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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
KPWS
26
Kestra Private Wealth Services
Texas
$1.82M
Jane Street
27
Jane Street
New York
$1.67M
BCMLT
28
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52M
NL
29
NWAM LLC
Washington
$1.42M
AWA
30
Authentikos Wealth Advisory
California
$1.36M
CW
31
CreativeOne Wealth
Kansas
$1.36M
GM
32
GeoWealth Management
Illinois
$1.3M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.2M
NS
34
NBC Securities
Alabama
$1.19M
SA
35
Sanctuary Advisors
Indiana
$1.13M
BFAG
36
Blackston Financial Advisory Group
Florida
$1.11M
FPGK
37
Financial Partners Group (Kansas)
Kansas
$1.11M
ASN
38
Advisory Services Network
Georgia
$1.1M
KLCM
39
KG&L Capital Management
Louisiana
$1.1M
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$880K
NA
41
Networth Advisors
Pennsylvania
$855K
Citadel Advisors
42
Citadel Advisors
Florida
$822K
GWS
43
Greykasell Wealth Strategies
California
$815K
IWM
44
IHT Wealth Management
Illinois
$732K
BRG
45
Bay Rivers Group
Virginia
$731K
IAN
46
Integrated Advisors Network
Texas
$688K
JHC
47
J. Hagan Capital
Kentucky
$625K
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$543K
WP
49
WealthPLAN Partners
Nebraska
$538K
WW
50
Winnow Wealth
Texas
$528K