Harden Technologies

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

Institutional ownership · Q4 2024

Latest quarter (Q2 2026)
Institutional holders 48 +10 (+26.3%) vs Q3 2024
Reported value $69.9M +63.6% vs Q3 2024
Shares held 1.3M +300.1K shares
Quarter Q4 2024 Period ended Dec 31, 2024

48 institutional managers reported holding 1,338,066 shares worth $69,924,922 on Form 13F for Q4 2024, against 38 in Q3 2024. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2024

Largest Q4 2024 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 The Goldman Sachs Group Inc 464,520 $24.3M < 0.01% +398.6K Position
2 JANE STREET GROUP LLC 189,347 $9.9M < 0.01% -81.7K Position
3 Drum Hill Capital LLC 109,968 $5.8M 7.15% — Position
4 Pekin Hardy Strauss Inc 107,705 $5.6M 0.72% +712 Position
5 COMMONWEALTH EQUITY SERVICES LLC 80,495 $4.2M < 0.01% +7.2K Position
6 ENVESTNET ASSET MANAGEMENT INC 58,457 $3.1M < 0.01% New Position
7 Thomas J Herzfeld Advisors Inc 53,202 $2.8M 0.89% New Position
8 Holcombe Financial Inc 36,516 $1.9M 1.57% — Position
9 Global View Capital Management LLC 25,330 $1.3M 0.46% — Position
10 Maridea Wealth Management LLC 19,157 $1.0M 0.32% — Position
11 Stratos Wealth Advisors LLC 18,586 $972.8K 0.05% +1.2K Position
12 Hilltop Holdings Inc 17,353 $908.3K 0.06% +2.0K Position
13 Park Edge Advisors LLC 16,830 $880.9K 0.26% +3.6K Position
14 Professional Financial Advisors LLC 16,387 $857.7K 0.22% +680 Position
15 CHOREO LLC 12,878 $672.8K < 0.01% New Position
16 NAPA WEALTH MANAGEMENT 11,789 $617.0K 0.27% New Position
17 Integrated Wealth Concepts LLC 11,404 $596.9K < 0.01% +820 Position
18 Ferguson Shapiro LLC 10,152 $531.4K 0.2% -146.9K Position
19 HighTower Advisors LLC 8,934 $467.6K < 0.01% New Position
20 Perigon Wealth Management LLC 7,370 $399.5K < 0.01% New Position
21 MML INVESTORS SERVICES LLC 7,245 $379.0K < 0.01% New Position
22 Global Endowment Management LP 7,000 $366.4K 0.05% -2.5K Position
23 OLD MISSION CAPITAL LLC 6,839 $358.0K < 0.01% -3.4K Position
24 Belpointe Asset Management LLC 6,470 $274.1K 0.02% New Position
25 Fortis Capital Advisors LLC 6,470 $274.1K 0.09% New Position

Values as reported on each manager's Q4 2024 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