Simplify Exchange Traded Funds - RFIX

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$33.61M
QoQ value delta ($000)
+$1.897M (+5.98%)
Implied price effect (QoQ)
-15.08%
Shares
Total shares
926,288
QoQ shares delta
+184,049 (+24.8%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (RFIX)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 13 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
JANE STREET GROUP, LLC 25,199 694,417 0.0%
True Wealth Design, LLC 6,038 166,412 1.77%
Prosperity Wealth Management, Inc. 1,073 29,578 0.36%
Mount Lucas Management LP 399 11,000 0.16%
PRINCIPAL SECURITIES, INC. 378 10,443 0.01%
ENVESTNET ASSET MANAGEMENT INC 378 10,443 0.0%
Ancora Advisors LLC 71 1,980 0.0%
Steward Partners Investment Advisory, LLC 47 1,312 0.0%
AE Wealth Management LLC 17 482 0.0%
UBS Group AG 8 221 0.0%