SIMPLIFY EXCHANGE TRADED FUN (RFIX)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
13
Reporting holders
$27.8M
Reported value
0.0%
Held as options
+2
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 | $17.0M | 434,678 | 0.00% | 6q | -19.1%-$4.0M |
| True Wealth Design, LLC | $6.6M | 168,484 | 1.57% | 5q | HELD |
| Journey Advisory Group, LLC | $2.2M | 56,757 | 0.17% | new | NEW |
| GOLDMAN SACHS GROUP INC | $559.5K | 14,306 | 0.00% | 2q | HELD |
| Mount Lucas Management LP | $431.3K | 11,027 | 0.15% | 6q | HELD |
| OLD MISSION CAPITAL LLC | $408.3K | 10,440 | 0.01% | 2q | +105.8%+$209.9K |
| LANE BROTHERS & CO INC | $239.5K | 6,123 | 0.16% | new | NEW |
| AE Wealth Management LLC | $230.5K | 5,893 | 0.00% | 6q | +1175.5%+$212.4K |
| Steward Partners Investment Advisory, LLC | $51.3K | 1,312 | 0.00% | 5q | HELD |
| POM Investment Strategies, LLC | $9.7K | 247 | 0.01% | new | NEW |
| Ameritas Advisory Services, LLC | $8.3K | 212 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $4.3K | 110 | 0.00% | new | NEW |
| Key Capital Management, INC | $3.2K | 83 | 0.00% | new | NEW |
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 | 13 | $27.8M | 709,672 | 6 | 2 | 1 | 0.0% |
| Q1 2026 | 11 | $31.0M | 765,450 | 4 | 2 | 3 | 0.0% |
| Q4 2025 | 10 | $33.6M | 926,288 | 1 | 5 | 2 | 0.0% |
| Q3 2025 | 18 | $32.9M | 770,766 | 3 | 5 | 6 | 0.0% |
| Q2 2025 | 22 | $63.0M | 1,295,969 | 10 | 5 | 4 | 0.0% |
| Q1 2025 | 26 | $67.0M | 1,251,696 | 24 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $3.8M | 72,195 | 2 | 0 | 0 | 0.0% |