SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / SIMPLIFY INTERST
Total 13F shares
57,726
Share change
-2,140
Total reported value
$2,766,810
Price per share
$47.93
Number of holders
6
Value change
-$106,538
Number of buys
6
Number of sells
2

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) as of Q4 2025

As of 31 Dec 2025, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 57,726 shares. The largest 6 holders included Professional Financial Advisors, LLC, FSA Investment Group, LLC, Savvy Advisors, Inc., Cambridge Advisors Inc., Comprehensive Money Management Services LLC, and HARBOR INVESTMENT ADVISORY, LLC. This page lists 6 institutional shareholders reporting positions in this security for the Q4 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.