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Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

$57.50 +2.74 (+5.00%)
Closing price 09/24/2026 04:10 PM Eastern
Extended Trading
$57.46 -0.03 (-0.06%)
As of 09/24/2026 07:39 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$39.89M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.67M
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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
9/23/2026 Envestnet Asset Management Inc.8,495$368K0.0%-92.2%0.246%
9/15/2026 Anchor Investment Management LLC18,595$806K0.1%-9.0%0.531%
9/9/2026 Integrated Wealth Concepts LLC2,012$87K0.0%N/A0.057%
5/14/2026 Hilltop Holdings Inc.19,675$910K0.1%-53.5%0.444%
5/8/2026 CVS HEALTH Corp14,500$670K0.3%N/A0.327%
5/5/2026 Geneos 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%
2/18/2026 Quadrature Capital Ltd13,514$648K0.0%N/A0.370%
2/17/2026 Cetera Investment Advisers7,285$349K0.0%-75.1%0.200%
2/17/2026 Hilltop Holdings Inc.42,295$2.03M0.1%N/A1.159%
2/17/2026 Osaic Holdings Inc.3,349$161K0.0%-72.7%0.092%
2/16/2026 MML Investors Services LLC11,900$570K0.0%+38.4%0.326%
2/12/2026 Jane 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%
2/12/2026 Bank of Montreal Can1,048$50K0.0%+168.7%0.029%
2/12/2026 Colonial Trust Co SC1,000$48K0.0%N/A0.027%
2/11/2026 LPL Financial LLC48,526$2.33M0.0%+18.9%1.329%
2/10/2026 Goldman Sachs Group Inc.6,310$302K0.0%N/A0.173%
2/6/2026 HighTower Advisors LLC23,140$1.11M0.0%N/A0.634%
2/4/2026 Trek 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%
1/20/2026 Savvy 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%
1/1/2026 JPMorgan Chase & Co.831$40K0.0%+1,285.0%0.024%
11/17/2025 Mercer Global Advisors Inc. ADV8,930$430K0.0%+2.9%0.263%
11/17/2025 Citadel Advisors LLC9,879$476K0.0%-60.9%0.291%
11/17/2025 Ausdal Financial Partners Inc.86,032$4.14M0.2%+599.5%2.530%
11/13/2025 Global Endowment Management LP8,000$385K0.0%+100.0%0.235%
11/12/2025 Choreo LLC13,053$629K0.0%N/A0.384%
11/10/2025 Advyzon Investment Management LLC61,855$2.98M0.5%+196.3%1.819%
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11/10/2025 Pekin Hardy Strauss Inc.24,685$1.19M0.1%-5.7%0.726%
11/7/2025 JPMorgan Chase & Co.831$40K0.0%+1,285.0%0.024%
11/6/2025 Stratos Wealth Advisors LLC16,167$779K0.0%+6.8%0.476%
11/5/2025 Envestnet Asset Management Inc.84,374$4.06M0.0%+885.6%2.482%
10/31/2025 Copia 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%
9/4/2025 Osaic Holdings Inc.11,233$594K0.0%+23.9%0.385%
8/19/2025 Newbridge Financial Services Group Inc.13,333$705K0.1%N/A0.457%
8/14/2025 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%
8/14/2025Napa Wealth Management9,021$477K0.2%-18.6%0.309%
8/13/2025 Luminist Capital LLC3,380$178K0.2%-7.1%0.116%
8/8/2025 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%
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%
5/19/2025Jane 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%
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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%


PFIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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 Advyzon Investment Management LLC ($2.98M).Learn more on Simplify Interest Rate Hedge ETF's institutional investors.

Of the 60 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), Envestnet Asset Management Inc. ($134.27K), Commonwealth Equity Services LLC ($134.21K), Holcombe Financial Inc. ($93.60K), and Bank of Montreal Can ($89.16K).

Institutional investors have bought a total of 833,504 shares in the last 24 months. This purchase volume represents approximately $39.89M in transactions.

Of the 11 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. ($101.04K), 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 191,763 shares in the last 24 months. This volume of shares sold represents approximately $8.67M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PFIX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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