13F Insight
DOSSIER · 13F Holders · Q2 2026
PFIX

SIMPLIFY EXCHANGE TRADED FUN

60 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N855·60 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
60
filers reporting
Concentration
17.01%
Pekin Hardy Strauss, Inc. #1
top holder share
AI Holders Summary · Q2 2026

60 institutions reported PFIX in Q2 2026. Pekin Hardy Strauss, Inc. leads at 17.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Pekin Hardy Strauss, Inc.
CIK 0001020317
$7M162K0.62%Q2 202602
Drum Hill Capital, LLC
CIK 0002054679
$6M145K6.44%Q2 202603
Holcombe Financial, Inc.
CIK 0002056177
$4M99K2.43%Q2 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M92K0.08%Q2 202605
Ausdal Financial Partners, Inc.
CIK 0001667146
$3M72K0.12%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M69K0.00%Q2 202607
THOR TRADING ADVISORS, LLC
CIK 0002057073
$2M38K0.52%Q2 202608
Point72 Asset Management, L.P.
CIK 0001603466
$2M33K0.00%Q1 202609
FSA Investment Group, LLC
CIK 0002051584
$1M30K0.43%Q2 202610
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M23K0.01%Q2 202511
Catawba River Capital
CIK 0001843303
$1M25K0.48%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$1M24K0.00%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$976K20K0.00%Q4 202514
Anchor Investment Management, LLC
CIK 0001634149
$945K20K0.08%Q1 202615
LPL Financial LLC
CIK 0001403438
$881K20K0.00%Q2 202616
Maridea Wealth Management LLC
CIK 0002056245
$724K17K0.08%Q2 202617
Hilltop Holdings Inc.
CIK 0001265131
$636K15K0.05%Q2 202618
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$599K14K0.03%Q2 202619
Capital Advisor Network LLC
CIK 0002131047
$531K12K0.66%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$525K12K0.00%Q2 2026
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