AGGH icon

Simplify Aggregate Bond ETF

65 hedge funds and large institutions have $215M invested in Simplify Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
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
PWM
26
Prosperity Wealth Management
California
$1.23M
IAN
27
Integrated Advisors Network
Texas
$1.12M
EWM
28
Evolution Wealth Management
Florida
$1.12M
GWM
29
GK Wealth Management
Nevada
$1.04M
OMC
30
Old Mission Capital
Illinois
$1.04M
KLCM
31
KG&L Capital Management
Louisiana
$945K
IWM
32
IHT Wealth Management
Illinois
$881K
SPIA
33
Steward Partners Investment Advisory
New York
$879K
ACM
34
Andina Capital Management
Utah
$863K
GWS
35
Greykasell Wealth Strategies
California
$799K
FPGK
36
Financial Partners Group (Kansas)
Kansas
$796K
SA
37
Sanctuary Advisors
Indiana
$698K
BW
38
Balance Wealth
Ohio
$671K
HF
39
HRT Financial
New York
$653K
LWMI
40
Legacy Wealth Management (Idaho)
Idaho
$595K
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
$588K
BIG
42
Brookwood Investment Group
Arizona
$577K
WAM
43
Worth Asset Management
Texas
$520K
Citadel Advisors
44
Citadel Advisors
Florida
$498K
BFAG
45
Blackston Financial Advisory Group
Florida
$435K
BRG
46
Bay Rivers Group
Virginia
$393K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$363K
MPW
48
Magnolia Private Wealth
Pennsylvania
$360K
PCIA
49
Prime Capital Investment Advisors
Kansas
$356K
DRP
50
Decker Retirement Planning
Utah
$327K