Simplify Interest Rate HedgePFIXETF
13F holders, Q1 2026 (March 31)63holders +20
30new positions
10sold out
1famous investor
$46.22avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, up 20 from Q4 2025. 30 opened new positions and 10 sold out. The largest holders were Tidal Investments LLC ($11.2M), PFG Advisors ($8.8M) and LPL Financial LLC ($7.4M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $36.6M |
| Exits | 10 | $10.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,167,187 shares bought and 626,692 shares sold, net +540,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Tidal Investments LLC | 0.03% | New | 241,598 | $11.2M |
| PFG Advisors | 0.43% | New | 190,575 | $8.8M |
| LPL Financial LLC | 0.00% | Add +227.7% | 159,005 | $7.4M |
| Drum Hill Capital, LLC | 6.27% | Add +25.9% | 143,638 | $6.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.85% | New | 117,701 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +998.0% | 109,539 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1484.8% | 100,000 | $4.6M |
| Holcombe Financial, Inc. | 2.70% | Add +6.9% | 99,551 | $4.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.0% | 69,722 | $3.2M |
| Point72 Asset Management | 0.00% | New | 32,600 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | New | 31,894 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.13% | New | 27,015 | $1.2M |
| Fortis Capital Advisors, LLC | 0.15% | New | 24,520 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +5.7% | 24,451 | $1.1M |
| Catawba River Capital | 0.49% | New | 22,434 | $1.0M |
| FSA Investment Group, LLC | 0.40% | Add +34.9% | 21,631 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 20,873 | $965K |
| Anchor Investment Management, LLC | 0.08% | Add +121.6% | 20,445 | $945K |
| Hilltop Holdings Inc. | 0.08% | Reduce -53.5% | 19,675 | $910K |
| HRT Financial LP | 0.00% | New | 18,172 | $840K |
| CVS HEALTH Corp | 0.32% | New | 14,500 | $670K |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 12,551 | $604K |
| Urban Wealth Management, LLC | 0.61% | Reduce -43.4% | 12,927 | $598K |
| Choreo, LLC | 0.01% | New | 11,485 | $531K |
| MML Investors Services, LLC | 0.00% | Reduce -5.9% | 11,202 | $518K |
| Osaic Holdings, Inc. | 0.00% | Add +205.2% | 10,221 | $473K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 8,848 | $409K |
| Savvy Advisors, Inc. | 0.01% | Reduce -40.0% | 6,719 | $311K |
| Griffin Asset Management, Inc. | 0.03% | New | 6,667 | $308K |
| Cambridge Advisors Inc. | 0.06% | Add +1.1% | 6,182 | $286K |
| Trek Financial, LLC | 0.01% | Reduce -97.7% | 5,662 | $262K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,413 | $250K |
| Smith, Moore & Co. | 0.02% | New | 5,005 | $231K |
| Comprehensive Money Management Services LLC | 0.15% | Reduce -4.9% | 4,815 | $223K |
| Bank of Montreal | 0.00% | Add +335.9% | 4,568 | $211K |
| Farther Finance Advisors, LLC | 0.00% | Add +654.9% | 4,507 | $205K |
| Luminist Capital LLC | 0.23% | Add +1.3% | 3,653 | $169K |
| Private Trust Co. NA | 0.01% | New | 3,026 | $140K |
| Capital Advisor Network LLC | 0.16% | — | 2,528 | $117K |
| Ball & Co Wealth Management Inc. | 0.08% | New | 2,118 | $97K |
| Morgan Stanley | 0.00% | Add +66633.3% | 2,002 | $93K |
| Colonial Trust Co / SC | 0.01% | Add +75.0% | 1,750 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +75.0% | 1,682 | $78K |
| Geneos Wealth Management Inc. | 0.00% | New | 955 | $44K |
| Archer Investment Corp | 0.01% | No change | 802 | $37K |
| Copia Wealth Management | 0.02% | No change | 745 | $34K |
| Highline Wealth Partners LLC | 0.01% | New | 600 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $28K |
| US Bancorp \de | 0.00% | No change | 545 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | New | 446 | $21K |
| Triumph Capital Management | 0.00% | No change | 342 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 300 | $14K |
| Simplex Trading, LLC | 0.00% | New | 289 | $13K |
| POM Investment Strategies, LLC | 0.01% | New | 176 | $8K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 144 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 127 | $6K |
| Royal Bank of Canada | 0.00% | New | 75 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 49 | $2K |
| Essential Partners LLC | 0.00% | New | 43 | $2K |
| Wells Fargo & Company | 0.00% | Add +750.0% | 17 | $776 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 16 | $740 |
| AE Wealth Management LLC | 0.00% | Reduce -37.5% | 15 | $702 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.