Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BOND BULL ETF
-
Total 13F shares
-
1,252,519
-
Share change
-
+1,180,324
-
Total reported value
-
$67,009,276
-
Price per share
-
$53.50
-
Number of holders
-
27
-
Value change
-
+$63,146,844
-
Number of buys
-
26
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) as of Q1 2025
As of 31 Mar 2025,
SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF (RFIX) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,252,519 shares.
The largest 10 holders included
Fluent Financial, LLC, Trek Financial, LLC, AE Wealth Management LLC, Beacon Capital Management, LLC, WJ Interests, LLC, HighTower Advisors, LLC, BARCLAYS PLC, Simplify Asset Management Inc., POM Investment Strategies, LLC, and Mount Lucas Management LP.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.