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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.

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 %
MAWAG
76
Mid-American Wealth Advisory Group
Missouri
$9.5K +$9.5K +402 New
Morgan Stanley
77
Morgan Stanley
New York
$5.97K +$5.95K +251 +25,100%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1K +$696 +16 +229%
Wells Fargo
79
Wells Fargo
California
$25
PFA
80
Peak Financial Advisors
Colorado
-$13M -528,745 Closed
TC
81
TownSquare Capital
Utah
-$2.45M -99,197 Closed
G
82
GenTrust
Florida
-$1.44M -58,278 Closed
SIG
83
Spinnaker Investment Group
California
-$988K -40,014 Closed
TWC
84
TD Waterhouse Canada
Ontario, Canada
-$923K -37,400 Closed
NWM
85
Napa Wealth Management
California
-$737K -29,842 Closed
SWA
86
Stratos Wealth Advisors
Ohio
-$735K -29,798 Closed
AWS
87
Atria Wealth Solutions
New York
-$401K -16,234 Closed
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
-$401K -16,234 Closed
SAF
89
Smith Anglin Financial
Texas
-$272K -11,040 Closed
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
-$211K -8,546 Closed
IHWM
91
Iron Horse Wealth Management
Iowa
-$22.2K -900 Closed
WCM
92
WealthTrak Capital Management
Virginia
-$4.1K -166 Closed
SS
93
Sunbelt Securities
Texas
-$2.47K -100 Closed
LRWM
94
Lord & Richards Wealth Management
Colorado
-$913 -37 Closed
UBS Group
95
UBS Group
Switzerland
-$494 -20 Closed