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Simplify Bond Bull ETF (RFIX) Institutional Ownership

$46.56 -0.87 (-1.83%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Simplify Bond Bull ETF (NYSEARCA:RFIX)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$56.01M
Number of
Institutional Sellers
(last 12 months)
0
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RFIX Institutional Buying and Selling by Quarter

Simplify Bond Bull ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2025GK Wealth Management LLC12,783$684K0.8%N/A0.444%
5/19/2025Jane Street Group LLC11,205$599K0.0%N/A0.380%
5/16/2025Cove Street Capital LLC1,301$70K0.1%N/A0.044%
5/16/2025Ancora Advisors LLC1,900$102K0.0%N/A0.064%
5/13/2025HighTower Advisors LLC69,080$3.70M0.0%N/A2.342%
5/12/2025Townsquare Capital LLC10,780$577K0.0%N/A0.365%
5/8/2025FSA Advisors Inc.7,626$408K0.3%N/A0.259%
5/6/2025AE Wealth Management LLC111,835$5.98M0.1%N/A3.791%
5/6/2025Mount Lucas Management LP30,000$1.61M0.5%N/A1.017%
5/5/2025Transce3nd LLC1,215$65K0.0%N/A0.041%
4/30/2025POM Investment Strategies LLC35,430$1.90M2.2%N/A1.201%
4/30/2025Trek Financial LLC233,253$12.48M0.9%N/A7.907%
4/24/2025Decker Retirement Planning Inc.1,867$100K0.1%N/A0.060%
4/22/2025Whalen Wealth Management Inc.9,275$496K0.3%N/A0.296%
4/21/2025WJ Interests LLC76,160$4.08M1.9%+6.9%2.433%
4/21/2025Beacon Capital Management LLC87,870$4.70M0.6%N/A2.807%
4/18/2025Prosperity Wealth Management Inc.15,384$823K0.4%N/A0.492%
4/17/2025Authentikos Wealth Advisory LLC11,404$610K0.5%N/A0.364%
4/10/2025Fluent Financial LLC388,897$20.81M9.1%N/A12.425%
2/5/2025Spectrum Wealth Counsel LLC930$49K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

RFIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFIX shares?

During the previous two years, 20 institutional investors and hedge funds held shares of Simplify Bond Bull ETF. The most heavily invested institutionals were Fluent Financial LLC ($20.81M), Trek Financial LLC ($12.48M), AE Wealth Management LLC ($5.98M), Beacon Capital Management LLC ($4.70M), WJ Interests LLC ($4.08M), HighTower Advisors LLC ($3.70M), and POM Investment Strategies LLC ($1.90M).Learn more on Simplify Bond Bull ETF's institutional investors.

Which institutional investors have been buying Simplify Bond Bull ETF's stock?

Of the 20 institutional investors that purchased Simplify Bond Bull ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fluent Financial LLC ($388.90K), Trek Financial LLC ($233.25K), AE Wealth Management LLC ($111.84K), Beacon Capital Management LLC ($87.87K), HighTower Advisors LLC ($69.08K), POM Investment Strategies LLC ($35.43K), and Mount Lucas Management LP ($30K).

How much institutional buying is happening at Simplify Bond Bull ETF?

Institutional investors have bought a total of 1,046,930 shares in the last 24 months. This purchase volume represents approximately $56.01M in transactions.



This page (NYSEARCA:RFIX) was last updated on 7/5/2025 by MarketBeat.com Staff
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