RFIXSIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N376 · Yahoo Finance ↗ · Google Finance ↗
Simplify Exchange Traded Fun (RFIX) has 11 institutional holders in Filings Flow’s 13F database, together reporting 257.9K shares worth $10M as of Q1 2026. The largest reported holders are Jane Street Group, LLC, True Wealth Design, LLC, and Fluent Financial, LLC.
Institutional Holders
11
Q1 2026
Reported Value
$10M
Ticker
RFIX
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| True Wealth Design, LLC$360M AUM | 1.89% | $7M | 168.8K | Q1 2026 |
| Fluent Financial, LLC$280M AUM | 1.73% | $4M | 103.8K | Q3 2025OLDER |
| WJ Interests, LLC$260M AUM | 1.63% | $4M | 78.5K | Q2 2025OLDER |
| INTREPID FAMILY OFFICE LLC$124M AUM | 0.54% | $640,650 | 15.0K | Q3 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.36% | $1M | 29.6K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.33% | $977,546 | 22.9K | Q3 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.19% | $257,456 | 6.0K | Q3 2025OLDER |
| Mount Lucas Management LP$271M AUM | 0.16% | $445,060 | 11.0K | Q1 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.16% | $206,684 | 4.3K | Q2 2025OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.03% | $1M | 33.0K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 23.6K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $430,049 | 10.6K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $43,808 | 901 | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $205,253 | 5.1K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $66,671 | 1.6K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 339.8K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $53,084 | 1.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $195,452 | 4.0K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $378,961 | 10.4K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $18,678 | 462 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $372,515 | 9.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $578,821 | 14.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $307,051 | 7.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5,056 | 104 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $81 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.