DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
RFIX

SIMPLIFY EXCHANGE TRADED FUN

15 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N376·15 13F holders·last filed Mar 31, 2026
Market cap
6.5%
vs prior quarter
13F value held
$32M
72.0% inst. owned
of float
Holders
15
-66 QoQ
filers reporting
Activity
+95 / −60
+831 added · −777 reduced
this quarter
Concentration
67.52%
JANE STREET GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported RFIX in Q1 2026. JANE STREET GROUP, LLC leads at 67.5% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$22M537K0.00%Q1 2026
02
True Wealth Design, LLC
CIK 0001966033
$7M169K1.89%Q1 2026
03
Prosperity Wealth Management, Inc.
CIK 0001991463
$1M30K0.36%Q4 2025
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$578,82114K0.00%Q1 2026
05
Mount Lucas Management LP
CIK 0001185072
$445,06011K0.16%Q1 2026
06
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$430,04911K0.01%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$372,5159K0.00%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$307,0518K0.00%Q1 2026
09
OLD MISSION CAPITAL LLC
CIK 0001455915
$205,2535K0.00%Q1 2026
10
Cove Street Capital, LLC
CIK 0001531612
$88,6232K0.12%Q3 2025
11
Steward Partners Investment Advisory, LLC
CIK 0001723397
$53,0841K0.00%Q1 2026
12
Spectrum Wealth Counsel, LLC
CIK 0002011274
$49,7559300.01%Q1 2025
13
AE Wealth Management LLC
CIK 0001697723
$18,6784620.00%Q1 2026
14
UBS Group AG
CIK 0001610520
$8120.00%Q1 2026
15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025