Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (RFIX)

11 + Investors. Track Smart Money conviction in RFIX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — RFIX

Based on 11 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds added RFIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 41% of 1.5Y high

41% of all-time peak
Only 11 funds hold RFIX today versus a peak of 27 funds at 2025 Q1 — just 41% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 59% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold RFIX compared to a year ago (-59% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

6 buying6 selling
Last quarter: 6 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 3 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

0% conviction (2yr+) 64% medium 36% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

25 → 10 → 3 → 1 → 4 new funds/Q
New funds entering each quarter: 10 → 3 → 1 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 11 current holders: 11 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
5 of 11 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in RFIX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RFIX

In 2026 Q1, 6 hedge funds were net buyers of RFIX (4 opened a new position, 2 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 74% of total institutional value in RFIX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 11.

Hedge Fund Ownership: RFIX

How many hedge funds hold RFIX — quarterly history vs. share price
Quarterly hedge fund ownership of RFIX vs. share price

Market Analysis: RFIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RFIX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (RFIX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RFIX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
RFIX
-1.7%
SPY
+13.9%

RFIX outperformed SPY by -15.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
RFIX
+5.5%
SPY
+0.2%

Since the filing became public, RFIX outperformed SPY by +5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: RFIX
11 + Investors

Track Smart Money conviction in RFIX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 11 10 10.0%
13F Shares 765K 926K -17.36%
Total Value $31M $34M -7.86%
New Positions 4 1 +3
Increased Positions 2 5 -3
Closed Positions 3 9 -6
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RFIX

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Institutional Holders (2026 Q1)

11 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RFIX. Verified SEC 13F-HR filings.

QUARTER:
Top 11 RFIX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 True Wealth Design, LLC 1.89% 168,792 $6.8M
2 Mount Lucas Management LP 0.16% 11,000 $445K
3 Principal Securities, INC. 0.01% 10,629 $430K
4 Old Mission Capital LLC 0.00% 5,073 $205K
5 Jane Street Group, LLC 0.00% 537,078 $21.7M
6 Steward Partners Investment Advisory, LLC 0.00% 1,312 $53K
7 AE Wealth Management LLC 0.00% 462 $19K
8 LPL Financial LLC 0.00% 9,207 $373K
9 Goldman Sachs Group Inc 0.00% 14,306 $579K
10 Susquehanna International Group, LLP 0.00% 7,589 $307K
11 UBS Group AG 0.00% 2
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (RFIX)

What does the Smart Money Trend signal show for RFIX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RFIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RFIX?

Slight buying edge — 50% buying: Last quarter: 6 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RFIX holders?

Elite ownership — 74% AUM from top-100 funds: 5 of 11 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in RFIX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RFIX?

Mostly new holders — 36% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (RFIX) following the 2026 Q1 hedge fund 13F filings?

As of today, RFIX has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.3%. Since the quarter end (March 31, 2026), RFIX has gained -1.7% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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