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Simplify Stable Income ETF

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
Holders Change %
% of All Funds
Holding in Top 10
7
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
$24.4M
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7M
PFA
3
Peak Financial Advisors
Colorado
$13M
LPL Financial
4
LPL Financial
California
$11.1M
PEA
5
Park Edge Advisors
Ohio
$8.85M
KAS
6
Kestra Advisory Services
Texas
$7.75M
PIS
7
POM Investment Strategies
North Carolina
$6.72M
EMAM
8
Encompass More Asset Management
California
$6.5M
Osaic Holdings
9
Osaic Holdings
Arizona
$5.9M
ECA
10
Elevated Capital Advisors
Utah
$5.41M
CCC
11
Compass Capital Corp
Massachusetts
$4.4M
PCIA
12
Prime Capital Investment Advisors
Kansas
$3.71M
OPS
13
Orion Portfolio Solutions
Nebraska
$3.65M
BCI
14
Brinker Capital Investments
Pennsylvania
$3.65M
FFA
15
Farther Finance Advisors
California
$3.49M
AWA
16
Authentikos Wealth Advisory
California
$3.08M
RA
17
RiverTree Advisors
Florida
$2.86M
GWM
18
GK Wealth Management
Nevada
$2.8M
TC
19
TownSquare Capital
Utah
$2.45M
SPIA
20
Steward Partners Investment Advisory
New York
$1.83M
WS
21
Wedbush Securities
California
$1.65M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.65M
JHC
23
J. Hagan Capital
Kentucky
$1.61M
SIM
24
Stratos Investment Management
Ohio
$1.56M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.46M