Simplify Interest Rate Hedge
$50.35+0.4%
+$35.1M
Net Activity
+10.02% total shares
Institutions Holding
56
Popularity Rank
#5872
Avg Weight
0.23%
Total Value
$78.6M
56 institutions currently hold PFIX, with 33 net buyers and 44 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
44
Net Buying Institutions
33
Top 5 by Value
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Across its top 20 institutional holders, PFIX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 17/100, avg. turnover score 29/100).
PFIX ranks #5872 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
PFIX is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
PFIX is a top-conviction position for Drum Hill Capital, LLC — at 6.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in PFIX belongs to Jane Street Group, LLC, but the position matters far more to Drum Hill Capital, LLC, who has 6.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
FSA Investment Group, LLC has added to its PFIX position for two straight quarters, increasing it by $550.8K to reach $1.3M today.
Commonwealth Equity Services, LLC has trimmed its PFIX position for two straight quarters, cutting it by $6.3M while still holding $3.0M.
PFIX is up 0.4% today, and institutions have been net buyers of $35.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$61.9M
Total Buy Value
$38.2M
Total Sell Value
33
Net Buyers
44
Net Sellers
PFIX
Q2 2026
Top 5 Institutional Movers
+$27.8M
-$11.2M
-$8.4M
-$6.5M
+$6.4M
PFIX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
82889N855
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access PFIX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PFIXCLI
npx alphasmo stocks get PFIX