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Simplify Stable Income ETF
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Overview Fund Activity

78 hedge funds and large institutions have $172M invested in Simplify Stable Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+28
Holders Change %
+56%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
43
Increased
25
Reduced
7
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.38M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$7.86M
3
PIS
POM Investment Strategies
North Carolina
+$6.72M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.81M
5
AWM
AE Wealth Management
Kansas
+$3.8M

Top Sellers

1
SAM
Simplify Asset Management
Nevada
-$109M
2
PEA
Park Edge Advisors
Ohio
-$2.03M
3
LAS
Lloyd Advisory Services
Georgia
-$1.7M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$964K
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$711K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Revisor Wealth Management
Ohio
$407K +$407K +16,499 New
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$401K +$18.6K +754 +5%
AWS
53
Atria Wealth Solutions
New York
$401K +$18.6K +754 +5%
JCFM
54
JBR Co Financial Management
Oklahoma
$360K +$360K +14,600 New
CW
55
CreativeOne Wealth
Kansas
$353K +$353K +14,292 New
DRP
56
Decker Retirement Planning
Utah
$338K +$261K +10,558 +335%
IA
57
Inspire Advisors
Idaho
$309K +$22.7K +918 +8%
IAN
58
Integrated Advisors Network
Texas
$301K +$301K +12,211 New
SCA
59
Sage Capital Advisors
South Dakota
$299K +$299K +12,132 New
TAP
60
Tounjian Advisory Partners
Florida
$287K +$287K +11,632 New
SW
61
SteelPeak Wealth
California
$280K +$280K +11,354 New
SAF
62
Smith Anglin Financial
Texas
$272K +$272K +11,040 New
T
63
Transce3nd
Texas
$249K +$232K +9,417 +1,425%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$211K +$211K +8,546 New
PTC
65
Private Trust Company
Ohio
$100K +$100K +4,050 New
AAP
66
Arax Advisory Partners
Colorado
$91.3K +$91.3K +3,699 New
PS
67
Principal Securities
Iowa
$70.9K – – –
PSFG
68
Park Square Financial Group
Georgia
$59.1K +$54.2K +2,198 +1,116%
NA
69
NewEdge Advisors
Louisiana
$54.9K +$52.4K +2,123 +2,123%
HI
70
Harbour Investments
Wisconsin
$49.4K -$25.8K -1,045 -34%
IHWM
71
Iron Horse Wealth Management
Iowa
$22.2K +$22.2K +900 New
WCM
72
WealthTrak Capital Management
Virginia
$4.1K +$4.1K +166 New
SS
73
Sunbelt Securities
Texas
$2.47K +$2.47K +100 New
LRWM
74
Lord & Richards Wealth Management
Colorado
$913 +$913 +37 New
UBS Group
75
UBS Group
Switzerland
$494 +$494 +20 New
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