Public ownership evidence

Simplify Interest Rate Hedge ETF (PFIX) Ownership Disclosures

Read PFIX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Simplify Interest Rate Hedge ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
8,754
Value (USD)
$379,585
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PFIX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PFIX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,754$379,585None
Copia Wealth Management2026-06-302026-08-19745$32,303None
Advyzon Investment Management, LLC2026-06-302026-08-1570,177$3,042,862None
Ameritas Advisory Services, LLC2026-06-302026-08-1582$3,556None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517$742None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,522$109,492None
JANE STREET GROUP, LLC2026-06-302026-08-15641,661$27,822,421None
Global Endowment Management, LP2026-06-302026-08-158,000$347,000None
GTS SECURITIES LLC2026-06-302026-08-1591,811$3,980,925None
Ancora Advisors LLC2026-06-302026-08-155,100$221,136None
Ausdal Financial Partners, Inc.2026-06-302026-08-1571,734$3,110,373None
CITADEL ADVISORS LLC2026-06-302026-08-155,100$221,136Put
CITADEL ADVISORS LLC2026-06-302026-08-15142,237$6,167,396None
Point72 Asset Management, L.P.2026-06-302026-08-155,300$229,808None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1516$697None
Capital Advisor Network LLC2026-06-302026-08-1412,235$530,510None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,682$72,932None
UBS Group AG2026-06-302026-08-14558$24,195None
Hilltop Holdings Inc.2026-06-302026-08-1414,677$636,395None
MORGAN STANLEY2026-06-302026-08-14111$4,813None
MORGAN STANLEY2026-06-302026-08-142$105None
MORGAN STANLEY2026-06-302026-08-141,000$43,360None
THOR TRADING ADVISORS, LLC2026-06-302026-08-1338,094$1,651,756None
Integrated Wealth Concepts LLC2026-06-302026-08-132,012$87,255None
BANK OF MONTREAL /CAN/2026-06-302026-08-132,592$112,372None
BANK OF MONTREAL /CAN/2026-06-302026-08-132,670$115,771None
SMITH, MOORE & CO.2026-06-302026-08-136,755$292,897None
US BANCORP \DE\2026-06-302026-08-13545$23,631None
JPMORGAN CHASE & CO2026-06-302026-08-1345$1,870None
Tower Research Capital LLC (TRC)2026-06-302026-08-12193$8,368None
Colonial Trust Co / SC2026-06-302026-08-12750$32,520None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-128,754$379,585None
Luminist Capital LLC2026-06-302026-08-08215$9,322None
Luminist Capital LLC2026-06-302026-08-082,369$102,741None
Luminist Capital LLC2026-06-302026-08-081,234$46,742None
Luminist Capital LLC2026-06-302026-08-08310$13,442None
Luminist Capital LLC2026-06-302026-08-08542$23,513None
Luminist Capital LLC2026-06-302026-08-08171$7,415None
OneDigital Investment Advisors LLC2026-06-302026-08-086,911$299,644None
LPL Financial LLC2026-06-302026-08-0820,330$881,488None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0812,103$524,769None
Capital Advisor Network LLC2026-03-312026-08-072,528$116,869None
Maridea Wealth Management LLC2026-06-302026-08-0716,701$724,176None
Global Retirement Partners, LLC2026-06-302026-08-079$390None
LANE BROTHERS & CO INC2026-06-302026-08-065,625$243,900None
HighTower Advisors, LLC2026-06-302026-08-0624,027$1,041,790None
Savvy Advisors, Inc.2026-06-302026-08-044,882$211,671None
AE Wealth Management LLC2026-06-302026-08-044,675$202,718None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-048,495$368,342None
POM Investment Strategies, LLC2026-06-302026-08-01207$8,976None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Copia Wealth Management ↗Advyzon Investment Management, LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Global Endowment Management, LP ↗GTS SECURITIES LLC ↗Ancora Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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