Form 13-F position report

SIMPLIFY EXCHANGE TRADED FU

Reported by UBS Group AG

ETF profile Manager portfolio Source filing
PFIX CUSIP 82889N855 Manager CIK 0001610520
Latest reported change

Reported 683 shares, down 993 (59.2%) from the prior quarter.

Reported value -62.3%; share count -59.2% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q1 2025
Shares 683 Quarter-end amount reported
Reported value $33,098 Fair value at quarter end
Consecutive quarters held 13 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 New 558 +558 (0.0%) < 0.01% $24,195 2026-08-13
Q4 2025 Reduced 0 -668 (-100.0%) 0 $0 2026-01-29
Q3 2025 Added 668 +658 (6580.0%) < 0.01% $32,178 2025-11-13
Q2 2025 Reduced 10 -673 (-98.5%) < 0.01% $528 2025-08-14
Q1 2025 Reduced 683 -993 (-59.2%) < 0.01% $33,098 2025-05-13
Q4 2024 New 1,676 +1,676 (0.0%) < 0.01% $87,722 2025-02-14
Q3 2024 Reduced 0 -189 (-100.0%) 0 $0 2024-11-14
Q2 2024 Reduced 189 -1,894 (-90.9%) < 0.01% $9,044 2024-08-14
Q1 2024 Reduced 2,083 -1,856 (-47.1%) < 0.01% $93,318 2024-05-13
Q4 2023 Added 3,939 +2,682 (213.4%) < 0.01% $157,560 2024-02-09
Q3 2023 Reduced 1,257 -982 (-43.9%) < 0.01% $120,056 2023-11-09
Q2 2023 Added 2,239 +101 (4.7%) < 0.01% $140,564 2023-08-11
Q1 2023 Reduced 2,138 -1,234 (-36.6%) < 0.01% $130,311 2023-05-12
Q4 2022 Reduced 3,372 -2,684 (-44.3%) < 0.01% $241,469 2023-02-08
Q3 2022 Added 6,056 +5,586 (1188.5%) < 0.01% $413,000 2022-11-10
Q2 2022 Reduced 470 -7,139 (-93.8%) < 0.01% $27,000 2022-08-10
Q1 2022 New 7,609 +7,609 (0.0%) < 0.01% $379,000 2022-05-16
Q3 2021 Reduced 0 -1,304 (-100.0%) 0 $0 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

59 managers reported SIMPLIFY EXCHANGE TRADED FU for Q1 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JANE STREET GROUP LLC Added 406,222 +216,875 < 0.01% $19,685,518 14 qtrs
The Goldman Sachs Group Inc Reduced 125,700 -338,820 < 0.01% $6,091,422 10 qtrs
Drum Hill Capital LLC Reduced 109,800 -168 6.15% $5,320,924 2 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 80,455 -40 < 0.01% $3,899,000 15 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 58,268 -189 < 0.01% $2,823,672 2 qtrs
Thomas J Herzfeld Advisors Inc Reduced 51,764 -1,438 0.85% $2,508,483 2 qtrs
Holcombe Financial Inc Reduced 36,057 -459 1.45% $1,747,324 2 qtrs
Cetera Investment Advisers New 22,966 +22,966 < 0.01% $1,112,932 1 qtr
Hilltop Holdings Inc Added 21,740 +4,387 0.07% $1,053,520 4 qtrs
CITADEL ADVISORS LLC New 21,229 +21,229 < 0.01% $1,028,757 1 qtr
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 13, 2025
Filing type
13F-HR
Position type
SIMPLIFY INTERST

Voting authority reported

Sole
683
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.