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Simplify Hedged Equity ETF

77 hedge funds and large institutions have $229M invested in Simplify Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
16
Increased
27
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WIM
1
WealthPlan Investment Management
Nebraska
$19.8M 658,530 +195,820 +42%
LPL Financial
2
LPL Financial
California
$18.9M 628,224 -577,044 -48%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.3M 576,177 +35,965 +7%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$14.7M 489,872 -349,797 -42%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M 354,510 +64,425 +22%
MML Investors Services
6
MML Investors Services
Massachusetts
$10M 333,975 +93,959 +39%
WP
7
WealthPLAN Partners
Nebraska
$9.57M 318,558 -216,291 -40%
SIM
8
Stratos Investment Management
Ohio
$8.74M 290,978 +93,830 +48%
SI
9
Stephens Inc
Arkansas
$8.1M 269,709 +177,825 +194%
PAG
10
Private Advisor Group
New Jersey
$7.77M 258,514 -561,369 -68%
UBS Group
11
UBS Group
Switzerland
$7.68M 255,520 +59,882 +31%
AWA
12
ARQ Wealth Advisors
Arizona
$6.89M 240,950
SPIA
13
Steward Partners Investment Advisory
New York
$5.88M 195,657 +10,301 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.19M 172,812 -139,347 -45%
FFA
15
Farther Finance Advisors
California
$4.97M 165,494 -4,302 -3%
SMC
16
Smith, Moore & Co
Missouri
$4.93M 163,948 +11,619 +8%
LWL
17
Leo Wealth LLC
Texas
$4.57M 151,944 +151,944 New
PWA
18
Peterson Wealth Advisors
Utah
$4.43M 147,533 -8,498 -5%
BAM
19
Belpointe Asset Management
Nevada
$4.2M 139,806 +139,806 New
AAS
20
Ameritas Advisory Services
Nebraska
$4.13M 137,542 -210,508 -60%
HAM
21
Harmony Asset Management
Arizona
$4.03M 134,242 -762 -0.6%
FEG
22
Financial Enhancement Group
Indiana
$3.7M 122,709 +36,515 +42%
MWM
23
Meridian Wealth Management
Kentucky
$3.58M 119,112 +111,240 +1,413%
DAS
24
Dynamic Advisor Solutions
Arizona
$3.49M 116,258 -198 -0.2%
VFG
25
Victory Financial Group
Texas
$3.46M 115,276 -3,846 -3%