Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership $55.45 +1.27 (+2.34%) Closing price 08/15/2025 04:10 PM EasternExtended Trading$55.43 -0.02 (-0.04%) As of 08/15/2025 05:36 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)Number ofInstitutional Buyers(last 12 months)41TotalInstitutional Inflows(last 12 months)$56.87MNumber ofInstitutional Sellers(last 12 months)16TotalInstitutional Outflows(last 12 months)$59.60M Get PFIX Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Interest Rate Hedge ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data PFIX Institutional Buying and Selling by Quarter Simplify Interest Rate Hedge ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Jane Street Group LLC416,853$22.03M0.0%+2.6%14.276% 8/14/2025 Ausdal Financial Partners Inc.12,299$650K0.0%N/A0.421% 8/14/2025 Raymond James Financial Inc.1,004$53K0.0%N/A0.034% 8/14/2025 Napa Wealth Management9,021$477K0.2%-18.6%0.309% 8/13/2025 Luminist Capital LLC3,380$178K0.2%-7.1%0.116% 8/8/2025 Advyzon Investment Management LLC20,873$1.10M0.2%N/A0.720% 8/6/2025 Pekin Hardy Strauss Inc.26,185$1.38M0.2%N/A0.903% 8/5/2025 Simplex Trading LLC4,382$231K0.0%+3,462.6%0.151% 8/4/2025 Integrity Alliance LLC.4,831$255K0.0%N/A0.167% 8/1/2025 Envestnet Asset Management Inc.8,561$452K0.0%-85.3%0.295% Get the Latest News and Ratings for PFIX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify Interest Rate Hedge ETF and its competitors with MarketBeat's FREE daily newsletter. 7/29/2025 Stratos Wealth Advisors LLC15,133$800K0.0%+9.7%0.522% 7/28/2025 Copia Wealth Management1,345$71K0.1%-39.1%0.046% 7/16/2025 Maridea Wealth Management LLC13,622$720K0.2%N/A0.470% 7/15/2025 Avaii Wealth Management LLC4,871$257K0.1%N/A0.168% 7/15/2025 Drum Hill Capital LLC110,320$5.83M6.4%+0.5%3.804% 7/10/2025 Professional Financial Advisors LLC16,486$871K0.2%+4.1%0.568% 7/9/2025 Reyes Financial Architecture Inc.1,336$71K0.1%N/A0.046% 7/8/2025 Holcombe Financial Inc.83,964$4.44M3.3%+132.9%2.895% 6/27/2025 Goldman Sachs Group Inc.125,700$6.09M0.0%-72.9%4.334% 5/19/2025 Jane Street Group LLC406,222$19.69M0.0%+114.5%17.286% 5/16/2025 Goldman Sachs Group Inc.125,700$6.09M0.0%-72.9%5.349% 5/14/2025 Jane Street Group LLC406,222$19.69M0.0%+114.5%17.286% 5/14/2025 Thomas J. Herzfeld Advisors Inc.51,764$2.51M0.9%-2.7%2.203% 5/14/2025 Luminist Capital LLC3,640$173K0.2%-8.0%0.155% 5/14/2025 Napa Wealth Management11,089$537K0.3%-5.9%0.472% 5/13/2025 Global Endowment Management LP6,000$291K0.0%-14.3%0.255% 5/6/2025 Cetera Investment Advisers22,966$1.11M0.0%N/A0.873% 5/6/2025 Avantax Advisory Services Inc.13,904$674K0.0%N/A0.529% 5/6/2025 Choreo LLC9,419$456K0.0%-26.9%0.358% 4/30/2025 Stratos Wealth Advisors LLC13,789$668K0.0%-25.8%0.524% 4/30/2025J Hagan Capital Inc.5,411$283K0.3%N/A0.206% 4/28/2025 Holcombe Financial Inc.36,057$1.75M1.5%-1.3%1.371% 4/23/2025 Ferguson Shapiro LLC7,626$370K0.1%-24.9%0.290% 4/23/2025 Professional Financial Advisors LLC15,844$768K0.2%-3.3%0.602% 4/22/2025 Comprehensive Money Management Services LLC4,140$201K0.2%N/A0.157% 4/17/2025 Copia Wealth Management2,210$107K0.1%N/A0.084% 2/17/2025 Napa Wealth Management11,789$617K0.3%N/A0.389% 2/14/2025 Jane Street Group LLC189,347$9.91M0.0%-30.2%6.249% 2/14/2025 Comerica Bank538$28K0.0%N/A0.018% 2/14/2025 Integrated Wealth Concepts LLC11,404$597K0.0%+7.7%0.376% Turn $1K into $50K with This DeFi Gem (Ad)$70 billion in 341 days: The fastest ETF in US history If you missed getting in early with the traditional players, there's still ONE way to capitalize on this institutional flood of money…Get a major discount on the book that shows exactly how to do it right now.2/14/2025 Holcombe Financial Inc.36,516$1.91M1.6%N/A1.205% 2/13/2025 Global Endowment Management LP7,000$366K0.0%-26.3%0.231% 2/13/2025 Defined Financial Planning LLC4,611$241K0.3%N/A0.152% 2/13/2025 Belpointe Asset Management LLC6,470$339K0.0%N/A0.214% 2/13/2025 Fortis Capital Advisors LLC6,470$339K0.1%N/A0.214% 2/13/2025 Envestnet Asset Management Inc.58,457$3.06M0.0%N/A1.929% 2/12/2025 Thomas J. Herzfeld Advisors Inc.53,202$2.79M0.9%N/A1.756% 2/12/2025 OLD Mission Capital LLC6,839$358K0.0%-33.3%0.226% 2/12/2025 Maridea Wealth Management LLC19,157$1.00M0.3%N/A0.632% 2/10/2025 Commonwealth Equity Services LLC80,495$4.21M0.0%+9.8%2.657% 2/10/2025 Farther Finance Advisors LLC555$29K0.0%+909.1%0.018% 2/7/2025 HighTower Advisors LLC8,934$468K0.0%N/A0.295% 2/7/2025Global View Capital Management LLC25,330$1.32M0.5%N/A0.836% 2/4/2025 Pekin Hardy Strauss Inc.107,705$5.64M0.7%+0.7%3.555% 2/3/2025 Drum Hill Capital LLC109,968$5.76M7.2%N/A3.629% 1/28/2025 Archer Investment Corp802$42K0.0%N/A0.026% 1/27/2025 Choreo LLC12,878$673K0.0%N/A0.425% 1/27/2025 Stratos Wealth Advisors LLC18,586$973K0.0%+7.0%0.613% 1/23/2025 Ferguson Shapiro LLC10,152$531K0.2%-93.5%0.335% 1/22/2025 Perigon Wealth Management LLC7,370$399K0.0%N/A0.243% 1/21/2025 Park Edge Advisors LLC16,830$881K0.3%+27.3%0.555% 1/17/2025 Mutual Advisors LLC4,841$262K0.0%N/A0.160% 1/14/2025 Professional Financial Advisors LLC16,387$858K0.2%+4.3%0.541% 11/15/2024 Jane Street Group LLC271,088$11.15M0.0%-43.8%8.947% 11/15/2024 Integrated Wealth Concepts LLC10,584$435K0.0%-26.0%0.349% 11/15/2024 Hilltop Holdings Inc.15,355$631K0.0%+1.8%0.507% 11/13/2024 Bank of Montreal Can88,500$3.69M0.0%N/A2.921% 11/12/2024 Pekin Hardy Strauss Inc.106,993$4.40M0.6%+13.8%3.531% 11/12/2024 Altiora Financial Group LLC22,183$912K0.2%N/A0.732% 10/24/2024 Park Edge Advisors LLC13,221$544K0.2%-79.7%0.436% 10/18/2024 Stratos Wealth Advisors LLC17,364$714K0.0%+2.1%0.573% 10/10/2024 Professional Financial Advisors LLC15,707$646K0.2%+5.1%0.518% 10/9/2024 Ferguson Shapiro LLC157,030$6.46M2.4%+1.7%5.183% 9/5/2024Sanctuary Advisors LLC6,273$300K0.0%N/A0.207% 8/9/2024 Renaissance Technologies LLC15,200$727K0.0%-12.6%0.502% 8/8/2024VitalStone Financial LLC1,717$82K0.1%-90.5%0.057% 8/2/2024 Fortis Capital Advisors LLC5,760$276K0.1%N/A0.190% 8/2/2024 Ferguson Shapiro LLC154,407$7.39M2.9%-21.2%5.096% 7/31/2024 Commonwealth Equity Services LLC69,856$3.34M0.0%+1.3%2.305% 7/31/2024 Fortis Group Advisors LLC11,976$573K0.1%+7.8%0.395% 7/26/2024 Park Edge Advisors LLC65,003$3.11M1.0%+69.8%2.145% 7/18/2024 Professional Financial Advisors LLC14,940$715K0.2%-3.4%0.493% 6/4/2024 Zazove Associates LLC13,450$603K0.1%-22.0%0.444% 5/17/2024 Comerica Bank1,361$61K0.0%+41.6%0.045% 5/7/2024 Zazove Associates LLC13,450$603K0.1%-22.0%0.444% 5/6/2024VitalStone Financial LLC18,104$811K0.6%+6,655.2%0.597% 5/2/2024 Palisade Asset Management LLC1,130$51K0.0%N/A0.037% 4/30/2024 Fortis Group Advisors LLC11,108$498K0.1%N/A0.367% 4/29/2024 Commonwealth Equity Services LLC68,982$3.09M0.0%+12.5%2.277% 4/25/2024 Professional Financial Advisors LLC15,467$693K0.2%+133.3%0.519% Is Elon's empire crumbling? (Ad)The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd. Click here to see the Tesla shock that could blindside everyone.4/19/2024 Park Edge Advisors LLC38,293$1.72M0.5%N/A1.285% 4/15/2024 S.A. Mason LLC1,605$72K0.0%+25.6%0.054% 4/10/2024 Ferguson Shapiro LLC195,938$8.78M4.0%N/A6.531% 2/26/2024Centaurus Financial Inc.21,142$846K0.1%+187.3%0.705% 2/13/2024 Lloyd Advisory Services LLC.15,478$619K0.3%N/A0.516% 2/9/2024Advisory Services Network LLC13,148$526K0.0%N/A0.438% 2/2/2024 Truist Financial Corp11,875$475K0.0%N/A0.396% 1/31/2024 Zazove Associates LLC17,250$690K0.1%-6.0%0.575% 1/24/2024 Stratos Wealth Advisors LLC12,788$512K0.0%-20.9%0.426% 1/24/2024 International Assets Investment Management LLC4,000$160K0.0%N/A0.133% (Data available from 1/1/2016 forward) PFIX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PFIX shares? During the previous two years, 65 institutional investors and hedge funds held shares of Simplify Interest Rate Hedge ETF. The most heavily invested institutionals were Jane Street Group LLC ($22.03M), Goldman Sachs Group Inc. ($6.09M), Drum Hill Capital LLC ($5.83M), Holcombe Financial Inc. ($4.44M), Commonwealth Equity Services LLC ($4.21M), Bank of Montreal Can ($3.69M), and Thomas J. Herzfeld Advisors Inc. ($2.51M).Learn more on Simplify Interest Rate Hedge ETF's institutional investors. Which institutional investors have been buying Simplify Interest Rate Hedge ETF's stock? Of the 54 institutional investors that purchased Simplify Interest Rate Hedge ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($444.38K), Ferguson Shapiro LLC ($198.56K), Drum Hill Capital LLC ($110.49K), Bank of Montreal Can ($88.50K), Holcombe Financial Inc. ($84.42K), HighTower Advisors LLC ($70.44K), and Park Edge Advisors LLC ($68.61K). How much institutional buying is happening at Simplify Interest Rate Hedge ETF? Institutional investors have bought a total of 1,148,737 shares in the last 24 months. This purchase volume represents approximately $56.87M in transactions. Which of Simplify Interest Rate Hedge ETF's major shareholders have been selling company stock? Of the 16 institutional investors that sold Simplify Interest Rate Hedge ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($677.64K), Jane Street Group LLC ($292.70K), Ferguson Shapiro LLC ($149.40K), Park Edge Advisors LLC ($51.78K), Envestnet Asset Management Inc. ($49.71K), Stratos Wealth Advisors LLC ($4.80K), and Integrated Wealth Concepts LLC ($3.71K). How much institutional selling is happening at Simplify Interest Rate Hedge ETF? Institutional investors have sold a total of 1,246,765 shares in the last 24 months. This volume of shares sold represents approximately $59.60M in transactions. Related Companies PTIN Institutional Ownership UAE Institutional Ownership EPU Institutional Ownership QWLD Institutional Ownership HYTR Institutional Ownership GLOF Institutional Ownership FLKR Institutional Ownership TUR Institutional Ownership MMTM Institutional Ownership MUSI Institutional Ownership This page (NYSEARCA:PFIX) was last updated on 8/16/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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