Simplify Bond Bull ETFRFIXETF
13F holders, Q3 2025 (September 30)18holders −4
3new positions
7sold out
$42.73avg. 13F price*
At the end of Q3 2025, 18 institutions reported holding Simplify Bond Bull ETF (RFIX) in their 13F filings, down 4 from Q2 2025. 3 opened new positions and 7 sold out. The largest holders were Jane Street Group, LLC ($14.5M), True Wealth Design, LLC ($6.8M) and Fluent Financial, LLC ($4.4M).
- Company
- Simplify Bond Bull ETF
- CUSIP
- 82889N376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.4M |
| Exits | 7 | $6.6M |
All 13F filers, Q2 2025 → Q3 2025: 102,974 shares bought and 628,177 shares sold, net −525,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Jane Street Group, LLC | 0.02% | Reduce -19.1% | 339,833 | $14.5M |
| True Wealth Design, LLC | 2.07% | Add +7.0% | 158,439 | $6.8M |
| Fluent Financial, LLC | 1.73% | Reduce -78.5% | 103,777 | $4.4M |
| Simplify Asset Management Inc. | 0.03% | New | 33,000 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.38% | Add +63.3% | 26,452 | $1.1M |
| Mutual Advisors, LLC | 0.02% | New | 23,594 | $1.0M |
| Private Client Services, LLC | 0.33% | New | 22,888 | $978K |
| Intrepid Family Office LLC | 0.58% | No change | 15,000 | $641K |
| Mount Lucas Management LP | 0.22% | Reduce -61.2% | 11,650 | $498K |
| Principal Securities, Inc. | 0.01% | Add +14.9% | 7,830 | $334K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.9% | 7,830 | $334K |
| Old Mission Capital LLC | 0.01% | Reduce -64.7% | 6,784 | $290K |
| GK Wealth Management LLC | 0.19% | Reduce -18.3% | 6,028 | $257K |
| Cove Street Capital, LLC | 0.12% | Add +59.5% | 2,075 | $89K |
| Ancora Advisors LLC | 0.00% | No change | 1,980 | $85K |
| Montag A & Associates Inc. | 0.00% | No change | 1,561 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,312 | $56K |
| AE Wealth Management LLC | 0.00% | Reduce -55.1% | 733 | $31K |
"% of holder's portfolio" is RFIX's weight in each manager's 13F, not the share of Simplify Bond Bull ETF the manager owns.