We are live on ! Find out more
AGGH icon

Simplify Aggregate Bond ETF

80 hedge funds and large institutions have $214M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

23% more funds holding

Funds holding: 6580 (+15)

1% less capital invested

Capital invested by funds: $215M → $214M (-$1.18M)

6.54% less ownership

Funds ownership: 70.5%63.96% (-6.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
33
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
51
Legacy Wealth Management (Idaho)
Idaho
$487K -$108K -5,202 -18%
M1FG
52
Mach-1 Financial Group
Arkansas
$466K +$469K +22,529 New
WP
53
WealthPLAN Partners
Nebraska
$462K +$464K +22,296 New
CFG
54
Cooper Financial Group
California
$451K +$454K +21,805 New
RWM
55
Revisor Wealth Management
Ohio
$392K +$394K +18,902 New
FIA
56
Foundations Investment Advisors
Arizona
$387K +$124K +5,949 +47%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$367K +$4.5K +216 +1%
MPW
58
Magnolia Private Wealth
Pennsylvania
$360K
PCIA
59
Prime Capital Investment Advisors
Kansas
$356K -$146 -7 -0%
LAS
60
Lloyd Advisory Services
Georgia
$336K +$338K +16,233 New
AWS
61
Aspen Wealth Strategies
Colorado
$333K +$8.87K +426 +3%
PAS
62
Park Avenue Securities
New York
$320K +$322K +15,473 New
NA
63
NewEdge Advisors
Louisiana
$290K +$208 +10 +0.1%
SPIA
64
Steward Partners Investment Advisory
New York
$272K -$610K -29,296 -69%
DRP
65
Decker Retirement Planning
Utah
$269K -$58K -2,784 -18%
HF
66
HRT Financial
New York
$257K -$397K -19,091 -61%
MML Investors Services
67
MML Investors Services
Massachusetts
$246K +$247K +11,880 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$233K -$1.27M -61,062 -84%
SPC
69
Sigma Planning Corp
Michigan
$202K +$203K +9,737 New
AWA
70
Arkadios Wealth Advisors
Georgia
$201K +$202K +9,699 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$151K +$49.4K +2,372 +48%
IAIM
72
International Assets Investment Management
Florida
$53K +$53.3K +2,560 New
NS
73
NBC Securities
Alabama
$42.1K +$42.3K +2,033 New
SIS
74
Sound Income Strategies
Florida
$38K +$32.6K +1,566 +589%
FFA
75
Farther Finance Advisors
California
$30.8K -$18.9K -906 -38%