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 61 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $61.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
7,031
shares
|
$340,370
0.21% of portfolio
|
Q3 2025
Added 29.94%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
5,968
shares
|
$288,910
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
5,075
shares
|
$245,680
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,785
shares
|
$231,641
0.01% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
4,265
shares
|
$206,468
0.15% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$144,745
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
2,860
shares
|
$138,452
0.12% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,485
shares
|
$71,888
0.05% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,010
shares
|
$48,894
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
831
shares
|
$40,228
0.0% of portfolio
|
Q3 2025
Added 10287.5%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
802
shares
|
$38,824
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
757
shares
|
$36,646
0.0% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
745
shares
|
$36,065
0.03% of portfolio
|
Q3 2025
Reduced 44.61%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
668
shares
|
$32,337
0.0% of portfolio
|
Q3 2025
Added 6580.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
600
shares
|
$29,045
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
500
shares
|
$24,205
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
390
shares
|
$18,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
196
shares
|
$9,488
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
193
shares
|
$9,343
0.0% of portfolio
|
Q3 2025
Reduced 98.55%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
154
shares
|
$7,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
151
shares
|
$7,309
0.0% of portfolio
|
Q3 2025
Reduced 68.34%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
145
shares
|
$7,019
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
132
shares
|
$6,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
126
shares
|
$6,099
0.0% of portfolio
|
Q2 2025
Added 534.92%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
90
shares
|
$4,356
0.0% of portfolio
|
Q3 2025
Reduced 97.95%
|
|