+4,15013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,787$421K<0.01%-14313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,000$383K0.05%013F-HRTimelineGroup
Cetera Investment Advisers7,285$349K<0.01%-22,02013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,310$302K<0.01%new13F-HR/ATimelineGroup
Cambridge Advisors Inc.6,118$293K0.06%+15013F-HRTimeline
Comprehensive Money Management Services…5,065$243K0.17%+80013F-HRTimeline
Luminist Capital LLC3,607$173K0.21%+74713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,349$161K<0.01%-8,92213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,048$50.2K<0.01%+65813F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$47.9K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…961$46.1K<0.01%-4913F-HRTimeline
Archer Investment Corp802$38.4K0.01%013F-HRTimeline
Copia Wealth Management745$35.7K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$28.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC597$28.6K<0.01%-7,63213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\545$26.1K<0.01%+40013F-HRTimelineGroup
Triumph Capital Management342$16.4K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC316$15.1K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC80$3.83K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58$2.78K<0.01%-77313F-HRTimelineGroup
AE Wealth Management LLC24$1.14K<0.01%013F-HRTimeline
Global Retirement Partners, LLC9$431<0.01%013F-HRTimeline
MAI Capital Management6$288<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$157<0.01%-14813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$89<0.01%+113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$48<0.01%013F-HRTimeline