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Simplify Stable Income ETF

72 hedge funds and large institutions have $162M invested in Simplify Stable Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$24.7M
LPL Financial
2
LPL Financial
California
$15.4M
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4M
KAS
4
Kestra Advisory Services
Texas
$9.01M
ECA
5
Elevated Capital Advisors
Utah
$8.99M
PIS
6
POM Investment Strategies
North Carolina
$7.4M
RA
7
RiverTree Advisors
Florida
$7.32M
PEA
8
Park Edge Advisors
Ohio
$6.53M
WS
9
Wedbush Securities
California
$5.99M
BCI
10
Brinker Capital Investments
Pennsylvania
$4.4M
HBS
11
Howard Bailey Securities
Indiana
$3.4M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.32M
CW
13
CreativeOne Wealth
Kansas
$3.17M
SPIA
14
Steward Partners Investment Advisory
New York
$2.93M
PS
15
Principal Securities
Iowa
$2.91M
EMAM
16
Encompass More Asset Management
California
$2.6M
AWA
17
Authentikos Wealth Advisory
California
$2.17M
GWM
18
GK Wealth Management
Nevada
$2.07M
FFA
19
Farther Finance Advisors
California
$1.66M
IAN
20
Integrated Advisors Network
Texas
$1.64M
PCIA
21
Prime Capital Investment Advisors
Kansas
$1.57M
WWA
22
WCG Wealth Advisors
Nevada
$1.51M
IPW
23
Impact Partnership Wealth
Georgia
$1.48M
TF
24
TME Financial
California
$1.44M
Osaic Holdings
25
Osaic Holdings
Arizona
$1.42M