Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / BOND BULL ETF
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Number of holders
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27
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Total 13F shares, excl. options
-
1,252,519
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Shares change
-
+1,180,324
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Total reported value, excl. options
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$67,009,276
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Value change
-
+$63,146,844
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Number of buys
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26
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Price
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$53.50
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) as of Q1 2025
As of 31 Mar 2025 SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,252,519 shares of stock of the company.
Largest 10 holders included Fluent Financial, LLC, Trek Financial, LLC, AE Wealth Management LLC, Beacon Capital Management, LLC, WJ Interests, LLC, HighTower Advisors, LLC, BARCLAYS PLC, Simplify Asset Management Inc., POM Investment Strategies, LLC, and Mount Lucas Management LP.
This table shows 27 institutional shareholders of the security as of 31 Mar 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.