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Disclosery

PFIX SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY INTERST (fund)

63 managers (63 13F filers) reported a position in PFIX shares at 2026-03-31, 1,649,357 shares in all. 30 filers opened a position and 10 filers sold out during the quarter.

Managers
63
13F filers
63
New
30
Added
18
Reduced
8
Sold out
10
Shares held by filers
1,649,357

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tidal Investments LLCin group Tidal Investments LLC241,598$11.2M0.03%new13F-HRTimelineGroup
PFG Advisors190,575$8.81M0.43%new13F-HRTimeline
LPL Financial LLC159,005$7.35M<0.01%+110,47913F-HRTimeline
Drum Hill Capital, LLC143,638$6.64M6.1%+29,59213F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.117,701$5.43M1.85%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,539$5.06M<0.01%+99,56313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,000$4.62M<0.01%+93,69013F-HRTimelineGroup
Holcombe Financial, Inc.99,551$4.6M2.7%+6,40613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,722$3.22M<0.01%-124,19113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.32,600$1.51M<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC31,894$1.47M0.05%new13F-HRTimeline
Pekin Hardy Strauss, Inc.27,015$1.25M0.13%new13F-HRTimeline
Fortis Capital Advisors, LLC24,520$1.13M0.15%new13F-HRTimeline
HighTower Advisors, LLC24,451$1.13M<0.01%+1,31113F-HRTimeline
Catawba River Capital22,434$1.02M0.49%new13F-HRTimeline
FSA Investment Group, LLC21,631$1M0.4%+5,60113F-HRTimeline
OLD MISSION CAPITAL LLC20,873$965K0.02%new13F-HRTimeline
Anchor Investment Management, LLC20,445$945K0.08%+11,22013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,675$910K0.08%-22,62013F-HRTimelineGroup
HRT FINANCIAL LP18,172$840K<0.01%new13F-HRTimeline
CVS HEALTH Corp14,500$670K0.32%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.12,551$604K0.04%new13F-HRTimeline
Urban Wealth Management, LLC12,927$598K0.61%-9,91213F-HRTimeline
CHOREO, LLC11,485$531K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,202$518K<0.01%-69813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,221$473K<0.01%+6,87213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,848$409K<0.01%+6113F-HRTimeline
Savvy Advisors, Inc.6,719$311K0.01%-4,47313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,667$308K0.03%new13F-HRTimeline
Cambridge Advisors Inc.6,182$286K0.06%+6413F-HRTimeline
Trek Financial, LLC5,662$262K0.01%-244,42113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,413$250K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.5,005$231K0.02%new13F-HRTimeline
Comprehensive Money Management Services…4,815$223K0.15%-25013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,568$211K<0.01%+3,52013F-HRTimelineGroup
Farther Finance Advisors, LLC4,507$205K<0.01%+3,91013F-HRTimeline
Luminist Capital LLC3,653$169K0.22%+4613F-HRTimeline
PRIVATE TRUST CO NA3,026$140K0.01%new13F-HRTimeline
Capital Advisor Network LLC2,528$117K0.16%13F-HR/ATimeline
Ball & Co Wealth Management Inc.2,118$97K0.08%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,002$92.6K<0.01%+1,99913F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,750$80.9K0.01%+75013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,682$77.8K<0.01%+72113F-HRTimeline
Geneos Wealth Management Inc.955$44.1K<0.01%new13F-HRTimeline
Archer Investment Corp802$37.1K0.01%013F-HRTimeline
Copia Wealth Management745$34.4K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$27.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC600$27.7K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\545$25.2K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…446$20.6K<0.01%new13F-HRTimelineGroup
Triumph Capital Management342$15.8K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC300$13.9K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC289$13.4K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC176$8.14K0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC144$6.64K<0.01%new13F-HRTimeline
Advisory Services Network, LLC127$5.88K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75$3K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49$2.27K<0.01%new13F-HRTimeline
Essential Partners LLC43$1.99K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17$776<0.01%+1513F-HR/ATimelineGroup
Atlantic Edge Private Wealth Management…16$740<0.01%new13F-HRTimeline
AE Wealth Management LLC15$702<0.01%-913F-HRTimeline
DHJJ Financial Advisors, Ltd.1$47<0.01%013F-HRTimeline