SIMPLIFY INTEREST RATE HEDGE (PFIX) Top Institutional Shareholders
SIMPLIFY INTEREST RATE HEDGE (PFIX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $75.30M in PFIX holdings during the latest filing period.
Tidal Investments Llc is currently the largest disclosed institutional shareholder of PFIX tracked by InsiderSet, reporting ownership valued at approximately $11.17M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.60M, representing an estimated loss of -5.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed PFIX value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Pfg Advisors, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY INTEREST RATE HEDGE (PFIX).
This page ranks the largest institutional PFIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$75.30M
Largest Holder
Tidal Investments Llc
Largest Position
$11.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.03% | 241,598 | $11,169,076 | $10,596,488 | -$572,588 | -5.13% | |
| Pfg Advisors | 0.43% | 190,575 | $8,810,282 | $8,358,620 | -$451,663 | -5.13% | |
| Lpl Financial Llc | 0.00% | 159,005 | $7,350,821 | $6,973,959 | -$376,862 | -5.13% | |
| Drum Hill Capital, Llc | 6.10% | 143,638 | $6,640,400 | $6,299,963 | -$340,437 | -5.13% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.85% | 117,701 | $5,429,194 | $5,162,366 | -$266,828 | -4.91% | |
| Envestnet Asset Management Inc | 0.00% | 109,539 | $5,063,980 | $4,804,381 | -$259,599 | -5.13% | |
| Goldman Sachs Group Inc | 0.00% | 100,000 | $4,623,000 | $4,386,000 | -$237,000 | -5.13% | |
| Holcombe Financial, Inc. | 2.70% | 99,551 | $4,602,255 | $4,366,307 | -$235,948 | -5.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,722 | $3,223,260 | $3,058,007 | -$165,253 | -5.13% | |
| Point72 Asset Management, L.P. | 0.00% | 32,600 | $1,507,098 | $1,429,836 | -$77,262 | -5.13% | |
| Belpointe Asset Management Llc | 0.05% | 31,894 | $1,474,460 | $1,398,871 | -$75,589 | -5.13% | |
| Pekin Hardy Strauss, Inc. | 0.13% | 27,015 | $1,248,903 | $1,184,878 | -$64,025 | -5.13% | |
| Fortis Capital Advisors, Llc | 0.15% | 24,520 | $1,133,560 | $1,075,447 | -$58,113 | -5.13% | |
| Hightower Advisors, Llc | 0.00% | 24,451 | $1,130,389 | $1,072,421 | -$57,968 | -5.13% | |
| Catawba River Capital | 0.49% | 22,434 | $1,020,747 | $983,955 | -$36,792 | -3.60% | |
| Fsa Investment Group, Llc | 0.40% | 21,631 | $1,000,001 | $948,736 | -$51,265 | -5.13% | |
| Old Mission Capital Llc | 0.02% | 20,873 | $964,958 | $915,490 | -$49,468 | -5.13% | |
| Anchor Investment Management, Llc | 0.08% | 20,445 | $945,172 | $896,718 | -$48,454 | -5.13% | |
| Hilltop Holdings Inc. | 0.08% | 19,675 | $909,575 | $862,946 | -$46,630 | -5.13% | |
| Cvs Health Corp | 0.32% | 14,500 | $670,335 | $635,970 | -$34,365 | -5.13% | |
| B. Riley Wealth Advisors, Inc. | 0.04% | 12,551 | $604,076 | $550,487 | -$53,589 | -8.87% | |
| Urban Wealth Management, Llc | 0.61% | 12,927 | $597,615 | $566,978 | -$30,637 | -5.13% | |
| Choreo, Llc | 0.01% | 11,485 | $530,952 | $503,732 | -$27,220 | -5.13% | |
| Mml Investors Services, Llc | 0.00% | 11,202 | $517,848 | $491,320 | -$26,528 | -5.12% | |
| Osaic Holdings, Inc. | 0.00% | 10,221 | $472,583 | $448,293 | -$24,290 | -5.14% | |
| Mercer Global Advisors Inc | 0.00% | 8,848 | $409,034 | $388,073 | -$20,961 | -5.12% | |
| Savvy Advisors, Inc. | 0.01% | 6,719 | $310,629 | $294,695 | -$15,934 | -5.13% | |
| Griffin Asset Management, Inc. | 0.03% | 6,667 | $308,215 | $292,415 | -$15,800 | -5.13% | |
| Cambridge Advisors Inc. | 0.06% | 6,182 | $285,813 | $271,143 | -$14,670 | -5.13% | |
| Trek Financial, Llc | 0.01% | 5,662 | $261,754 | $248,335 | -$13,419 | -5.13% | |
| Oppenheimer & Co Inc | 0.00% | 5,413 | $250,243 | $237,414 | -$12,829 | -5.13% | |
| Smith, Moore & Co. | 0.02% | 5,005 | $231,381 | $219,519 | -$11,862 | -5.13% | |
| Comprehensive Money Management Services Llc | 0.15% | 4,815 | $222,597 | $211,186 | -$11,411 | -5.13% | |
| Bank Of Montreal | 0.00% | 4,568 | $211,182 | $200,352 | -$10,830 | -5.13% | |
| Farther Finance Advisors, Llc | 0.00% | 4,507 | $205,069 | $197,677 | -$7,392 | -3.60% | |
| Luminist Capital Llc | 0.22% | 3,653 | $168,848 | $160,221 | -$8,627 | -5.11% | |
| Private Trust Co Na | 0.01% | 3,026 | $139,892 | $132,720 | -$7,172 | -5.13% | |
| Capital Advisor Network Llc | 0.14% | 2,528 | $116,869 | $110,878 | -$5,991 | -5.13% | |
| Morgan Stanley | 0.00% | 2,002 | $92,593 | $87,808 | -$4,785 | -5.17% | |
| Colonial Trust Co / Sc | 0.01% | 1,750 | $80,903 | $76,755 | -$4,148 | -5.13% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,682 | $77,759 | $73,773 | -$3,986 | -5.13% | |
| Geneos Wealth Management Inc. | 0.00% | 955 | $44,150 | $41,886 | -$2,264 | -5.13% | |
| Archer Investment Corp | 0.01% | 802 | $37,076 | $35,176 | -$1,900 | -5.13% | |
| Copia Wealth Management | 0.02% | 745 | $34,441 | $32,676 | -$1,765 | -5.13% | |
| Harbor Investment Advisory, Llc | 0.00% | 600 | $27,738 | $26,316 | -$1,422 | -5.13% | |
| Highline Wealth Partners Llc | 0.01% | 600 | $27,738 | $26,316 | -$1,422 | -5.13% | |
| Us Bancorp \De\ | 0.00% | 545 | $25,195 | $23,904 | -$1,291 | -5.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 446 | $20,633 | $19,562 | -$1,071 | -5.19% | |
| Triumph Capital Management | 0.00% | 342 | $15,811 | $15,000 | -$811 | -5.13% | |
| Game Plan Financial Advisors, Llc | 0.01% | 300 | $13,869 | $13,158 | -$711 | -5.13% |
Frequently asked questions about PFIX
Who owns the most PFIX stock?
The largest holders of PFIX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY INTEREST RATE HEDGE (PFIX).
Is PFIX widely held by superinvestors?
Many widely followed stocks like PFIX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFIX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.