RFIX Institutional Ownership
Simplify Bond Bull ETF
1W: -0.2%
1M: +3.5%
3M: -5.7%
YTD: -1.8%
1Y: -15.8%
$36.23
-0.34 (-0.92%)
Weekly Expected Move ±4.1%
$33
$35
$36
$38
$39
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
Dividends
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Institutional Ownership — RFIX
17
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
6
New Positions
3
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | 434,678 | $16M | -102,400 | -19.1% | 6Q | SEC ↗ |
| 2 | True Wealth Design, LLC | 168,484 | $6M | -308 | -0.2% | 5Q | SEC ↗ |
| 3 | Journey Advisory Group, LLC NEW | 56,757 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 14,306 | $518K | — | +0.0% | 2Q | SEC ↗ |
| 5 | Mount Lucas Management LP | 11,027 | $400K | +27 | +0.2% | 6Q | SEC ↗ |
| 6 | OLD MISSION CAPITAL LLC | 10,440 | $378K | +5,367 | +105.8% | 2Q | SEC ↗ |
| 7 | LANE BROTHERS & CO INC NEW | 6,123 | $222K | — | +0.0% | 1Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 5,893 | $214K | +5,431 | +1175.5% | 6Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, | 1,312 | $48K | — | +0.0% | 5Q | SEC ↗ |
| 10 | POM Investment Strategies, LLC NEW | 247 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Ameritas Advisory Services, LLC NEW | 212 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Decker Retirement Planning Inc. NEW | 110 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Key Capital Management, INC NEW | 83 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 14 | UBS Group AG | 0 | $0K | -2 | -100.0% | 2Q | SEC ↗ |
| 15 | LPL Financial LLC | 0 | $0K | -9,207 | -100.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -10,443 | -100.0% | 3Q | SEC ↗ |
| 17 | PRINCIPAL SECURITIES, INC. | 0 | $0K | -10,629 | -100.0% | 4Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -7,589 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Journey Advisory Group, LLC | 56,757 | $2M |
| LANE BROTHERS & CO INC | 6,123 | $222K |
| POM Investment Strategies, LLC | 247 | $9K |
| Ameritas Advisory Services, LLC | 212 | $8K |
| Decker Retirement Planning Inc. | 110 | $4K |
| Key Capital Management, INC | 83 | $3K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 10,629 | $385K |
| ENVESTNET ASSET MANAGEMENT INC | 10,443 | $378K |
| LPL Financial LLC | 9,207 | $334K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,589 | $275K |
| UBS Group AG | 2 | $0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +5,431 | +1175.5% | 5,893 |
| OLD MISSION CAPITAL LLC | +5,367 | +105.8% | 10,440 |
| Mount Lucas Management LP | +27 | +0.2% | 11,027 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -102,400 | -19.1% | 434,678 |
| True Wealth Design, LLC | -308 | -0.2% | 168,484 |