Harden Technologies

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

Institutional ownership · Q4 2023

Latest quarter (Q2 2026)
Institutional holders 50 +1 (+2.0%) vs Q3 2023
Reported value $47.6M -41.5% vs Q3 2023
Shares held 1.1M +298.2K shares
Quarter Q4 2023 Period ended Dec 31, 2023

50 institutional managers reported holding 1,149,464 shares worth $47,576,069 on Form 13F for Q4 2023, against 49 in Q3 2023. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2023

Largest Q4 2023 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 JANE STREET GROUP LLC 618,716 $24.7M < 0.01% +406.5K Position
2 AE Wealth Management LLC 76,974 $3.7M 0.02% New Position
3 COMMONWEALTH EQUITY SERVICES LLC 61,297 $2.5M < 0.01% -9.0K Position
4 BANK OF MONTREAL 31,875 $2.3M < 0.01% New Position
5 Integrated Wealth Concepts LLC 56,397 $2.3M 0.04% +34.1K Position
6 Trek Financial LLC 53,199 $2.1M 0.18% -44.7K Position
7 Simplify Asset Management Inc 29,345 $1.2M 0.11% -12.9K Position
8 Cetera Advisors LLC 29,318 $1.2M 0.02% -9.0K Position
9 Retirement Group LLC 27,089 $1.1M 0.44% New Position
10 CENTAURUS FINANCIAL INC 21,142 $846.0K 0.06% +13.8K Position
11 ZAZOVE ASSOCIATES LLC 17,250 $690.0K 0.09% -1.1K Position
12 SUSQUEHANNA INTERNATIONAL GROUP LLP 16,780 $671.2K < 0.01% -8.9K Position
13 Lloyd Advisory Services LLC 15,478 $619.1K 0.29% New Position
14 Advisory Services Network LLC 13,148 $525.9K 0.01% New Position
15 Stratos Wealth Advisors LLC 12,788 $511.6K 0.03% -3.4K Position
16 TRUIST FINANCIAL CORPORATION 11,875 $475.0K < 0.01% New Position
17 The Goldman Sachs Group Inc 10,427 $417.1K < 0.01% +6.7K Position
18 ENVESTNET ASSET MANAGEMENT INC 7,117 $284.7K < 0.01% -15.2K Position
19 Professional Financial Advisors LLC 6,629 $265.1K 0.09% +630 Position
20 Anchor Investment Management LLC 5,125 $205.0K 0.02% +525 Position
21 IFP Advisors Inc 5,060 $202.4K < 0.01% -3.2K Position
22 UBS Group AG 3,939 $157.6K < 0.01% +2.7K Position
23 JPMorgan Chase & Co 3,493 $141.0K < 0.01% -81 Position
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,497 $139.9K < 0.01% New Position
25 TORNO CAPITAL LLC 3,492 $139.7K 0.03% — Position

Values as reported on each manager's Q4 2023 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

Loading ownership explorer…

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