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 54 institutions that hold shares in the stock, with a total of 1.5 Million shares, which have been reported (via 13F filing form) to have a value of $75 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
464,520
shares
|
$23.3 Million
0.0% of portfolio
|
Q4 2024
Added 605.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
189,347
shares
|
$9.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.15%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
109,968
shares
|
$5.5 Million
7.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
107,705
shares
|
$5.39 Million
0.76% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
88,541
shares
|
$4.43 Million
4.44% of portfolio
|
Q1 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
80,495
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
69,029
shares
|
$3.46 Million
0.1% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
58,457
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
53,202
shares
|
$2.66 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
36,516
shares
|
$1.83 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
25,330
shares
|
$1.27 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
19,157
shares
|
$958,999
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,586
shares
|
$930,415
0.05% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17,353
shares
|
$868,691
0.06% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
16,830
shares
|
$842,509
0.29% of portfolio
|
Q4 2024
Added 27.3%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,387
shares
|
$820,333
0.22% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
12,878
shares
|
$644,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
11,789
shares
|
$590,157
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,404
shares
|
$570,884
0.01% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
10,152
shares
|
$508,209
0.31% of portfolio
|
Q4 2024
Reduced 93.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,934
shares
|
$447,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,370
shares
|
$368,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,245
shares
|
$362,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$350,420
0.05% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
6,839
shares
|
$342,360
0.0% of portfolio
|
Q4 2024
Reduced 33.28%
|