SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX)

CUSIP: 82889N855

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / SIMPLIFY INTERST
Total 13F shares
386,251
Share change
-88,431
Total reported value
$17,876,950
Price per share
$46.23
Number of holders
17
Value change
-$4,099,022
Number of buys
12
Number of sells
4

Quarterly Holders Quick Answers

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

Need full ownership history?
Open the full security ownership history page.

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 Q1 2026

As of 31 Mar 2026, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) was held by 17 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 386,251 shares. The largest 10 holders included Drum Hill Capital, LLC, Holcombe Financial, Inc., COMMONWEALTH EQUITY SERVICES, LLC, FSA Investment Group, LLC, Urban Wealth Management, LLC, B. Riley Wealth Advisors, Inc., Cambridge Advisors Inc., OPPENHEIMER & CO INC, Comprehensive Money Management Services LLC, and Farther Finance Advisors, LLC. This page lists 17 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
43
Q1 2026 holders
17
Holder diff
-26
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 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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