IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Simplify Interest Rate Hedge (PFIX)

CUSIP: 82889N855 | NYSE | 227 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Drum Hill Capital, LLC148,265
7.7% of portfolio›$9.3M
Holcombe Financial, Inc.90,941
3.2% of portfolio›$5.7M
Commonwealth Equity Services, LLC65,182
0.0% of portfolio›$4.1M
Global View Capital Management LLC53,142
0.7% of portfolio›$3.3M
FSA Investment Group, LLC41,485
0.8% of portfolio›$2.6M
Oppenheimer & Co Inc37,914
0.0% of portfolio›$2.4M
Triad Wealth Partners, LLC27,253
0.1% of portfolio›$1.7M
Perigon Wealth Management, LLC16,452
0.0% of portfolio›$1.0M
Farther Finance Advisors, LLC15,684
0.0% of portfolio›$986.4K
B. Riley Wealth Advisors, Inc.14,505
0.0% of portfolio›$912.2K
Wedbush Securities Inc10,835
0.0% of portfolio›$681
POM Investment Strategies, LLC9,683
0.5% of portfolio›$609.0K
Cambridge Advisors Inc.6,002
0.1% of portfolio›$377.5K
Ignite Planners, LLC5,505
0.0% of portfolio›$346.3K
Bright Futures Wealth Management, Llc.5,132
0.2% of portfolio›$322.8K
South Shore Capital Advisors5,000
0.2% of portfolio›$314.5K
Pekin Hardy Strauss, Inc.4,695
0.0% of portfolio›$295.3K
Lane Brothers & Co Inc4,674
0.3% of portfolio›$293.9K
Fiduciary Alliance LLC3,849
0.0% of portfolio›$242.1K
Reyes Financial Architecture, Inc.1,698
0.1% of portfolio›$106.8K
Networth Advisors, LLC517
0.0% of portfolio›$32.5K
Private Trust Co NA402
0.0% of portfolio›$25.3K
Key Capital Management, Inc373
0.0% of portfolio›$23.5K
Triumph Capital Management342
0.0% of portfolio›$21.5K
Harbor Investment Advisory, LLC300
0.0% of portfolio›$18.9K
Simplex Trading, LLC300
0.0% of portfolio›$18.9K
Decker Retirement Planning Inc.91
0.0% of portfolio›$5.7K
Essential Partners LLC40
0.0% of portfolio›$2.5K
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Drum Hill Capital, LLC
148,265$9.3M7.7%ValueLowWestport, CT2026-10-20
Holcombe Financial, Inc.
90,941$5.7M3.2%ETFLowAtlanta, GA2026-10-16
Commonwealth Equity Services, LLC
65,182$4.1M0.0%ETFLowWaltham, MA2026-11-02
Global View Capital Management LLC
53,142$3.3M0.7%ETFHighWaukesha, WI2026-10-28
FSA Investment Group, LLC
41,485$2.6M0.8%ETFLowPensacola, FL2026-10-07
Oppenheimer & Co Inc
37,914$2.4M0.0%CoreLowNew York, NY2026-10-26
Triad Wealth Partners, LLC
27,253$1.7M0.1%ETFMediumLawrence, KS2026-10-26
Perigon Wealth Management, LLC
16,452$1.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Farther Finance Advisors, LLC
15,684$986.4K0.0%IndexLowSan Francisco, CA2026-10-08
B. Riley Wealth Advisors, Inc.
14,505$912.2K0.0%GrowthLowMemphis, TN2026-10-13
Wedbush Securities Inc
10,835$6810.0%CoreLowPasadena, CA2026-10-22
POM Investment Strategies, LLC
9,683$609.0K0.5%ETFVery HighRaleigh, NC2026-10-20
Cambridge Advisors Inc.
6,002$377.5K0.1%ETFVery LowOmaha, NE2026-10-19
Ignite Planners, LLC
5,505$346.3K0.0%CoreLowSan Clemente, CA2026-10-14
Bright Futures Wealth Management, Llc.
5,132$322.8K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
South Shore Capital Advisors
5,000$314.5K0.2%CoreMediumCohasset, MA2026-10-20
Pekin Hardy Strauss, Inc.
4,695$295.3K0.0%ValueMediumChicago, IL2026-11-02
Lane Brothers & Co Inc
4,674$293.9K0.3%ETFLowPrescott, AZ2026-11-02
Fiduciary Alliance LLC
3,849$242.1K0.0%CoreMediumGreenville, SC2026-10-13
Reyes Financial Architecture, Inc.
1,698$106.8K0.1%ETFVery HighSan Diego, CA2026-10-22
Networth Advisors, LLC
517$32.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Private Trust Co NA
402$25.3K0.0%CoreLowCleveland, OH2026-10-20
Key Capital Management, Inc
373$23.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Triumph Capital Management
342$21.5K0.0%ETFMediumDenver, CO2026-10-14
Harbor Investment Advisory, LLC
300$18.9K0.0%GrowthLowLutherville, MD2026-10-13
Simplex Trading, LLC
300$18.9K0.0%CoreVery HighChicago, IL2026-11-04
Decker Retirement Planning Inc.
91$5.7K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Essential Partners LLC
40$2.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Dhjj Financial Advisors, Ltd.
1$630.0%ETFVery LowNaperville, IL2026-10-23