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Simplify Interest Rate Hedge (PFIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Drum Hill Capital, LLC
INCREASED
Shares148,265 from 145,456
Change+2,809 (+2%)
Value$9.3M (+$3.0M)
Filed 2026-10-20
Holcombe Financial, Inc.
DECREASED
Shares90,941 from 99,238
Change-8,297 (-8%)
Value$5.7M (+$1.4M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares65,182 from 69,391
Change-4,209 (-6%)
Value$4.1M (+$1.1M)
Filed 2026-11-02
Global View Capital Management LLC
NEW
Shares53,142
Change+53,142
Value$3.3M
Filed 2026-10-28
FSA Investment Group, LLC
INCREASED
Shares41,485 from 30,422
Change+11,063 (+36%)
Value$2.6M (+$1.3M)
Filed 2026-10-07
Oppenheimer & Co Inc
NEW
Shares37,914
Change+37,914
Value$2.4M
Filed 2026-10-26
Thor Trading Advisors, LLC
DECREASED
Shares37,264 from 38,094
Change-830 (-2%)
Value$2.3M (+$691.8K)
Filed 2026-11-05
Triad Wealth Partners, LLC
NEW
Shares27,253
Change+27,253
Value$1.7M
Filed 2026-10-26
Perigon Wealth Management, LLC
NEW
Shares16,452
Change+16,452
Value$1.0M
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares15,684 from 555
Change+15,129 (+2726%)
Value$986.4K (+$962.3K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares14,505 from 14,424
Change+81 (+1%)
Value$912.2K (+$312.9K)
Filed 2026-10-13
Wedbush Securities Inc
NEW
Shares10,835
Change+10,835
Value$681
Filed 2026-10-22
POM Investment Strategies, LLC
INCREASED
Shares9,683 from 207
Change+9,476 (+4578%)
Value$609.0K (+$600.0K)
Filed 2026-10-20
Cambridge Advisors Inc.
DECREASED
Shares6,002 from 6,178
Change-176 (-3%)
Value$377.5K (+$109.6K)
Filed 2026-10-19
Ignite Planners, LLC
NEW
Shares5,505
Change+5,505
Value$346.3K
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
INCREASED
Shares5,132 from 4,937
Change+195 (+4%)
Value$322.8K (+$108.7K)
Filed 2026-10-23
South Shore Capital Advisors
NEW
Shares5,000
Change+5,000
Value$314.5K
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
DECREASED
Shares4,695 from 162,217
Change-157,522 (-97%)
Value$295.3K (-$6.7M)
Filed 2026-11-02
Lane Brothers & Co Inc
DECREASED
Shares4,674 from 5,625
Change-951 (-17%)
Value$293.9K (+$50.0K)
Filed 2026-11-02
Fiduciary Alliance LLC
NEW
Shares3,849
Change+3,849
Value$242.1K
Filed 2026-10-13
Reyes Financial Architecture, Inc.
INCREASED
Shares1,698 from 1,216
Change+482 (+40%)
Value$106.8K (+$54.1K)
Filed 2026-10-22
Networth Advisors, LLC
NEW
Shares517
Change+517
Value$32.5K
Filed 2026-11-03
Private Trust Co NA
NEW
Shares402
Change+402
Value$25.3K
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares373 from 70
Change+303 (+433%)
Value$23.5K (+$20.4K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$21.5K (+$6.7K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares300
Change+300
Value$18.9K
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares300 from 600
Change-300 (-50%)
Value$18.9K (-$7.1K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares145 from 545
Change-400 (-73%)
Value$9.1K (-$14.5K)
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares91 from 87
Change+4 (+5%)
Value$5.7K (+$2.0K)
Filed 2026-10-19
Essential Partners LLC
NEW
Shares40
Change+40
Value$2.5K
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$63 (+$19)
Filed 2026-10-23
PFG Advisors
CLOSED
Shares0 from 8,443
Change-8,443 (-100%)
Value$0 (-$366.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-02
Jane Street Group, LLC
N/A
Shares— from 641,661
Change-641,661 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 142,237
Change-142,237 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 91,811
Change-91,811 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 71,734
Change-71,734 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 70,177
Change-70,177 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 24,974
Change-24,974 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,027
Change-24,027 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18,595
Change-18,595 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,701
Change-16,701 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 14,677
Change-14,677 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 745
Change-745 (-100%)
Value—
UBS Group AG
N/A
Shares— from 558
Change-558 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 193
Change-193 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45
Change-45 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16
Change-16 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Drum Hill Capital, LLC
INCREASED148,265145,456+2,809+2%$6.3M$9.3M+$3.0M2026-10-20
Holcombe Financial, Inc.
DECREASED90,94199,238-8,297-8%$4.3M$5.7M+$1.4M2026-10-16
Commonwealth Equity Services, LLC
DECREASED65,18269,391-4,209-6%$3.0M$4.1M+$1.1M2026-11-02
Global View Capital Management LLC
NEW53,142—+53,142——$3.3M—2026-10-28
FSA Investment Group, LLC
INCREASED41,48530,422+11,063+36%$1.3M$2.6M+$1.3M2026-10-07
Oppenheimer & Co Inc
NEW37,914—+37,914——$2.4M—2026-10-26
Thor Trading Advisors, LLC
DECREASED37,26438,094-830-2%$1.7M$2.3M+$691.8K2026-11-05
Triad Wealth Partners, LLC
NEW27,253—+27,253——$1.7M—2026-10-26
Perigon Wealth Management, LLC
NEW16,452—+16,452——$1.0M—2026-10-22
Farther Finance Advisors, LLC
INCREASED15,684555+15,129+2726%$24.1K$986.4K+$962.3K2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED14,50514,424+81+1%$599.3K$912.2K+$312.9K2026-10-13
Wedbush Securities Inc
NEW10,835—+10,835——$681—2026-10-22
POM Investment Strategies, LLC
INCREASED9,683207+9,476+4578%$9.0K$609.0K+$600.0K2026-10-20
Cambridge Advisors Inc.
DECREASED6,0026,178-176-3%$267.9K$377.5K+$109.6K2026-10-19
Ignite Planners, LLC
NEW5,505—+5,505——$346.3K—2026-10-14
Bright Futures Wealth Management, Llc.
INCREASED5,1324,937+195+4%$214.1K$322.8K+$108.7K2026-10-23
South Shore Capital Advisors
NEW5,000—+5,000——$314.5K—2026-10-20
Pekin Hardy Strauss, Inc.
DECREASED4,695162,217-157,522-97%$7.0M$295.3K-$6.7M2026-11-02
Lane Brothers & Co Inc
DECREASED4,6745,625-951-17%$243.9K$293.9K+$50.0K2026-11-02
Fiduciary Alliance LLC
NEW3,849—+3,849——$242.1K—2026-10-13
Reyes Financial Architecture, Inc.
INCREASED1,6981,216+482+40%$52.7K$106.8K+$54.1K2026-10-22
Networth Advisors, LLC
NEW517—+517——$32.5K—2026-11-03
Private Trust Co NA
NEW402—+402——$25.3K—2026-10-20
Key Capital Management, Inc
INCREASED37370+303+433%$3.0K$23.5K+$20.4K2026-11-03
Triumph Capital Management
UNCHANGED34234200%$14.8K$21.5K+$6.7K2026-10-14
Simplex Trading, LLC
NEW300—+300——$18.9K—2026-11-04
Harbor Investment Advisory, LLC
DECREASED300600-300-50%$26.0K$18.9K-$7.1K2026-10-13
US Bancorp \de\
DECREASED145545-400-73%$23.6K$9.1K-$14.5K2026-11-05
Decker Retirement Planning Inc.
INCREASED9187+4+5%$3.8K$5.7K+$2.0K2026-10-19
Essential Partners LLC
NEW40—+40——$2.5K—2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$44$63+$192026-10-23
PFG Advisors
CLOSED08,443-8,443-100%$366.1K$0-$366.1K2026-10-16
International Assets Investment Management, LLC
CLOSED049-49-100%$2.1K$0-$2.1K2026-11-02
Jane Street Group, LLC
N/A—641,661-641,661-100%$27.8M———
Citadel Advisors LLC
N/A—142,237-142,237-100%$6.2M———
GTS Securities LLC
N/A—91,811-91,811-100%$4.0M———
Ausdal Financial Partners, Inc.
N/A—71,734-71,734-100%$3.1M———
Advyzon Investment Management, LLC
N/A—70,177-70,177-100%$3.0M———
Catawba River Capital
N/A—24,974-24,974-100%$1.1M———
HighTower Advisors, LLC
N/A—24,027-24,027-100%$1.0M———
LPL Financial LLC
N/A—20,330-20,330-100%$881.5K———
Anchor Investment Management, LLC
N/A—18,595-18,595-100%$806.3K———
Maridea Wealth Management LLC
N/A—16,701-16,701-100%$724.2K———
Hilltop Holdings Inc.
N/A—14,677-14,677-100%$636.4K———
Capital Advisor Network LLC
N/A—12,235-12,235-100%$530.5K———
MML Investors Services, LLC
N/A—12,103-12,103-100%$524.8K———
Mercer Global Advisors Inc
N/A—8,754-8,754-100%$379.6K———
Envestnet Asset Management Inc
N/A—8,495-8,495-100%$368.3K———
Hurricane Capital Advisors LLC
N/A—8,327-8,327-100%$361.1K———
Global Endowment Management, LP
N/A—8,000-8,000-100%$347.0K———
OneDigital Investment Advisors LLC
N/A—6,911-6,911-100%$299.6K———
Smith, Moore & Co.
N/A—6,755-6,755-100%$292.9K———
Point72 Asset Management, L.P.
N/A—5,300-5,300-100%$229.8K———
Bank of Montreal
N/A—5,262-5,262-100%$228.1K———
Ancora Advisors LLCA
N/A—5,100-5,100-100%$221.1K———
Savvy Advisors, Inc.
N/A—4,882-4,882-100%$211.7K———
Luminist Capital LLC
N/A—4,841-4,841-100%$203.2K———
AE Wealth Management LLC
N/A—4,675-4,675-100%$202.7K———
Osaic Holdings, Inc.
N/A—2,539-2,539-100%$110.2K———
Steward Partners Investment Advisory, LLC
N/A—1,682-1,682-100%$72.9K———
Morgan Stanley
N/A—1,113-1,113-100%$48.3K———
Colonial Trust Co / SC
N/A—750-750-100%$32.5K———
Copia Wealth Management
N/A—745-745-100%$32.3K———
UBS Group AG
N/A—558-558-100%$24.2K———
Tower Research Capital LLC (TRC)
N/A—193-193-100%$8.4K———
Ameritas Advisory Services, LLC
N/A—82-82-100%$3.6K———
BFC Planning, Inc.
N/A—46-46-100%$2.0K———
JPMorgan Chase & Co
N/A—45-45-100%$1.9K———
Wells Fargo & Company
N/A—16-16-100%$697———
Global Retirement Partners, LLC
N/A—9-9-100%$390———
Showing 70 of 70 institutions