§ EQUITY
USDPFIX
SIMPLIFY INTEREST RATE HEDGE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
33 increased/new, 15 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Tidal Investments LLC | 242K | 0.0% | n/a |
| PFG Advisors | 191K | 0.4% | n/a |
| LPL Financial LLC | 159K | 0.0% | +228% |
| Drum Hill Capital, LLC | 144K | 6.1% | +26% |
| Thomas J. Herzfeld Advisors, Inc. | 118K | 1.8% | n/a |
| ENVESTNET ASSET MANAGEMENT INC | 110K | 0.0% | +998% |
◇ AC INTELLIGENCE
Top institutional owners for PFIX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.5% · 57 holders
DEALER / BANK6.5% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PFIX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PFIX yet.