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Simplify US Equity PLUS Downside Convexity ETF

40 hedge funds and large institutions have $46.1M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
6
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Authentikos Wealth Advisory
California
$7.23M 190,147 -28,657 -13%
AWM
2
AE Wealth Management
Kansas
$7.04M 185,279 +182,555 +6,702%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.47M 143,982 +24,706 +21%
EWM
4
Evolution Wealth Management
Florida
$3.6M 94,750 +94,750 New
IAA
5
Ironsides Asset Advisors
North Carolina
$3.17M 83,322 +589 +0.7%
AFG
6
Atomi Financial Group
New York
$2.33M 61,357 -242 -0.4%
AWM
7
Austin Wealth Management
Texas
$2.06M 54,756 -44,146 -45%
LAS
8
Lloyd Advisory Services
Georgia
$1.74M 45,784 +45,784 New
OMC
9
Old Mission Capital
Illinois
$1.68M 44,281 +44,281 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.62M 42,618 +42,618 New
SPIA
11
Steward Partners Investment Advisory
New York
$1.58M 41,493
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.2M 30,797 -180,623 -85%
PEA
13
Park Edge Advisors
Ohio
$1.2M 31,522 -18,096 -36%
LPL Financial
14
LPL Financial
California
$917K 24,116 +3,941 +20%
SCM
15
Sollinda Capital Management
Florida
$846K 22,263
FA
16
Fiduciary Alliance
South Carolina
$722K 18,987 -2,842 -13%
IAS
17
Insigneo Advisory Services
Florida
$619K 16,273
HBS
18
Howard Bailey Securities
Indiana
$616K 16,194 +16,194 New
ECA
19
Elevated Capital Advisors
Utah
$567K 18,341
LI
20
LifeWealth Investments
Florida
$416K 10,952 +10,952 New
DAS
21
Dynamic Advisor Solutions
Arizona
$326K 8,573 -213 -2%
AA
22
Armis Advisers
Georgia
$299K 7,894 -599 -7%
KCM
23
Kathmere Capital Management
Pennsylvania
$292K 7,676
PFA
24
Pathway Financial Advisors
Vermont
$270K 7,115
FFA
25
Farther Finance Advisors
California
$83K 2,184