SIMPLIFY EXCHANGE TRADED FUN RFIX
BOND BULL ETF · ETP · CUSIP 82889N376
23
institutional holders
-6 vs Q1 2025
1.3m
shares reported held*
$63.0mreported value*
10 new
5 added
4 reduced
15 sold out
net bought ≈ $1.4m (+28.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($57 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.61.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 3 |
| Q1 2025 | 29 |
| Q2 2025 | 23 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 27 | 0 |
| Q2 2025 | 15 | 19 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +409.1k |
| True Wealth Design, LLC | New | +148.0k |
| Fluent Financial, LLC | Added | +94.8k |
| LPL Financial LLC | New | +45.1k |
| OLD MISSION CAPITAL LLC | New | +19.2k |
| PRINCIPAL SECURITIES, INC. | New | +6.8k |
| ENVESTNET ASSET MANAGEMENT INC | New | +6.8k |
| Magnolia Private Wealth, LLC | New | +4.3k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | +4.0k |
| WJ Interests, LLC | Added | +2.4k |
Biggest sellers
| Trek Financial, LLC | Sold out | -233.3k |
| AE Wealth Management LLC | Reduced | -110.2k |
| Beacon Capital Management, LLC | Reduced | -87.0k |
| HighTower Advisors, LLC | Sold out | -69.1k |
| BARCLAYS PLC | Sold out | -60.0k |
| Simplify Asset Management Inc. | Sold out | -37.4k |
| POM Investment Strategies, LLC | Sold out | -35.4k |
| HOWARD BAILEY SECURITIES, LLC | Sold out | -15.8k |
| Authentikos Wealth Advisory, LLC | Sold out | -11.9k |
| TOWNSQUARE CAPITAL LLC | Sold out | -10.8k |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Fluent Financial, LLC 9.69% of their portfolio | 483.7k $23.5m | Added +94.8k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 420.3k $20.4m | Added +409.1k |
| True Wealth Design, LLC 2.54% of their portfolio | 148.0k $7.2m | New |
| WJ Interests, LLC 1.63% of their portfolio | 78.5k $3.8m | Added +2.4k |
| LPL Financial LLC 0.00% of their portfolio | 45.1k $2.2m | New |
| Mount Lucas Management LP 0.69% of their portfolio | 30.0k $1.5m | Unchanged |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 19.2k $934.8k | New |
| Prosperity Wealth Management, Inc. 0.29% of their portfolio | 16.2k $787.5k | Added +812 |
| INTREPID FAMILY OFFICE LLC 0.77% of their portfolio | 15.0k $713.2k | Unchanged |
| GK Wealth Management LLC 0.36% of their portfolio | 7.4k $358.9k | Reduced -5.4k |
| PRINCIPAL SECURITIES, INC. 0.01% of their portfolio | 6.8k $331.2k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.8k $331.2k | New |
| Magnolia Private Wealth, LLC 0.16% of their portfolio | 4.3k $206.7k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 4.0k $195.5k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 2.0k $96.3k | Added +80 |
| UBS Group AG 0.00% of their portfolio | 1.8k $86.9k | Reduced -2.6k |
| AE Wealth Management LLC 0.00% of their portfolio | 1.6k $79.4k | Reduced -110.2k |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 1.6k $75.9k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.3k $63.8k | New |
| Cove Street Capital, LLC 0.09% of their portfolio | 1.3k $63.3k | Unchanged |
| Beacon Capital Management, LLC 0.01% of their portfolio | 901 $43.8k | Reduced -87.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 104 $5.1k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |