Simplify Bond Bull ETFRFIXETF

13F holders, Q2 2026 (June 30)
13holders +2
6new positions
4sold out
$39.11avg. 13F price*

At the end of Q2 2026, 13 institutions reported holding Simplify Bond Bull ETF (RFIX) in their 13F filings, up 2 from Q1 2026. 6 opened new positions and 4 sold out. The largest holders were Jane Street Group, LLC ($17.0M), True Wealth Design, LLC ($6.6M) and Journey Advisory Group, LLC ($2.2M).

Company
Simplify Bond Bull ETF
CUSIP
82889N376
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q4 2024: 2Q4 2024Q1 2025: 28Q1 2025Q2 2025: 22Q2 2025Q3 2025: 18Q3 2025Q4 2025: 10Q4 2025Q1 2026: 11Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$2.5M
Exits4$1.1M

All 13F filers, Q1 2026 → Q2 2026: 74,357 shares bought and 130,135 shares sold, net −55,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Jane Street Group, LLC 0.01% Reduce -19.1% 434,678 $17.0M
True Wealth Design, LLC 1.57% Reduce -0.2% 168,484 $6.6M
Journey Advisory Group, LLC 0.17% New 56,757 $2.2M
Goldman Sachs Group Inc. 0.00% No change 14,306 $560K
Mount Lucas Management LP 0.15% Add +0.3% 11,027 $431K
Old Mission Capital LLC 0.01% Add +105.8% 10,440 $408K
Lane Brothers & Co. Inc. 0.16% New 6,123 $239K
AE Wealth Management LLC 0.00% Add +1175.5% 5,893 $230K
Steward Partners Investment Advisory, LLC 0.00% No change 1,312 $51K
POM Investment Strategies, LLC 0.01% New 247 $10K
Ameritas Advisory Services, LLC 0.00% New 212 $8K
Decker Retirement Planning Inc. 0.00% New 110 $4K
Key Capital Management, INC 0.00% New 83 $3K

"% of holder's portfolio" is RFIX's weight in each manager's 13F, not the share of Simplify Bond Bull ETF the manager owns.