SIMPLIFY EXCHANGE TRADED FUN (PFIX)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
56
Reporting holders
$79.0M
Reported value
0.3%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $27.8M | 641,661 | 0.00% | new | NEW |
| Pekin Hardy Strauss, Inc. | $7.0M | 162,217 | 0.62% | 2q | +500.5%+$5.9M |
| CITADEL ADVISORS LLC | $6.4M | 142,237 | 0.00% | new | NEW |
| Drum Hill Capital, LLC | $6.3M | 145,456 | 6.44% | 7q | +1.3%+$78.8K |
| Holcombe Financial, Inc. | $4.3M | 99,238 | 2.43% | 7q | HELD |
| GTS SECURITIES LLC | $4.0M | 91,811 | 0.08% | new | NEW |
| Ausdal Financial Partners, Inc. | $3.1M | 71,734 | 0.12% | new | NEW |
| Advyzon Investment Management, LLC | $3.0M | 70,177 | 0.22% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 69,391 | 0.00% | 20q | HELD |
| THOR TRADING ADVISORS, LLC | $1.7M | 38,094 | 0.52% | new | NEW |
| FSA Investment Group, LLC | $1.3M | 30,422 | 0.43% | 4q | +40.6%+$381.2K |
| Catawba River Capital | $1.1M | 24,974 | 0.48% | 2q | +11.3%+$110.1K |
| HighTower Advisors, LLC | $1.0M | 24,027 | 0.00% | 3q | -1.7%-$18.4K |
| LPL Financial LLC | $881.5K | 20,330 | 0.00% | 5q | -87.2%-$6.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $759.2K | 17,508 | 0.00% | 6q | +97.9%+$375.5K |
| Maridea Wealth Management LLC | $724.2K | 16,701 | 0.08% | new | NEW |
| Hilltop Holdings Inc. | $636.4K | 14,677 | 0.05% | 3q | -25.4%-$216.7K |
| B. Riley Wealth Advisors, Inc. | $599.3K | 14,424 | 0.03% | 2q | +14.9%+$77.8K |
| Capital Advisor Network LLC | $530.5K | 12,235 | 0.66% | 2q | +142.0%+$311.3K |
| MML INVESTORS SERVICES, LLC | $524.8K | 12,103 | 0.00% | 7q | +8.0%+$39.1K |
| ENVESTNET ASSET MANAGEMENT INC | $368.3K | 8,495 | 0.00% | 7q | -92.2%-$4.4M |
| PFG Advisors | $366.1K | 8,443 | 0.02% | 2q | -95.6%-$7.9M |
| Global Endowment Management, LP | $347.0K | 8,000 | 0.04% | new | NEW |
| OneDigital Investment Advisors LLC | $299.6K | 6,911 | 0.00% | new | NEW |
| SMITH, MOORE & CO. | $292.9K | 6,755 | 0.02% | 2q | +35.0%+$75.9K |
| Cambridge Advisors Inc. | $267.9K | 6,178 | 0.05% | 4q | HELD |
| LANE BROTHERS & CO INC | $243.9K | 5,625 | 0.16% | new | NEW |
| Point72 Asset Management, L.P. | $229.8K | 5,300 | 0.00% | 2q | -83.7%-$1.2M |
| BANK OF MONTREAL /CAN/ | $228.1K | 5,262 | 0.00% | 4q | +15.2%+$30.1K |
| Ancora Advisors LLC | $221.1K | 5,100 | 0.00% | new | NEW |
| Bright Futures Wealth Management, LLC. | $214.1K | 4,937 | 0.14% | new | NEW |
| Savvy Advisors, Inc. | $211.7K | 4,882 | 0.00% | 3q | -27.3%-$79.6K |
| Luminist Capital LLC | $203.2K | 4,841 | 0.23% | 7q | +32.5%+$49.9K |
| AE Wealth Management LLC | $202.7K | 4,675 | 0.00% | 7q | +31066.7%+$202.1K |
| OSAIC HOLDINGS, INC. | $110.2K | 2,539 | 0.00% | 20q | -75.2%-$333.5K |
| Integrated Wealth Concepts LLC | $87.3K | 2,012 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $72.9K | 1,682 | 0.00% | 20q | HELD |
| Reyes Financial Architecture, Inc. | $52.7K | 1,216 | 0.03% | new | NEW |
| MORGAN STANLEY | $48.3K | 1,113 | 0.00% | 21q | -44.4%-$38.6K |
| Colonial Trust Co / SC | $32.5K | 750 | 0.00% | 3q | -57.1%-$43.4K |
| Copia Wealth Management | $32.3K | 745 | 0.02% | 6q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $26.0K | 600 | 0.00% | 3q | HELD |
| UBS Group AG | $24.2K | 558 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $24.1K | 555 | 0.00% | 15q | -87.7%-$171.4K |
| US BANCORP \DE\ | $23.6K | 545 | 0.00% | 19q | HELD |
| Triumph Capital Management | $14.8K | 342 | 0.00% | 3q | HELD |
| POM Investment Strategies, LLC | $9.0K | 207 | 0.01% | 2q | +17.6%+$1.3K |
| Tower Research Capital LLC (TRC) | $8.4K | 193 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $3.8K | 87 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $3.6K | 82 | 0.00% | new | NEW |
| Key Capital Management, INC | $3.0K | 70 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.1K | 49 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $1.9K | 45 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $697 | 16 | 0.00% | 11q | -52.9% |
| Global Retirement Partners, LLC | $390 | 9 | 0.00% | 4q | HELD |
| DHJJ Financial Advisors, Ltd. | $44 | 1 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $79.0M | 1,818,237 | 20 | 13 | 12 | 0.3% |
| Q1 2026 | 61 | $75.4M | 1,631,612 | 28 | 18 | 8 | 0.0% |
| Q4 2025 | 43 | $53.0M | 1,106,343 | 11 | 16 | 8 | 0.0% |
| Q3 2025 | 49 | $49.0M | 1,016,085 | 11 | 17 | 12 | 0.0% |
| Q2 2025 | 49 | $51.5M | 973,798 | 17 | 13 | 10 | 0.0% |
| Q1 2025 | 38 | $47.5M | 976,034 | 7 | 3 | 15 | 0.3% |
| Q4 2024 | 47 | $65.3M | 1,250,326 | 14 | 9 | 9 | 0.0% |
| Q3 2024 | 36 | $39.7M | 964,312 | 7 | 7 | 11 | 0.0% |
| Q2 2024 | 46 | $48.7M | 1,000,456 | 10 | 10 | 13 | 1.6% |
| Q1 2024 | 40 | $38.0M | 837,340 | 12 | 14 | 4 | 2.8% |
| Q4 2023 | 47 | $46.1M | 1,053,130 | 15 | 10 | 10 | 5.1% |
| Q3 2023 | 42 | $65.6M | 674,563 | 10 | 4 | 23 | 1.7% |
| Q2 2023 | 46 | $123.7M | 1,967,633 | 9 | 13 | 16 | 0.4% |
| Q1 2023 | 43 | $126.9M | 2,075,623 | 5 | 15 | 14 | 0.1% |
| Q4 2022 | 56 | $269.1M | 3,760,518 | 25 | 9 | 14 | 0.0% |
| Q3 2022 | 57 | $138.4M | 2,039,685 | 12 | 15 | 18 | 0.0% |
| Q2 2022 | 64 | $123.4M | 2,192,791 | 36 | 12 | 7 | 0.0% |
| Q1 2022 | 34 | $35.4M | 696,941 | 12 | 8 | 4 | 0.0% |
| Q4 2021 | 29 | $17.6M | 469,094 | 10 | 7 | 5 | 0.0% |
| Q3 2021 | 19 | $16.6M | 407,038 | 8 | 5 | 2 | 0.0% |
| Q2 2021 | 13 | $11.7M | 282,629 | 12 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $8.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $8.0K | 200 | 1 | 0 | 0 | 0.0% |