Who Owns RFIX?
Simplify Bond Bull ETF — Institutional Ownership & 13F Holdings
$39.69
+0.10 (+0.25%)
Market Cap
$136.1M
Shares Outstanding
3,138,773
Institutional Holders
26
Total Inst. Value
$66.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Fluent Financial, LLC | $20.8M | 388,897 |
| 2 | Trek Financial, LLC | $12.5M | 233,253 |
| 3 | AE Wealth Management LLC | $6.0M | 111,835 |
| 4 | Beacon Capital Management, LLC | $4.7M | 87,870 |
| 5 | WJ Interests, LLC | $4.1M | 76,160 |
| 6 | HighTower Advisors, LLC | $3.7M | 69,080 |
| 7 | BARCLAYS PLC | $3.2M | 60,000 |
| 8 | Simplify Asset Management Inc. | $2.0M | 37,400 |
| 9 | POM Investment Strategies, LLC | $1.9M | 35,430 |
| 10 | Mount Lucas Management LP | $1.6M | 30,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WJ Interests, LLC | +5K | $4.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold RFIX?
As of Q1 2025, 26 institutional investors report holding RFIX (Simplify Bond Bull ETF) in their 13F filings.
Which hedge fund owns the most RFIX?
The largest institutional holder of RFIX is Fluent Financial, LLC with $20.8M in shares.
Are institutions buying or selling RFIX?
This quarter, 24 institutions opened new positions in RFIX and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.