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 51 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $55.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
482,048
shares
|
$23.4 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
157,030
shares
|
$7.62 Million
3.91% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
94,020
shares
|
$4.56 Million
0.64% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.3 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
73,278
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.35 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,364
shares
|
$842,327
0.03% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,707
shares
|
$761,946
0.17% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
15,200
shares
|
$737,352
0.0% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
15,089
shares
|
$731,967
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
14,298
shares
|
$693,595
0.01% of portfolio
|
Q2 2024
Reduced 76.22%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
13,221
shares
|
$641,350
0.17% of portfolio
|
Q3 2024
Reduced 79.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
10,342
shares
|
$501,690
0.0% of portfolio
|
Q2 2024
Added 1912.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,712
shares
|
$471,129
0.02% of portfolio
|
Q2 2024
Added 54.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,270
shares
|
$449,687
0.0% of portfolio
|
Q2 2024
Added 229.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
9,100
shares
|
$441,441
0.0% of portfolio
|
Q2 2024
Reduced 73.31%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
8,400
shares
|
$407,484
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
5,760
shares
|
$279,417
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
5,760
shares
|
$279,417
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,281
shares
|
$256,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
5,125
shares
|
$248,613
0.03% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,044
shares
|
$196,174
0.0% of portfolio
|
Q2 2024
Reduced 62.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$145,044
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,625
shares
|
$78,828
0.04% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,305
shares
|
$63,305
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|