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Simplify Aggregate Bond ETF

80 hedge funds and large institutions have $213M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AWA
26
Authentikos Wealth Advisory
California
$1.47M
NL
27
NWAM LLC
Washington
$1.45M
IC
28
IEQ Capital
California
$1.44M
KPWS
29
Kestra Private Wealth Services
Texas
$1.39M
IAN
30
Integrated Advisors Network
Texas
$1.11M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.1M
ASN
32
Advisory Services Network
Georgia
$1.09M
OMC
33
Old Mission Capital
Illinois
$1.06M
KLCM
34
KG&L Capital Management
Louisiana
$1.06M
GWM
35
GK Wealth Management
Nevada
$984K
FPGK
36
Financial Partners Group (Kansas)
Kansas
$964K
BFAG
37
Blackston Financial Advisory Group
Florida
$910K
GWS
38
Greykasell Wealth Strategies
California
$814K
BIG
39
Brookwood Investment Group
Arizona
$758K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$735K
ACM
41
Andina Capital Management
Utah
$710K
SA
42
Sanctuary Advisors
Indiana
$709K
BW
43
Balance Wealth
Ohio
$680K
NA
44
Networth Advisors
Pennsylvania
$672K
BRG
45
Bay Rivers Group
Virginia
$576K
WW
46
Winnow Wealth
Texas
$527K
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$517K
WAM
48
Worth Asset Management
Texas
$511K
IWM
49
IHT Wealth Management
Illinois
$510K
LWMI
50
Legacy Wealth Management (Idaho)
Idaho
$487K