As of 30 Sep 2025, 50 institutional investors reported holding 1,082,266 shares of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 57,726 | $2,766,810 | -$106,538 | $47.93 | 6 |
| 2025 Q3 | 1,082,266 | $52,205,015 | +$705,125 | $48.17 | 50 |
| 2025 Q2 | 1,076,963 | $56,910,498 | +$906,612 | $52.84 | 52 |
| 2025 Q1 | 1,067,548 | $51,750,930 | -$14,147,310 | $48.46 | 39 |
| 2024 Q4 | 1,338,066 | $69,924,922 | +$8,035,815 | $52.34 | 48 |
| 2024 Q3 | 1,037,930 | $42,730,035 | -$1,079,917 | $41.12 | 36 |
| 2024 Q2 | 1,054,277 | $50,487,752 | +$5,575,733 | $47.85 | 47 |
| 2024 Q1 | 952,210 | $42,659,384 | -$3,889,390 | $44.80 | 41 |
| 2023 Q4 | 1,117,587 | $45,285,108 | +$5,011,147 | $40.00 | 49 |
| 2023 Q3 | 851,264 | $81,328,018 | -$115,783,457 | $95.51 | 50 |
| 2023 Q2 | 2,186,772 | $137,327,726 | -$10,588,059 | $62.78 | 54 |
| 2023 Q1 | 2,390,035 | $145,914,418 | -$110,362,878 | $60.95 | 52 |
| 2022 Q4 | 4,122,027 | $295,009,297 | +$151,769,532 | $71.61 | 63 |
| 2022 Q3 | 2,017,782 | $137,325,936 | -$213,516 | $68.19 | 56 |
| 2022 Q2 | 2,192,478 | $123,428,130 | +$85,918,850 | $56.47 | 61 |
| 2022 Q1 | 673,343 | $34,214,048 | +$9,850,240 | $49.84 | 34 |
| 2021 Q4 | 469,094 | $17,611,270 | +$3,457,499 | $37.53 | 29 |
| 2021 Q3 | 407,038 | $16,559,467 | +$4,524,306 | $40.67 | 19 |
| 2021 Q2 | 282,629 | $11,703,401 | +$11,695,401 | $41.41 | 13 |
| 2021 Q1 | 200 | $8,000 | $40.00 | 1 | |
| 2020 Q4 | 200 | $8,000 | $40.00 | 1 | |
| 2020 Q3 | 200 | $8,000 | $40.00 | 1 | |
| 2020 Q2 | 200 | $8,000 | $40.00 | 1 | |
| 2020 Q1 | 200 | $8,000 | $40.00 | 1 | |
| 2019 Q4 | 200 | $8,000 | $40.00 | 1 | |
| 2019 Q3 | 200 | $8,000 | $40.00 | 1 | |
| 2019 Q2 | 200 | $8,000 | $40.00 | 1 | |
| 2019 Q1 | 200 | $8,000 | $40.00 | 1 |