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Simplify Aggregate Bond ETF

80 hedge funds and large institutions have $214M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

23% more funds holding

Funds holding: 6580 (+15)

1% less capital invested

Capital invested by funds: $215M → $214M (-$1.18M)

6.54% less ownership

Funds ownership: 70.5%63.96% (-6.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
33
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.47M -$900K -43,231 -38%
NL
27
NWAM LLC
Washington
$1.45M +$9.37K +450 +0.6%
IC
28
IEQ Capital
California
$1.44M
KPWS
29
Kestra Private Wealth Services
Texas
$1.39M +$62.4K +2,996 +5%
PWM
30
Prosperity Wealth Management
California
$1.25M +$22.8K +1,096 +2%
IAN
31
Integrated Advisors Network
Texas
$1.11M -$12.3K -590 -1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.1M -$312K -14,979 -22%
ASN
33
Advisory Services Network
Georgia
$1.09M +$848K +40,715 +340%
OMC
34
Old Mission Capital
Illinois
$1.06M +$20.2K +972 +2%
KLCM
35
KG&L Capital Management
Louisiana
$1.06M +$115K +5,523 +12%
GWM
36
GK Wealth Management
Nevada
$984K -$56.3K -2,702 -5%
FPGK
37
Financial Partners Group (Kansas)
Kansas
$964K +$169K +8,136 +21%
BFAG
38
Blackston Financial Advisory Group
Florida
$910K +$478K +22,973 +109%
GWS
39
Greykasell Wealth Strategies
California
$814K +$15.2K +728 +2%
BIG
40
Brookwood Investment Group
Arizona
$758K +$183K +8,780 +32%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$735K +$739K +35,498 New
ACM
42
Andina Capital Management
Utah
$710K -$153K -7,367 -18%
SA
43
Sanctuary Advisors
Indiana
$709K +$12.2K +585 +2%
BW
44
Balance Wealth
Ohio
$680K +$9.41K +452 +1%
NA
45
Networth Advisors
Pennsylvania
$672K +$676K +32,464 New
BRG
46
Bay Rivers Group
Virginia
$576K +$184K +8,829 +47%
WW
47
Winnow Wealth
Texas
$527K +$523K +25,100 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$517K +$520K +24,985 New
WAM
49
Worth Asset Management
Texas
$511K -$8.81K -423 -2%
IWM
50
IHT Wealth Management
Illinois
$510K -$372K -17,881 -42%