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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
M1FG
51
Mach-1 Financial Group
Arkansas
$466K
WP
52
WealthPLAN Partners
Nebraska
$462K
CFG
53
Cooper Financial Group
California
$451K
RWM
54
Revisor Wealth Management
Ohio
$392K
FIA
55
Foundations Investment Advisors
Arizona
$387K
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$367K
MPW
57
Magnolia Private Wealth
Pennsylvania
$360K
PCIA
58
Prime Capital Investment Advisors
Kansas
$356K
LAS
59
Lloyd Advisory Services
Georgia
$336K
AWS
60
Aspen Wealth Strategies
Colorado
$333K
PAS
61
Park Avenue Securities
New York
$320K
NA
62
NewEdge Advisors
Louisiana
$290K
SPIA
63
Steward Partners Investment Advisory
New York
$272K
DRP
64
Decker Retirement Planning
Utah
$269K
HF
65
HRT Financial
New York
$257K
MML Investors Services
66
MML Investors Services
Massachusetts
$246K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$233K
SPC
68
Sigma Planning Corp
Michigan
$202K
AWA
69
Arkadios Wealth Advisors
Georgia
$201K
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$151K
IAIM
71
International Assets Investment Management
Florida
$53K
NS
72
NBC Securities
Alabama
$42.1K
SIS
73
Sound Income Strategies
Florida
$38K
FFA
74
Farther Finance Advisors
California
$30.8K
SFG
75
Strive Financial Group
Indiana
$30.2K