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Simplify Exchange Traded Fun shares owned by LPL Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (RFIX) 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
2026-03-31 $373k 9.2k 40.46
2025-06-30 $2.2M 45k 48.62

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for LPL Financial

Top funds holding Simplify Exchange Traded Fun

Jane Street
True Wealth Design
Prosperity Wealth Management
Goldman Sachs Group
Mount Lucas Management Corporation
Principal Securities
LPL Financial
Steward Partners Investment Advisory
AE Wealth Management
UBS Group

View all funds holding Simplify Exchange Traded Fun