Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / BOND BULL ETF
-
Total 13F shares
-
770,766
-
Share change
-
-525,203
-
Total reported value
-
$32,937,344
-
Price per share
-
$42.71
-
Number of holders
-
18
-
Value change
-
-$23,209,706
-
Number of buys
-
8
-
Number of sells
-
13
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) as of Q3 2025
As of 30 Sep 2025,
SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
770,766 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, True Wealth Design, LLC, Fluent Financial, LLC, Simplify Asset Management Inc., Prosperity Wealth Management, Inc., Mutual Advisors, LLC, PRIVATE CLIENT SERVICES, LLC, INTREPID FAMILY OFFICE LLC, Mount Lucas Management LP, and PRINCIPAL SECURITIES, INC..
This page lists
18
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.