Form 13-F position report Filing season in progress

SIMPLIFY EXCHANGE TRADED FUN

Reported by Farther Finance Advisors LLC

ETF profile Manager portfolio Source filing
PFIX CUSIP 82889N855 Manager CIK 0001992825
Latest reported change

Reported 15,684 shares, up 15,129 (2725.9%) from the prior quarter.

Reported value 3998.8%; share count 2725.9% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q3 2026
Shares 15,684 Quarter-end amount reported
Reported value $986,384 Fair value at quarter end
Consecutive quarters held 16 Through Q3 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.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 15,684 +15,129 (2725.9%) < 0.01% $986,384 2026-10-08
Q2 2026 Reduced 555 -3,952 (-87.7%) < 0.01% $24,065 2026-07-17
Q1 2026 Added 4,507 +3,910 (654.9%) < 0.01% $205,069 2026-04-07
Q4 2025 Reduced 597 -7,632 (-92.7%) < 0.01% $28,614 2026-01-23
Q3 2025 Added 8,229 +7,674 (1382.7%) < 0.01% $396,391 2025-10-14
Q2 2025 Unchanged 555 0 (0.0%) < 0.01% $29,326 2025-07-11
Q1 2025 Unchanged 555 0 (0.0%) < 0.01% $26,424 2025-04-14
Q4 2024 Added 555 +500 (909.1%) < 0.01% $29,049 2025-02-10
Q3 2024 Reduced 55 -9 (-14.1%) < 0.01% $2,262 2024-10-29
Q2 2024 Added 64 +14 (28.0%) < 0.01% $3,261 2024-07-31
Q1 2024 Unchanged 50 0 (0.0%) < 0.01% $2,357 2024-05-14
Q4 2023 Unchanged 50 0 (0.0%) < 0.01% $2,000 2024-02-15
Q3 2023 Reduced 50 -300 (-85.7%) < 0.01% $4,776 2023-11-14
Q2 2023 Unchanged 350 0 (0.0%) < 0.01% $21,973 2023-09-12
Q1 2023 Unchanged 350 0 (0.0%) < 0.01% $21,333 2023-09-12
Q4 2022 New 350 +350 (0.0%) < 0.01% $25,064 2023-09-12
Institutional context

Who else reported the position

32 managers reported SIMPLIFY EXCHANGE TRADED FUN for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Drum Hill Capital LLC Added 148,265 +2,809 7.72% $9,324,408 8 qtrs
Holcombe Financial Inc Reduced 90,941 -8,297 3.16% $5,719,306 8 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 65,182 -4,209 < 0.01% $4,099,320 21 qtrs
Global View Capital Management LLC New 53,142 +53,142 0.74% $3,342,101 1 qtr
FSA Investment Group LLC Added 41,485 +11,063 0.83% $2,608,992 5 qtrs
OPPENHEIMER & CO INC New 37,914 +37,914 0.03% $2,384,411 3 qtrs
Triad Wealth Partners LLC New 27,253 +27,253 0.09% $1,713,941 1 qtr
Perigon Wealth Management LLC New 16,452 +16,452 0.02% $1,034,666 1 qtr
Farther Finance Advisors LLC This report Added 15,684 +15,129 < 0.01% $986,384 16 qtrs
B Riley Wealth Advisors Inc Added 14,505 +81 0.04% $912,223 3 qtrs
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Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 08, 2026
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
0
Shared
0
None
15,684

“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.