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Simplify US Equity PLUS Downside Convexity ETF

44 hedge funds and large institutions have $72.9M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
LPL Financial
1
LPL Financial
California
$15.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10M
AWA
3
Authentikos Wealth Advisory
California
$7.48M
AWM
4
AE Wealth Management
Kansas
$7.16M
IWA
5
Independent Wealth Advisors
North Carolina
$5.62M
EWM
6
Evolution Wealth Management
Florida
$4.51M
IAA
7
Ironsides Asset Advisors
North Carolina
$4.11M
AWM
8
Austin Wealth Management
Texas
$1.9M
LAS
9
Lloyd Advisory Services
Georgia
$1.87M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.71M
SPIA
11
Steward Partners Investment Advisory
New York
$1.63M
AFG
12
Atomi Financial Group
New York
$1.36M
PEA
13
Park Edge Advisors
Ohio
$1.14M
GS
14
GTS Securities
New York
$981K
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$956K
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$868K
FA
17
Fiduciary Alliance
South Carolina
$756K
HBS
18
Howard Bailey Securities
Indiana
$704K
IAS
19
Insigneo Advisory Services
Florida
$637K
ECA
20
Elevated Capital Advisors
Utah
$601K
SCM
21
Sollinda Capital Management
Florida
$557K
MWM
22
McCartney Wealth Management
Missouri
$499K
LI
23
LifeWealth Investments
Florida
$431K
IWMO
24
Integrated Wealth Management (Ohio)
Ohio
$355K
CA
25
Centennial Advisors
Texas
$324K