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Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

$44.46 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$48.56M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$7.00M
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Skip Chart & View Institutional Buying and Selling Data

PFIX Institutional Buying and Selling by Quarter

Simplify Interest Rate Hedge ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Hilltop Holdings Inc.19,675$910K0.1%-53.5%0.444%
5/8/2026CVS HEALTH Corp14,500$670K0.3%N/A0.327%
5/5/2026Geneos Wealth Management Inc.955$44K0.0%N/A0.022%
5/2/2026Anchor Investment Management LLC20,445$945K0.1%+121.6%0.462%
5/1/2026Ball & Co Wealth Management Inc.2,118$97K0.1%N/A0.048%
4/30/2026Griffin Asset Management Inc.6,667$308K0.0%N/A0.150%
4/23/2026Comprehensive Money Management Services LLC4,815$223K0.1%-4.9%0.109%
4/21/2026Drum Hill Capital LLC143,638$6.64M6.1%+25.9%3.213%
4/21/2026Urban Wealth Management LLC12,927$598K0.6%-43.4%0.289%
2/26/2026Anchor 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%
2/12/2026Commonwealth 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%
1/27/2026Holcombe Financial Inc.93,145$4.46M2.8%+8.6%2.756%
1/26/2026Drum Hill Capital LLC114,046$5.47M5.7%+1.7%3.374%
1/23/2026Farther Finance Advisors LLC597$29K0.0%-92.7%0.018%
1/22/2026Comprehensive Money Management Services LLC5,065$243K0.2%+18.8%0.150%
1/20/2026Savvy Advisors Inc.11,192$536K0.0%N/A0.336%
1/15/2026Professional Financial Advisors LLC18,721$897K0.2%+7.6%0.594%
1/7/2026Harbor 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%
11/6/2025Stratos Wealth Advisors LLC16,167$779K0.0%+6.8%0.476%
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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%
10/30/2025FSA Investment Group LLC15,868$759K0.5%N/A0.467%
10/28/2025Professional Financial Advisors LLC17,405$838K0.2%+5.6%0.512%
10/27/2025Holcombe Financial Inc.85,784$4.13M2.9%+2.2%2.523%
10/15/2025Cambridge Advisors Inc.5,968$287K0.1%N/A0.173%
10/15/2025Drum Hill Capital LLC112,121$5.40M5.8%+1.6%3.250%
10/14/2025Farther 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%
8/13/2025Luminist 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%
7/29/2025Stratos Wealth Advisors LLC15,133$800K0.0%+9.7%0.522%
7/28/2025Copia Wealth Management1,345$71K0.1%-39.1%0.046%
7/16/2025Maridea Wealth Management LLC13,622$720K0.2%N/A0.470%
7/15/2025Avaii Wealth Management LLC4,871$257K0.1%N/A0.168%
7/15/2025Drum Hill Capital LLC110,320$5.83M6.4%+0.5%3.804%
7/10/2025Professional Financial Advisors LLC16,486$871K0.2%+4.1%0.568%
7/9/2025Reyes Financial Architecture Inc.1,336$71K0.1%N/A0.046%
7/8/2025Holcombe 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%
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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%


PFIX Institutional Ownership - Frequently Asked Questions

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.

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).

Institutional investors have bought a total of 997,319 shares in the last 24 months. This purchase volume represents approximately $48.56M in transactions.

Of the 12 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: Envestnet Asset Management Inc. ($49.71K), Hilltop Holdings Inc. ($22.62K), 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).

Institutional investors have sold a total of 141,769 shares in the last 24 months. This volume of shares sold represents approximately $7.00M in transactions.


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This page (NYSEARCA:PFIX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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