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Simplify Aggregate Bond ETF

89 hedge funds and large institutions have $318M invested in Simplify Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
$42.9M
WWA
2
WCG Wealth Advisors
Nevada
$38M
SFS
3
Sowell Financial Services
Arkansas
$24.4M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.4M
LPL Financial
5
LPL Financial
California
$16.4M
WIM
6
WealthPlan Investment Management
Nebraska
$14.6M
AWM
7
AE Wealth Management
Kansas
$14.3M
SMM
8
Stadion Money Management
Georgia
$14M
GDP
9
Great Diamond Partners
Maine
$11.6M
BIG
10
Brookwood Investment Group
Arizona
$9.54M
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$8.61M
Osaic Holdings
12
Osaic Holdings
Arizona
$8.53M
PEA
13
Park Edge Advisors
Ohio
$8.34M
PS
14
Principal Securities
Iowa
$8.25M
ECA
15
Elevated Capital Advisors
Utah
$7.15M
FEG
16
Financial Enhancement Group
Indiana
$5.86M
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$3.89M
KCM
18
Key Capital Management
Tennessee
$3.79M
RA
19
RiverTree Advisors
Florida
$3.19M
IG
20
IFS Group
Pennsylvania
$2.84M
HBS
21
Howard Bailey Securities
Indiana
$2.84M
EWM
22
Evolution Wealth Management
Florida
$2.77M
BCI
23
Brinker Capital Investments
Pennsylvania
$2.73M
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$2.29M
FA
25
FSA Advisors
Michigan
$1.98M