Simplify Exchange Traded Funds - PFIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tidal Investments LLC | History | New | 241,598 | 11,169 | 0.02% | — | 1 | +241,598 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | New | 190,575 | 8,810 | 0.43% | — | 2 | +190,575 | New | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 159,005 | 7,350 | 0.0% | 0.0% | 3 | +110,479 | 227.67% | Q1 2026 | May 06, 2026 |
| Drum Hill Capital, LLC | History | Added to | 143,638 | 6,640 | 6.1% | 5.68% | 4 | +29,592 | 25.95% | Q1 2026 | Apr 20, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 117,701 | 5,429 | 1.85% | — | 5 | +117,701 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,539 | 5,063 | 0.0% | 0.0% | 6 | +99,563 | 998.03% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 100,000 | 4,623 | 0.0% | 0.0% | 7 | +93,690 | 1484.79% | Q1 2026 | May 15, 2026 |
| Holcombe Financial, Inc. | History | Added to | 99,551 | 4,602 | 2.7% | 2.8% | 8 | +6,406 | 6.88% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,722 | 3,223 | 0.0% | 0.01% | 9 | -124,191 | -64.04% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 32,600 | 1,507 | 0.0% | — | 10 | +32,600 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 31,894 | 1,474 | 0.05% | — | 11 | +31,894 | New | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 27,015 | 1,248 | 0.13% | — | 12 | +27,015 | New | Q1 2026 | May 06, 2026 |
| Fortis Capital Advisors, LLC | History | New | 24,520 | 1,133 | 0.15% | — | 13 | +24,520 | New | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,451 | 1,130 | 0.0% | 0.0% | 14 | +1,311 | 5.67% | Q1 2026 | May 05, 2026 |
| Catawba River Capital | History | New | 22,434 | 1,020 | 0.49% | — | 15 | +22,434 | New | Q1 2026 | May 11, 2026 |
| FSA Investment Group, LLC | History | Added to | 21,631 | 1,000 | 0.4% | 0.47% | 16 | +5,601 | 34.94% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,873 | 964 | 0.02% | — | 17 | +20,873 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 20,445 | 945 | 0.08% | 0.04% | 18 | +11,220 | 121.63% | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,675 | 909 | 0.08% | 0.12% | 19 | -22,620 | -53.48% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 18,172 | 840 | 0.0% | — | 20 | +18,172 | New | Q1 2026 | May 14, 2026 |
| CVS HEALTH Corp | History | New | 14,500 | 670 | 0.32% | — | 21 | +14,500 | New | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 12,551 | 604 | 0.04% | — | 22 | +12,551 | New | Q1 2026 | Apr 24, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 12,927 | 597 | 0.61% | 1.02% | 23 | -9,912 | -43.4% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | New | 11,485 | 530 | 0.01% | — | 24 | +11,485 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,202 | 517 | 0.0% | 0.0% | 25 | -698 | -5.87% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,221 | 472 | 0.0% | 0.0% | 26 | +6,872 | 205.2% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,848 | 409 | 0.0% | 0.0% | 27 | +61 | 0.69% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,719 | 310 | 0.01% | 0.02% | 28 | -4,473 | -39.97% | Q1 2026 | May 11, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | New | 6,667 | 308 | 0.03% | — | 29 | +6,667 | New | Q1 2026 | Apr 30, 2026 |
| Cambridge Advisors Inc. | History | Added to | 6,182 | 285 | 0.06% | 0.06% | 30 | +64 | 1.05% | Q1 2026 | Apr 16, 2026 |
| Trek Financial, LLC | History | Reduced | 5,662 | 261 | 0.01% | 0.69% | 31 | -244,421 | -97.74% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 5,413 | 250 | 0.0% | — | 32 | +5,413 | New | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | New | 5,005 | 231 | 0.02% | — | 33 | +5,005 | New | Q1 2026 | May 05, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 4,815 | 222 | 0.15% | 0.17% | 34 | -250 | -4.94% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,568 | 211 | 0.0% | 0.0% | 35 | +3,520 | 335.88% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,507 | 205 | 0.0% | 0.0% | 36 | +3,910 | 654.94% | Q1 2026 | Apr 07, 2026 |
| Luminist Capital LLC | History | Added to | 3,653 | 168 | 0.22% | 0.21% | 37 | +46 | 1.28% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | New | 3,026 | 139 | 0.01% | — | 38 | +3,026 | New | Q1 2026 | Apr 30, 2026 |
| Capital Advisor Network LLC | History | New | 2,528 | 116 | 0.14% | — | 39 | +2,528 | New | Q1 2026 | May 13, 2026 |
| Ball & Co Wealth Management Inc. | History | New | 2,118 | 97 | 0.08% | — | 40 | +2,118 | New | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 2,002 | 92 | 0.0% | — | 41 | +1,999 | 66633.33% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,750 | 80 | 0.01% | 0.01% | 42 | +750 | 75.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,682 | 77 | 0.0% | 0.0% | 43 | +721 | 75.03% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | New | 955 | 44 | 0.0% | — | 44 | +955 | New | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 802 | 37 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | No change | 745 | 34 | 0.02% | 0.03% | 46 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 600 | 27 | 0.01% | — | 48 | +600 | New | Q1 2026 | Apr 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 27 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | No change | 545 | 25 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 446 | 20 | 0.0% | — | 50 | +446 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 342 | 15 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 316 | 15 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 300 | 13 | 0.01% | — | 54 | +300 | New | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 289 | 13 | 0.0% | — | 53 | +289 | New | Q1 2026 | May 14, 2026 |
| POM Investment Strategies, LLC | History | New | 176 | 8 | 0.01% | — | 55 | +176 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 144 | 6 | 0.0% | — | 56 | +144 | New | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | New | 127 | 5 | 0.0% | — | 57 | +127 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 75 | 3 | 0.0% | — | 58 | +75 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 49 | 2 | 0.0% | — | 59 | +49 | New | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | New | 43 | 1 | 0.0% | — | 60 | +43 | New | Q1 2026 | May 21, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151,777 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,361 | -100.0% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -18,721 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -8,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -7,285 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17 | 0 | — | — | — | +15 | 750.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -9 | -37.5% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |