Latest Period
Q1 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) Institutional Ownership
CUSIP: 82889N376
13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026
Institutions Reporting
11
Shares (Excl. Options)
765,450
Price
$40.46
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- Type / Class
- Equity / BOND BULL ETF
- Symbol
- RFIX
- Price per share
- $39.59
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 765,450
- Total reported value
- $30,970,108
- % of total 13F portfolios
- 0%
- Share change
- -131,260
- Value change
- -$5,258,966
- Number of holders
- 11
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- RFIX - SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF is tracked under CUSIP 82889N376.
- 11 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 10 to 11 between Q4 2025 and Q1 2026.
- Reported value moved from $33,613,618 to $30,970,108.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 11 institutions filings for Q1 2026.
Security key
82889N376
Latest holder period
Q1 2026
13F holders
11
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N376:
As of 31 Mar 2026, 11 institutional investors reported holding 765,450 shares of SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX).
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 765,450 | $30,970,108 | -$5,258,966 | $40.46 | 11 |
| 2025 Q4 | 926,288 | $33,613,618 | +$4,335,612 | $36.29 | 10 |
| 2025 Q3 | 770,766 | $32,937,344 | -$23,209,706 | $42.71 | 18 |
| 2025 Q2 | 1,295,969 | $62,993,962 | -$256,139 | $48.62 | 22 |
| 2025 Q1 | 1,252,519 | $67,009,276 | +$63,146,844 | $53.50 | 27 |
| 2024 Q4 | 72,195 | $3,817,455 | +$3,817,455 | $52.88 | 2 |