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Simplify Stable Income ETF

79 hedge funds and large institutions have $170M invested in Simplify Stable Income ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$26.6M
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$16M
LPL Financial
3
LPL Financial
California
$11.2M
KAS
4
Kestra Advisory Services
Texas
$8.96M
PEA
5
Park Edge Advisors
Ohio
$8.52M
RA
6
RiverTree Advisors
Florida
$7.26M
PIS
7
POM Investment Strategies
North Carolina
$6.52M
ECA
8
Elevated Capital Advisors
Utah
$5.41M
CCC
9
Compass Capital Corp
Massachusetts
$5.09M
EMAM
10
Encompass More Asset Management
California
$4.68M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.63M
WS
12
Wedbush Securities
California
$4.2M
BCI
13
Brinker Capital Investments
Pennsylvania
$3.93M
CW
14
CreativeOne Wealth
Kansas
$2.95M
SPIA
15
Steward Partners Investment Advisory
New York
$2.91M
PS
16
Principal Securities
Iowa
$2.5M
FA
17
FSA Advisors
Michigan
$2.47M
GWM
18
GK Wealth Management
Nevada
$2.36M
Osaic Holdings
19
Osaic Holdings
Arizona
$2.19M
AWA
20
Authentikos Wealth Advisory
California
$2.15M
SIM
21
Stratos Investment Management
Ohio
$2.04M
FFA
22
Farther Finance Advisors
California
$1.94M
SEIA
23
Signature Estate & Investment Advisors
California
$1.92M
WWA
24
WCG Wealth Advisors
Nevada
$1.84M
WAOI
25
Wealth Advisors of Iowa
Iowa
$1.84M