Simplify Exchange Traded Funds - RFIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Reduced | 537,078 | 21,730 | 0.0% | 0.0% | 1 | -157,339 | -22.66% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 168,792 | 6,829 | 1.89% | 1.77% | 2 | +2,380 | 1.43% | Q1 2026 | Apr 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 29,578 | 1,073 | 0.36% | 0.36% | 3 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,306 | 578 | 0.0% | — | 4 | +14,306 | New | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | No change | 11,000 | 445 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,629 | 430 | 0.01% | 0.01% | 6 | +186 | 1.78% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | New | 9,207 | 372 | 0.0% | — | 7 | +9,207 | New | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,589 | 307 | 0.0% | — | 8 | +7,589 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,073 | 205 | 0.0% | — | 9 | +5,073 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,312 | 53 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 462 | 18 | 0.0% | 0.0% | 11 | -20 | -4.15% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,443 | -100.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,980 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2 | 0 | — | 0.0% | — | -219 | -99.1% | Q1 2026 | May 05, 2026 |