Simplify Interest Rate HedgePFIXETF
13F holders, Q3 2025 (September 30)50holders −2
11new positions
11sold out
1famous investor
$48.24avg. 13F price*
At the end of Q3 2025, 50 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, down 2 from Q2 2025. 11 opened new positions and 11 sold out. The largest holders were Thomas J. Herzfeld Advisors, Inc. ($9.2M), Jane Street Group, LLC ($6.4M) and Drum Hill Capital, LLC ($5.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.7M |
| Exits | 11 | $7.4M |
All 13F filers, Q2 2025 → Q3 2025: 499,798 shares bought and 471,871 shares sold, net +27,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Thomas J. Herzfeld Advisors, Inc. | 3.16% | New | 191,613 | $9.2M |
| Jane Street Group, LLC | 0.01% | Reduce -68.3% | 132,141 | $6.4M |
| Drum Hill Capital, LLC | 5.96% | Add +1.6% | 112,121 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +599.5% | 86,032 | $4.1M |
| Holcombe Financial, Inc. | 2.88% | Add +2.2% | 85,784 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +885.6% | 84,374 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.6% | 66,922 | $3.2M |
| Advyzon Investment Management, LLC | 0.51% | Add +196.3% | 61,855 | $3.0M |
| LPL Financial LLC | 0.00% | Add +143.5% | 40,813 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 29,305 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.12% | Reduce -5.7% | 24,685 | $1.2M |
| Professional Financial Advisors, LLC | 0.18% | Add +5.6% | 17,405 | $838K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +6.8% | 16,167 | $779K |
| FSA Investment Group, LLC | 0.47% | New | 15,868 | $759K |
| Osaic Holdings, Inc. | 0.00% | Add +9.2% | 12,271 | $670K |
| Choreo, LLC | 0.01% | New | 13,053 | $629K |
| Napa Wealth Management | 0.24% | Add +15.4% | 10,415 | $502K |
| Citadel Advisors | 0.00% | Reduce -60.9% | 9,879 | $476K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 8,930 | $430K |
| MML Investors Services, LLC | 0.00% | Reduce -14.8% | 8,601 | $414K |
| Farther Finance Advisors, LLC | 0.01% | Add +1382.7% | 8,229 | $396K |
| Global Endowment Management, LP | 0.05% | Add +100.0% | 8,000 | $385K |
| J Hagan Capital, Inc. | 0.21% | New | 7,031 | $339K |
| Cambridge Advisors Inc. | 0.06% | New | 5,968 | $287K |
| Anchor Investment Management, LLC | 0.02% | No change | 5,075 | $244K |
| Integrity Alliance, Llc. | 0.01% | Reduce -0.9% | 4,785 | $231K |
| Comprehensive Money Management Services LLC | 0.15% | No change | 4,265 | $205K |
| Luminist Capital LLC | 0.12% | Reduce -15.4% | 2,860 | $137K |
| Reyes Financial Architecture, Inc. | 0.05% | Add +11.2% | 1,485 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,010 | $49K |
| JPMorgan Chase & Co. | 0.00% | Add +1285.0% | 831 | $40K |
| Archer Investment Corp | 0.01% | No change | 802 | $39K |
| Principal Securities, Inc. | 0.00% | Add +15.2% | 757 | $36K |
| Copia Wealth Management | 0.03% | Reduce -44.6% | 745 | $36K |
| UBS Group AG | 0.00% | Add +6580.0% | 668 | $32K |
| Bank of Montreal | 0.00% | New | 390 | $19K |
| NFSG Corp | 0.00% | Reduce -98.5% | 193 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 154 | $7K |
| Morgan Stanley | 0.00% | Reduce -68.3% | 151 | $7K |
| US Bancorp \de | 0.00% | No change | 145 | $7K |
| Rockefeller Capital Management L.P. | 0.00% | New | 132 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -84.3% | 126 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -98.0% | 90 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 80 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -14.3% | 24 | $1K |
| Guerra Advisors Inc | 0.00% | New | 19 | $915 |
| Global Retirement Partners, LLC | 0.00% | Reduce -99.6% | 9 | $434 |
| MAI Capital Management | 0.00% | No change | 6 | $290 |
| Wells Fargo & Company | 0.00% | No change | 1 | $60 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.