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Simplify Aggregate Bond ETF

89 hedge funds and large institutions have $319M invested in Simplify Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

95% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 22

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more capital invested

Capital invested by funds: $214M → $319M (+$105M)

11% more funds holding

Funds holding: 8089 (+9)

9.89% more ownership

Funds ownership: 63.96%73.85% (+9.9%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
20
Increased
43
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$42.9M +$5.17M +250,000 +13%
WWA
2
WCG Wealth Advisors
Nevada
$38M +$38.6M +1,867,814 New
SFS
3
Sowell Financial Services
Arkansas
$24.4M +$24.8M +1,198,667 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.4M +$2.31M +111,561 +10%
LPL Financial
5
LPL Financial
California
$16.4M +$8.28M +400,199 +98%
WIM
6
WealthPlan Investment Management
Nebraska
$14.6M +$9.52M +460,206 +178%
AWM
7
AE Wealth Management
Kansas
$14.3M -$1.32M -63,698 -8%
SMM
8
Stadion Money Management
Georgia
$14M +$197K +9,501 +1%
GDP
9
Great Diamond Partners
Maine
$11.6M +$1.83M +88,431 +18%
BIG
10
Brookwood Investment Group
Arizona
$9.54M +$8.94M +432,160 +1,180%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$8.61M +$6.05M +292,401 +224%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.53M -$3.54M -170,857 -29%
PEA
13
Park Edge Advisors
Ohio
$8.34M +$947K +45,757 +13%
PS
14
Principal Securities
Iowa
$8.25M +$3.96M +191,365 +89%
ECA
15
Elevated Capital Advisors
Utah
$7.15M +$2.44M +118,054 +51%
FEG
16
Financial Enhancement Group
Indiana
$5.86M -$370K -17,900 -6%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$3.89M +$284K +13,704 +8%
KCM
18
Key Capital Management
Tennessee
$3.79M +$781K +37,737 +25%
RA
19
RiverTree Advisors
Florida
$3.19M +$3.25M +156,859 New
IG
20
IFS Group
Pennsylvania
$2.84M +$2.89M +139,748 New
HBS
21
Howard Bailey Securities
Indiana
$2.84M +$321K +15,533 +13%
EWM
22
Evolution Wealth Management
Florida
$2.77M +$1.02M +49,136 +56%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.73M +$46.3K +2,238 +2%
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$2.29M +$190K +9,172 +9%
FA
25
FSA Advisors
Michigan
$1.98M +$124K +6,016 +7%