Simplify Interest Rate HedgePFIXETF
13F holders, Q2 2025 (June 30)52holders +13
17new positions
5sold out
1famous investor
$52.84avg. 13F price*
At the end of Q2 2025, 52 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, up 13 from Q1 2025. 17 opened new positions and 5 sold out. The largest holders were Jane Street Group, LLC ($22.0M), Drum Hill Capital, LLC ($5.8M) and Holcombe Financial, Inc. ($4.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Interest Rate Hedge
- CUSIP
- 82889N855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.3M |
| Exits | 5 | $4.7M |
All 13F filers, Q1 2025 → Q2 2025: 262,729 shares bought and 255,816 shares sold, net +6,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Jane Street Group, LLC | 0.04% | Add +2.6% | 416,853 | $22.0M |
| Drum Hill Capital, LLC | 6.55% | Add +0.5% | 110,320 | $5.8M |
| Holcombe Financial, Inc. | 3.34% | Add +132.9% | 83,964 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.0% | 74,037 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -75.0% | 31,400 | $1.7M |
| Hilltop Holdings Inc. | 0.09% | Add +24.5% | 27,070 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 27,022 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.16% | New | 26,185 | $1.4M |
| Citadel Advisors | 0.00% | Add +19.1% | 25,292 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +62.7% | 22,623 | $1.2M |
| Advyzon Investment Management, LLC | 0.24% | New | 20,873 | $1.1M |
| LPL Financial LLC | 0.00% | New | 16,764 | $886K |
| Professional Financial Advisors, LLC | 0.20% | Add +4.0% | 16,486 | $871K |
| HRT Financial LP | 0.00% | New | 15,448 | $816K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +9.8% | 15,133 | $800K |
| Maridea Wealth Management LLC | 0.19% | New | 13,622 | $720K |
| NFSG Corp | 0.11% | New | 13,333 | $705K |
| Compound Planning, Inc. | 0.03% | New | 13,333 | $705K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 12,299 | $650K |
| Osaic Holdings, Inc. | 0.00% | Add +23.9% | 11,233 | $594K |
| MML Investors Services, LLC | 0.00% | Reduce -7.7% | 10,099 | $534K |
| Napa Wealth Management | 0.23% | Reduce -18.6% | 9,021 | $477K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.3% | 8,680 | $459K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.3% | 8,561 | $452K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.0% | 5,075 | $268K |
| Avaii Wealth Management, LLC | 0.11% | New | 4,871 | $257K |
| Integrity Alliance, Llc. | 0.01% | New | 4,831 | $255K |
| Compass Capital Corp. /Ma/ | 0.11% | New | 4,318 | $233K |
| Simplex Trading, LLC | 0.01% | Add +3462.6% | 4,382 | $231K |
| Comprehensive Money Management Services LLC | 0.17% | Add +3.0% | 4,265 | $225K |
| Global Endowment Management, LP | 0.03% | Reduce -33.3% | 4,000 | $211K |
| Luminist Capital LLC | 0.18% | Reduce -7.1% | 3,380 | $178K |
| Global Retirement Partners, LLC | 0.00% | — | 2,503 | $132K |
| S.A. Mason LLC | 0.04% | No change | 1,431 | $76K |
| Copia Wealth Management | 0.06% | Reduce -39.1% | 1,345 | $71K |
| Reyes Financial Architecture, Inc. | 0.06% | New | 1,336 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,010 | $53K |
| Raymond James Financial Inc. | 0.00% | New | 1,004 | $53K |
| Archer Investment Corp | 0.01% | No change | 802 | $42K |
| Royal Bank of Canada | 0.00% | New | 800 | $42K |
| Principal Securities, Inc. | 0.00% | Add +228.5% | 657 | $35K |
| Farther Finance Advisors, LLC | 0.00% | No change | 555 | $29K |
| Morgan Stanley | 0.00% | Add +1603.6% | 477 | $25K |
| US Bancorp \de | 0.00% | No change | 145 | $8K |
| JPMorgan Chase & Co. | 0.00% | Add +650.0% | 60 | $3K |
| AE Wealth Management LLC | 0.00% | Reduce -17.6% | 28 | $1K |
| Transce3nd, LLC | 0.00% | Add +350.0% | 18 | $951 |
| UBS Group AG | 0.00% | Reduce -98.5% | 10 | $528 |
| MAI Capital Management | 0.00% | New | 6 | $318 |
| Capital A Wealth Management, LLC | 0.00% | New | 2 | $80 |
| Wells Fargo & Company | 0.00% | No change | 1 | $65 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.