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Simplify Aggregate Bond ETF

64 hedge funds and large institutions have $214M invested in Simplify Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
IAN
26
Integrated Advisors Network
Texas
$1.12M
EWM
27
Evolution Wealth Management
Florida
$1.12M
GWM
28
GK Wealth Management
Nevada
$1.04M
OMC
29
Old Mission Capital
Illinois
$1.04M
KLCM
30
KG&L Capital Management
Louisiana
$945K
IWM
31
IHT Wealth Management
Illinois
$881K
SPIA
32
Steward Partners Investment Advisory
New York
$879K
ACM
33
Andina Capital Management
Utah
$863K
GWS
34
Greykasell Wealth Strategies
California
$799K
FPGK
35
Financial Partners Group (Kansas)
Kansas
$796K
SA
36
Sanctuary Advisors
Indiana
$698K
BW
37
Balance Wealth
Ohio
$671K
HF
38
HRT Financial
New York
$653K
LWMI
39
Legacy Wealth Management (Idaho)
Idaho
$595K
BOSSRA
40
B.O.S.S. Retirement Advisors
Utah
$588K
BIG
41
Brookwood Investment Group
Arizona
$577K
WAM
42
Worth Asset Management
Texas
$520K
Citadel Advisors
43
Citadel Advisors
Florida
$498K
BFAG
44
Blackston Financial Advisory Group
Florida
$435K
BRG
45
Bay Rivers Group
Virginia
$393K
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$363K
MPW
47
Magnolia Private Wealth
Pennsylvania
$360K
PCIA
48
Prime Capital Investment Advisors
Kansas
$356K
DRP
49
Decker Retirement Planning
Utah
$327K
AWS
50
Aspen Wealth Strategies
Colorado
$324K