Harden Technologies

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

Institutional ownership · Q1 2025

Latest quarter (Q2 2026)
Institutional holders 39 -9 (-18.8%) vs Q4 2024
Reported value $51.8M -26.0% vs Q4 2024
Shares held 1.1M -270.5K shares
Quarter Q1 2025 Period ended Mar 31, 2025

39 institutional managers reported holding 1,067,548 shares worth $51,750,930 on Form 13F for Q1 2025, against 48 in Q4 2024. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2025

Largest Q1 2025 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 JANE STREET GROUP LLC 406,222 $19.7M < 0.01% +216.9K Position
2 The Goldman Sachs Group Inc 125,700 $6.1M < 0.01% -338.8K Position
3 Drum Hill Capital LLC 109,800 $5.3M 6.15% -168 Position
4 COMMONWEALTH EQUITY SERVICES LLC 80,455 $3.9M < 0.01% -40 Position
5 ENVESTNET ASSET MANAGEMENT INC 58,268 $2.8M < 0.01% -189 Position
6 Thomas J Herzfeld Advisors Inc 51,764 $2.5M 0.85% -1.4K Position
7 Holcombe Financial Inc 36,057 $1.7M 1.45% -459 Position
8 Cetera Investment Advisers 22,966 $1.1M < 0.01% New Position
9 Hilltop Holdings Inc 21,740 $1.1M 0.07% +4.4K Position
10 CITADEL ADVISORS LLC 21,229 $1.0M < 0.01% New Position
11 Professional Financial Advisors LLC 15,844 $767.8K 0.19% -543 Position
12 AVANTAX ADVISORY SERVICES INC 13,904 $673.8K < 0.01% New Position
13 Stratos Wealth Advisors LLC 13,789 $668.2K 0.04% -4.8K Position
14 NAPA WEALTH MANAGEMENT 11,089 $537.4K 0.3% -700 Position
15 MML INVESTORS SERVICES LLC 10,936 $530.0K < 0.01% +3.7K Position
16 MERCER GLOBAL ADVISORS INC ADV 10,126 $490.7K < 0.01% New Position
17 CHOREO LLC 9,419 $456.4K < 0.01% -3.5K Position
18 ADVISOR GROUP HOLDINGS INC 9,063 $439.3K < 0.01% +7.6K Position
19 Ferguson Shapiro LLC 7,626 $369.6K 0.14% -2.5K Position
20 Global Endowment Management LP 6,000 $290.8K 0.04% -1.0K Position
21 J HAGAN CAPITAL INC 5,411 $283.2K 0.23% — Position
22 Anchor Investment Management LLC 5,125 $248.4K 0.02% — Position
23 Comprehensive Money Management Services LLC 4,140 $200.6K 0.16% New Position
24 Luminist Capital LLC 3,640 $173.3K 0.19% -317 Position
25 Copia Wealth Management 2,210 $107.1K 0.1% New Position

Values as reported on each manager's Q1 2025 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