Form 13-F position report

SIMPLIFY EXCHANGE TRADED FU

Reported by Anchor Investment Management LLC

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

Reported 5,075 shares, unchanged from the prior quarter.

Reported value -8.8%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 0.02% This manager · Q3 2025
Shares 5,075 Quarter-end amount reported
Reported value $244,463 Fair value at quarter end
Consecutive quarters held 18 Through Q3 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.

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

64 managers reported SIMPLIFY EXCHANGE TRADED FU for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Thomas J Herzfeld Advisors Inc New 191,613 +191,613 3.16% $9,229,998 4 qtrs
JANE STREET GROUP LLC Reduced 132,141 -284,712 < 0.01% $6,365,232 16 qtrs
Drum Hill Capital LLC Added 112,121 +1,801 5.85% $5,400,885 4 qtrs
Ausdal Financial Partners Inc Added 86,032 +73,733 0.2% $4,144,168 2 qtrs
Holcombe Financial Inc Added 85,784 +1,820 2.88% $4,132,239 4 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 84,374 +75,813 < 0.01% $4,064,292 4 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 66,922 -7,115 < 0.01% $3,224,000 17 qtrs
Advyzon Investment Management LLC Added 61,855 +40,982 0.51% $2,979,544 2 qtrs
LPL Financial LLC Added 40,813 +24,049 < 0.01% $1,965,939 2 qtrs
Cetera Investment Advisers New 29,305 +29,305 < 0.01% $1,411,643 3 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 14, 2025
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
5,075
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.