Simplify Interest Rate HedgePFIXETF
13F holders, Q2 2026 (June 30)56holders −7
19new positions
27sold out
2famous investors
$43.34avg. 13F price*
At the end of Q2 2026, 56 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, down 7 from Q1 2026. 19 opened new positions and 27 sold out. The largest holders were Jane Street Group, LLC ($27.8M), Pekin Hardy Strauss, Inc. ($7.0M) and Drum Hill Capital, LLC ($6.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Simplify Interest Rate Hedge
- CUSIP
- 82889N855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $47.9M |
| Exits | 27 | $28.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,274,394 shares bought and 1,097,694 shares sold, net +176,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Jane Street Group, LLC | 0.02% | New | 641,661 | $27.8M |
| Pekin Hardy Strauss, Inc. | 0.62% | Add +500.5% | 162,217 | $7.0M |
| Drum Hill Capital, LLC | 6.59% | Add +1.3% | 145,456 | $6.3M |
| Citadel Advisors | 0.00% | New | 142,237 | $6.2M |
| Holcombe Financial, Inc. | 2.43% | Reduce -0.3% | 99,238 | $4.3M |
| GTS Securities LLC | 0.08% | New | 91,811 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.12% | New | 71,734 | $3.1M |
| Advyzon Investment Management, LLC | 0.22% | New | 70,177 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 69,391 | $3.0M |
| Thor Trading Advisors, LLC | 0.52% | New | 38,094 | $1.7M |
| FSA Investment Group, LLC | 0.43% | Add +40.6% | 30,422 | $1.3M |
| Catawba River Capital | 0.48% | Add +11.3% | 24,974 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 24,027 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -87.2% | 20,330 | $881K |
| Anchor Investment Management, LLC | 0.06% | Reduce -9.1% | 18,595 | $806K |
| Maridea Wealth Management LLC | 0.08% | New | 16,701 | $724K |
| Hilltop Holdings Inc. | 0.05% | Reduce -25.4% | 14,677 | $636K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +14.9% | 14,424 | $599K |
| Capital Advisor Network LLC | 0.66% | Add +384.0% | 12,235 | $531K |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 12,103 | $525K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.1% | 8,754 | $380K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -92.2% | 8,495 | $368K |
| PFG Advisors | 0.02% | Reduce -95.6% | 8,443 | $366K |
| Global Endowment Management, LP | 0.04% | New | 8,000 | $347K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,911 | $300K |
| Smith, Moore & Co. | 0.02% | Add +35.0% | 6,755 | $293K |
| Cambridge Advisors Inc. | 0.05% | Reduce -0.1% | 6,178 | $268K |
| Lane Brothers & Co. Inc. | 0.16% | New | 5,625 | $244K |
| Point72 Asset Management | 0.00% | Reduce -83.7% | 5,300 | $230K |
| Bank of Montreal | 0.00% | Add +15.2% | 5,262 | $228K |
| Ancora Advisors LLC | 0.00% | New | 5,100 | $221K |
| Bright Futures Wealth Management, LLC. | 0.14% | New | 4,937 | $214K |
| Savvy Advisors, Inc. | 0.00% | Reduce -27.3% | 4,882 | $212K |
| Luminist Capital LLC | 0.23% | Add +32.5% | 4,841 | $203K |
| AE Wealth Management LLC | 0.00% | Add +31066.7% | 4,675 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.2% | 2,539 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,682 | $73K |
| Reyes Financial Architecture, Inc. | 0.03% | New | 1,216 | $53K |
| Morgan Stanley | 0.00% | Reduce -44.4% | 1,113 | $48K |
| Colonial Trust Co / SC | 0.00% | Reduce -57.1% | 750 | $33K |
| Copia Wealth Management | 0.02% | No change | 745 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $26K |
| UBS Group AG | 0.00% | New | 558 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -87.7% | 555 | $24K |
| US Bancorp \de | 0.00% | No change | 545 | $24K |
| Triumph Capital Management | 0.00% | No change | 342 | $15K |
| POM Investment Strategies, LLC | 0.01% | Add +17.6% | 207 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 193 | $8K |
| Decker Retirement Planning Inc. | 0.00% | New | 87 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 82 | $4K |
| Key Capital Management, INC | 0.00% | New | 70 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 49 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 45 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 16 | $697 |
| Global Retirement Partners, LLC | 0.00% | — | 9 | $390 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.