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Simplify Enhanced Income ETF

51 hedge funds and large institutions have $88.8M invested in Simplify Enhanced Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5251 (-1)

4.76% less ownership

Funds ownership: 63.49%58.73% (-4.8%)

26% less capital invested

Capital invested by funds: $119M → $88.8M (-$30.7M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$13.4M +$1.8M +78,956 +15%
AWM
2
AE Wealth Management
Kansas
$12M -$7.08M -309,713 -37%
ECA
3
Elevated Capital Advisors
Utah
$9.39M +$1.66M +72,510 +21%
WIM
4
WealthPlan Investment Management
Nebraska
$7.89M -$4.71M -205,885 -37%
LPL Financial
5
LPL Financial
California
$6.6M +$186K +8,121 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.44M +$1.06M +46,405 +19%
PIS
7
POM Investment Strategies
North Carolina
$3.4M -$3.66M -160,223 -51%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.04M -$525K -22,973 -14%
KCM
9
Key Capital Management
Tennessee
$2.22M +$2.28M +99,631 New
WP
10
WealthPLAN Partners
Nebraska
$2.08M -$340K -14,859 -14%
EMAM
11
Encompass More Asset Management
California
$2.02M +$48.6K +2,127 +2%
AFG
12
Altiora Financial Group
Ohio
$1.98M +$2.03M +88,800 New
SEA
13
Stegent Equity Advisors
Texas
$1.87M -$259K -11,333 -12%
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84M -$10.4M -453,057 -85%
HBS
15
Howard Bailey Securities
Indiana
$1.79M -$859K -37,565 -32%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.49M +$391K +17,125 +35%
FA
17
FSA Advisors
Michigan
$1.4M +$1.43M +62,589 New
LWMI
18
Legacy Wealth Management (Idaho)
Idaho
$1.13M -$736K -32,199 -39%
AWA
19
Authentikos Wealth Advisory
California
$1.08M -$719K -31,473 -39%
TF
20
TME Financial
California
$1.05M -$452K -19,784 -30%
SF
21
Summit Financial
New Jersey
$787K -$35K -1,533 -4%
IC
22
IEQ Capital
California
$712K
BFAG
23
Blackston Financial Advisory Group
Florida
$673K -$207K -9,035 -23%
NA
24
Networth Advisors
Pennsylvania
$478K +$490K +21,420 New
SPIA
25
Steward Partners Investment Advisory
New York
$400K -$494K -21,625 -55%