SIMPLIFY INTEREST RATE HEDGE (PFIX) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $78.95M in PFIX holdings during the latest filing period.
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 $34.19M, representing an estimated gain of +22.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PFIX value among the investors covered in this analysis. Major shareholders include Jane Street Group, Llc, Pekin Hardy Strauss, Inc., Drum Hill Capital, 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
55
Total Reported Value
$78.95M
Largest Holder
Jane Street Group, Llc
Largest Position
$27.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $34,194,115 | +$6,371,694 | +22.90% | |
| Pekin Hardy Strauss, Inc. | 0.62% | 162,217 | $7,033,729 | $8,644,544 | +$1,610,815 | +22.90% | |
| Drum Hill Capital, Llc | 6.44% | 145,456 | $6,306,987 | $7,751,350 | +$1,444,363 | +22.90% | |
| Citadel Advisors Llc | 0.00% | 142,237 | $6,167,396 | $7,579,810 | +$1,412,414 | +22.90% | |
| Holcombe Financial, Inc. | 2.43% | 99,238 | $4,302,971 | $5,288,393 | +$985,422 | +22.90% | |
| Gts Securities Llc | 0.08% | 91,811 | $3,980,925 | $4,892,608 | +$911,683 | +22.90% | |
| Ausdal Financial Partners, Inc. | 0.12% | 71,734 | $3,110,373 | $3,822,705 | +$712,332 | +22.90% | |
| Advyzon Investment Management, Llc | 0.22% | 70,177 | $3,042,862 | $3,739,732 | +$696,870 | +22.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,391 | $3,008,770 | $3,697,846 | +$689,076 | +22.90% | |
| Thor Trading Advisors, Llc | 0.52% | 38,094 | $1,651,756 | $2,030,029 | +$378,273 | +22.90% | |
| Fsa Investment Group, Llc | 0.43% | 30,422 | $1,319,098 | $1,621,188 | +$302,090 | +22.90% | |
| Catawba River Capital | 0.48% | 24,974 | $1,082,872 | $1,330,864 | +$247,992 | +22.90% | |
| Hightower Advisors, Llc | 0.00% | 24,027 | $1,041,790 | $1,280,399 | +$238,609 | +22.90% | |
| Anchor Investment Management, Llc | 0.08% | 20,445 | $945,172 | $1,089,514 | +$144,342 | +15.27% | |
| Lpl Financial Llc | 0.00% | 20,330 | $881,488 | $1,083,386 | +$201,898 | +22.90% | |
| Maridea Wealth Management Llc | 0.08% | 16,701 | $724,176 | $889,996 | +$165,820 | +22.90% | |
| Hilltop Holdings Inc. | 0.05% | 14,677 | $636,395 | $782,137 | +$145,742 | +22.90% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 14,424 | $599,313 | $768,655 | +$169,342 | +28.26% | |
| Capital Advisor Network Llc | 0.66% | 12,235 | $530,510 | $652,003 | +$121,493 | +22.90% | |
| Mml Investors Services, Llc | 0.00% | 12,103 | $524,769 | $644,969 | +$120,200 | +22.91% | |
| Mercer Global Advisors Inc | 0.00% | 8,754 | $379,585 | $466,501 | +$86,916 | +22.90% | |
| Envestnet Asset Management Inc | 0.00% | 8,495 | $368,342 | $452,699 | +$84,357 | +22.90% | |
| Pfg Advisors | 0.02% | 8,443 | $366,088 | $449,927 | +$83,839 | +22.90% | |
| Global Endowment Management, Lp | 0.04% | 8,000 | $347,000 | $426,320 | +$79,320 | +22.86% | |
| Onedigital Investment Advisors Llc | 0.00% | 6,911 | $299,644 | $368,287 | +$68,643 | +22.91% | |
| Smith, Moore & Co. | 0.02% | 6,755 | $292,897 | $359,974 | +$67,077 | +22.90% | |
| Cambridge Advisors Inc. | 0.05% | 6,178 | $267,881 | $329,226 | +$61,345 | +22.90% | |
| Lane Brothers & Co Inc | 0.16% | 5,625 | $243,900 | $299,756 | +$55,856 | +22.90% | |
| Point72 Asset Management, L.P. | 0.00% | 5,300 | $229,808 | $282,437 | +$52,629 | +22.90% | |
| Bank Of Montreal | 0.00% | 5,262 | $228,143 | $280,412 | +$52,269 | +22.91% | |
| Bright Futures Wealth Management, Llc. | 0.14% | 4,937 | $214,068 | $263,093 | +$49,025 | +22.90% | |
| Savvy Advisors, Inc. | 0.00% | 4,882 | $211,671 | $260,162 | +$48,491 | +22.91% | |
| Luminist Capital Llc | 0.23% | 4,841 | $203,175 | $257,977 | +$54,802 | +26.97% | |
| Osaic Holdings, Inc. | 0.00% | 2,539 | $110,234 | $135,303 | +$25,069 | +22.74% | |
| Integrated Wealth Concepts Llc | 0.00% | 2,012 | $87,255 | $107,219 | +$19,964 | +22.88% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,682 | $72,932 | $89,634 | +$16,702 | +22.90% | |
| Reyes Financial Architecture, Inc. | 0.03% | 1,216 | $52,726 | $64,801 | +$12,075 | +22.90% | |
| Morgan Stanley | 0.00% | 1,113 | $48,278 | $59,312 | +$11,034 | +22.85% | |
| Colonial Trust Co / Sc | 0.00% | 750 | $32,520 | $39,968 | +$7,448 | +22.90% | |
| Copia Wealth Management | 0.02% | 745 | $32,303 | $39,701 | +$7,398 | +22.90% | |
| Harbor Investment Advisory, Llc | 0.00% | 600 | $26,016 | $31,974 | +$5,958 | +22.90% | |
| Ubs Group Ag | 0.00% | 558 | $24,195 | $29,736 | +$5,541 | +22.90% | |
| Farther Finance Advisors, Llc | 0.00% | 555 | $24,065 | $29,576 | +$5,511 | +22.90% | |
| Us Bancorp \De\ | 0.00% | 545 | $23,631 | $29,043 | +$5,412 | +22.90% | |
| Triumph Capital Management | 0.00% | 342 | $14,829 | $18,225 | +$3,396 | +22.90% | |
| Pom Investment Strategies, Llc | 0.01% | 207 | $8,976 | $11,031 | +$2,055 | +22.89% | |
| Tower Research Capital Llc (Trc) | 0.00% | 193 | $8,368 | $10,285 | +$1,917 | +22.91% | |
| Decker Retirement Planning Inc. | 0.00% | 87 | $3,772 | $4,636 | +$864 | +22.91% | |
| Ameritas Advisory Services, Llc | 0.00% | 82 | $3,556 | $4,370 | +$814 | +22.88% | |
| Key Capital Management, Inc | 0.00% | 70 | $3,035 | $3,730 | +$695 | +22.91% |
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.