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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 %
ACM
26
Andina Capital Management
Utah
$816K 39,511 -6,666 -14%
BIG
27
Brookwood Investment Group
Arizona
$797K 38,608 +38,608 New
FPGK
28
Financial Partners Group (Kansas)
Kansas
$713K 34,532 +34,532 New
KLCM
29
KG&L Capital Management
Louisiana
$658K 31,888 +15,818 +98%
BW
30
Balance Wealth
Ohio
$652K 31,592 +9,484 +43%
AWS
31
Aspen Wealth Strategies
Colorado
$621K 30,094 -16,540 -35%
WAM
32
Worth Asset Management
Texas
$575K 27,844 -9,068 -25%
LWMI
33
Legacy Wealth Management (Idaho)
Idaho
$559K 27,091 -2,397 -8%
LIS
34
Legacy Investment Solutions
Idaho
$559K 27,091 +27,091 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$518K 25,116 -7,159 -22%
LAM
36
L2 Asset Management
Massachusetts
$503K 24,366 +24,366 New
GWS
37
Greykasell Wealth Strategies
California
$383K 18,541 +351 +2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$360K 17,450 +1,000 +6%
PCIA
39
Prime Capital Investment Advisors
Kansas
$355K 17,207 -812,729 -98%
M1FG
40
Mach-1 Financial Group
Arkansas
$353K 17,121 +17,121 New
BRG
41
Bay Rivers Group
Virginia
$349K 16,908 +2,008 +13%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$310K 15,008 +15,008 New
EWM
43
Evolution Wealth Management
Florida
$288K 13,977 +13,977 New
NA
44
NewEdge Advisors
Louisiana
$258K 12,486 -34,283 -73%
AWS
45
Atria Wealth Solutions
New York
$251K 12,150 +1,354 +13%
FA
46
Fiduciary Alliance
South Carolina
$249K 12,049
ASN
47
Advisory Services Network
Georgia
$243K 11,963
Osaic Holdings
48
Osaic Holdings
Arizona
$229K 11,077 -260,949 -96%
NWM
49
Napa Wealth Management
California
$209K 10,137 -25,885 -72%
ACA
50
Aptus Capital Advisors
Alabama
$113K 5,498 +1,276 +30%