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Simplify Bond Bull ETF (RFIX) Institutional Ownership

$39.03 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$50.86M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$26.96M
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Skip Chart & View Institutional Buying and Selling Data

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
2/12/2026 Jane Street Group LLC694,417$25.20M0.0%+104.3%44.801%
2/12/2026 Principal Securities Inc.10,443$379K0.0%+33.4%0.674%
1/8/2026 True Wealth Design LLC166,412$6.04M1.8%+5.0%6.792%
11/17/2025Prosperity Wealth Management Inc.26,452$1.13M0.4%+63.3%0.945%
11/14/2025Cove Street Capital LLC2,075$89K0.1%+59.5%0.074%
11/10/2025 Mount Lucas Management LP11,650$498K0.2%-61.2%0.416%
11/6/2025 GK Wealth Management LLC6,028$257K0.2%-18.3%0.215%
11/5/2025 Envestnet Asset Management Inc.7,830$334K0.0%+14.9%0.280%
11/4/2025 Mutual Advisors LLC23,594$1.03M0.0%N/A0.843%
11/3/2025 AE Wealth Management LLC733$31K0.0%-55.1%0.026%
10/21/2025 True Wealth Design LLC158,439$6.77M2.1%+7.0%5.699%
10/20/2025 Simplify Asset Management Inc.33,000$1.41M0.0%N/A1.187%
10/14/2025 Private Client Services LLC22,888$978K0.3%N/A0.823%
10/10/2025 Fluent Financial LLC103,777$4.43M1.7%-78.5%3.733%
8/14/2025 Jane Street Group LLC420,274$20.43M0.0%+3,650.8%13.557%
8/13/2025 Northwestern Mutual Wealth Management Co.4,020$195K0.0%N/A0.130%
8/12/2025 Steward Partners Investment Advisory LLC1,312$64K0.0%N/A0.042%
8/7/2025 Montag A & Associates Inc.1,561$76K0.0%N/A0.050%
8/6/2025 True Wealth Design LLC148,013$7.20M2.5%N/A4.736%
8/6/2025 AE Wealth Management LLC1,634$79K0.0%-98.5%0.052%
8/1/2025 Envestnet Asset Management Inc.6,812$331K0.0%N/A0.218%
7/23/2025 Fluent Financial LLC483,738$23.52M9.7%+24.4%15.480%
7/18/2025 Magnolia Private Wealth LLC4,251$207K0.2%N/A0.136%
7/17/2025 Beacon Capital Management LLC901$44K0.0%-99.0%0.029%
7/8/2025 GK Wealth Management LLC7,381$359K0.3%-42.3%0.236%
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%
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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%


RFIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Simplify Bond Bull ETF. The most heavily invested institutionals were Jane Street Group LLC ($25.20M), Trek Financial LLC ($12.48M), True Wealth Design LLC ($6.04M), Fluent Financial LLC ($4.43M), 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.

Of the 30 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: Jane Street Group LLC ($774.86K), Fluent Financial LLC ($483.74K), Trek Financial LLC ($233.25K), True Wealth Design LLC ($166.41K), AE Wealth Management LLC ($111.84K), Beacon Capital Management LLC ($87.87K), and HighTower Advisors LLC ($69.08K).

Institutional investors have bought a total of 1,149,788 shares in the last 24 months. This purchase volume represents approximately $50.86M in transactions.

The following institutional investors have sold Simplify Bond Bull ETF stock in the last 24 months: Fluent Financial LLC ($379.96K), AE Wealth Management LLC ($111.10K), Beacon Capital Management LLC ($86.97K), Mount Lucas Management LP ($18.35K), and GK Wealth Management LLC ($6.77K).

Institutional investors have sold a total of 603,155 shares in the last 24 months. This volume of shares sold represents approximately $26.96M in transactions.



This page (NYSEARCA:RFIX) was last updated on 5/25/2026 by MarketBeat.com Staff.
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