PFIX

Simplify Interest Rate Hedge$46.71 0.06%
UnclassifiedUSCUSIP 82889N855· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
30
+6 QoQ
13F Value (tracked)
$48.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)7 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$46.71 0.06%5Y +98.4%
$16.86$29.29$41.71$54.13$66.5620212022202320242025202622264113710118108710510376385294836534675
Hover for who · click for detailEnd-of-day closing prices52w $41.54 – $60.66
Build

Use PFIX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns PFIX

This stock page is the Follow view. The Build view lets your agent query PFIX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFIX"
Ask your agent
Use Arkolith to show who owns PFIX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

30 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Tidal Investments LLC
$11.2M
242K
New
+242K sh
Q1 2026
2PFG Advisors
$8.8M
191K
+755%
Added · +168K sh
Q1 2026
3LPL Financial LLC
$7.4M
159K
+228%
Added · +110K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$5.1M
110K
11×
Added · +100K sh
Q1 2026
5GOLDMAN SACHS GROUP INC
$4.6M
100K
16×
Added · +94K sh
Q1 2026
6COMMONWEALTH EQUITY SERVICES, LLC
$3.2M
70K
−64%
Reduced · −124K sh
Q1 2026
7Point72 Asset Management, L.P.
$1.5M
33K
New
+33K sh
Q1 2026
8Belpointe Asset Management LLC
$1.5M
32K
New
+32K sh
Q1 2026
9HighTower Advisors, LLC
$1.1M
24K
+5.7%
Added · +1K sh
Q1 2026
10OLD MISSION CAPITAL LLC
$965K
21K
−35%
Reduced · −11K sh
Q1 2026
11CHOREO, LLC
$531K
11K
New
+11K sh
Q1 2026
12MML INVESTORS SERVICES, LLC
$518K
11K
−5.9%
Reduced · −698 sh
Q1 2026
13OSAIC HOLDINGS, INC.
$473K
10K
+205%
Added · +7K sh
Q1 2026
14MERCER GLOBAL ADVISORS INC /ADV
$409K
9K
+0.7%
Added · +61 sh
Q1 2026
15Savvy Advisors, Inc.
$311K
7K
−40%
Reduced · −4K sh
Q1 2026
16Trek Financial, LLC
$262K
6K
−98%
Reduced · −244K sh
Q1 2026
17OPPENHEIMER & CO INC
$250K
5K
−9.8%
Reduced · −586 sh
Q1 2026
18BANK OF MONTREAL /CAN/
$211K
5K
+336%
Added · +4K sh
Q1 2026
19Farther Finance Advisors, LLC
$205K
5K
+655%
Added · +4K sh
Q1 2026
20MORGAN STANLEY
$93K
2K
667×
Added · +2K sh
Q1 2026
21Steward Partners Investment Advisory, LLC
$78K
2K
+75%
Added · +721 sh
Q1 2026
22Geneos Wealth Management Inc.
$44K
955
New
+955 sh
Q1 2026
23US BANCORP \DE\
$25K
545
Held
Q1 2026
24Rockefeller Capital Management L.P.
$21K
446
New
+446 sh
Q1 2026
25SIMPLEX TRADING, LLC
$13K
289
New
+289 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
2
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

30 funds-7 since Q2 2022
02141Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $48.8M

Share classes

Class13F holdersValue held
CTAmc110 funds$755.5M
MTBAcommon81 funds$654.3M
HEQTHEDGED EQUITY49 funds$147.9M
CDXHIGH YIELD PLUS46 funds$203.1M
AGGHFUND44 funds$219.9M
SVOLmc42 funds$28.9M
BUCKTREASURY OPT INC39 funds$132.7M
PINKmc35 funds$99.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own PFIX also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN11 funds$3.3B
MICROSOFT CORPMSFT11 funds$2.8B
BROADCOM INCAVGO11 funds$2.0B
TAIWAN SEMICONDUCTOR-SP ADRTSM11 funds$1.3B
ARISTA NETWORKS INCANET11 funds$1.0B
VANGUARD FTSE DEVELOPED ETFVEA11 funds$1.0B
CHEVRON CORPCVX11 funds$952.5M
ALPHABET INC-CL CGOOG11 funds$918.8M
ADVANCED MICRO DEVICESAMD11 funds$883.3M
VISA INC-CLASS A SHARESV11 funds$866.9M
COSTCO WHOLESALE CORPCOST11 funds$823.8M
ELI LILLY & COLLY11 funds$798.2M

Ranked by how many of PFIX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.