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Simplify Aggregate Bond ETF

56 hedge funds and large institutions have $231M invested in Simplify Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
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
SAM
1
Simplify Asset Management
Nevada
$107M
Osaic Holdings
2
Osaic Holdings
Arizona
$25.9M
SMM
3
Stadion Money Management
Georgia
$13.5M
LPL Financial
4
LPL Financial
California
$10.3M
GDP
5
Great Diamond Partners
Maine
$8.68M
BWS
6
Buck Wealth Strategies
Colorado
$6.47M
JHC
7
J. Hagan Capital
Kentucky
$5.63M
FEG
8
Financial Enhancement Group
Indiana
$5.61M
AWM
9
AE Wealth Management
Kansas
$4.13M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.01M
PEA
11
Park Edge Advisors
Ohio
$3.83M
EFG
12
Ethos Financial Group
Pennsylvania
$3.33M
AAS
13
Avantax Advisory Services
Texas
$2.86M
OAS
14
Optivise Advisory Services
Tennessee
$2.81M
PS
15
Principal Securities
Iowa
$2.33M
SEIA
16
Signature Estate & Investment Advisors
California
$2.02M
NL
17
NWAM LLC
Washington
$1.46M
AWA
18
Authentikos Wealth Advisory
California
$1.34M
KPWS
19
Kestra Private Wealth Services
Texas
$1.3M
PWM
20
Prosperity Wealth Management
California
$1.13M
GWM
21
GK Wealth Management
Nevada
$1.09M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.07M
CW
23
CreativeOne Wealth
Kansas
$1.07M
SPIA
24
Steward Partners Investment Advisory
New York
$976K
IAN
25
Integrated Advisors Network
Texas
$882K