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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
SAM
1
Simplify Asset Management
Nevada
$38.5M -$38.7M -1,859,127 -50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.5M +$19.9M +955,813 +739%
AWM
3
AE Wealth Management
Kansas
$15.9M +$5.8M +278,738 +57%
SMM
4
Stadion Money Management
Georgia
$14M +$1.06M +50,736 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.2M -$7.32M -351,771 -37%
GDP
6
Great Diamond Partners
Maine
$9.95M +$407K +19,530 +4%
LPL Financial
7
LPL Financial
California
$8.43M +$1.95M +93,480 +30%
PEA
8
Park Edge Advisors
Ohio
$7.54M +$33.6K +1,616 +0.4%
FEG
9
Financial Enhancement Group
Indiana
$6.28M -$4.85K -233 -0.1%
WIM
10
WealthPlan Investment Management
Nebraska
$5.35M +$5.38M +258,407 New
PIS
11
POM Investment Strategies
North Carolina
$5.02M +$1.39M +66,971 +38%
ECA
12
Elevated Capital Advisors
Utah
$4.83M +$891K +42,798 +22%
PS
13
Principal Securities
Iowa
$4.43M +$1.47M +70,777 +49%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$3.67M +$3.69M +177,394 New
KCM
15
Key Capital Management
Tennessee
$3.08M +$3.09M +148,639 New
EMAM
16
Encompass More Asset Management
California
$2.84M +$59.5K +2,858 +2%
BCI
17
Brinker Capital Investments
Pennsylvania
$2.73M +$2.75M +131,921 New
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$2.71M +$2.72M +130,719 New
HBS
19
Howard Bailey Securities
Indiana
$2.57M +$1.07M +51,563 +71%
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.29M -$4.24M -203,744 -65%
BOSSRA
21
B.O.S.S. Retirement Advisors
Utah
$2.13M +$1.56M +74,732 +263%
FA
22
FSA Advisors
Michigan
$1.89M +$1.9M +91,353 New
EWM
23
Evolution Wealth Management
Florida
$1.8M +$687K +33,008 +61%
JHC
24
J. Hagan Capital
Kentucky
$1.65M -$3.94M -189,457 -70%
CW
25
CreativeOne Wealth
Kansas
$1.54M -$539K -25,897 -26%