Who Owns SIMPLIFY EXCHANGE TRADED FUN (PFIX)? -- Institutional Holders (2026-06-30)
83 institutions reported holding $78.6M of SIMPLIFY EXCHANGE TRADED FUN (PFIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: JANE STREET GROUP, LLC ($27.8M), Pekin Hardy Strauss, Inc. ($7.0M), CITADEL ADVISORS LLC ($6.4M), Drum Hill Capital, LLC ($6.3M), Holcombe Financial, Inc. ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JANE STREET GROUP, LLC | $27.8M | 641,661 | New |
| 2 | Pekin Hardy Strauss, Inc. | $7.0M | 162,217 | Added |
| 3 | CITADEL ADVISORS LLC | $6.4M | 147,337 | New |
| 4 | Drum Hill Capital, LLC | $6.3M | 145,456 | Added |
| 5 | Holcombe Financial, Inc. | $4.3M | 99,238 | Trimmed |
| 6 | GTS SECURITIES LLC | $4.0M | 91,811 | New |
| 7 | Ausdal Financial Partners, Inc. | $3.1M | 71,734 | New |
| 8 | Advyzon Investment Management, LLC | $3.0M | 70,177 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 69,391 | Trimmed |
| 10 | THOR TRADING ADVISORS, LLC | $1.7M | 38,094 | New |
| 11 | FSA Investment Group, LLC | $1.3M | 30,422 | Added |
| 12 | Catawba River Capital | $1.1M | 24,974 | Added |
| 13 | HighTower Advisors, LLC | $1.0M | 24,027 | Trimmed |
| 14 | LPL Financial LLC | $881,488 | 20,330 | Trimmed |
| 15 | Maridea Wealth Management LLC | $724,176 | 16,701 | New |
| 16 | Hilltop Holdings Inc. | $636,395 | 14,677 | Trimmed |
| 17 | B. Riley Wealth Advisors, Inc. | $599,313 | 14,424 | Added |
| 18 | Capital Advisor Network LLC | $530,510 | 12,235 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $524,769 | 12,103 | Added |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $379,585 | 8,754 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $368,342 | 8,495 | Trimmed |
| 22 | PFG Advisors | $366,088 | 8,443 | Trimmed |
| 23 | Global Endowment Management, LP | $347,000 | 8,000 | New |
| 24 | OneDigital Investment Advisors LLC | $299,644 | 6,911 | New |
| 25 | SMITH, MOORE & CO. | $292,897 | 6,755 | Added |
Source: SEC Form 13F filings · as of 2026-06-30