AGGH icon

Simplify Aggregate Bond ETF

81 hedge funds and large institutions have $214M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
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
PWM
30
Prosperity Wealth Management
California
$1.25M
IAN
31
Integrated Advisors Network
Texas
$1.11M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.1M
ASN
33
Advisory Services Network
Georgia
$1.09M
OMC
34
Old Mission Capital
Illinois
$1.06M
KLCM
35
KG&L Capital Management
Louisiana
$1.06M
GWM
36
GK Wealth Management
Nevada
$984K
FPGK
37
Financial Partners Group (Kansas)
Kansas
$964K
BFAG
38
Blackston Financial Advisory Group
Florida
$910K
GWS
39
Greykasell Wealth Strategies
California
$814K
BIG
40
Brookwood Investment Group
Arizona
$758K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$735K
ACM
42
Andina Capital Management
Utah
$710K
SA
43
Sanctuary Advisors
Indiana
$709K
BW
44
Balance Wealth
Ohio
$680K
NA
45
Networth Advisors
Pennsylvania
$672K
BRG
46
Bay Rivers Group
Virginia
$576K
WW
47
Winnow Wealth
Texas
$527K
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$517K
WAM
49
Worth Asset Management
Texas
$511K
IWM
50
IHT Wealth Management
Illinois
$510K