Who Owns SIMPL-INT RT HDG (PFIX)? -- Institutional Holders (2026-06-30)

83 institutions reported holding $79.4M of SIMPL-INT RT HDG (PFIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: JANE STREET GROUP, LLC ($27.8M), Pekin Hardy Strauss, Inc. ($7.0M), CITADEL ADVISORS LLC ($6.4M), Drum Hill Capital, LLC ($6.3M), Holcombe Financial, Inc. ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JANE STREET GROUP, LLC$27.8M641,661New
2Pekin Hardy Strauss, Inc.$7.0M162,217Added
3CITADEL ADVISORS LLC$6.4M147,337New
4Drum Hill Capital, LLC$6.3M145,456Added
5Holcombe Financial, Inc.$4.3M99,238Trimmed
6GTS SECURITIES LLC$4.0M91,811New
7Ausdal Financial Partners, Inc.$3.1M71,734New
8Advyzon Investment Management, LLC$3.0M70,177New
9COMMONWEALTH EQUITY SERVICES, LLC$3.0M69,391Trimmed
10THOR TRADING ADVISORS, LLC$1.7M38,094New
11FSA Investment Group, LLC$1.3M30,422Added
12Catawba River Capital$1.1M24,974Added
13HighTower Advisors, LLC$1.0M24,027Trimmed
14LPL Financial LLC$881,48820,330Trimmed
15Anchor Investment Management, LLC$806,27918,595Trimmed
16Maridea Wealth Management LLC$724,17616,701New
17Hilltop Holdings Inc.$636,39514,677Trimmed
18B. Riley Wealth Advisors, Inc.$599,31314,424Added
19Capital Advisor Network LLC$530,51012,235Added
20MML INVESTORS SERVICES, LLC$524,76912,103Added
21MERCER GLOBAL ADVISORS INC /ADV$379,5858,754Trimmed
22ENVESTNET ASSET MANAGEMENT INC$368,3428,495Trimmed
23PFG Advisors$366,0888,443Trimmed
24Global Endowment Management, LP$347,0008,000New
25OneDigital Investment Advisors LLC$299,6446,911New

Source: SEC Form 13F filings · as of 2026-06-30