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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
LWMI
51
Legacy Wealth Management (Idaho)
Idaho
$487K
M1FG
52
Mach-1 Financial Group
Arkansas
$466K
WP
53
WealthPLAN Partners
Nebraska
$462K
CFG
54
Cooper Financial Group
California
$451K
RWM
55
Revisor Wealth Management
Ohio
$392K
FIA
56
Foundations Investment Advisors
Arizona
$387K
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$367K
MPW
58
Magnolia Private Wealth
Pennsylvania
$360K
PCIA
59
Prime Capital Investment Advisors
Kansas
$356K
LAS
60
Lloyd Advisory Services
Georgia
$336K
AWS
61
Aspen Wealth Strategies
Colorado
$333K
PAS
62
Park Avenue Securities
New York
$320K
NA
63
NewEdge Advisors
Louisiana
$290K
SPIA
64
Steward Partners Investment Advisory
New York
$272K
DRP
65
Decker Retirement Planning
Utah
$269K
HF
66
HRT Financial
New York
$257K
MML Investors Services
67
MML Investors Services
Massachusetts
$246K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$233K
SPC
69
Sigma Planning Corp
Michigan
$202K
AWA
70
Arkadios Wealth Advisors
Georgia
$201K
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$151K
IAIM
72
International Assets Investment Management
Florida
$53K
NS
73
NBC Securities
Alabama
$42.1K
SIS
74
Sound Income Strategies
Florida
$38K
FFA
75
Farther Finance Advisors
California
$30.8K