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Simplify Aggregate Bond ETF

37 hedge funds and large institutions have $184M invested in Simplify Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$107M 5,193,254
Osaic Holdings
2
Osaic Holdings
Arizona
$21.4M 1,036,377 +405,641 +64%
SMM
3
Stadion Money Management
Georgia
$14.4M 698,529 +241,072 +53%
LPL Financial
4
LPL Financial
California
$9.4M 455,410 -13,986 -3%
PEA
5
Park Edge Advisors
Ohio
$5.12M 248,248 +87,150 +54%
AAS
6
Avantax Advisory Services
Texas
$2.4M 116,537 +30,547 +36%
SPC
7
Sigma Planning Corp
Michigan
$2.21M 106,991 +97,662 +1,047%
Citadel Advisors
8
Citadel Advisors
Florida
$2M 96,950 +77,386 +396%
NL
9
NWAM LLC
Washington
$1.83M 88,489 -11,830 -12%
GWM
10
GK Wealth Management
Nevada
$1.38M 66,924 +66,924 New
TC
11
TownSquare Capital
Utah
$1.21M 58,749 +17,332 +42%
ACM
12
Andina Capital Management
Utah
$1.11M 54,006 -172,116 -76%
Jane Street
13
Jane Street
New York
$1.09M 52,707 -70 -0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.03M 49,932 +8,829 +21%
NWM
15
Napa Wealth Management
California
$965K 46,760 -18,388 -28%
NA
16
NewEdge Advisors
Louisiana
$960K 46,552 +13 +0%
AWS
17
Aspen Wealth Strategies
Colorado
$946K 45,861 +16,429 +56%
SPIA
18
Steward Partners Investment Advisory
New York
$945K 45,806 +24,110 +111%
IAN
19
Integrated Advisors Network
Texas
$900K 43,628 +25,829 +145%
LWMI
20
Legacy Wealth Management (Idaho)
Idaho
$794K 38,171 -5,297 -12%
LIS
21
Legacy Investment Solutions
Idaho
$794K 38,171 -5,297 -12%
CW
22
CreativeOne Wealth
Kansas
$753K 36,478 +36,478 New
OMC
23
Old Mission Capital
Illinois
$727K 35,255 +35,255 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$570K 27,627 +4,554 +20%
SA
25
Sanctuary Advisors
Indiana
$559K 26,984 +26,984 New