Form 13-F position report

SIMPLIFY EXCHANGE TRADED FUN

Reported by Anchor Investment Management LLC

ETF profile Manager portfolio Source filing
PFIX CUSIP 82889N855 Manager CIK 0001634149
Latest reported change

Reported 18,595 shares, down 1,850 (9.0%) from the prior quarter.

Reported value -14.7%; share count -9.0% vs. the prior quarter.

Reduced
% of reported 13F value 0.06% This manager · Q2 2026
Shares 18,595 Quarter-end amount reported
Reported value $806,279 Fair value at quarter end
Consecutive quarters held 21 Through Q2 2026

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.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 18,595 -1,850 (-9.0%) 0.06% $806,279 2026-09-15
Q1 2026 Added 20,445 +11,220 (121.6%) 0.08% $945,172 2026-05-01
Q4 2025 Added 9,225 +4,150 (81.8%) 0.04% $442,154 2026-02-26
Q3 2025 Unchanged 5,075 0 (0.0%) 0.02% $244,463 2025-11-14
Q2 2025 Reduced 5,075 -50 (-1.0%) 0.02% $268,163 2025-08-19
Q1 2025 Unchanged 5,125 0 (0.0%) 0.02% $248,358 2025-05-20
Q4 2024 Unchanged 5,125 0 (0.0%) 0.03% $268,243 2025-02-13
Q3 2024 Unchanged 5,125 0 (0.0%) 0.02% $210,740 2024-11-21
Q2 2024 Unchanged 5,125 0 (0.0%) 0.03% $245,231 2024-09-20
Q1 2024 Unchanged 5,125 0 (0.0%) 0.02% $229,600 2024-05-15
Q4 2023 Added 5,125 +525 (11.4%) 0.02% $205,000 2024-01-02
Q3 2023 Unchanged 4,600 0 (0.0%) 0.06% $439,346 2024-01-02
Q2 2023 Reduced 4,600 -50 (-1.1%) 0.04% $288,788 2024-01-02
Q1 2023 Unchanged 4,650 0 (0.0%) 0.04% $283,418 2024-01-02
Q4 2022 Reduced 4,650 -425 (-8.4%) 0.05% $332,987 2024-01-02
Q3 2022 Unchanged 5,075 0 (0.0%) 0.05% $346,064 2024-01-02
Q2 2022 Reduced 5,075 -100 (-1.9%) 0.04% $286,585 2024-01-02
Q1 2022 Unchanged 5,175 0 (0.0%) 0.03% $257,922 2024-01-02
Q4 2021 Unchanged 5,175 0 (0.0%) 0.02% $194,270 2024-01-02
Q3 2021 Added 5,175 +3,475 (204.4%) 0.03% $210,467 2024-01-02
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Institutional context

Who else reported the position

85 managers reported SIMPLIFY EXCHANGE TRADED FUN for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JANE STREET GROUP LLC New 641,661 +641,661 < 0.01% $27,822,421 19 qtrs
Pekin Hardy Strauss Inc Added 162,217 +135,202 0.62% $7,033,729 10 qtrs
Drum Hill Capital LLC Added 145,456 +1,818 6.44% $6,306,987 7 qtrs
CITADEL ADVISORS LLC New 142,237 +142,237 < 0.01% $6,167,396 6 qtrs
Holcombe Financial Inc Reduced 99,238 -313 2.43% $4,302,971 7 qtrs
GTS SECURITIES LLC New 91,811 +91,811 0.08% $3,980,925 1 qtr
Ausdal Financial Partners Inc New 71,734 +71,734 0.12% $3,110,373 1 qtr
Advyzon Investment Management LLC New 70,177 +70,177 0.22% $3,042,862 1 qtr
COMMONWEALTH EQUITY SERVICES LLC Reduced 69,391 -331 < 0.01% $3,008,770 20 qtrs
THOR TRADING ADVISORS LLC New 38,094 +38,094 0.52% $1,651,756 1 qtr
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
September 15, 2026
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
18,595
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.