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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.

New
Increased
Maintained
Reduced
Closed
Holders
55
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
SAM
1
Simplify Asset Management
Nevada
$107M
SMM
2
Stadion Money Management
Georgia
$13.5M
LPL Financial
3
LPL Financial
California
$10.3M
GDP
4
Great Diamond Partners
Maine
$8.68M
BWS
5
Buck Wealth Strategies
Colorado
$6.47M
FEG
6
Financial Enhancement Group
Indiana
$5.61M
AWM
7
AE Wealth Management
Kansas
$4.13M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.01M
PEA
9
Park Edge Advisors
Ohio
$3.83M
EFG
10
Ethos Financial Group
Pennsylvania
$3.33M
AAS
11
Avantax Advisory Services
Texas
$2.86M
OAS
12
Optivise Advisory Services
Tennessee
$2.81M
PS
13
Principal Securities
Iowa
$2.33M
SEIA
14
Signature Estate & Investment Advisors
California
$2.02M
NL
15
NWAM LLC
Washington
$1.46M
AWA
16
Authentikos Wealth Advisory
California
$1.34M
KPWS
17
Kestra Private Wealth Services
Texas
$1.3M
PWM
18
Prosperity Wealth Management
California
$1.13M
GWM
19
GK Wealth Management
Nevada
$1.09M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.07M
CW
21
CreativeOne Wealth
Kansas
$1.07M
SPIA
22
Steward Partners Investment Advisory
New York
$976K
IAN
23
Integrated Advisors Network
Texas
$882K
IWM
24
IHT Wealth Management
Illinois
$873K
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$818K