Purchases and Sales Made in Q3 2025 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY INT RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
192KNew |
$8.73M - $11.6M
|
192K
$9.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.8K+ 885.56% |
$3.45M - $4.6M
|
84.4K
$4.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
73.7K+ 599.5% |
$3.36M - $4.47M
|
86K
$4.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
41K+ 196.34% |
$1.87M - $2.49M
|
61.9K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.3KNew |
$1.33M - $1.78M
|
29.3K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 143.46% |
$1.1M - $1.46M
|
40.8K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
15.9KNew |
$723K - $963K
|
15.9K
$768K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.1KNew |
$594K - $792K
|
13.1K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.67K+ 1382.7% |
$349K - $466K
|
8.23K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.97KNew |
$272K - $362K
|
5.97K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4K+ 100.0% |
$182K - $243K
|
8K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.82K+ 2.17% |
$82.9K - $110K
|
85.8K
$4.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
1.8K+ 1.63% |
$82K - $109K
|
112K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.62K+ 29.94% |
$73.8K - $98.3K
|
7.03K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.39K+ 15.45% |
$63.5K - $84.6K
|
10.4K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 9.24% |
$47.3K - $63K
|
12.3K
$594K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 6.83% |
$47.1K - $62.7K
|
16.2K
$783K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
919+ 5.57% |
$41.9K - $55.7K
|
17.4K
$843K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
823+ 10287.5% |
$37.5K - $49.9K
|
831
$40.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
658+ 6580.0% |
$30K - $39.9K
|
668
$32.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
390New |
$17.8K - $23.7K
|
390
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
342New |
$15.6K - $20.7K
|
342
$16.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
250+ 2.88% |
$11.4K - $15.2K
|
8.93K
$432K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
154New |
$7.01K - $9.34K
|
154
$7.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
149+ 11.15% |
$6.79K - $9.04K
|
1.49K
$71.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132New |
$6.01K - $8.01K
|
132
$6.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 15.22% |
$4.55K - $6.07K
|
757
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80New |
$3.64K - $4.85K
|
80
$3.87K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
19New |
$865 - $1.15K
|
19
$920
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6New |
$273 - $364
|
6
$290
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 14.29% |
$182 - $243
|
24
$1.16K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-46- 0.95% |
$2.09K - $2.79K
|
4.79K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-326- 68.34% |
$14.8K - $19.8K
|
151
$7.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-520- 15.38% |
$23.7K - $31.5K
|
2.86K
$138K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-600- 44.61% |
$27.3K - $36.4K
|
745
$36.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-674- 84.25% |
$30.7K - $40.9K
|
126
$6.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 14.83% |
$68.2K - $90.9K
|
8.6K
$416K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.5K- 5.73% |
$68.3K - $91K
|
24.7K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.49K- 99.64% |
$114K - $151K
|
9
$436
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-4.29K- 97.95% |
$195K - $260K
|
90
$4.36K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.12K- 9.61% |
$324K - $432K
|
66.9K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13.1K- 98.55% |
$598K - $797K
|
193
$9.34K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 60.94% |
$702K - $935K
|
9.88K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-285K- 68.3% |
$13M - $17.3M
|
132K
$6.4M
|
|