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Simplify Aggregate Bond ETF

89 hedge funds and large institutions have $318M invested in Simplify Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
WAM
51
Worth Asset Management
Texas
$525K
BW
52
Balance Wealth
Ohio
$476K
MML Investors Services
53
MML Investors Services
Massachusetts
$472K
M1FG
54
Mach-1 Financial Group
Arkansas
$449K
CFG
55
Cooper Financial Group
California
$444K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$432K
AWS
57
Aspen Wealth Strategies
Colorado
$413K
RWM
58
Revisor Wealth Management
Ohio
$386K
WAM
59
WealthCare Asset Management
Missouri
$366K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$359K
PCIA
61
Prime Capital Investment Advisors
Kansas
$350K
IFG
62
Independent Financial Group
California
$330K
ACM
63
Andina Capital Management
Utah
$323K
FIA
64
Foundations Investment Advisors
Arizona
$313K
PAS
65
Park Avenue Securities
New York
$311K
SAM
66
Secure Asset Management
Michigan
$301K
IAA
67
Independent Advisor Alliance
North Carolina
$287K
FTS
68
Fifth Third Securities
Ohio
$284K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$268K
DRP
70
Decker Retirement Planning
Utah
$248K
CF
71
Centaurus Financial
California
$240K
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$237K
AWA
73
Arkadios Wealth Advisors
Georgia
$213K
SPC
74
Sigma Planning Corp
Michigan
$206K
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$204K