Who Owns Simplify Bond Bull ETF (RFIX)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$2500060384.0T
% of Float Held
—
QoQ Change in Holders
+4 / -7
Price History
RFIX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| True Wealth Design, LLC | New Position | +166K | +$6.0M |
| AE Wealth Management LLC | New Position | +482 | +$16K |
| UBS Group AG | New Position | +221 | +$8K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +10K | +$0 |
| PRINCIPAL SECURITIES, INC. | Increased | +3K | +$-334.4M |
| JANE STREET GROUP, LLC | Increased | +355K | +$-14.5B |
RFIX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Fluent Financial, LLC | Closed Position | -104K | -$4.4B |
| Prosperity Wealth Management, Inc. | Closed Position | -26K | -$1.1B |
| PRIVATE CLIENT SERVICES, LLC | Closed Position | -23K | -$977.5M |
| INTREPID FAMILY OFFICE LLC | Closed Position | -15K | -$640.6M |
| Mount Lucas Management LP | Decreased | -650 | -$497.2M |
| OLD MISSION CAPITAL LLC | Closed Position | -7K | -$289.7M |
| Cove Street Capital, LLC | Closed Position | -2K | -$88.6M |
| MONTAG A & ASSOCIATES INC | Closed Position | -2K | -$66.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | 694,417 | $25.0M | 0.00% | Share |
| 2 | True Wealth Design, LLC | 166,412 | $6.0M | 1.77% | Share |
| 3 | Mount Lucas Management LP | 11,000 | $399K | 0.16% | Share |
| 4 | AE Wealth Management LLC | 468 | $16K | 0.00% | Share |
| 5 | UBS Group AG | 221 | $8K | 0.00% | Share |
| 6 | PRINCIPAL SECURITIES, INC. | 10,443 | $0 | 0.00% | Share |
| 7 | Steward Partners Investment Advisory, LLC | 1,312 | $0 | 0.00% | Share |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 10,443 | $0 | 0.00% | Share |
| 9 | AE Wealth Management LLC | 14 | $0 | 0.00% | Share |
RFIX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $31.5M | -3 |
| Q3 2025 | 11 | $23.0B | -10 |
| Q2 2025 | 21 | $62.7B | -5 |
| Q1 2025 | 26 | $62.8B | +23 |
| Q4 2024 | 3 | $3.8B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold RFIX (Simplify Bond Bull ETF). The largest holder is JANE STREET GROUP, LLC with $25.0M in shares. This quarter, 4 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own RFIX?
As of Q4 2025, 9 institutional investors report holding RFIX (Simplify Bond Bull ETF) in their 13F filings.
Who is the largest institutional holder of RFIX?
The largest institutional holder of RFIX is JANE STREET GROUP, LLC with $25.0M in shares.
Is institutional ownership of RFIX increasing or decreasing?
This quarter, 4 institutions opened new positions in RFIX and 7 closed their positions.