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RFIX SIMPLIFY EXCHANGE TRADED FUN

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CMN (fund)

29 managers (29 13F filers) reported a position in RFIX shares at 2025-03-31, 1,268,882 shares in all. 26 filers opened a position and 0 filers sold out during the quarter.

Managers
29
13F filers
29
New
26
Added
1
Reduced
0
Sold out
0
Shares held by filers
1,268,882

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
Fluent Financial, LLC388,897$20.8M9.07%new13F-HRTimeline
Trek Financial, LLC233,253$12.5M0.9%new13F-HRTimeline
AE Wealth Management LLC111,835$5.98M0.05%new13F-HRTimeline
Beacon Capital Management, LLC87,870$4.7M0.63%new13F-HRTimeline
WJ Interests, LLC76,160$4.07M1.89%+4,89513F-HRTimeline
HighTower Advisors, LLC69,080$3.7M0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC60,000$3.21M<0.01%new13F-HR/ATimelineGroup
Simplify Asset Management Inc.37,400$2M0.09%new13F-HRTimeline
POM Investment Strategies, LLC35,430$1.9M2.22%new13F-HRTimeline
Mount Lucas Management LP30,000$1.6M0.75%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC15,833$847K0.28%new13F-HR/ATimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…15,384$823K0.39%new13F-HRTimelineGroup
INTREPID FAMILY OFFICE LLC15,000$802K1.19%new13F-HRTimeline
GK Wealth Management LLC12,801$685K0.86%new13F-HR/ATimeline
Authentikos Wealth Advisory, LLC11,934$638K0.5%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,205$599K<0.01%new13F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC10,780$577K0.01%new13F-HRTimeline
HRT FINANCIAL LP10,604$567K<0.01%new13F-HRTimeline
Whalen Wealth Management Inc.9,275$496K0.33%new13F-HRTimeline
FSA Advisors, Inc.7,626$408K0.32%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,582$352K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,385$235K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,900$102K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.1,867$99.9K0.06%new13F-HRTimeline
Cove Street Capital, LLC1,301$69.6K0.11%new13F-HRTimeline
Transce3nd, LLC1,215$65K0.03%new13F-HRTimeline
Spectrum Wealth Counsel, LLC930$49.8K0.01%013F-HRTimeline
Park Square Financial Group, LLC335$17.9K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.