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Simplify Enhanced Income ETF

54 hedge funds and large institutions have $118M invested in Simplify Enhanced Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
9
Increased
21
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.1M 828,157 +208,057 +34%
WIM
2
WealthPlan Investment Management
Nebraska
$13.5M 556,049 +69,807 +14%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2M 543,354 +70,707 +15%
PS
4
Principal Securities
Iowa
$11.2M 463,219 +135,767 +41%
LPL Financial
5
LPL Financial
California
$6.13M 253,127 +9,874 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.31M 219,061 +5,215 +2%
PIS
7
POM Investment Strategies
North Carolina
$5.18M 213,960 +26,994 +14%
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.4M 181,762 +41,268 +29%
LIS
9
Legacy Investment Solutions
Idaho
$4.4M 181,762 +181,762 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.81M 163,036 +11,959 +8%
ECA
11
Elevated Capital Advisors
Utah
$3.68M 167,504
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$2.76M 113,954 -3,677 -3%
WP
13
WealthPLAN Partners
Nebraska
$2.6M 107,206 -53,443 -33%
SEA
14
Stegent Equity Advisors
Texas
$2.32M 95,733 -3,344 -3%
FA
15
FSA Advisors
Michigan
$2.15M 88,640 +48,261 +120%
AWA
16
Authentikos Wealth Advisory
California
$1.67M 68,934 +6,523 +10%
EMAM
17
Encompass More Asset Management
California
$1.64M 67,679 +1,014 +2%
NWM
18
Napa Wealth Management
California
$1.52M 62,550 -8,332 -12%
TF
19
TME Financial
California
$1.47M 60,833 -4,514 -7%
UBS Group
20
UBS Group
Switzerland
$1.47M 60,607 -219,274 -78%
SPIA
21
Steward Partners Investment Advisory
New York
$1.06M 43,630 -7,062 -14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$963K 39,746 -19,503 -33%
BOSSRA
23
B.O.S.S. Retirement Advisors
Utah
$875K 36,113 +22,465 +165%
DRP
24
Decker Retirement Planning
Utah
$650K 26,835 +17,073 +175%
BFAG
25
Blackston Financial Advisory Group
Florida
$624K 25,740 +25,740 New