Form 13-F position report

SIMPLIFY EXCHANGE TRADED FU

Reported by Atomi Financial Group Inc

PFIX CUSIP 82889N855 Manager CIK 0001978879

First reported at 13,333 shares this quarter.

New
% of reported 13F value 0.03% This manager · Q2 2025
Shares 13,333 Quarter-end amount reported
Reported value $704,523 Fair value at quarter end
Consecutive quarters held 1 Through Q2 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.

Reported position value by quarter
Date Holding Value
2025-06-30 704523
2025-09-30 0

Quarterly position history

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

2 quarters
Quarterly reported position history for SIMPLIFY EXCHANGE TRADED FU held by Atomi Financial Group Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Reduced 0 -13,333 (-100.0%) 0 $0 2025-11-10
Q2 2025 New 13,333 +13,333 (0.0%) 0.03% $704,523 2025-08-14

Who else reported the position

59 managers reported SIMPLIFY EXCHANGE TRADED FU for Q2 2025.

Managers reporting SIMPLIFY EXCHANGE TRADED FU in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
JANE STREET GROUP LLC Added 416,853 +10,631 < 0.01% $22,026,513 15 qtrs
Drum Hill Capital LLC Added 110,320 +520 6.44% $5,829,327 3 qtrs
Holcombe Financial Inc Added 83,964 +47,907 3.34% $4,436,684 3 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 74,037 -6,418 < 0.01% $3,912,000 16 qtrs
The Goldman Sachs Group Inc Reduced 31,400 -94,300 < 0.01% $1,659,176 11 qtrs
Hilltop Holdings Inc Added 27,070 +5,330 0.09% $1,430,379 5 qtrs
OLD MISSION CAPITAL LLC New 27,022 +27,022 0.02% $1,427,842 4 qtrs
Pekin Hardy Strauss Inc New 26,185 +26,185 0.16% $1,383,615 6 qtrs
CITADEL ADVISORS LLC Added 25,292 +4,063 < 0.01% $1,336,429 2 qtrs
AVANTAX ADVISORY SERVICES INC Added 22,623 +8,719 < 0.01% $1,195,394 2 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
SIMPLIFY INTERST

Voting authority reported

Sole
0
Shared
0
None
13,333

“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.