Simplify Bond Bull ETFRFIXETF
13F holders, Q2 2025 (June 30)22holders −6
10new positions
15sold out
$48.61avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Simplify Bond Bull ETF (RFIX) in their 13F filings, down 6 from Q1 2025. 10 opened new positions and 15 sold out. The largest holders were Fluent Financial, LLC ($23.5M), Jane Street Group, LLC ($20.4M) and True Wealth Design, LLC ($7.2M).
- Company
- Simplify Bond Bull ETF
- CUSIP
- 82889N376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.5M |
| Exits | 15 | $27.3M |
All 13F filers, Q1 2025 → Q2 2025: 744,419 shares bought and 716,402 shares sold, net +28,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Fluent Financial, LLC | 9.69% | Add +24.4% | 483,738 | $23.5M |
| Jane Street Group, LLC | 0.03% | Add +3650.8% | 420,274 | $20.4M |
| True Wealth Design, LLC | 2.54% | New | 148,013 | $7.2M |
| WJ Interests, LLC | 1.63% | Add +3.1% | 78,538 | $3.8M |
| LPL Financial LLC | 0.00% | New | 45,127 | $2.2M |
| Mount Lucas Management LP | 0.69% | No change | 30,000 | $1.5M |
| Old Mission Capital LLC | 0.02% | New | 19,227 | $935K |
| Prosperity Wealth Management, Inc. | 0.29% | Add +5.3% | 16,196 | $787K |
| Intrepid Family Office LLC | 0.77% | No change | 15,000 | $713K |
| GK Wealth Management LLC | 0.36% | Reduce -42.3% | 7,381 | $359K |
| Principal Securities, Inc. | 0.01% | New | 6,812 | $331K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,812 | $331K |
| Magnolia Private Wealth, LLC | 0.16% | New | 4,251 | $207K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,020 | $195K |
| Ancora Advisors LLC | 0.00% | Add +4.2% | 1,980 | $96K |
| UBS Group AG | 0.00% | Reduce -59.3% | 1,787 | $87K |
| AE Wealth Management LLC | 0.00% | Reduce -98.5% | 1,634 | $79K |
| Montag A & Associates Inc. | 0.00% | New | 1,561 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,312 | $64K |
| Cove Street Capital, LLC | 0.09% | No change | 1,301 | $63K |
| Beacon Capital Management, LLC | 0.01% | Reduce -99.0% | 901 | $44K |
| Bank of America Corp. | 0.00% | New | 104 | $5K |
"% of holder's portfolio" is RFIX's weight in each manager's 13F, not the share of Simplify Bond Bull ETF the manager owns.