Harden Technologies

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

Institutional ownership · Q1 2026

Latest quarter (Q2 2026)
Institutional holders 65 +21 (+47.7%) vs Q4 2025
Reported value $76.6M +44.5% vs Q4 2025
Shares held 1.7M +551.3K shares
Quarter Q1 2026 Period ended Mar 31, 2026

65 institutional managers reported holding 1,657,784 shares worth $76,630,082 on Form 13F for Q1 2026, against 44 in Q4 2025. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2026

Largest Q1 2026 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 Toroso Investments LLC 241,598 $11.2M 0.02% New Position
2 PFG Advisors 190,575 $8.8M 0.43% New Position
3 LPL Financial LLC 159,005 $7.4M < 0.01% +110.5K Position
4 Drum Hill Capital LLC 143,638 $6.6M 6.1% +29.6K Position
5 Thomas J Herzfeld Advisors Inc 117,701 $5.4M 1.85% New Position
6 ENVESTNET ASSET MANAGEMENT INC 109,539 $5.1M < 0.01% +99.6K Position
7 The Goldman Sachs Group Inc 100,000 $4.6M < 0.01% +93.7K Position
8 Holcombe Financial Inc 99,551 $4.6M 2.7% +6.4K Position
9 COMMONWEALTH EQUITY SERVICES LLC 69,722 $3.2M < 0.01% -124.2K Position
10 Point72 Asset Management L P 32,600 $1.5M < 0.01% New Position
11 Belpointe Asset Management LLC 31,894 $1.5M 0.05% New Position
12 Pekin Hardy Strauss Inc 27,015 $1.2M 0.13% New Position
13 Fortis Capital Advisors LLC 24,520 $1.1M 0.15% New Position
14 HighTower Advisors LLC 24,451 $1.1M < 0.01% +1.3K Position
15 R P Boggs & Co 22,434 $1.0M 0.49% New Position
16 FSA Investment Group LLC 21,631 $1.0M 0.4% +5.6K Position
17 OLD MISSION CAPITAL LLC 20,873 $965.0K 0.02% New Position
18 Anchor Investment Management LLC 20,445 $945.2K 0.08% +11.2K Position
19 Hilltop Holdings Inc 19,675 $909.6K 0.08% -22.6K Position
20 HRT FINANCIAL LP 18,172 $840.0K < 0.01% New Position
21 CVS HEALTH CORPORATION 14,500 $670.3K 0.32% New Position
22 B Riley Wealth Advisors Inc 12,551 $604.1K 0.04% New Position
23 Urban Wealth Management LLC 12,927 $597.6K 0.61% -9.9K Position
24 CHOREO LLC 11,485 $531.0K < 0.01% New Position
25 MML INVESTORS SERVICES LLC 11,202 $517.8K < 0.01% -698 Position

Values as reported on each manager's Q1 2026 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