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Simplify Aggregate Bond ETF

55 hedge funds and large institutions have $200M invested in Simplify Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$107M 5,193,254
SMM
2
Stadion Money Management
Georgia
$13.5M 658,593 -11,332 -2%
LPL Financial
3
LPL Financial
California
$10.3M 497,693 +55,556 +13%
GDP
4
Great Diamond Partners
Maine
$8.68M 420,667 +420,667 New
BWS
5
Buck Wealth Strategies
Colorado
$6.47M 313,444 +17,281 +6%
FEG
6
Financial Enhancement Group
Indiana
$5.61M 278,103 +111,458 +67%
AWM
7
AE Wealth Management
Kansas
$4.13M 200,029 +138,221 +224%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.01M 194,107 +163,618 +537%
PEA
9
Park Edge Advisors
Ohio
$3.83M 185,665 +46,061 +33%
EFG
10
Ethos Financial Group
Pennsylvania
$3.33M 161,442 +20,064 +14%
AAS
11
Avantax Advisory Services
Texas
$2.86M 138,554 +12,503 +10%
OAS
12
Optivise Advisory Services
Tennessee
$2.81M 136,115 +30,860 +29%
PS
13
Principal Securities
Iowa
$2.33M 112,846 +87,904 +352%
SEIA
14
Signature Estate & Investment Advisors
California
$2.02M 97,642 +97,642 New
NL
15
NWAM LLC
Washington
$1.46M 71,793 -4,955 -6%
AWA
16
Authentikos Wealth Advisory
California
$1.34M 65,110 +3,926 +6%
KPWS
17
Kestra Private Wealth Services
Texas
$1.3M 63,064 -18,933 -23%
PWM
18
Prosperity Wealth Management
California
$1.13M 54,959 +30,589 +126%
GWM
19
GK Wealth Management
Nevada
$1.09M 52,872 -8,770 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.07M 52,008 -8,018 -13%
CW
21
CreativeOne Wealth
Kansas
$1.07M 51,678 +8,366 +19%
SPIA
22
Steward Partners Investment Advisory
New York
$976K 47,275 +326 +0.7%
IAN
23
Integrated Advisors Network
Texas
$882K 42,728 -4,397 -9%
IWM
24
IHT Wealth Management
Illinois
$873K 42,310 +42,310 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$818K 39,623 +39,623 New