Institutional Ownership Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $66.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
271,088
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.76%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
157,030
shares
|
$8.73 Million
3.91% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
141,583
shares
|
$7.87 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
106,993
shares
|
$5.95 Million
0.59% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.92 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
88,500
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
73,278
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.84 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
65,873
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2024
Added 623.88%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
22,183
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,364
shares
|
$964,917
0.03% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,707
shares
|
$872,837
0.17% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15,355
shares
|
$853,277
0.04% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
13,221
shares
|
$734,690
0.17% of portfolio
|
Q3 2024
Reduced 79.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,584
shares
|
$588,152
0.01% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,250
shares
|
$569,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,712
shares
|
$539,695
0.02% of portfolio
|
Q2 2024
Added 54.95%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$527,915
0.04% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,386
shares
|
$299,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,125
shares
|
$284,796
0.02% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$166,154
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,625
shares
|
$90,301
0.04% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,337
shares
|
$74,297
0.0% of portfolio
|
Q3 2024
Reduced 66.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,266
shares
|
$70,351
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
652
shares
|
$36,231
0.0% of portfolio
|
Q3 2024
New holding
|