SIMPLIFY BOND BULL ETF (RFIX) Institutional Ownership Changes & 13F Activity
SIMPLIFY BOND BULL ETF (RFIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, True Wealth Design, Llc, Mount Lucas Management Lp, Principal Securities, Inc., and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Ancora Advisors Llc | Buy | +1,980 | — | 1,980 | $71.85K | Q4 2025 | Feb 17, 2026 |
| Jane Street Group, Llc | Buy | +694,417 | — | 694,417 | $25.20M | Q4 2025 | Feb 12, 2026 |
| Principal Securities, Inc. | Buy | +10,443 | — | 10,443 | $378.96K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,312 | — | 1,312 | $47.61K | Q4 2025 | Feb 12, 2026 |
| Envestnet Asset Management Inc | Buy | +10,443 | — | 10,443 | $378.96K | Q4 2025 | Feb 10, 2026 |
| Mount Lucas Management Lp | Buy | +11,000 | — | 11,000 | $399.17K | Q4 2025 | Feb 05, 2026 |
| Ubs Group Ag | Buy | +221 | — | 221 | $8.02K | Q4 2025 | Jan 29, 2026 |
| Ae Wealth Management Llc | Buy | +482 | — | 482 | $17.49K | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, Llc | Buy | +166,412 | — | 166,412 | $6.04M | Q4 2025 | Jan 08, 2026 |
Frequently asked questions about RFIX activity
Which institutional owners are buying RFIX?
Institutional owners buying RFIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RFIX activity?
"Buy" means an investor increased their reported position in RFIX compared to the prior reporting period. This reflects growing exposure to SIMPLIFY BOND BULL ETF (RFIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RFIX increasing?
Institutional interest in RFIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.