SIMPLIFY EXCHANGE TRADED FUN PFIX
SIMPLIFY INTERST · ETP · CUSIP 82889N855
56
institutional holders
-7 vs Q1 2026
1.8m
shares reported held*
$78.4mreported value*
20 new
12 added
16 reduced
27 sold out
net bought ≈ $7.8m (+180.6k 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 ≈ $43.34. Options: 0 managers hold calls (— notional), 1 hold puts ($221.1k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 59 |
| Q4 2022 | 66 |
| Q1 2023 | 53 |
| Q2 2023 | 56 |
| Q3 2023 | 51 |
| Q4 2023 | 51 |
| Q1 2024 | 44 |
| Q2 2024 | 49 |
| Q3 2024 | 40 |
| Q4 2024 | 50 |
| Q1 2025 | 41 |
| Q2 2025 | 54 |
| Q3 2025 | 51 |
| Q4 2025 | 43 |
| Q1 2026 | 63 |
| Q2 2026 | 56 |
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 |
|---|---|---|
| Q3 2024 | 15 | 29 |
| Q4 2024 | 25 | 21 |
| Q1 2025 | 12 | 35 |
| Q2 2025 | 32 | 17 |
| Q3 2025 | 28 | 25 |
| Q4 2025 | 26 | 24 |
| Q1 2026 | 48 | 18 |
| Q2 2026 | 32 | 43 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $0 | $221.1k | — |
Biggest buyers
| JANE STREET GROUP, LLC | New | +641.7k |
| CITADEL ADVISORS LLC | New | +142.2k |
| Pekin Hardy Strauss, Inc. | Added | +135.2k |
| GTS SECURITIES LLC | New | +91.8k |
| Ausdal Financial Partners, Inc. | New | +71.7k |
| Advyzon Investment Management, LLC | New | +70.2k |
| THOR TRADING ADVISORS, LLC | New | +38.1k |
| Maridea Wealth Management LLC | New | +16.7k |
| Capital Advisor Network LLC | Added | +9.7k |
| FSA Investment Group, LLC | Added | +8.8k |
Biggest sellers
| Tidal Investments LLC | Sold out | -241.6k |
| PFG Advisors | Reduced | -182.1k |
| LPL Financial LLC | Reduced | -138.7k |
| Thomas J. Herzfeld Advisors, Inc. | Sold out | -117.7k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -101.0k |
| GOLDMAN SACHS GROUP INC | Sold out | -100.0k |
| Belpointe Asset Management LLC | Sold out | -31.9k |
| Point72 Asset Management, L.P. | Reduced | -27.3k |
| Fortis Capital Advisors, LLC | Sold out | -24.5k |
| OLD MISSION CAPITAL LLC | Sold out | -20.9k |
Biggest calls
| None |
Biggest puts
| CITADEL ADVISORS LLC | New | $221.1k5.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| JANE STREET GROUP, LLC 0.02% of their portfolio | 641.7k $27.8m | New |
| Pekin Hardy Strauss, Inc. 0.62% of their portfolio | 162.2k $7.0m | Added +135.2k |
| Drum Hill Capital, LLC 6.44% of their portfolio | 145.5k $6.3m | Added +1.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 142.2k $6.2m | New |
| Holcombe Financial, Inc. 2.43% of their portfolio | 99.2k $4.3m | Reduced -313 |
| GTS SECURITIES LLC 0.08% of their portfolio | 91.8k $4.0m | New |
| Ausdal Financial Partners, Inc. 0.12% of their portfolio | 71.7k $3.1m | New |
| Advyzon Investment Management, LLC 0.22% of their portfolio | 70.2k $3.0m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 69.4k $3.0m | Reduced -331 |
| THOR TRADING ADVISORS, LLC 0.52% of their portfolio | 38.1k $1.7m | New |
| FSA Investment Group, LLC 0.43% of their portfolio | 30.4k $1.3m | Added +8.8k |
| Catawba River Capital 0.48% of their portfolio | 25.0k $1.1m | Added +2.5k |
| HighTower Advisors, LLC 0.00% of their portfolio | 24.0k $1.0m | Reduced -424 |
| LPL Financial LLC 0.00% of their portfolio | 20.3k $881.5k | Reduced -138.7k |
| Maridea Wealth Management LLC 0.08% of their portfolio | 16.7k $724.2k | New |
| Hilltop Holdings Inc. 0.05% of their portfolio | 14.7k $636.4k | Reduced -5.0k |
| B. Riley Wealth Advisors, Inc. 0.03% of their portfolio | 14.4k $599.3k | Added +1.9k |
| Capital Advisor Network LLC 0.66% of their portfolio | 12.2k $530.5k | Added +9.7k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 12.1k $524.8k | Added +901 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 8.8k $379.6k | Reduced -94 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 8.5k $368.3k | Reduced -101.0k |
| PFG Advisors 0.02% of their portfolio | 8.4k $366.1k | Reduced -182.1k |
| Global Endowment Management, LP 0.04% of their portfolio | 8.0k $347.0k | New |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 6.9k $299.6k | New |
| SMITH, MOORE & CO. 0.02% of their portfolio | 6.8k $292.9k | Added +1.8k |
| Cambridge Advisors Inc. 0.05% of their portfolio | 6.2k $267.9k | Reduced -4 |
| LANE BROTHERS & CO INC 0.16% of their portfolio | 5.6k $243.9k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 5.3k $229.8k | Reduced -27.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 5.3k $228.1k | Added +694 |
| Ancora Advisors LLC 0.00% of their portfolio | 5.1k $221.1k | New |
| Bright Futures Wealth Management, LLC. 0.14% of their portfolio | 4.9k $214.1k | New |
| Savvy Advisors, Inc. 0.00% of their portfolio | 4.9k $211.7k | Reduced -1.8k |
| Luminist Capital LLC 0.23% of their portfolio | 4.8k $203.2k | Added +1.2k |
| AE Wealth Management LLC 0.00% of their portfolio | 4.7k $202.7k | Added +4.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.5k $110.2k | Reduced -7.7k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 2.0k $87.3k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.7k $72.9k | Unchanged |
| Reyes Financial Architecture, Inc. 0.03% of their portfolio | 1.2k $52.7k | New |
| MORGAN STANLEY 0.00% of their portfolio | 1.1k $48.3k | Reduced -889 |
| Colonial Trust Co / SC 0.00% of their portfolio | 750 $32.5k | Reduced -1.0k |
| Copia Wealth Management 0.02% of their portfolio | 745 $32.3k | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 600 $26.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 558 $24.2k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 555 $24.1k | Reduced -4.0k |
| US BANCORP \DE\ 0.00% of their portfolio | 545 $23.6k | Unchanged |
| Triumph Capital Management 0.00% of their portfolio | 342 $14.8k | Unchanged |
| POM Investment Strategies, LLC 0.01% of their portfolio | 207 $9.0k | Added +31 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 193 $8.4k | New |
| Decker Retirement Planning Inc. 0.00% of their portfolio | 87 $3.8k | New |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 82 $3.6k | New |
| Key Capital Management, INC 0.00% of their portfolio | 70 $3.0k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 49 $2.1k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 45 $1.9k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 16 $697 | Reduced -1 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 9 $390 | First filing |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 1 $44 | Unchanged |