ETF Holders

Who owns RFIX?

Leveraged, inverse or options

Simplify Bond Bull ETF · Simplify

13 institutions reported holding RFIX, worth $27.8M, in Form 13F filings for June 30, 2026.

13F holders
13
Institutional value
$27.8M
Change from prior quarter
-10.4%
−$3.2M, with price moves
New and sold-out firms
6 / 4
3 added, 2 trimmed

Top 10 institutional holders of RFIX

FirmLocationValueSharesChange
Jane Street Group, LLCNew York, NY$17.0M434,678−102,400 shares
True Wealth Design, LLCAkron, OH$6.6M168,484−308 shares
Journey Advisory Group, LLCCovington, KY$2.2M56,757New position
Goldman Sachs Group Inc.New York, NY$560K14,306No change
Mount Lucas Management LPNewtown, PA$431K11,027+27 shares
Old Mission Capital LLCChicago, IL$408K10,440+5,367 shares
Lane Brothers & Co Inc.Prescott, AZ$239K6,123New position
AE Wealth Management LLCTopeka, KS$230K5,893+5,431 shares
Steward Partners Investment Advisory, LLCStamford, CT$51K1,312No change
POM Investment Strategies, LLCRaleigh, NC$10K247New position
3 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns RFIX?

13 institutional managers reported holding RFIX in Form 13F filings for June 30, 2026, worth $27.8M in total. The largest reported position was held by Jane Street Group, LLC, at $17.0M.

Did institutions buy or sell RFIX last quarter?

Reported 13F value fell 10.4% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is RFIX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.