Vault-13

SIMPLIFY EXCHANGE TRADED FUN RFIX

BOND BULL ETF · ETP · CUSIP 82889N376

13 institutional holders +2 vs Q1 2026
709,672709.7k shares reported held*
$27.8mreported value*
6 new 3 added 2 reduced 4 sold out net sold ≈ $2.2m (-55.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $39.11.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 24: 3Q1 25: 29Q2 25: 23Q3 25: 18Q4 25: 10Q1 26: 11Q2 26: 1313Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20243
Q1 202529
Q2 202523
Q3 202518
Q4 202510
Q1 202611
Q2 202613

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 27 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 15 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 13 cut or sold outQ3 25Q4 25: 6 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 9 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2025270
Q2 20251519
Q3 2025813
Q4 2025610
Q1 202665
Q2 202696

Biggest buyers

Journey Advisory Group, LLC New +56,757+56.8k
LANE BROTHERS & CO INC New +6,123+6.1k
AE Wealth Management LLC Added +5,431+5.4k
OLD MISSION CAPITAL LLC Added +5,367+5.4k
POM Investment Strategies, LLC New +247+247
Ameritas Advisory Services, LLC New +212+212
Decker Retirement Planning Inc. New +110+110
Key Capital Management, INC New +83+83
Mount Lucas Management LP Added +27+27

Biggest sellers

JANE STREET GROUP, LLC Reduced -102,400-102.4k
PRINCIPAL SECURITIES, INC. Sold out -10,629-10.6k
LPL Financial LLC Sold out -9,207-9.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -7,589-7.6k
True Wealth Design, LLC Reduced -308-308
UBS Group AG Sold out -2-2

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 434,678434.7k $17.0m $17.0m 0.01% Reduced -102.4k -102,400
2 True Wealth Design, LLC 1.57% of their portfolio AKRON, OH 168,484168.5k $6.6m $6.6m 1.57% Reduced -308 -308
3 Journey Advisory Group, LLC 0.17% of their portfolio COVINGTON, KY 56,75756.8k $2.2m $2.2m 0.17% New
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,30614.3k $559.5k $559.5k 0.00% Unchanged
5 Mount Lucas Management LP 0.15% of their portfolio Newtown, PA 11,02711.0k $431.3k $431.3k 0.15% Added +27 +27
6 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,44010.4k $408.3k $408.3k 0.01% Added +5.4k +5,367
7 LANE BROTHERS & CO INC 0.16% of their portfolio PRESCOTT, AZ 6,1236.1k $239.5k $239.5k 0.16% New
8 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,8935.9k $230.5k $230.5k 0.00% Added +5.4k +5,431
9 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,3121.3k $51.3k $51.3k 0.00% Unchanged
10 POM Investment Strategies, LLC 0.01% of their portfolio RALEIGH, NC 247247 $9.7k $9.7k 0.01% New
11 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 212212 $8.3k $8.3k 0.00% New
12 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 110110 $4.3k $4.3k 0.00% New
13 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 8383 $3.2k $3.2k 0.00% New