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 9,225 shares, up 4,150 (81.8%) from the prior quarter.

Reported value 80.9%; share count 81.8% vs. the prior quarter.

Added
% of reported 13F value 0.04% This manager · Q4 2025
Shares 9,225 Quarter-end amount reported
Reported value $442,154 Fair value at quarter end
Consecutive quarters held 19 Through Q4 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

60 managers reported SIMPLIFY EXCHANGE TRADED FUN for Q4 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Trek Financial LLC New 250,083 +250,083 0.69% $11,986,461 1 qtr
COMMONWEALTH EQUITY SERVICES LLC Added 193,913 +126,991 0.01% $9,294,260 18 qtrs
JANE STREET GROUP LLC Added 151,777 +19,636 < 0.01% $7,274,672 17 qtrs
Drum Hill Capital LLC Added 114,046 +1,925 5.68% $5,466,241 5 qtrs
Holcombe Financial Inc Added 93,145 +7,361 2.8% $4,464,436 5 qtrs
LPL Financial LLC Added 48,526 +7,713 < 0.01% $2,325,855 3 qtrs
Hilltop Holdings Inc New 42,295 +42,295 0.12% $2,027,199 7 qtrs
HighTower Advisors LLC New 23,140 +23,140 < 0.01% $1,109,120 1 qtr
Urban Wealth Management LLC New 22,839 +22,839 1.02% $1,094,673 1 qtr
CITADEL ADVISORS LLC Added 20,361 +10,482 < 0.01% $975,903 4 qtrs
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Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 26, 2026
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
9,225
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.