Simplify Bond Bull ETFRFIXETF

13F holders, Q1 2025 (March 31)
28holders +26
26new positions
0sold out
$53.50avg. 13F price*

At the end of Q1 2025, 28 institutions reported holding Simplify Bond Bull ETF (RFIX) in their 13F filings, up 26 from Q4 2024. 26 opened new positions and 0 sold out. The largest holders were Fluent Financial, LLC ($20.8M), Trek Financial, LLC ($12.5M) and AE Wealth Management LLC ($6.0M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions26$63.8M
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 1,196,687 shares bought, net +1,196,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders
Fluent Financial, LLC 9.07% New 388,897 $20.8M
Trek Financial, LLC 0.90% New 233,253 $12.5M
AE Wealth Management LLC 0.05% New 111,835 $6.0M
Beacon Capital Management, LLC 0.63% New 87,870 $4.7M
WJ Interests, LLC 1.89% Add +6.9% 76,160 $4.1M
HighTower Advisors, LLC 0.01% New 69,080 $3.7M
Barclays PLC 0.00% New 60,000 $3.2M
Simplify Asset Management Inc. 0.09% New 37,400 $2.0M
POM Investment Strategies, LLC 2.22% New 35,430 $1.9M
Mount Lucas Management LP 0.76% New 30,000 $1.6M
Howard Bailey Securities, LLC 0.28% New 15,833 $847K
Prosperity Wealth Management, Inc. 0.39% New 15,384 $823K
Intrepid Family Office LLC 1.19% New 15,000 $803K
GK Wealth Management LLC 0.86% New 12,801 $685K
Authentikos Wealth Advisory, LLC 0.50% New 11,934 $638K
Jane Street Group, LLC 0.00% New 11,205 $599K
Townsquare Capital LLC 0.01% New 10,780 $577K
HRT Financial LP 0.00% New 10,604 $567K
Whalen Wealth Management Inc. 0.33% New 9,275 $496K
FSA Advisors, Inc. 0.32% New 7,626 $408K
Commonwealth Equity Services, LLC 0.00% New 6,582 $352K
UBS Group AG 0.00% New 4,385 $235K
Ancora Advisors LLC 0.00% New 1,900 $102K
Decker Retirement Planning Inc. 0.06% New 1,867 $100K
Cove Street Capital, LLC 0.11% New 1,301 $70K
Transce3nd, LLC 0.03% New 1,215 $65K
Spectrum Wealth Counsel, LLC 0.01% No change 930 $50K
Park Square Financial Group, LLC 0.01% New 335 $18K

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