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Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

55 hedge funds and large institutions have $200M invested in Simplify Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GDP
Great Diamond Partners
Maine
+$8.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.38M
3
AWM
AE Wealth Management
Kansas
+$2.85M
4
FEG
Financial Enhancement Group
Indiana
+$2.25M
5
SEIA
Signature Estate & Investment Advisors
California
+$2.02M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$16.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.39M
3
SPC
Sigma Planning Corp
Michigan
-$2.25M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
5
TC
TownSquare Capital
Utah
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$107M – – –
SMM
2
Stadion Money Management
Georgia
$13.5M -$232K -11,332 -2%
LPL Financial
3
LPL Financial
California
$10.3M +$1.15M +55,556 +13%
GDP
4
Great Diamond Partners
Maine
$8.68M +$8.68M +420,667 New
BWS
5
Buck Wealth Strategies
Colorado
$6.47M +$357K +17,281 +6%
FEG
6
Financial Enhancement Group
Indiana
$5.61M +$2.25M +111,458 +67%
AWM
7
AE Wealth Management
Kansas
$4.13M +$2.85M +138,221 +224%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.01M +$3.38M +163,618 +537%
PEA
9
Park Edge Advisors
Ohio
$3.83M +$951K +46,061 +33%
EFG
10
Ethos Financial Group
Pennsylvania
$3.33M +$414K +20,064 +14%
AAS
11
Avantax Advisory Services
Texas
$2.86M +$258K +12,503 +10%
OAS
12
Optivise Advisory Services
Tennessee
$2.81M +$637K +30,860 +29%
PS
13
Principal Securities
Iowa
$2.33M +$1.81M +87,904 +352%
SEIA
14
Signature Estate & Investment Advisors
California
$2.02M +$2.02M +97,642 New
NL
15
NWAM LLC
Washington
$1.46M -$101K -4,955 -6%
AWA
16
Authentikos Wealth Advisory
California
$1.34M +$81K +3,926 +6%
KPWS
17
Kestra Private Wealth Services
Texas
$1.3M -$391K -18,933 -23%
PWM
18
Prosperity Wealth Management
California
$1.13M +$631K +30,589 +126%
GWM
19
GK Wealth Management
Nevada
$1.09M -$181K -8,770 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.07M -$165K -8,018 -13%
CW
21
CreativeOne Wealth
Kansas
$1.07M +$173K +8,366 +19%
SPIA
22
Steward Partners Investment Advisory
New York
$976K +$6.73K +326 +0.7%
IAN
23
Integrated Advisors Network
Texas
$882K -$90.8K -4,397 -9%
IWM
24
IHT Wealth Management
Illinois
$873K +$873K +42,310 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$818K +$818K +39,623 New
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