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Simplify Bond Bull ETF (RFIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
POM Investment Strategies, LLC
INCREASED
Shares17,453 from 247
Change+17,206 (+6966%)
Value$615.0K (+$605.4K)
Filed 2026-10-20
Lane Brothers & Co Inc
INCREASED
Shares7,929 from 6,123
Change+1,806 (+30%)
Value$279.4K (+$39.9K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares1,973
Change+1,973
Value$69.5K
Filed 2026-10-09
Networth Advisors, LLC
NEW
Shares744
Change+744
Value$26.2K
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares522 from 83
Change+439 (+529%)
Value$18.4K (+$15.1K)
Filed 2026-11-03
Decker Retirement Planning Inc.
INCREASED
Shares114 from 110
Change+4 (+4%)
Value$4.0K (-$285)
Filed 2026-10-19
True Wealth Design, LLC
CLOSED
Shares0 from 168,484
Change-168,484 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-13
Journey Advisory Group, LLC
CLOSED
Shares0 from 56,757
Change-56,757 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-04
Jane Street Group, LLC
N/A
Shares— from 434,678
Change-434,678 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 11,027
Change-11,027 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Status
POM Investment Strategies, LLC
INCREASED17,453247+17,206+6966%$9.7K$615.0K+$605.4K2026-10-20
Lane Brothers & Co Inc
INCREASED7,9296,123+1,806+30%$239.5K$279.4K+$39.9K2026-11-02
GK Wealth Management LLC
NEW1,973—+1,973——$69.5K—2026-10-09
Networth Advisors, LLC
NEW744—+744——$26.2K—2026-11-03
Key Capital Management, Inc
INCREASED52283+439+529%$3.2K$18.4K+$15.1K2026-11-03
Decker Retirement Planning Inc.
INCREASED114110+4+4%$4.3K$4.0K-$2852026-10-19
True Wealth Design, LLC
CLOSED0168,484-168,484-100%$6.6M$0-$6.6M2026-10-13
Journey Advisory Group, LLC
CLOSED056,757-56,757-100%$2.2M$0-$2.2M2026-11-04
Jane Street Group, LLC
N/A—434,678-434,678-100%$17.0M———
Goldman Sachs Group Inc
N/A—14,306-14,306-100%$559.5K———
Mount Lucas Management LP
N/A—11,027-11,027-100%$431.3K———
Old Mission Capital LLC
N/A—10,440-10,440-100%$408.3K———
AE Wealth Management LLC
N/A—5,893-5,893-100%$230.5K———
Steward Partners Investment Advisory, LLC
N/A—1,312-1,312-100%$51.3K———
Ameritas Advisory Services, LLC
N/A—212-212-100%$8.3K———
Showing 15 of 15 institutions