PFIX institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding56
Shares held1,809,483
Reported value$78.4m
Quarter flows21 new, 12 added, 16 trimmed, 28 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
JANE STREET GROUP, LLC641,661$27.8m0.0%
Pekin Hardy Strauss, Inc.162,217$7.0m0.6%
Drum Hill Capital, LLC145,456$6.3m6.4%
CITADEL ADVISORS LLC142,237$6.2m0.0%
Holcombe Financial, Inc.99,238$4.3m2.4%
GTS SECURITIES LLC91,811$4.0m0.1%
Ausdal Financial Partners, Inc.71,734$3.1m0.1%
Advyzon Investment Management, LLC70,177$3.0m0.2%
COMMONWEALTH EQUITY SERVICES, LLC69,391$3.0m0.0%
THOR TRADING ADVISORS, LLC38,094$1.7m0.5%
FSA Investment Group, LLC30,422$1.3m0.4%
Catawba River Capital24,974$1.1m0.5%
HighTower Advisors, LLC24,027$1.0m0.0%
LPL Financial LLC20,330$881,4880.0%
Maridea Wealth Management LLC16,701$724,1760.1%
Hilltop Holdings Inc.14,677$636,3950.0%
B. Riley Wealth Advisors, Inc.14,424$599,3130.0%
Capital Advisor Network LLC12,235$530,5100.7%
MML INVESTORS SERVICES, LLC12,103$524,7690.0%
MERCER GLOBAL ADVISORS INC /ADV8,754$379,5850.0%
ENVESTNET ASSET MANAGEMENT INC8,495$368,3420.0%
PFG Advisors8,443$366,0880.0%
Global Endowment Management, LP8,000$347,0000.0%
OneDigital Investment Advisors LLC6,911$299,6440.0%
SMITH, MOORE & CO.6,755$292,8970.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PFIX"). PFIX price history · All 13F data

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