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Simplify Aggregate Bond ETF

31 hedge funds and large institutions have $176M invested in Simplify Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
16
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$113M 5,193,254 +296,513 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.7M 630,736 +108,317 +21%
LPL Financial
3
LPL Financial
California
$10.2M 469,396 +267,860 +133%
SMM
4
Stadion Money Management
Georgia
$9.93M 457,457 +38,806 +9%
ACM
5
Andina Capital Management
Utah
$4.91M 226,122 +71,308 +46%
PEA
6
Park Edge Advisors
Ohio
$3.5M 161,098 -65,953 -29%
PS
7
Principal Securities
Iowa
$2.25M 103,655 +1,455 +1%
NL
8
NWAM LLC
Washington
$2.18M 100,319 +100,319 New
AAS
9
Avantax Advisory Services
Texas
$1.87M 85,990 +12,864 +18%
SWM
10
SFG Wealth Management
Maryland
$1.63M 75,245 +75,245 New
NWM
11
Napa Wealth Management
California
$1.41M 65,148 +65,148 New
Jane Street
12
Jane Street
New York
$1.15M 52,777 +52,777 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.07M 49,419 +11,038 +29%
NA
14
NewEdge Advisors
Louisiana
$1.01M 46,539 +34,091 +274%
PWM
15
Prosperity Wealth Management
California
$907K 41,791 +155 +0.4%
LIS
16
Legacy Investment Solutions
Idaho
$899K 43,468 +43,468 New
LWMI
17
Legacy Wealth Management (Idaho)
Idaho
$899K 43,468 +43,468 New
TC
18
TownSquare Capital
Utah
$899K 41,417 +41,417 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$892K 41,103 +41,103 New
AWS
20
Aspen Wealth Strategies
Colorado
$639K 29,432 +97 +0.3%
Wolverine Trading
21
Wolverine Trading
Illinois
$532K 24,519 +24,519 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$501K 23,073 +6,829 +42%
SPIA
23
Steward Partners Investment Advisory
New York
$471K 21,696 +21,696 New
Citadel Advisors
24
Citadel Advisors
Florida
$425K 19,564 +9,493 +94%
KPWS
25
Kestra Private Wealth Services
Texas
$404K 18,587 +18,587 New