13FBOX
Simplify Interest Rate Hedge ETF · 13F Institutional Holdings
Options Calculator Rankings
S

Simplify Interest Rate Hedge ETF

PFIX
Institutions
56
Combined AUM (Q2 2026)
$78.6M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
34 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
43 · 28 Exit · ≈
⚖️ Net
+167,077
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$78.6M
Institutions
56
New Buys
21
Adds
13
Reduces
15
Exits
28
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JANE STREET GROUP, LLC
<0.01%#30$27.8M641,661$00+641,661New Buy
Pekin Hardy Strauss, Inc.
0.62%0.13%#4$7.0M162,217$1.2M27,015+135,202+500.47%Add
CITADEL ADVISORS LLC
<0.01%#37$6.4M147,337$00+147,337New Buy
Drum Hill Capital, LLC
6.44%6.1%#1$6.3M145,456$6.6M143,638+1,818+1.27%Add
Holcombe Financial, Inc.
2.43%2.7%#2$4.3M99,238$4.6M99,551-313-0.31%Reduce
GTS SECURITIES LLC
0.08%#13$4.0M91,811$00+91,811New Buy
Ausdal Financial Partners, Inc.
0.12%#12$3.1M71,734$00+71,734New Buy
Advyzon Investment Management, LLC
0.22%#8$3.0M70,177$00+70,177New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$3.0M69,391$3.2M69,722-331-0.47%Reduce
THOR TRADING ADVISORS, LLC
0.52%#5$1.7M38,094$00+38,094New Buy
FSA Investment Group, LLC
0.43%0.4%#7$1.3M30,422$1.0M21,631+8,791+40.64%Add
Catawba River Capital
0.48%0.49%#6$1.1M24,974$1.0M22,434+2,540+11.32%Add
HighTower Advisors, LLC
<0.01%<0.01%#35$1.0M24,027$1.1M24,451-424-1.73%Reduce
LPL Financial LLC
<0.01%<0.01%#43$881,48820,330$7.4M159,005-138,675-87.21%Reduce
Maridea Wealth Management LLC
0.08%#14$724,17616,701$00+16,701New Buy
Hilltop Holdings Inc.
0.05%0.08%#15$636,39514,677$909,57519,675-4,998-25.40%Reduce
B. Riley Wealth Advisors, Inc.
0.03%0.04%#18$599,31314,424$604,07612,551+1,873+14.92%Add
Capital Advisor Network LLC
0.66%0.05%#3$530,51012,235$116,8692,528+9,707+383.98%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#34$524,76912,103$517,84811,202+901+8.04%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#38$379,5858,754$409,0348,848-94-1.06%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#46$368,3428,495$5.1M109,539-101,044-92.24%Reduce
PFG Advisors
0.02%0.43%#22$366,0888,443$8.8M190,575-182,132-95.57%Reduce
Global Endowment Management, LP
0.04%#17$347,0008,000$00+8,000New Buy
OneDigital Investment Advisors LLC
<0.01%#29$299,6446,911$00+6,911New Buy
SMITH, MOORE & CO.
0.02%0.02%#21$292,8976,755$231,3815,005+1,750+34.97%Add
Cambridge Advisors Inc.
0.05%0.06%#16$267,8816,178$285,8136,182-4-0.06%Reduce
LANE BROTHERS & CO INC
0.16%#10$243,9005,625$00+5,625New Buy
Point72 Asset Management, L.P.
<0.01%<0.01%#41$229,8085,300$1.5M32,600-27,300-83.74%Reduce
BANK OF MONTREAL /CAN/
<0.01%<0.01%#47$228,1435,262$211,1824,568+694+15.19%Add
Ancora Advisors LLC
<0.01%#25$221,1365,100$00+5,100New Buy
Bright Futures Wealth Management, LLC.
0.14%#11$214,0684,937$00+4,937New Buy
Savvy Advisors, Inc.
<0.01%0.01%#24$211,6714,882$310,6296,719-1,837-27.34%Reduce
Luminist Capital LLC
0.22%0.22%#9$203,1754,841$168,8483,653+1,188+32.52%Add
AE Wealth Management LLC
<0.01%<0.01%#36$202,7184,675$70215+4,660+31,066.67%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$110,2342,539$472,58310,221-7,682-75.16%Reduce
Integrated Wealth Concepts LLC
<0.01%#39$87,2552,012$00+2,012New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$72,9321,682$77,7591,68200.00%Unchanged
Reyes Financial Architecture, Inc.
0.03%#19$52,7261,216$00+1,216New Buy
MORGAN STANLEY
<0.01%<0.01%#54$48,2781,113$7,279151+962+637.09%Add
Colonial Trust Co / SC
<0.01%0.01%#26$32,520750$80,9031,750-1,000-57.14%Reduce
Copia Wealth Management
0.02%0.02%#20$32,303745$34,44174500.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#31$26,016600$27,73860000.00%Unchanged
UBS Group AG
<0.01%#53$24,195558$00+558New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#44$24,065555$205,0694,507-3,952-87.69%Reduce
US BANCORP \DE\
<0.01%<0.01%#50$23,631545$25,19554500.00%Unchanged
Triumph Capital Management
<0.01%<0.01%#28$14,829342$15,81134200.00%Unchanged
POM Investment Strategies, LLC
0.01%0.01%#23$8,976207$8,136176+31+17.61%Add
Tower Research Capital LLC (TRC)
<0.01%#42$8,368193$00+193New Buy
Decker Retirement Planning Inc.
<0.01%#33$3,77287$00+87New Buy
Ameritas Advisory Services, LLC
<0.01%#48$3,55682$00+82New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow