Simplify Bond Bull ETFRFIXETF
13F holders, Q4 2025 (December 31)10holders −8
1new positions
8sold out
$36.29avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Simplify Bond Bull ETF (RFIX) in their 13F filings, down 8 from Q3 2025. 1 opened new positions and 8 sold out. The largest holders were Jane Street Group, LLC ($25.2M), True Wealth Design, LLC ($6.0M) and Prosperity Wealth Management, Inc. ($1.1M).
- Company
- Simplify Bond Bull ETF
- CUSIP
- 82889N376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 8 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 371,130 shares bought and 213,533 shares sold, net +157,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Jane Street Group, LLC | 0.03% | Add +104.3% | 694,417 | $25.2M |
| True Wealth Design, LLC | 1.77% | Add +5.0% | 166,412 | $6.0M |
| Prosperity Wealth Management, Inc. | 0.36% | Add +11.8% | 29,578 | $1.1M |
| Mount Lucas Management LP | 0.18% | Reduce -5.6% | 11,000 | $399K |
| Principal Securities, Inc. | 0.01% | Add +33.4% | 10,443 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Add +33.4% | 10,443 | $379K |
| Ancora Advisors LLC | 0.00% | No change | 1,980 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,312 | $48K |
| AE Wealth Management LLC | 0.00% | Reduce -34.2% | 482 | $17K |
| UBS Group AG | 0.00% | New | 221 | $8K |
"% of holder's portfolio" is RFIX's weight in each manager's 13F, not the share of Simplify Bond Bull ETF the manager owns.