SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX)

Q3 2025 13F Holders as of 30 Sep 2025

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

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) had 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 1,082,266 shares of stock of the company.
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 table shows 50 institutional shareholders of the security as of 30 Sep 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.