Simplify Exchange Traded Funds - PFIX

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$76.21M
QoQ value delta ($000)
+$23.2M (+43.77%)
Implied price effect (QoQ)
-3.56%
Shares
Total shares
1,649,357
QoQ shares delta
+543,014 (+49.08%)
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 (PFIX)

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 56 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Tidal Investments LLC 11,169 241,598 0.02%
PFG Advisors 8,810 190,575 0.43%
LPL Financial LLC 7,350 159,005 0.0%
Drum Hill Capital, LLC 6,640 143,638 6.1%
Thomas J. Herzfeld Advisors, Inc. 5,429 117,701 1.85%
ENVESTNET ASSET MANAGEMENT INC 5,063 109,539 0.0%
GOLDMAN SACHS GROUP INC 4,623 100,000 0.0%
Holcombe Financial, Inc. 4,602 99,551 2.7%
COMMONWEALTH EQUITY SERVICES, LLC 3,223 69,722 0.0%
Point72 Asset Management, L.P. 1,507 32,600 0.0%
Belpointe Asset Management LLC 1,474 31,894 0.05%
Pekin Hardy Strauss, Inc. 1,248 27,015 0.13%
Fortis Capital Advisors, LLC 1,133 24,520 0.15%
HighTower Advisors, LLC 1,130 24,451 0.0%
Catawba River Capital 1,020 22,434 0.49%
FSA Investment Group, LLC 1,000 21,631 0.4%
OLD MISSION CAPITAL LLC 964 20,873 0.02%
Anchor Investment Management, LLC 945 20,445 0.08%
Hilltop Holdings Inc. 909 19,675 0.08%
HRT FINANCIAL LP 840 18,172 0.0%
CVS HEALTH Corp 670 14,500 0.32%
B. Riley Wealth Advisors, Inc. 604 12,551 0.04%
Urban Wealth Management, LLC 597 12,927 0.61%
CHOREO, LLC 530 11,485 0.01%
MML INVESTORS SERVICES, LLC 517 11,202 0.0%