7 institutions reported holding $9.1M of SIMPLIFY EXCHANGE TRADED FUN (RFIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: True Wealth Design, LLC ($6.6M), Journey Advisory Group, LLC ($2.2M), AE Wealth Management LLC ($230,468), POM Investment Strategies, LLC ($9,660), Decker Retirement Planning Inc. ($4,302). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | True Wealth Design, LLC | $6.6M | 168,484 | Trimmed |
| 2 | Journey Advisory Group, LLC | $2.2M | 56,757 | New |
| 3 | AE Wealth Management LLC | $230,468 | 5,893 | Added |
| 4 | POM Investment Strategies, LLC | $9,660 | 247 | New |
| 5 | Decker Retirement Planning Inc. | $4,302 | 110 | New |
| 6 | Key Capital Management, INC | $3,246 | 83 | New |
| 7 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30