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Simplify Exchange Traded Fun shares owned by LPL Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 41k 48.17
2025-06-30 $886k 17k 52.84

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Simplify Exchange Traded Fun

Thomas J. Herzfeld Advisors
Jane Street
Drum Hill Capital
Holcombe Financial
Ausdal Financial Partners
Envestnet Asset Management
Commonwealth Equity Services
Advyzon Investment Management
LPL Financial
Cetera Investment Advisers
Pekin, Singer Strauss Asset Management
Professional Financial Advisors
Stratos Wealth Advisors
FSA Investment Group
Advisor Group Holdings

View all funds holding Simplify Exchange Traded Fun