Who Owns SIMPLIFY EXCHANGE TRADED FUN (PFIX)? -- Institutional Holders (2026-03-31)
73 institutions reported holding $76.2M of SIMPLIFY EXCHANGE TRADED FUN (PFIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tidal Investments LLC ($11.2M), PFG Advisors ($8.8M), LPL Financial LLC ($7.4M), Drum Hill Capital, LLC ($6.6M), Thomas J. Herzfeld Advisors, Inc. ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tidal Investments LLC | $11.2M | 241,598 | New |
| 2 | PFG Advisors | $8.8M | 190,575 | New |
| 3 | LPL Financial LLC | $7.4M | 159,005 | Added |
| 4 | Drum Hill Capital, LLC | $6.6M | 143,638 | Added |
| 5 | Thomas J. Herzfeld Advisors, Inc. | $5.4M | 117,701 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 109,539 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $4.6M | 100,000 | Added |
| 8 | Holcombe Financial, Inc. | $4.6M | 99,551 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 69,722 | Trimmed |
| 10 | Point72 Asset Management, L.P. | $1.5M | 32,600 | New |
| 11 | Belpointe Asset Management LLC | $1.5M | 31,894 | New |
| 12 | Pekin Hardy Strauss, Inc. | $1.2M | 27,015 | New |
| 13 | Fortis Capital Advisors, LLC | $1.1M | 24,520 | New |
| 14 | HighTower Advisors, LLC | $1.1M | 24,451 | Added |
| 15 | Catawba River Capital | $1.0M | 22,434 | New |
| 16 | FSA Investment Group, LLC | $1.0M | 21,631 | Added |
| 17 | OLD MISSION CAPITAL LLC | $964,958 | 20,873 | New |
| 18 | Anchor Investment Management, LLC | $945,172 | 20,445 | Added |
| 19 | Hilltop Holdings Inc. | $909,575 | 19,675 | Trimmed |
| 20 | HRT FINANCIAL LP | $840,000 | 18,172 | New |
| 21 | CVS HEALTH Corp | $670,335 | 14,500 | New |
| 22 | B. Riley Wealth Advisors, Inc. | $604,076 | 12,551 | New |
| 23 | Urban Wealth Management, LLC | $597,615 | 12,927 | Trimmed |
| 24 | CHOREO, LLC | $530,952 | 11,485 | New |
| 25 | MML INVESTORS SERVICES, LLC | $517,848 | 11,202 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31