13 institutions reported holding $31.0M of SIMPLIFY BOND BULL ETF (RFIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: JANE STREET GROUP, LLC ($21.7M), True Wealth Design, LLC ($6.8M), GOLDMAN SACHS GROUP INC ($578,821), Mount Lucas Management LP ($445,060), PRINCIPAL SECURITIES, INC. ($430,049). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | $21.7M | 537,078 | Trimmed |
| 2 | True Wealth Design, LLC | $6.8M | 168,792 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $578,821 | 14,306 | New |
| 4 | Mount Lucas Management LP | $445,060 | 11,000 | Hold |
| 5 | PRINCIPAL SECURITIES, INC. | $430,049 | 10,629 | Added |
| 6 | LPL Financial LLC | $372,515 | 9,207 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $307,051 | 7,589 | New |
| 8 | OLD MISSION CAPITAL LLC | $205,253 | 5,073 | New |
| 9 | Steward Partners Investment Advisory, LLC | $53,084 | 1,312 | Hold |
| 10 | AE Wealth Management LLC | $18,678 | 462 | Trimmed |
| 11 | UBS Group AG | $81 | 2 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 13 | Ancora Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31