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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
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
19
Increased
38
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$518K -$805K -34,055 -61%
FAIM
52
Financial Advocates Investment Management
Washington
$475K +$475K +20,100 New
Jane Street
53
Jane Street
New York
$462K +$462K +19,538 New
SW
54
SteelPeak Wealth
California
$434K +$165K +6,995 +62%
PWM
55
Prosperity Wealth Management
California
$432K +$432K +18,271 New
NL
56
NWAM LLC
Washington
$425K -$69.5K -2,937 -14%
SIA
57
Soltis Investment Advisors
Utah
$364K +$364K +15,407 New
GA
58
Guerra Advisors
Florida
$358K +$358K +15,163 New
JCFM
59
JBR Co Financial Management
Oklahoma
$345K
PSFG
60
Park Square Financial Group
Georgia
$310K +$253K +10,712 +447%
RWM
61
Revisor Wealth Management
Ohio
$296K -$95K -4,012 -24%
SCA
62
Sage Capital Advisors
South Dakota
$287K
IA
63
Inspire Advisors
Idaho
$278K -$18.1K -765 -6%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$277K +$277K +11,728 New
T
65
Transce3nd
Texas
$224K -$14.7K -623 -6%
TAP
66
Tounjian Advisory Partners
Florida
$215K -$72.3K -2,928 -25%
AAP
67
Arax Advisory Partners
Colorado
$165K +$77.2K +3,264 +88%
HI
68
Harbour Investments
Wisconsin
$154K +$107K +4,520 +226%
ABWM
69
Alpine Bank Wealth Management
Colorado
$104K +$104K +4,380 New
NA
70
NewEdge Advisors
Louisiana
$96.3K +$43.7K +1,850 +83%
GSWM
71
Golden State Wealth Management
California
$79.7K +$79.7K +3,369 New
PTC
72
Private Trust Company
Ohio
$72.1K -$23.6K -1,000 -25%
NFSG
73
Newbridge Financial Services Group
Florida
$61.7K +$61.7K +2,610 New
Raymond James Financial
74
Raymond James Financial
Florida
$47.8K +$47.8K +2,020 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$47.3K +$47.3K +2,000 New