RFIX

Simplify Bond Bull ETFETF$35.65 0.28%
UnclassifiedCUSIP 82889N376· EOD Sep 8, 2026

Among active 13F managers last quarter, 5 opened and 2 added, while none reduced or exited; the largest holder to move was Journey Advisory Group, LLC (new position).

Tracked 13F holders
15
7 in Q2 2026 filings
13F value (tracked)
$32.8M
13F moves · latest Q
7 added
0 reduced

Price & smart-money activity

$35.65 0.28%2Y -40.9%
$32.73$40.13$47.54$54.95$62.35Dec 2024Apr 2025AugDecMay 2026Sep96536625
Hover for who · click for detailEnd-of-day closing prices52w $34.58 – $45.08

Who owns RFIX?

15 tracked 13F filers · ranked by shares held

15 tracked 13F filers disclose a position in RFIX as of the latest SEC 13F filings, a combined $32.8M in reported value. 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.

#FundSharesPosition valueLast moveAs ofHistory
1Jane Street Group, LLC537K
$21.7M
−23%
Reduced · −157K sh
Q1 2026
2True Wealth Design, LLC168K
$6.6M
−0.2%
Reduced · −308 sh
Q2 2026
3Journey Advisory Group, LLC57K
$2.2M
New
+57K sh
Q2 2026
4Goldman Sachs Group Inc14K
$579K
New
+14K sh
Q1 2026
5Mount Lucas Management LP11K
$431K
+0.2%
Added · +27 sh
Q2 2026
6LPL Financial LLC9K
$373K
New
+9K sh
Q1 2026
7Susquehanna International Group, LLP8K
$307K
New
+8K sh
Q1 2026
8Lane Brothers & Co Inc6K
$239K
New
+6K sh
Q2 2026
9Old Mission Capital LLC5K
$205K
New
+5K sh
Q1 2026
10Steward Partners Investment Advisory, LLC1K
$51K
Held
Q2 2026
11AE Wealth Management LLC462
$19K
−4.1%
Reduced · −20 sh
Q1 2026
12Ameritas Advisory Services, LLC212
$8K
New
+212 sh
Q2 2026
13Decker Retirement Planning Inc.110
$4K
Added
Added · +110 sh
Q2 2026
14Key Capital Management, INC83
$3K
New
+83 sh
Q2 2026
15UBS Group AG2
$81
−99%
Reduced · −219 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.

Is RFIX being bought or sold by institutions?

Last quarter, 5 funds opened a new position in RFIX and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
2
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own RFIX also own

CompanyCo-held byTheir position there
SS SPDR S&P 500 ETF Trust-USSPY6 funds$420.6M
Vanguard Ftse Developed ETFVEA6 funds$127.9M
Ishares Core S&P 500 ETFIVV6 funds$111.6M
Invesco QQQ Trust Series 1QQQ6 funds$105.4M
Nvidia CorpNVDA6 funds$99.1M
Tesla IncTSLA6 funds$68.4M
Vanguard Total Stock MKT ETFVTI6 funds$65.9M
Advanced Micro DevicesAMD6 funds$24.3M
Johnson & JohnsonJNJ6 funds$15.7M
Ishares Msci Eafe Value ETFEFV6 funds$13.8M
Apple IncAAPL5 funds$172.0M
Microsoft CorpMSFT5 funds$74.1M

Ranked by how many of RFIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RFIX.

Institutional ownership over time

7 tracked filers in Q2 2026 filingsstill filing
0918Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $9.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
CTAmc226 funds$1.0B
MTBAcommon142 funds$959.8M
BUCKTREASURY OPT INC89 funds$224.9M
AGGHUIT EXCHANGE TRADED83 funds$350.8M
CDXMF Closed and MF Open82 funds$273.5M
HEQTMF Closed and MF Open81 funds$201.9M
TUASHORT TERM TREA74 funds$458.9M
SVOLmc73 funds$61.3M

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

Recent filings

0 most recent

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

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Connected entities for RFIX

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Ask your agent what changed in RFIX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RFIX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RFIX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RFIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.