Simplify Bond Bull ETFRFIXETF
13F holders, Q1 2026 (March 31)11holders +1
4new positions
2sold out
$40.46avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Simplify Bond Bull ETF (RFIX) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 2 sold out. The largest holders were Jane Street Group, LLC ($21.7M), True Wealth Design, LLC ($6.8M) and Goldman Sachs Group Inc. ($579K).
- Company
- Simplify Bond Bull ETF
- CUSIP
- 82889N376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 2 | $451K |
All 13F filers, Q4 2025 → Q1 2026: 38,741 shares bought and 170,001 shares sold, net −131,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Jane Street Group, LLC | 0.02% | Reduce -22.7% | 537,078 | $21.7M |
| True Wealth Design, LLC | 1.89% | Add +1.4% | 168,792 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 14,306 | $579K |
| Mount Lucas Management LP | 0.16% | No change | 11,000 | $445K |
| Principal Securities, Inc. | 0.01% | Add +1.8% | 10,629 | $430K |
| LPL Financial LLC | 0.00% | New | 9,207 | $373K |
| Susquehanna International Group, LLP | 0.00% | New | 7,589 | $307K |
| Old Mission Capital LLC | 0.00% | New | 5,073 | $205K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,312 | $53K |
| AE Wealth Management LLC | 0.00% | Reduce -4.2% | 462 | $19K |
| UBS Group AG | 0.00% | Reduce -99.1% | 2 | $81 |
"% of holder's portfolio" is RFIX's weight in each manager's 13F, not the share of Simplify Bond Bull ETF the manager owns.