SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX)

CUSIP: 82889N855

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / SIMPLIFY INTERST
Total 13F shares
1,082,266
Share change
+27,928
Total reported value
$52,205,015
Price per share
$48.17
Number of holders
50
Value change
+$705,125
Number of buys
28
Number of sells
25

Quarterly Holders Quick Answers

What is CUSIP 82889N855?
CUSIP 82889N855 identifies PFIX - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST in SEC institutional holdings data.

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Top shareholders of PFIX - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) as of Q3 2025

As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) was held by 50 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,082,266 shares. The largest 10 holders included Thomas J. Herzfeld Advisors, Inc., JANE STREET GROUP, LLC, Drum Hill Capital, LLC, Ausdal Financial Partners, Inc., Holcombe Financial, Inc., ENVESTNET ASSET MANAGEMENT INC, COMMONWEALTH EQUITY SERVICES, LLC, Advyzon Investment Management, LLC, LPL Financial LLC, and Cetera Investment Advisers. This page lists 50 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

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
52
Q3 2025 holders
50
Holder diff
-2
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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