Harden Technologies
PFIXInstitutional ownership · Q1 2024
Latest quarter (Q2 2026)
Institutional holders
43
-7 (-14.0%) vs Q4 2023
Reported value
$42.7M
-10.3% vs Q4 2023
Shares held
952.2K
-197.2K shares
Quarter
Q1 2024
Period ended Mar 31, 2024
43 institutional managers reported holding 952,228 shares worth $42,660,439 on Form 13F for Q1 2024, against 50 in Q4 2023. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q1 2024
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Trek Financial LLC | 292,017 | $13.1M | 1.04% | +238.8K | Position |
| 2 | Ferguson Shapiro LLC | 195,938 | $8.8M | 4.04% | New | Position |
| 3 | Pekin Hardy Strauss Inc | 93,895 | $4.2M | 0.57% | New | Position |
| 4 | COMMONWEALTH EQUITY SERVICES LLC | 68,982 | $3.1M | < 0.01% | +7.7K | Position |
| 5 | Integrated Wealth Concepts LLC | 60,114 | $2.7M | 0.04% | +3.7K | Position |
| 6 | Park Edge Advisors LLC | 38,293 | $1.7M | 0.48% | New | Position |
| 7 | The Goldman Sachs Group Inc | 34,100 | $1.5M | < 0.01% | +23.7K | Position |
| 8 | CENTAURUS FINANCIAL INC | 25,182 | $1.1M | 0.08% | +4.0K | Position |
| 9 | VitalStone Financial LLC | 18,104 | $811.0K | 0.62% | +17.8K | Position |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 17,400 | $780.0K | < 0.01% | New | Position |
| 11 | Stratos Wealth Advisors LLC | 16,790 | $752.2K | 0.04% | +4.0K | Position |
| 12 | Professional Financial Advisors LLC | 15,467 | $692.9K | 0.2% | +8.8K | Position |
| 13 | ZAZOVE ASSOCIATES LLC | 13,450 | $603.0K | 0.08% | -3.8K | Position |
| 14 | Fortis Group Advisors LLC | 11,108 | $497.6K | 0.09% | New | Position |
| 15 | ADVISOR GROUP HOLDINGS INC | 10,769 | $482.4K | < 0.01% | +9.5K | Position |
| 16 | Global Endowment Management LP | 8,400 | $376.3K | 0.04% | New | Position |
| 17 | IFP Advisors Inc | 6,268 | $280.8K | 0.01% | +1.2K | Position |
| 18 | Anchor Investment Management LLC | 5,125 | $229.6K | 0.02% | — | Position |
| 19 | Mutual Advisors LLC | 4,780 | $214.1K | < 0.01% | New | Position |
| 20 | CITADEL ADVISORS LLC | 2,811 | $125.9K | < 0.01% | +954 | Position |
| 21 | Private Advisor Group LLC | 2,725 | $122.1K | < 0.01% | New | Position |
| 22 | UBS Group AG | 2,083 | $93.3K | < 0.01% | -1.9K | Position |
| 23 | S A Mason LLC | 1,605 | $71.9K | 0.04% | +327 | Position |
| 24 | COMERICA BANK | 1,361 | $61.0K | < 0.01% | +400 | Position |
| 25 | Steward Partners Investment Advisory LLC | 1,321 | $59.2K | < 0.01% | +391 | Position |
Values as reported on each manager's Q1 2024 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders 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.
Across other SEC filings
Fund holders · N-PORT
1 fund| 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
| Name | Symbol | CUSIP | Type |
|---|---|---|---|
| FIGMA INC-CL A | FIG | 316841105 | Common stock |
| SIMPLFY TAX AWAR DIV INC ETF | DINE | 82889N186 | Common stock |
| SIMPLIFY CHINA COM STR NO K1 | CCOM | 82889N236 | Common stock |
| SIMPLIFY DBI CTA M F INDX | SDMF | 82889N210 | Common stock |
| SIMPLIFY EXCHANGE TRADED FDS T | CYA | 82889N483 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | NXTV | 82889N467 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | CAS | 82889N384 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | SCY | 82889N418 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | — | 82889N901 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | — | 82889N951 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | WUSA | 82889N434 | Common stock |
| SIMPLIFY EXCHANGE TRADED FU | GAEM | 82889N459 | Common stock |
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 |