# SIMPLIFY EXCHANGE TRADED FUN (PFIX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFIX/

- Reporting holders: 2
- Reported value: $3.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $2.6M | 41,485 | 0.8% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $986.4K | 15,684 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $3.6M |
| Q2 2026 | 57 | $86.6M |
| Q1 2026 | 63 | $76.4M |
| Q4 2025 | 43 | $53.0M |
| Q3 2025 | 51 | $52.2M |
| Q2 2025 | 53 | $57.0M |
| Q1 2025 | 41 | $51.9M |
| Q4 2024 | 49 | $69.9M |
| Q3 2024 | 38 | $42.7M |
| Q2 2024 | 49 | $52.3M |
| Q1 2024 | 44 | $44.4M |
| Q4 2023 | 51 | $50.1M |