Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / BOND BULL ETF
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Number of holders
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22
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Total 13F shares, excl. options
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1.3M
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Shares change
-
+44.4K
-
Total reported value, excl. options
-
$63M
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Value change
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-$256K
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Number of buys
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15
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Number of sells
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-18
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Price
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$48.62
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) as of Q2 2025
36 filings reported holding RFIX - SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.3M shares
.
Largest 10 shareholders include Fluent Financial, LLC (484K shares), JANE STREET GROUP, LLC (420K shares), True Wealth Design, LLC (148K shares), WJ Interests, LLC (78.5K shares), LPL Financial LLC (45.1K shares), Mount Lucas Management LP (30K shares), OLD MISSION CAPITAL LLC (19.2K shares), Prosperity Wealth Management, Inc. (16.2K shares), INTREPID FAMILY OFFICE LLC (15K shares), and GK Wealth Management LLC (7.38K shares).
This table shows the top 22 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.