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Simplify Stable Income ETF

85 hedge funds and large institutions have $167M invested in Simplify Stable Income ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$27.6M
LPL Financial
2
LPL Financial
California
$15.5M
ECA
3
Elevated Capital Advisors
Utah
$10.6M
RA
4
RiverTree Advisors
Florida
$7.47M
PIS
5
POM Investment Strategies
North Carolina
$6.93M
WS
6
Wedbush Securities
California
$6.18M
PEA
7
Park Edge Advisors
Ohio
$5.34M
PS
8
Principal Securities
Iowa
$4.84M
BCI
9
Brinker Capital Investments
Pennsylvania
$4.68M
KCM
10
Key Capital Management
Tennessee
$4.53M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.49M
BCMLT
12
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.73M
HBS
13
Howard Bailey Securities
Indiana
$3.69M
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$2.97M
FA
15
FSA Advisors
Michigan
$2.85M
OL
16
Owen LaRue
Kentucky
$2.62M
EMAM
17
Encompass More Asset Management
California
$2.61M
KAS
18
Kestra Advisory Services
Texas
$2.58M
WWA
19
WCG Wealth Advisors
Nevada
$2.44M
CW
20
CreativeOne Wealth
Kansas
$2.37M
AWA
21
Authentikos Wealth Advisory
California
$2.26M
GWM
22
GK Wealth Management
Nevada
$2M
IPW
23
Impact Partnership Wealth
Georgia
$1.91M
CCC
24
Compass Capital Corp
Massachusetts
$1.84M
PCIA
25
Prime Capital Investment Advisors
Kansas
$1.61M