PFIX Institutional Ownership
Simplify Interest Rate Hedge ETF
1W: +11.4%
1M: +25.7%
3M: +45.8%
YTD: +33.0%
1Y: +36.5%
3Y: +39.6%
5Y: +235.1%
$65.10
+0.83 (+1.29%)
Weekly Expected Move ±4.5%
$59
$62
$65
$68
$71
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFIX
83
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
79M
Total Invested
20
New Positions
12
Increased
44
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC NEW | 641,661 | $42M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Pekin Hardy Strauss, Inc. | 162,217 | $11M | +135,202 | +500.5% | 2Q | SEC ↗ |
| 3 | Drum Hill Capital, LLC | 145,456 | $9M | +1,818 | +1.3% | 7Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC NEW | 142,237 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Holcombe Financial, Inc. | 99,238 | $6M | -313 | -0.3% | 7Q | SEC ↗ |
| 6 | GTS SECURITIES LLC NEW | 91,811 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Ausdal Financial Partners, Inc. NEW | 71,734 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Advyzon Investment Management, LLC NEW | 70,177 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 69,391 | $5M | -331 | -0.5% | 20Q | SEC ↗ |
| 10 | THOR TRADING ADVISORS, LLC NEW | 38,094 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | FSA Investment Group, LLC | 30,422 | $2M | +8,791 | +40.6% | 4Q | SEC ↗ |
| 12 | Catawba River Capital | 24,974 | $2M | +2,540 | +11.3% | 2Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 24,027 | $2M | -424 | -1.7% | 3Q | SEC ↗ |
| 14 | LPL Financial LLC | 20,330 | $1M | -138,675 | -87.2% | 5Q | SEC ↗ |
| 15 | Anchor Investment Management, LLC | 18,595 | $1M | -1,850 | -9.0% | 21Q | SEC ↗ |
| 16 | Maridea Wealth Management LLC NEW | 16,701 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Hilltop Holdings Inc. | 14,677 | $955K | -4,998 | -25.4% | 3Q | SEC ↗ |
| 18 | B. Riley Wealth Advisors, Inc. | 14,424 | $939K | +1,873 | +14.9% | 2Q | SEC ↗ |
| 19 | Capital Advisor Network LLC | 12,235 | $796K | +9,707 | +384.0% | 2Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 12,103 | $788K | +901 | +8.0% | 7Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 8,754 | $570K | -94 | -1.1% | 6Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 8,495 | $553K | -101,044 | -92.2% | 7Q | SEC ↗ |
| 23 | PFG Advisors | 8,443 | $550K | -182,132 | -95.6% | 2Q | SEC ↗ |
| 24 | Global Endowment Management, LP NEW | 8,000 | $521K | — | +0.0% | 1Q | SEC ↗ |
| 25 | OneDigital Investment Advisors LLC NEW | 6,911 | $450K | — | +0.0% | 1Q | SEC ↗ |
| 26 | SMITH, MOORE & CO. | 6,755 | $440K | +1,750 | +35.0% | 2Q | SEC ↗ |
| 27 | Cambridge Advisors Inc. | 6,178 | $402K | -4 | -0.1% | 4Q | SEC ↗ |
| 28 | LANE BROTHERS & CO INC NEW | 5,625 | $366K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Point72 Asset Management, L.P. | 5,300 | $345K | -27,300 | -83.7% | 2Q | SEC ↗ |
| 30 | BANK OF MONTREAL /CAN | 5,262 | $343K | +694 | +15.2% | 4Q | SEC ↗ |
| 31 | Bright Futures Wealth Management, LLC. NEW | 4,937 | $321K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Savvy Advisors, Inc. | 4,882 | $318K | -1,837 | -27.3% | 3Q | SEC ↗ |
| 33 | Luminist Capital LLC | 4,841 | $315K | +1,188 | +32.5% | 7Q | SEC ↗ |
| 34 | AE Wealth Management LLC | 4,675 | $304K | +4,660 | +31066.7% | 7Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 2,539 | $165K | -7,682 | -75.2% | 20Q | SEC ↗ |
| 36 | Integrated Wealth Concepts LLC NEW | 2,012 | $131K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, | 1,682 | $109K | — | +0.0% | 20Q | SEC ↗ |
| 38 | Reyes Financial Architecture, Inc. NEW | 1,216 | $79K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MORGAN STANLEY | 1,113 | $72K | -889 | -44.4% | 21Q | SEC ↗ |
| 40 | Colonial Trust Co / SC | 750 | $49K | -1,000 | -57.1% | 3Q | SEC ↗ |
| 41 | Copia Wealth Management | 745 | $48K | — | +0.0% | 6Q | SEC ↗ |
| 42 | HARBOR INVESTMENT ADVISORY, LLC | 600 | $39K | — | +0.0% | 3Q | SEC ↗ |
| 43 | UBS Group AG NEW | 558 | $36K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Farther Finance Advisors, LLC | 555 | $36K | -3,952 | -87.7% | 15Q | SEC ↗ |
| 45 | US BANCORP \DE | 545 | $35K | — | +0.0% | 19Q | SEC ↗ |
| 46 | Triumph Capital Management | 342 | $22K | — | +0.0% | 4Q | SEC ↗ |
| 47 | POM Investment Strategies, LLC | 207 | $13K | +31 | +17.6% | 2Q | SEC ↗ |
| 48 | Tower Research Capital LLC (TRC) NEW | 193 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Decker Retirement Planning Inc. NEW | 87 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Ameritas Advisory Services, LLC NEW | 82 | $5K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 641,661 | $42M |
| CITADEL ADVISORS LLC | 142,237 | $9M |
| GTS SECURITIES LLC | 91,811 | $6M |
| Ausdal Financial Partners, Inc. | 71,734 | $5M |
| Advyzon Investment Management, LLC | 70,177 | $5M |
| THOR TRADING ADVISORS, LLC | 38,094 | $2M |
| Maridea Wealth Management LLC | 16,701 | $1M |
| Global Endowment Management, LP | 8,000 | $521K |
| OneDigital Investment Advisors LLC | 6,911 | $450K |
| LANE BROTHERS & CO INC | 5,625 | $366K |
| Bright Futures Wealth Management, L | 4,937 | $321K |
| Integrated Wealth Concepts LLC | 2,012 | $131K |
| Reyes Financial Architecture, Inc. | 1,216 | $79K |
| UBS Group AG | 558 | $36K |
| Tower Research Capital LLC (TRC) | 193 | $13K |
| Decker Retirement Planning Inc. | 87 | $6K |
| Ameritas Advisory Services, LLC | 82 | $5K |
| Key Capital Management, INC | 70 | $5K |
| JPMORGAN CHASE & CO | 45 | $3K |
| Global Retirement Partners, LLC | 9 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tidal Investments LLC | 241,598 | $16M |
| Thomas J. Herzfeld Advisors, Inc. | 117,701 | $8M |
| GOLDMAN SACHS GROUP INC | 100,000 | $7M |
| Belpointe Asset Management LLC | 31,894 | $2M |
| Fortis Capital Advisors, LLC | 24,520 | $2M |
| OLD MISSION CAPITAL LLC | 20,873 | $1M |
| Professional Financial Advisors, LL | 18,721 | $1M |
| HRT FINANCIAL LP | 18,172 | $1M |
| CVS HEALTH Corp | 14,500 | $944K |
| Quadrature Capital Ltd | 13,514 | $880K |
| Urban Wealth Management, LLC | 12,927 | $842K |
| CHOREO, LLC | 11,485 | $748K |
| Cetera Investment Advisers | 7,285 | $474K |
| GRIFFIN ASSET MANAGEMENT, INC. | 6,667 | $434K |
| Trek Financial, LLC | 5,662 | $369K |
| OPPENHEIMER & CO INC | 5,413 | $352K |
| Comprehensive Money Management Serv | 4,815 | $313K |
| PRIVATE TRUST CO NA | 3,026 | $197K |
| Ball & Co Wealth Management Inc. | 2,118 | $138K |
| Geneos Wealth Management Inc. | 955 | $62K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pekin Hardy Strauss, Inc. | +135,202 | +500.5% | 162,217 |
| Capital Advisor Network LLC | +9,707 | +384.0% | 12,235 |
| FSA Investment Group, LLC | +8,791 | +40.6% | 30,422 |
| AE Wealth Management LLC | +4,660 | +31066.7% | 4,675 |
| Catawba River Capital | +2,540 | +11.3% | 24,974 |
| B. Riley Wealth Advisors, Inc. | +1,873 | +14.9% | 14,424 |
| Drum Hill Capital, LLC | +1,818 | +1.3% | 145,456 |
| SMITH, MOORE & CO. | +1,750 | +35.0% | 6,755 |
| Luminist Capital LLC | +1,188 | +32.5% | 4,841 |
| MML INVESTORS SERVICES, LLC | +901 | +8.0% | 12,103 |
| BANK OF MONTREAL /CAN | +694 | +15.2% | 5,262 |
| POM Investment Strategies, LLC | +31 | +17.6% | 207 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PFG Advisors | -182,132 | -95.6% | 8,443 |
| LPL Financial LLC | -138,675 | -87.2% | 20,330 |
| ENVESTNET ASSET MANAGEMENT INC | -101,044 | -92.2% | 8,495 |
| Point72 Asset Management, L.P. | -27,300 | -83.7% | 5,300 |
| OSAIC HOLDINGS, INC. | -7,682 | -75.2% | 2,539 |
| Hilltop Holdings Inc. | -4,998 | -25.4% | 14,677 |
| Farther Finance Advisors, LLC | -3,952 | -87.7% | 555 |
| Anchor Investment Management, LLC | -1,850 | -9.0% | 18,595 |
| Savvy Advisors, Inc. | -1,837 | -27.3% | 4,882 |
| Colonial Trust Co / SC | -1,000 | -57.1% | 750 |
| MORGAN STANLEY | -889 | -44.4% | 1,113 |
| HighTower Advisors, LLC | -424 | -1.7% | 24,027 |
| COMMONWEALTH EQUITY SERVICES, LLC | -331 | -0.5% | 69,391 |
| Holcombe Financial, Inc. | -313 | -0.3% | 99,238 |
| MERCER GLOBAL ADVISORS INC /ADV | -94 | -1.1% | 8,754 |
| Cambridge Advisors Inc. | -4 | -0.1% | 6,178 |
| WELLS FARGO & COMPANY/MN | -1 | -5.9% | 16 |