Who owns Simplify Interest Rate Hedge ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFIX from SEC Form 13F filings across 56 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 56 institutions disclosed 1.8M shares of Simplify Interest Rate Hedge ETF worth $79.1M — about 55% of shares outstanding; the largest disclosed holder is JANE STREET GROUP, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
56
13F holders
$79.1M
value, 2026 filers
55%
of shares outstanding (1.8M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PFIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLCNEW | 641,661 | $27.8M | 0.0% | 19.3% | new |
| 2 | Pekin Hardy Strauss, Inc. | 162,217 | $7.0M | 0.6% | 4.9% | +500.5% |
| 3 | Drum Hill Capital, LLC | 145,456 | $6.3M | 6.4% | 4.4% | +1.3% |
| 4 | CITADEL ADVISORS LLCNEW | 142,237 | $6.2M | 0.0% | 4.3% | new |
| 5 | Holcombe Financial, Inc. | 99,238 | $4.3M | 2.4% | 3% | -0.3% |
| 6 | GTS SECURITIES LLCNEW | 91,811 | $4.0M | 0.1% | 2.8% | new |
| 7 | Ausdal Financial Partners, Inc.NEW | 71,734 | $3.1M | 0.1% | 2.2% | new |
| 8 | Advyzon Investment Management, LLCNEW | 70,177 | $3.0M | 0.2% | 2.1% | new |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 69,391 | $3.0M | 0.0% | 2.1% | -0.5% |
| 10 | THOR TRADING ADVISORS, LLCNEW | 38,094 | $1.7M | 0.5% | 1.1% | new |
| 11 | FSA Investment Group, LLC | 30,422 | $1.3M | 0.4% | 0.9% | +40.6% |
| 12 | Catawba River Capital | 24,974 | $1.1M | 0.5% | 0.8% | +11.3% |
| 13 | HighTower Advisors, LLC | 24,027 | $1.0M | 0.0% | 0.7% | -1.7% |
| 14 | LPL Financial LLC | 20,330 | $881,488 | 0.0% | 0.6% | -87.2% |
| 15 | Anchor Investment Management, LLC | 18,595 | $806,279 | 0.1% | 0.6% | -9.0% |
| 16 | Maridea Wealth Management LLCNEW | 16,701 | $724,176 | 0.1% | 0.5% | new |
| 17 | Hilltop Holdings Inc. | 14,677 | $636,395 | 0.0% | 0.4% | -25.4% |
| 18 | B. Riley Wealth Advisors, Inc. | 14,424 | $599,313 | 0.0% | 0.4% | +14.9% |
| 19 | Capital Advisor Network LLC | 12,235 | $530,510 | 0.7% | 0.4% | +384.0% |
| 20 | MML INVESTORS SERVICES, LLC | 12,103 | $524,769 | 0.0% | 0.4% | +8.0% |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 8,754 | $379,585 | 0.0% | 0.3% | -1.1% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 8,495 | $368,342 | 0.0% | 0.3% | -92.2% |
| 23 | PFG Advisors | 8,443 | $366,088 | 0.0% | 0.3% | -95.6% |
| 24 | Global Endowment Management, LPNEW | 8,000 | $347,000 | 0.0% | 0.2% | new |
| 25 | OneDigital Investment Advisors LLCNEW | 6,911 | $299,644 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.