Harden Technologies

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

Institutional ownership · Q4 2025

Latest quarter (Q2 2026)
Institutional holders 44 -8 (-15.4%) vs Q3 2025
Reported value $53.0M +1.5% vs Q3 2025
Shares held 1.1M +23.7K shares
Quarter Q4 2025 Period ended Dec 31, 2025

44 institutional managers reported holding 1,106,443 shares worth $53,031,483 on Form 13F for Q4 2025, against 52 in Q3 2025. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2025

Largest Q4 2025 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 Trek Financial LLC 250,083 $12.0M 0.69% New Position
2 COMMONWEALTH EQUITY SERVICES LLC 193,913 $9.3M 0.01% +127.0K Position
3 JANE STREET GROUP LLC 151,777 $7.3M < 0.01% +19.6K Position
4 Drum Hill Capital LLC 114,046 $5.5M 5.68% +1.9K Position
5 Holcombe Financial Inc 93,145 $4.5M 2.8% +7.4K Position
6 LPL Financial LLC 48,526 $2.3M < 0.01% +7.7K Position
7 Hilltop Holdings Inc 42,295 $2.0M 0.12% New Position
8 HighTower Advisors LLC 23,140 $1.1M < 0.01% New Position
9 Urban Wealth Management LLC 22,839 $1.1M 1.02% New Position
10 CITADEL ADVISORS LLC 20,361 $975.9K < 0.01% +10.5K Position
11 Professional Financial Advisors LLC 18,721 $897.3K 0.18% +1.3K Position
12 FSA Investment Group LLC 16,030 $768.3K 0.47% +162 Position
13 Quadrature Capital Ltd 13,514 $647.7K < 0.01% New Position
14 MML INVESTORS SERVICES LLC 11,900 $570.3K < 0.01% +3.3K Position
15 Savvy Advisors Inc 11,192 $536.4K 0.02% New Position
16 ENVESTNET ASSET MANAGEMENT INC 9,976 $478.1K < 0.01% -74.4K Position
17 Anchor Investment Management LLC 9,225 $442.2K 0.04% +4.2K Position
18 MERCER GLOBAL ADVISORS INC ADV 8,787 $421.2K < 0.01% -143 Position
19 Global Endowment Management LP 8,000 $383.0K 0.05% — Position
20 Cetera Investment Advisers 7,285 $349.2K < 0.01% -22.0K Position
21 The Goldman Sachs Group Inc 6,310 $302.4K < 0.01% New Position
22 Cambridge Advisors Inc 6,118 $293.3K 0.06% +150 Position
23 Comprehensive Money Management Services LLC 5,065 $242.8K 0.17% +800 Position
24 Luminist Capital LLC 3,607 $172.9K 0.21% +747 Position
25 ADVISOR GROUP HOLDINGS INC 3,349 $160.6K < 0.01% -8.9K Position

Values as reported on each manager's Q4 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