Harden Technologies

PFIX
CUSIP 82889N855 NYSE Arca ETF
Reported in filings as: SIMPLIFY INTEREST RATE HEDGE

Institutional ownership · Q4 2022

Latest quarter (Q2 2026)
Institutional holders 64 +8 (+14.3%) vs Q3 2022
Reported value $296.1M +118.8% vs Q3 2022
Shares held 4.1M +2.0M shares
Quarter Q4 2022 Period ended Dec 31, 2022

64 institutional managers reported holding 4,143,952 shares worth $296,115,297 on Form 13F for Q4 2022, against 56 in Q3 2022. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2022

Largest Q4 2022 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 JANE STREET GROUP LLC 2,742,712 $196.4M 0.09% +1.9M Position
2 Advisory Services Network LLC 131,500 $9.4M 0.29% +109 Position
3 Cetera Advisors LLC 130,025 $9.3M 0.17% +12.9K Position
4 Kestra Advisory Services LLC 129,416 $9.3M 0.08% New Position
5 HighTower Advisors LLC 106,068 $7.6M 0.02% New Position
6 COLONY GROUP LLC 105,964 $7.6M 0.11% +7.3K Position
7 COMMONWEALTH EQUITY SERVICES LLC 68,343 $4.9M 0.01% +46.6K Position
8 Pekin Hardy Strauss Inc 60,790 $4.4M 0.6% New Position
9 Simplify Asset Management Inc 60,290 $4.3M 0.67% -21.7K Position
10 BANK OF MONTREAL 58,291 $4.2M < 0.01% New Position
11 ZAZOVE ASSOCIATES LLC 52,380 $3.8M 0.35% — Position
12 Integrated Wealth Concepts LLC 48,367 $3.5M 0.09% -7.9K Position
13 ROYAL BANK OF CANADA 39,975 $2.9M < 0.01% +4.7K Position
14 VISTA FINANCE LLC 35,474 $2.5M 3.57% New Position
15 Janney Montgomery Scott LLC 33,993 $2.4M < 0.01% +25.8K Position
16 TMD Wealth Management LLC 33,744 $2.4M 1.08% New Position
17 MML INVESTORS SERVICES LLC 24,148 $1.7M 0.01% +8.6K Position
18 Worth Asset Management LLC 21,862 $1.6M 1.09% +4.6K Position
19 Stegent Equity Advisors Inc 20,959 $1.5M 1.8% New Position
20 Cambridge Investment Research Advisors Inc 17,364 $1.2M < 0.01% -26.3K Position
21 Ibex Investors LLC 16,750 $1.2M 0.09% New Position
22 IFP Advisors Inc 21,925 $1.1M 0.03% +22 Position
23 ADVISOR GROUP HOLDINGS INC 14,367 $1.0M < 0.01% -20.8K Position
24 MOULTON WEALTH MANAGEMENT INC 14,890 $936.4K 3.2% New Position
25 Stratos Wealth Advisors LLC 12,597 $902.1K 0.08% -6.0K Position

Values as reported on each manager's Q4 2022 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Form 13F holders of CUSIP 82889N855 by quarter
Quarter Holders Shares Value
Q2 2026 58 -7 1.8M $79.5M
Q1 2026 65 +21 1.7M $76.6M
Q4 2025 44 -8 1.1M $53.0M
Q3 2025 52 1.1M $52.2M
Q2 2025 52 +13 1.1M $56.9M
Q1 2025 39 -9 1.1M $51.8M
Q4 2024 48 +10 1.3M $69.9M
Q3 2024 38 -9 1.0M $42.7M
Q2 2024 47 +4 1.1M $50.5M
Q1 2024 43 -7 952.2K $42.7M
Q4 2023 50 +1 1.1M $47.6M
Q3 2023 49 -5 851.3K $81.3M
Q2 2023 54 +2 2.2M $137.5M
Q1 2023 52 -12 2.4M $145.9M
Q4 2022 64 +8 4.1M $296.1M
Q3 2022 56 -4 2.1M $135.3M
Q2 2022 60 +29 2.2M $121.6M
Q1 2022 31 +4 658.8K $32.4M
Q4 2021 27 +11 454.9K $17.1M
Q3 2021 16 392.8K $16.0M

Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Fund holders · N-PORT

1 fund
Largest fund holders of CUSIP 82889N855 reported on Form N-PORT
Fund Value % of fund As of
THOR AdaptiveRisk Dynamic ETF $4.4M 9.35% Aug 2026

1 fund reported holding $4,393,008 in total on their latest public Form N-PORT reports, the most recent dated August 2026.

Ownership explorer

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Security Details

CUSIP 82889N855
FIGI BBG010Z8GX02
Symbol PFIX
Type Etf
Class SIMPLIFY INTERST as filed on 13F
Exchange NYSE Arca
Company Harden Technologies

Other securities from this issuer

Identifier History

Type Value From To
SERIES_ID S000071793 2026-03-05 Current
FIGI BBG010Z8GX02 2026-02-07 Current
CUSIP 82889N855 2021-05-13 Current

Listing History

Symbol Exchange From To
PFIX NYSE Arca 2021-05-13 Current