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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,470
shares
|
$323,888
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
6,470
shares
|
$323,888
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,125
shares
|
$256,557
0.03% of portfolio
|
Q2 2021
Reduced 66.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,841
shares
|
$242,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
4,611
shares
|
$230,826
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
3,957
shares
|
$198,087
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,990
shares
|
$149,679
0.01% of portfolio
|
Q1 2022
Reduced 84.48%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,676
shares
|
$83,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$74,639
0.04% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,083
shares
|
$54,214
0.0% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
802
shares
|
$40,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
659
shares
|
$32,989
0.0% of portfolio
|
Q4 2024
Reduced 50.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
555
shares
|
$27,783
0.0% of portfolio
|
Q4 2024
Added 909.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
538
shares
|
$26,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
500
shares
|
$25,030
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
429
shares
|
$21,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$10,012
0.0% of portfolio
|
Q4 2024
Reduced 33.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
196
shares
|
$9,811
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
145
shares
|
$7,258
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
44
shares
|
$2,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
40
shares
|
$2,002
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
38
shares
|
$1,902
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
34
shares
|
$1,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28
shares
|
$1,401
0.0% of portfolio
|
Q4 2024
Reduced 71.72%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4
shares
|
$200
0.0% of portfolio
|
Q4 2024
New holding
|