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Simplify Aggregate Bond ETF

80 hedge funds and large institutions have $213M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SAM
1
Simplify Asset Management
Nevada
$38.5M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.5M
AWM
3
AE Wealth Management
Kansas
$15.9M
SMM
4
Stadion Money Management
Georgia
$14M
Osaic Holdings
5
Osaic Holdings
Arizona
$12.2M
GDP
6
Great Diamond Partners
Maine
$9.95M
LPL Financial
7
LPL Financial
California
$8.43M
PEA
8
Park Edge Advisors
Ohio
$7.54M
FEG
9
Financial Enhancement Group
Indiana
$6.28M
WIM
10
WealthPlan Investment Management
Nebraska
$5.35M
PIS
11
POM Investment Strategies
North Carolina
$5.02M
ECA
12
Elevated Capital Advisors
Utah
$4.83M
PS
13
Principal Securities
Iowa
$4.43M
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$3.67M
KCM
15
Key Capital Management
Tennessee
$3.08M
EMAM
16
Encompass More Asset Management
California
$2.84M
BCI
17
Brinker Capital Investments
Pennsylvania
$2.73M
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$2.71M
HBS
19
Howard Bailey Securities
Indiana
$2.57M
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.29M
BOSSRA
21
B.O.S.S. Retirement Advisors
Utah
$2.13M
FA
22
FSA Advisors
Michigan
$1.89M
EWM
23
Evolution Wealth Management
Florida
$1.8M
JHC
24
J. Hagan Capital
Kentucky
$1.65M
CW
25
CreativeOne Wealth
Kansas
$1.54M