17 institutions reported holding $27.8M of SIMPLIFY EXCHANGE TRADED FUN (RFIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: JANE STREET GROUP, LLC ($17.0M), True Wealth Design, LLC ($6.6M), Journey Advisory Group, LLC ($2.2M), GOLDMAN SACHS GROUP INC ($559,508), Mount Lucas Management LP ($431,266). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | $17.0M | 434,678 | Trimmed |
| 2 | True Wealth Design, LLC | $6.6M | 168,484 | Trimmed |
| 3 | Journey Advisory Group, LLC | $2.2M | 56,757 | New |
| 4 | GOLDMAN SACHS GROUP INC | $559,508 | 14,306 | Hold |
| 5 | Mount Lucas Management LP | $431,266 | 11,027 | Added |
| 6 | OLD MISSION CAPITAL LLC | $408,308 | 10,440 | Added |
| 7 | LANE BROTHERS & CO INC | $239,471 | 6,123 | New |
| 8 | AE Wealth Management LLC | $230,468 | 5,893 | Added |
| 9 | Steward Partners Investment Advisory, LLC | $51,312 | 1,312 | Hold |
| 10 | POM Investment Strategies, LLC | $9,660 | 247 | New |
| 11 | Ameritas Advisory Services, LLC | $8,282 | 212 | New |
| 12 | Decker Retirement Planning Inc. | $4,302 | 110 | New |
| 13 | Key Capital Management, INC | $3,246 | 83 | New |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 16 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |
| 17 | LPL Financial LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30