PFIX Institutional Ownership & Shareholders
SIMPLIFY INTEREST RATE HEDGE (PFIX) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $89.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jane Street Group, Llc is currently the largest disclosed institutional shareholder of PFIX tracked by InsiderSet, reporting ownership valued at approximately $27.82M in its June 30, 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 $35.85M, representing an estimated gain of +28.85% 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 Jane Street Group, Llc, Drum Hill Capital, Llc, Citadel Advisors 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
61
Total Reported Value
$89.21M
Largest Holder
Jane Street Group, Llc
Largest Position
$27.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | 0.02% | 641,661 | $27,822,421 | $35,849,600 | +$8,027,179 | +28.85% | |
| Drum Hill Capital, Llc | 7.72% | 148,265 | $9,324,408 | $8,283,566 | -$1,040,842 | -11.16% | |
| Citadel Advisors Llc | 0.00% | 142,237 | $6,167,396 | $7,946,781 | +$1,779,385 | +28.85% | |
| Holcombe Financial, Inc. | 3.16% | 90,941 | $5,719,306 | $5,080,874 | -$638,432 | -11.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 65,182 | $4,099,320 | $3,641,718 | -$457,602 | -11.16% | |
| Gts Securities Llc | 0.08% | 91,811 | $3,980,925 | $5,129,481 | +$1,148,556 | +28.85% | |
| Global View Capital Management Llc | 0.74% | 53,142 | $3,342,101 | $2,969,044 | -$373,057 | -11.16% | |
| Ausdal Financial Partners, Inc. | 0.12% | 71,734 | $3,110,373 | $4,007,779 | +$897,406 | +28.85% | |
| Advyzon Investment Management, Llc | 0.22% | 70,177 | $3,042,862 | $3,920,789 | +$877,927 | +28.85% | |
| Fsa Investment Group, Llc | 0.83% | 41,485 | $2,608,992 | $2,317,767 | -$291,225 | -11.16% | |
| Oppenheimer & Co Inc | 0.03% | 37,914 | $2,384,411 | $2,118,255 | -$266,156 | -11.16% | |
| Triad Wealth Partners, Llc | 0.10% | 27,253 | $1,713,941 | $1,522,625 | -$191,316 | -11.16% | |
| Thor Trading Advisors, Llc | 0.52% | 38,094 | $1,651,756 | $2,128,312 | +$476,556 | +28.85% | |
| Catawba River Capital | 0.48% | 24,974 | $1,082,872 | $1,395,297 | +$312,425 | +28.85% | |
| Perigon Wealth Management, Llc | 0.02% | 16,452 | $1,034,666 | $919,173 | -$115,493 | -11.16% | |
| Farther Finance Advisors, Llc | 0.01% | 15,684 | $986,384 | $876,265 | -$110,119 | -11.16% | |
| B. Riley Wealth Advisors, Inc. | 0.04% | 14,505 | $912,223 | $810,394 | -$101,829 | -11.16% | |
| Lpl Financial Llc | 0.00% | 20,330 | $881,488 | $1,135,837 | +$254,349 | +28.85% | |
| Anchor Investment Management, Llc | 0.06% | 18,595 | $806,279 | $1,038,903 | +$232,624 | +28.85% | |
| Maridea Wealth Management Llc | 0.08% | 16,701 | $724,176 | $933,085 | +$208,909 | +28.85% | |
| Hilltop Holdings Inc. | 0.05% | 14,677 | $636,395 | $820,004 | +$183,609 | +28.85% | |
| Pom Investment Strategies, Llc | 0.49% | 9,683 | $608,964 | $540,989 | -$67,975 | -11.16% | |
| Capital Advisor Network Llc | 0.66% | 12,235 | $530,510 | $683,569 | +$153,059 | +28.85% | |
| Mml Investors Services, Llc | 0.00% | 12,103 | $524,769 | $676,195 | +$151,426 | +28.86% | |
| Mercer Global Advisors Inc | 0.00% | 8,754 | $379,585 | $489,086 | +$109,501 | +28.85% | |
| Cambridge Advisors Inc. | 0.06% | 6,002 | $377,454 | $335,332 | -$42,122 | -11.16% | |
| Envestnet Asset Management Inc | 0.00% | 8,495 | $368,342 | $474,616 | +$106,274 | +28.85% | |
| Global Endowment Management, Lp | 0.04% | 8,000 | $347,000 | $446,960 | +$99,960 | +28.81% | |
| Ignite Planners, Llc | 0.05% | 5,505 | $346,261 | $307,564 | -$38,697 | -11.18% | |
| Bright Futures Wealth Management, Llc. | 0.22% | 5,132 | $322,751 | $286,725 | -$36,026 | -11.16% | |
| South Shore Capital Advisors | 0.22% | 5,000 | $314,450 | $279,350 | -$35,100 | -11.16% | |
| Onedigital Investment Advisors Llc | 0.00% | 6,911 | $299,644 | $386,118 | +$86,474 | +28.86% | |
| Pekin Hardy Strauss, Inc. | 0.03% | 4,695 | $295,269 | $262,310 | -$32,959 | -11.16% | |
| Lane Brothers & Co Inc | 0.30% | 4,674 | $293,948 | $261,136 | -$32,812 | -11.16% | |
| Smith, Moore & Co. | 0.02% | 6,755 | $292,897 | $377,402 | +$84,505 | +28.85% | |
| Fiduciary Alliance Llc | 0.02% | 3,849 | $242,079 | $215,044 | -$27,035 | -11.17% | |
| Point72 Asset Management, L.P. | 0.00% | 5,300 | $229,808 | $296,111 | +$66,303 | +28.85% | |
| Bank Of Montreal | 0.00% | 5,262 | $228,143 | $293,988 | +$65,845 | +28.86% | |
| Ancora Advisors Llc | 0.00% | 5,100 | $221,136 | $284,937 | +$63,801 | +28.85% | |
| Savvy Advisors, Inc. | 0.00% | 4,882 | $211,671 | $272,757 | +$61,086 | +28.86% | |
| Luminist Capital Llc | 0.23% | 4,841 | $203,175 | $270,467 | +$67,292 | +33.12% | |
| Osaic Holdings, Inc. | 0.00% | 2,539 | $110,234 | $141,854 | +$31,620 | +28.68% | |
| Reyes Financial Architecture, Inc. | 0.07% | 1,698 | $106,787 | $94,867 | -$11,920 | -11.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,682 | $72,932 | $93,973 | +$21,041 | +28.85% | |
| Morgan Stanley | 0.00% | 1,113 | $48,278 | $62,183 | +$13,905 | +28.80% | |
| Colonial Trust Co / Sc | 0.00% | 750 | $32,520 | $41,903 | +$9,383 | +28.85% | |
| Networth Advisors, Llc | 0.02% | 517 | $32,504 | $28,885 | -$3,619 | -11.13% | |
| Copia Wealth Management | 0.02% | 745 | $32,303 | $41,623 | +$9,320 | +28.85% | |
| Private Trust Co Na | 0.00% | 402 | $25,282 | $22,460 | -$2,822 | -11.16% | |
| Ubs Group Ag | 0.00% | 558 | $24,195 | $31,175 | +$6,980 | +28.85% |
Frequently asked questions about PFIX
Who are the largest institutional holders of PFIX?
The largest institutional holders of PFIX reported in the latest SEC Form 13F filings include Jane Street Group, Llc, Drum Hill Capital, Llc, Citadel Advisors Llc, Holcombe Financial, Inc., and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported PFIX position.
What is PFIX institutional ownership?
This page tracks PFIX positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY INTEREST RATE HEDGE (PFIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFIX?
InsiderSet currently tracks 61 institutional managers reporting PFIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFIX shareholders.
How much PFIX stock do institutions own?
Institutional investment managers disclosed approximately $89.21M in PFIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFIX institutional ownership last updated?
The latest PFIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFIX position after the reporting date.
Are institutions buying or selling PFIX?
Institutional buying and selling can be analyzed by comparing PFIX positions across consecutive 13F reporting periods. InsiderSet's PFIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFIX ownership changes.
How has PFIX institutional ownership changed over time?
InsiderSet tracks PFIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.