PFIX

Simplify Interest Rate Hedge ETF
$45.77-0.06 (-0.13%)Financial ServicesNYSE_ARCA

Institutional Holders

45

as of Q4 2025

Total Shares Held

9.225250083193914e+157B

Total Value

$4.4215411986900074e+89T

% of Float

Price History

$37.65$44.02$50.39$56.76$63.13Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC9,225$442.2M0.04%Share
2Trek Financial, LLC250,083$12.0M0.69%Share
3COMMONWEALTH EQUITY SERVICES, LLC193,913$9.0M0.01%Share
4JANE STREET GROUP, LLC151,277$7.0M0.00%Share
5Drum Hill Capital, LLC114,046$5.5M5.68%Share
6Holcombe Financial, Inc.93,145$4.5M2.80%Share
7LPL Financial LLC48,526$2.0M0.00%Share
8Hilltop Holdings Inc.42,295$2.0M0.12%Share
9Urban Wealth Management, LLC22,839$1.1M1.02%Share
10HighTower Advisors, LLC23,140$1.0M0.00%Share
11Professional Financial Advisors, LLC18,721$897K0.18%Share
12FSA Investment Group, LLC16,030$768K0.47%Share
13Savvy Advisors, Inc.11,192$536K0.02%Share
14Global Endowment Management, LP8,000$383K0.05%Share
15Cambridge Advisors Inc.6,118$293K0.06%Share
16Comprehensive Money Management Services LLC5,065$242K0.17%Share
17Luminist Capital LLC3,607$172K0.21%Share
18Archer Investment Corp802$38K0.01%Share
19Copia Wealth Management745$35K0.03%Share
20HARBOR INVESTMENT ADVISORY, LLC600$28K0.00%Share
21Farther Finance Advisors, LLC597$28K0.00%Share
22US BANCORP \DE\545$26K0.00%Share
23Triumph Capital Management342$16K0.00%Share
24TUCKER ASSET MANAGEMENT LLC316$15K0.00%Share
25AE Wealth Management LLC24$1K0.00%Share
26WELLS FARGO & COMPANY/MN2$00.00%Share
27MML INVESTORS SERVICES, LLC11,900$00.00%Share
28NewEdge Advisors, LLC80$00.00%Share
29Colonial Trust Co / SC1,000$00.00%Share
30JANE STREET GROUP, LLC500$00.00%Share
31Steward Partners Investment Advisory, LLC961$00.00%Share
32GOLDMAN SACHS GROUP INC6,310$00.00%Share
33MERCER GLOBAL ADVISORS INC /ADV8,787$00.00%Share
34CITADEL ADVISORS LLC20,361$00.00%Share
35MAI Capital Management6$00.00%Share
36BANK OF MONTREAL /CAN/655$00.00%Share
37BANK OF MONTREAL /CAN/393$00.00%Share
38ENVESTNET ASSET MANAGEMENT INC9,976$00.00%Share
39Global Retirement Partners, LLC9$00.00%Share
40MORGAN STANLEY3$00.00%Share
41JPMORGAN CHASE & CO58$00.00%Share
42DHJJ Financial Advisors, Ltd.1$00.00%Share
43Cetera Investment Advisers7,285$00.00%Share
44OSAIC HOLDINGS, INC.3,349$00.00%Share
45Quadrature Capital Ltd13,514$00.00%Share