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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 %
AWM
1
AE Wealth Management
Kansas
$24.4M +$3.8M +153,976 +18%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7M +$7.86M +318,614 +89%
PFA
3
Peak Financial Advisors
Colorado
$13M +$99.4K +4,026 +0.8%
LPL Financial
4
LPL Financial
California
$11.1M +$9.38M +379,871 +549%
PEA
5
Park Edge Advisors
Ohio
$8.85M -$2.03M -82,072 -19%
KAS
6
Kestra Advisory Services
Texas
$7.75M +$3.28M +132,975 +73%
PIS
7
POM Investment Strategies
North Carolina
$6.72M +$6.72M +272,382 New
EMAM
8
Encompass More Asset Management
California
$6.5M +$2.41M +97,501 +59%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.9M +$5.81M +235,590 +6,825%
ECA
10
Elevated Capital Advisors
Utah
$5.41M +$3.74M +151,524 +224%
CCC
11
Compass Capital Corp
Massachusetts
$4.4M +$79K +3,371 +2%
PCIA
12
Prime Capital Investment Advisors
Kansas
$3.71M +$3.71M +150,209 New
BCI
13
Brinker Capital Investments
Pennsylvania
$3.65M +$3.65M +147,848 New
OPS
14
Orion Portfolio Solutions
Nebraska
$3.65M +$3.65M +147,848 New
FFA
15
Farther Finance Advisors
California
$3.49M +$1.25M +50,509 +55%
AWA
16
Authentikos Wealth Advisory
California
$3.08M +$2.71M +109,852 +743%
RA
17
RiverTree Advisors
Florida
$2.86M +$2.86M +116,065 New
GWM
18
GK Wealth Management
Nevada
$2.8M +$2.8M +113,653 New
TC
19
TownSquare Capital
Utah
$2.45M +$2.45M +99,197 New
SPIA
20
Steward Partners Investment Advisory
New York
$1.83M +$1.83M +74,096 New
WS
21
Wedbush Securities
California
$1.65M +$1.16M +47,111 +238%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.65M +$1.65M +66,740 New
JHC
23
J. Hagan Capital
Kentucky
$1.61M +$1.61M +65,797 New
SIM
24
Stratos Investment Management
Ohio
$1.56M +$1.56M +63,410 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.46M +$831K +33,681 +132%
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