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Simplify Stable Income ETF

88 hedge funds and large institutions have $227M invested in Simplify Stable Income ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
SAM
1
Simplify Asset Management
Nevada
$40M
AWM
2
AE Wealth Management
Kansas
$23.6M
LPL Financial
3
LPL Financial
California
$19.4M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M
ECA
5
Elevated Capital Advisors
Utah
$10.4M
PS
6
Principal Securities
Iowa
$9.67M
RA
7
RiverTree Advisors
Florida
$7.32M
VWM
8
VanWeelden Wealth Management
Ohio
$7.15M
WS
9
Wedbush Securities
California
$7M
OL
10
Owen LaRue
Kentucky
$6.02M
KCM
11
Key Capital Management
Tennessee
$5.33M
BCI
12
Brinker Capital Investments
Pennsylvania
$5.05M
HBS
13
Howard Bailey Securities
Indiana
$4.07M
PEA
14
Park Edge Advisors
Ohio
$3.29M
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.29M
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$3.18M
FA
17
FSA Advisors
Michigan
$2.82M
FA
18
Fiduciary Alliance
South Carolina
$2.78M
EMAM
19
Encompass More Asset Management
California
$2.76M
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.36M
IPW
21
Impact Partnership Wealth
Georgia
$2.36M
AWA
22
Authentikos Wealth Advisory
California
$2.08M
RFA
23
Reyes Financial Architecture
California
$2.07M
SW
24
SMART Wealth
Nebraska
$2.03M
WWA
25
WCG Wealth Advisors
Nevada
$1.71M