Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free PFIX Stock Alerts

Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

$48.41 +0.31 (+0.64%)
As of 03:58 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$70.70M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$39.13M
Get PFIX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Interest Rate Hedge ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.955$44K0.0%N/A0.022%
5/2/2026 Anchor Investment Management LLC20,445$945K0.1%+121.6%0.462%
5/1/2026 Ball & Co Wealth Management Inc.2,118$97K0.1%N/A0.048%
4/30/2026 Griffin Asset Management Inc.6,667$308K0.0%N/A0.150%
4/23/2026 Comprehensive Money Management Services LLC4,815$223K0.1%-4.9%0.109%
4/21/2026 Drum Hill Capital LLC143,638$6.64M6.1%+25.9%3.213%
4/21/2026 Urban Wealth Management LLC12,927$598K0.6%-43.4%0.289%
2/26/2026 Anchor Investment Management LLC9,225$442K0.0%+81.8%0.253%
2/18/2026Quadrature Capital Ltd13,514$648K0.0%N/A0.370%
2/17/2026Cetera Investment Advisers7,285$349K0.0%-75.1%0.200%
2/17/2026Hilltop Holdings Inc.42,295$2.03M0.1%N/A1.159%
2/17/2026Osaic Holdings Inc.3,349$161K0.0%-72.7%0.092%
2/16/2026MML Investors Services LLC11,900$570K0.0%+38.4%0.326%
2/12/2026Jane Street Group LLC151,777$7.28M0.0%+14.9%4.158%
2/12/2026 Commonwealth Equity Services LLC193,913$9.29M0.0%+189.8%5.313%
2/12/2026Bank of Montreal Can1,048$50K0.0%+168.7%0.029%
2/12/2026Colonial Trust Co SC1,000$48K0.0%N/A0.027%
2/11/2026LPL Financial LLC48,526$2.33M0.0%+18.9%1.329%
2/10/2026Goldman Sachs Group Inc.6,310$302K0.0%N/A0.173%
2/6/2026HighTower Advisors LLC23,140$1.11M0.0%N/A0.634%
2/4/2026Trek Financial LLC250,083$11.99M0.7%N/A7.045%
1/27/2026 Holcombe Financial Inc.93,145$4.46M2.8%+8.6%2.756%
1/26/2026 Drum Hill Capital LLC114,046$5.47M5.7%+1.7%3.374%
1/23/2026 Farther Finance Advisors LLC597$29K0.0%-92.7%0.018%
1/22/2026 Comprehensive Money Management Services LLC5,065$243K0.2%+18.8%0.150%
1/20/2026Savvy Advisors Inc.11,192$536K0.0%N/A0.336%
1/15/2026 Professional Financial Advisors LLC18,721$897K0.2%+7.6%0.594%
1/7/2026 Harbor Investment Advisory LLC600$29K0.0%N/A0.019%
1/1/2026JPMorgan Chase & Co.831$40K0.0%+1,285.0%0.024%
11/17/2025Mercer Global Advisors Inc. ADV8,930$430K0.0%+2.9%0.263%
11/17/2025Citadel Advisors LLC9,879$476K0.0%-60.9%0.291%
11/17/2025Ausdal Financial Partners Inc.86,032$4.14M0.2%+599.5%2.530%
11/13/2025Global Endowment Management LP8,000$385K0.0%+100.0%0.235%
11/12/2025Choreo LLC13,053$629K0.0%N/A0.384%
11/10/2025Advyzon Investment Management LLC61,855$2.98M0.5%+196.3%1.819%
11/10/2025Pekin Hardy Strauss Inc.24,685$1.19M0.1%-5.7%0.726%
11/7/2025JPMorgan Chase & Co.831$40K0.0%+1,285.0%0.024%
11/6/2025 Stratos Wealth Advisors LLC16,167$779K0.0%+6.8%0.476%
11/5/2025Envestnet Asset Management Inc.84,374$4.06M0.0%+885.6%2.482%
10/31/2025Copia Wealth Management745$36K0.0%-44.6%0.022%
10/30/2025 FSA Investment Group LLC15,868$759K0.5%N/A0.467%
10/28/2025 Professional Financial Advisors LLC17,405$838K0.2%+5.6%0.512%
10/27/2025 Holcombe Financial Inc.85,784$4.13M2.9%+2.2%2.523%
10/15/2025 Cambridge Advisors Inc.5,968$287K0.1%N/A0.173%
10/15/2025 Drum Hill Capital LLC112,121$5.40M5.8%+1.6%3.250%
10/14/2025 Farther Finance Advisors LLC8,229$396K0.0%+1,382.7%0.239%
9/4/2025Osaic Holdings Inc.11,233$594K0.0%+23.9%0.385%
8/19/2025Newbridge Financial Services Group Inc.13,333$705K0.1%N/A0.457%
8/14/2025Jane Street Group LLC416,853$22.03M0.0%+2.6%14.276%
8/14/2025Ausdal Financial Partners Inc.12,299$650K0.0%N/A0.421%
8/14/2025Raymond James Financial Inc.1,004$53K0.0%N/A0.034%
8/14/2025Napa Wealth Management9,021$477K0.2%-18.6%0.309%
8/13/2025 Luminist Capital LLC3,380$178K0.2%-7.1%0.116%
8/8/2025Advyzon Investment Management LLC20,873$1.10M0.2%N/A0.720%
8/6/2025Pekin Hardy Strauss Inc.26,185$1.38M0.2%N/A0.903%
8/5/2025Simplex Trading LLC4,382$231K0.0%+3,462.6%0.151%
8/4/2025Integrity Alliance LLC.4,831$255K0.0%N/A0.167%
8/1/2025Envestnet Asset Management Inc.8,561$452K0.0%-85.3%0.295%
7/29/2025 Stratos Wealth Advisors LLC15,133$800K0.0%+9.7%0.522%
7/28/2025Copia 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%
7/9/2025Reyes 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%
6/27/2025Goldman Sachs Group Inc.125,700$6.09M0.0%-72.9%4.334%
5/19/2025Jane Street Group LLC406,222$19.69M0.0%+114.5%17.286%
5/16/2025Goldman Sachs Group Inc.125,700$6.09M0.0%-72.9%5.349%
5/14/2025Jane Street Group LLC406,222$19.69M0.0%+114.5%17.286%
5/14/2025Thomas J. Herzfeld Advisors Inc.51,764$2.51M0.9%-2.7%2.203%
5/14/2025Luminist Capital LLC3,640$173K0.2%-8.0%0.155%
5/14/2025Napa Wealth Management11,089$537K0.3%-5.9%0.472%
5/13/2025Global Endowment Management LP6,000$291K0.0%-14.3%0.255%
5/6/2025Cetera Investment Advisers22,966$1.11M0.0%N/A0.873%
5/6/2025Avantax Advisory Services Inc.13,904$674K0.0%N/A0.529%
5/6/2025Choreo LLC9,419$456K0.0%-26.9%0.358%
4/30/2025Stratos Wealth Advisors LLC13,789$668K0.0%-25.8%0.524%
4/30/2025J Hagan Capital Inc.5,411$283K0.3%N/A0.206%
4/28/2025Holcombe Financial Inc.36,057$1.75M1.5%-1.3%1.371%
4/23/2025Ferguson Shapiro LLC7,626$370K0.1%-24.9%0.290%
4/23/2025Professional Financial Advisors LLC15,844$768K0.2%-3.3%0.602%
4/22/2025Comprehensive Money Management Services LLC4,140$201K0.2%N/A0.157%
4/17/2025Copia Wealth Management2,210$107K0.1%N/A0.084%
2/17/2025Napa Wealth Management11,789$617K0.3%N/A0.389%
2/14/2025Jane Street Group LLC189,347$9.91M0.0%-30.2%6.249%
2/14/2025Comerica Bank538$28K0.0%N/A0.018%
2/14/2025Integrated Wealth Concepts LLC11,404$597K0.0%+7.7%0.376%
2/14/2025Holcombe Financial Inc.36,516$1.91M1.6%N/A1.205%
2/13/2025Global Endowment Management LP7,000$366K0.0%-26.3%0.231%
2/13/2025Defined Financial Planning LLC4,611$241K0.3%N/A0.152%
2/13/2025Belpointe Asset Management LLC6,470$339K0.0%N/A0.214%
2/13/2025Fortis Capital Advisors LLC6,470$339K0.1%N/A0.214%
2/13/2025Envestnet Asset Management Inc.58,457$3.06M0.0%N/A1.929%
2/12/2025Thomas J. Herzfeld Advisors Inc.53,202$2.79M0.9%N/A1.756%
2/12/2025OLD Mission Capital LLC6,839$358K0.0%-33.3%0.226%
2/12/2025Maridea Wealth Management LLC19,157$1.00M0.3%N/A0.632%
2/10/2025Commonwealth Equity Services LLC80,495$4.21M0.0%+9.8%2.657%
2/10/2025Farther Finance Advisors LLC555$29K0.0%+909.1%0.018%
2/7/2025HighTower Advisors LLC8,934$468K0.0%N/A0.295%


PFIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIX shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Simplify Interest Rate Hedge ETF. The most heavily invested institutionals were Trek Financial LLC ($11.99M), Commonwealth Equity Services LLC ($9.29M), Jane Street Group LLC ($7.28M), Drum Hill Capital LLC ($6.64M), Holcombe Financial Inc. ($4.46M), Ausdal Financial Partners Inc. ($4.14M), and Envestnet Asset Management Inc. ($4.06M).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 62 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 ($464.02K), Trek Financial LLC ($250.08K), Drum Hill Capital LLC ($143.81K), Commonwealth Equity Services LLC ($135.08K), Envestnet Asset Management Inc. ($134.27K), Holcombe Financial Inc. ($93.60K), and Bank of Montreal Can ($89.16K).

How much institutional buying is happening at Simplify Interest Rate Hedge ETF?

Institutional investors have bought a total of 1,453,439 shares in the last 24 months. This purchase volume represents approximately $70.70M in transactions.

Which of Simplify Interest Rate Hedge ETF's major shareholders have been selling company stock?

Of the 15 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), Envestnet Asset Management Inc. ($49.71K), Cetera Investment Advisers ($22.02K), Citadel Advisors LLC ($15.41K), Urban Wealth Management LLC ($9.91K), Osaic Holdings Inc. ($8.92K), and Farther Finance Advisors LLC ($7.63K).

How much institutional selling is happening at Simplify Interest Rate Hedge ETF?

Institutional investors have sold a total of 803,703 shares in the last 24 months. This volume of shares sold represents approximately $39.13M in transactions.


Related Companies

This page (NYSEARCA:PFIX) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel