RFIX Institutional Ownership & Shareholders
SIMPLIFY BOND BULL ETF (RFIX) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.65M 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 RFIX tracked by InsiderSet, reporting ownership valued at approximately $17.00M 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 $16.03M, representing an estimated loss of -5.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RFIX value among the investors covered in this analysis. Major shareholders include Jane Street Group, Llc, Journey Advisory Group, Llc, Pom Investment Strategies, Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY BOND BULL ETF (RFIX).
This page ranks the largest institutional RFIX 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
12
Total Reported Value
$21.65M
Largest Holder
Jane Street Group, Llc
Largest Position
$17.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
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 | 0.01% | 434,678 | $17,000,257 | $16,026,578 | -$973,679 | -5.73% | |
| Journey Advisory Group, Llc | 0.17% | 56,757 | $2,219,766 | $2,092,631 | -$127,135 | -5.73% | |
| Pom Investment Strategies, Llc | 0.50% | 17,453 | $615,044 | $643,492 | +$28,448 | +4.63% | |
| Goldman Sachs Group Inc | 0.00% | 14,306 | $559,508 | $527,462 | -$32,046 | -5.73% | |
| Mount Lucas Management Lp | 0.15% | 11,027 | $431,266 | $406,565 | -$24,701 | -5.73% | |
| Old Mission Capital Llc | 0.01% | 10,440 | $408,308 | $384,923 | -$23,385 | -5.73% | |
| Lane Brothers & Co Inc | 0.28% | 7,929 | $279,418 | $292,342 | +$12,924 | +4.63% | |
| Gk Wealth Management Llc | 0.04% | 1,973 | $69,529 | $72,745 | +$3,216 | +4.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,312 | $51,312 | $48,373 | -$2,939 | -5.73% | |
| Ameritas Advisory Services, Llc | 0.00% | 212 | $8,282 | $7,816 | -$466 | -5.62% | |
| Decker Retirement Planning Inc. | 0.00% | 114 | $4,017 | $4,203 | +$186 | +4.63% | |
| Key Capital Management, Inc | 0.00% | 83 | $3,246 | $3,060 | -$186 | -5.72% |
Frequently asked questions about RFIX
Who are the largest institutional holders of RFIX?
The largest institutional holders of RFIX reported in the latest SEC Form 13F filings include Jane Street Group, Llc, Journey Advisory Group, Llc, Pom Investment Strategies, Llc, Goldman Sachs Group Inc, and Mount Lucas Management Lp. InsiderSet ranks institutional holders by their latest reported RFIX position.
What is RFIX institutional ownership?
This page tracks RFIX positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY BOND BULL ETF (RFIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFIX?
InsiderSet currently tracks 12 institutional managers reporting RFIX 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 RFIX shareholders.
How much RFIX stock do institutions own?
Institutional investment managers disclosed approximately $21.65M in RFIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFIX institutional ownership last updated?
The latest RFIX 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 RFIX 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 RFIX position after the reporting date.
Are institutions buying or selling RFIX?
Institutional buying and selling can be analyzed by comparing RFIX positions across consecutive 13F reporting periods. InsiderSet's RFIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFIX ownership changes.
How has RFIX institutional ownership changed over time?
InsiderSet tracks RFIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.