RFIX - Simplify Exchange Traded Funds - Simplify Bond Bull ETF Stock - Stock Price, Institutional Ownership, Shareholders

Simplify Exchange Traded Funds - Simplify Bond Bull ETF
US ˙ ARCA

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Basic Stats
Institutional Owners 16 total, 16 long only, 0 short only, 0 long/short - change of 33.33% MRQ
Average Portfolio Allocation 0.1431 % - change of -29.21% MRQ
Institutional Shares (Long) 809,879 (ex 13D/G) - change of 0.01MM shares 1.87% MRQ
Institutional Value (Long) $ 32,463 USD ($1000)
Institutional Activity Summary

Based on the latest reported and disclosed 13F, NPORT and beneficial-ownership filings. Regulatory filings are delayed, so these figures reflect reporting lag and are not real-time ownership.

Ownership Flow
Buyers Increase 12
Sellers Decrease 2
Unchanged2
Newly reported7
Exited / no longer reported5
Net shares changed Increase 18,163
Net value changed Decrease -450,387.36
New / Exited
Newly reported7
New shares123,532
New value5,694.73
Exited / no longer reported5
Prior shares exited29,221
Prior value exited451,491.00
Concentration
Total disclosed shares809,879
Top 5 concentration92.54%
Top 10 concentration99.03%
Based on disclosed shares.
Filing Freshness
Latest report dateJ 30
Latest file dateA 14
Avg reporting lag 55 days
Stale holders0
Fresh filings100.00%
No newer filing in more than 180 days
Stale means no newer filing has been observed for the holder.
Source Breakdown
Source Breakdown
Source Owners Shares Value % Shares
13F Institutions 21 809,879 32,468.64 100.00%
13F: quarterly institutional holdings. NPORT: fund portfolio holdings. Activist (13D/G): beneficial-ownership filings above 5%.
Reported Institutional Options Exposure

No reported option positions.

Institutional Ownership and Shareholders

Simplify Exchange Traded Funds - Simplify Bond Bull ETF (US:RFIX) has 16 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 809,879 shares. Largest shareholders include Jane Street Group, Llc, True Wealth Design, LLC, Barclays Plc, Journey Advisory Group, LLC, Prosperity Wealth Management, Inc., Goldman Sachs Group Inc, Mount Lucas Management LP, Principal Securities, Inc., Old Mission Capital Llc, and Lane Brothers & Co Inc .

Simplify Exchange Traded Funds - Simplify Bond Bull ETF (ARCA:RFIX) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 4, 2026 is 35.55 / share. Previously, on September 8, 2025, the share price was 44.87 / share. This represents a decline of 20.77% over that period.

Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

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Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2026-08-14 13F Ameritas Advisory Services, LLC 212 8
2026-08-03 13F AE Wealth Management LLC 5,893 1,175.54 230 1,177.78
2026-07-27 13F Key Capital Management, INC 83 3
2026-05-04 13F Envestnet Asset Management Inc 0 -100.00 0
2026-03-27 13F Prosperity Wealth Management, Inc. 29,578 11.82 1,073 -4.96
2026-07-16 13F Decker Retirement Planning Inc. 110 4
2026-07-16 13F True Wealth Design, LLC 168,484 -0.18 6,589 -3.51
2026-08-14 13F Jane Street Group, Llc 434,678 -19.07 17,000 -21.77
2026-03-17 13F/A Barclays Plc 60,000 3,210
2026-08-13 13F Steward Partners Investment Advisory, Llc 1,312 0.00 51 -3.77
2026-08-05 13F Lane Brothers & Co Inc 6,123 239
2026-05-13 13F Principal Securities, Inc. 10,629 1.78 430 13.76
2026-08-14 13F Goldman Sachs Group Inc 14,306 0.00 560 -3.29
2026-08-14 13F Old Mission Capital Llc 10,440 105.80 408 99.02
2026-05-15 13F Ancora Advisors, LLC 0 -100.00 0
2026-08-14 13F Susquehanna International Group, Llp 0 -100.00 0 -100.00
2026-08-13 13F UBS Group AG 0 -100.00 0
2026-07-30 13F POM Investment Strategies, LLC 247 10
2026-08-07 13F LPL Financial LLC 0 -100.00 0 -100.00
2026-08-10 13F Mount Lucas Management LP 11,027 0.25 431 -3.15
2026-08-04 13F Journey Advisory Group, LLC 56,757 2,220
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