Vault-13

SIMPLIFY EXCHANGE TRADED FUN AGGH

AGGREGATE BOND E · ETP · CUSIP 82889N723

80 institutional holders +15 vs Q3 2025
10,320,70110.3m shares reported held*
$213.7mreported value*
23 new 32 added 21 reduced 8 sold out net sold ≈ $2.4m (-118.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($191.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.70.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 3Q4 22: 4Q1 23: 4Q2 23: 5Q3 23: 8Q4 23: 10Q1 24: 20Q2 24: 22Q3 24: 32Q4 24: 38Q1 25: 51Q2 25: 58Q3 25: 65Q4 25: 8080Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20223
Q4 20224
Q1 20234
Q2 20235
Q3 20238
Q4 202310
Q1 202420
Q2 202422
Q3 202432
Q4 202438
Q1 202551
Q2 202558
Q3 202565
Q4 202580

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 17 bought or addedQ1 24: 3 cut or sold outQ2 24: 13 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 26 bought or addedQ3 24: 5 cut or sold outQ4 24: 25 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 21 cut or sold outQ2 25: 35 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 28 cut or sold outQ4 25: 55 bought or addedQ4 25: 29 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024173
Q2 20241310
Q3 2024265
Q4 20242514
Q1 20253021
Q2 20253521
Q3 20254528
Q4 20255529

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +955,813+955.8k
AE Wealth Management LLC Added +278,738+278.7k
WealthPlan Investment Management, LLC New +258,407+258.4k
Envestnet Portfolio Solutions, Inc. New +177,394+177.4k
Orion Porfolio Solutions, LLC New +131,921+131.9k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC New +130,719+130.7k
LPL Financial LLC Added +93,480+93.5k
FSA Advisors, Inc. New +91,353+91.4k
B.O.S.S. Retirement Advisors, LLC Added +74,732+74.7k
PRINCIPAL SECURITIES, INC. Added +70,777+70.8k

Biggest sellers

Simplify Asset Management Inc. Reduced -1,859,127-1.9m
OSAIC HOLDINGS, INC. Reduced -351,771-351.8k
Beacon Capital Management, LLC Reduced -203,744-203.7k
J HAGAN CAPITAL, INC. Reduced -189,457-189.5k
JANE STREET GROUP, LLC Sold out -81,934-81.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -61,062-61.1k
Authentikos Wealth Advisory, LLC Reduced -43,231-43.2k
Steward Partners Investment Advisory, LLC Reduced -29,296-29.3k
CreativeOne Wealth, LLC Reduced -25,897-25.9k
Sanctuary Advisors, LLC Reduced -25,647-25.6k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 0.63% of their portfolio Las Vegas, NV 1,859,1271.9m $38.5m $38.5m 0.63% Reduced -1.9m -1,859,127
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,085,1341.1m $22.5m $22.5m 0.01% Added +955.8k +955,813
3 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 767,382767.4k $15.9m $15.9m 0.09% Added +278.7k +278,738
4 Stadion Money Management, LLC 1.14% of their portfolio WATKINSVILLE, GA 678,141678.1k $14.0m $14.0m 1.14% Added +50.7k +50,736
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 590,208590.2k $12.2m $12.2m 0.02% Reduced -351.8k -351,771
6 Great Diamond Partners, LLC 1.91% of their portfolio Portland, ME 480,607480.6k $9.9m $9.9m 1.91% Added +19.5k +19,530
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 407,470407.5k $8.4m $8.4m 0.00% Added +93.5k +93,480
8 Park Edge Advisors, LLC 1.71% of their portfolio Cleveland, OH 364,262364.3k $7.5m $7.5m 1.71% Added +1.6k +1,616
9 Financial Enhancement Group LLC 0.82% of their portfolio ANDERSON, IN 302,574302.6k $6.3m $6.3m 0.82% Reduced -233 -233
10 WealthPlan Investment Management, LLC 0.34% of their portfolio OMAHA, NE 258,407258.4k $5.3m $5.3m 0.34% New
11 POM Investment Strategies, LLC 2.58% of their portfolio RALEIGH, NC 242,601242.6k $5.0m $5.0m 2.58% Added +67.0k +66,971
12 Elevated Capital Advisors, LLC 1.13% of their portfolio SANDY, UT 233,476233.5k $4.8m $4.8m 1.13% Added +42.8k +42,798
13 PRINCIPAL SECURITIES, INC. 0.07% of their portfolio DES MOINES, IA 213,832213.8k $4.4m $4.4m 0.07% Added +70.8k +70,777
14 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 177,394177.4k $3.7m $3.7m 0.01% New
15 Key Capital Management, INC 3.05% of their portfolio HENDERSONVILLE, TN 37075, TN 148,639148.6k $3.1m $3.1m 3.05% First filing
16 Encompass More Asset Management 0.53% of their portfolio Danville, CA 137,130137.1k $2.8m $2.8m 0.53% Added +2.9k +2,858
17 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 131,921131.9k $2.7m $2.7m 0.02% New
18 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.48% of their portfolio LEAWOOD, KS 130,719130.7k $2.7m $2.7m 0.48% New
19 HOWARD BAILEY SECURITIES, LLC 1.01% of their portfolio FORT WAYNE, IN 124,005124.0k $2.6m $2.6m 1.01% Added +51.6k +51,563
20 Beacon Capital Management, LLC 0.35% of their portfolio FRANKLIN, TN 110,435110.4k $2.3m $2.3m 0.35% Reduced -203.7k -203,744
21 B.O.S.S. Retirement Advisors, LLC 0.67% of their portfolio Lehi, UT 103,124103.1k $2.1m $2.1m 0.67% Added +74.7k +74,732
22 FSA Advisors, Inc. 1.31% of their portfolio TROY, MI 91,35391.4k $1.9m $1.9m 1.31% New
23 EVOLUTION WEALTH MANAGEMENT INC. 1.49% of their portfolio FORT MYERS, FL 86,98887.0k $1.8m $1.8m 1.49% Added +33.0k +33,008
24 J HAGAN CAPITAL, INC. 0.91% of their portfolio LOUISVILLE, KY 79,59079.6k $1.6m $1.6m 0.91% Reduced -189.5k -189,457
25 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 74,22974.2k $1.5m $1.5m 0.04% Reduced -25.9k -25,897
26 Authentikos Wealth Advisory, LLC 0.98% of their portfolio MORGAN HILL, CA 71,21571.2k $1.5m $1.5m 0.98% Reduced -43.2k -43,231
27 NWAM LLC 0.08% of their portfolio MERCER ISLAND, WA 69,70269.7k $1.5m $1.5m 0.08% Added +450 +450
28 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 69,60369.6k $1.4m $1.4m 0.00% Unchanged
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 67,33667.3k $1.4m $1.4m 0.02% Added +3.0k +2,996
30 Prosperity Wealth Management, Inc. 0.42% of their portfolio San Ramon, CA 60,39760.4k $1.3m $1.3m 0.42% Added +1.1k +1,096
31 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 53,45653.5k $1.1m $1.1m 0.05% Reduced -590 -590
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,17053.2k $1.1m $1.1m 0.00% Reduced -15.0k -14,979
33 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 52,67852.7k $1.1m $1.1m 0.02% Added +40.7k +40,715
34 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 51,13051.1k $1.1m $1.1m 0.04% Added +972 +972
35 KG Capital Management 0.27% of their portfolio ST. FRANCISVILLE, LA 51,12951.1k $1.1m $1.1m 0.27% Added +5.5k +5,523
36 GK Wealth Management LLC 0.72% of their portfolio RENO, NV 47,55147.6k $984.3k $984.3k 0.72% Reduced -2.7k -2,702
37 Financial Partners Group, Inc 0.11% of their portfolio Overland Park, KS 46,56646.6k $964.4k $964.4k 0.11% Added +8.1k +8,136
38 Blackston Financial Advisory Group, LLC 0.55% of their portfolio THE VILLAGES, FL 43,96044.0k $910.0k $910.0k 0.55% Added +23.0k +22,973
39 Greykasell Wealth Strategies, Inc. 0.32% of their portfolio DANVILLE, CA 39,33239.3k $814.2k $814.2k 0.32% Added +728 +728
40 Brookwood Investment Group LLC 0.09% of their portfolio PHOENIX, AZ 36,63636.6k $758.4k $758.4k 0.09% Added +8.8k +8,780
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,49835.5k $734.8k $734.8k 0.00% New
42 Andina Capital Management, LLC 0.43% of their portfolio LOGAN, UT 34,28134.3k $709.6k $709.6k 0.43% Reduced -7.4k -7,367
43 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 34,26934.3k $709.4k $709.4k 0.00% Reduced -25.6k -25,647
44 Balance Wealth Partners LLC 0.22% of their portfolio WORTHINGTON, OH 32,85532.9k $680.1k $680.1k 0.22% Added +452 +452
45 Networth Advisors, LLC 0.50% of their portfolio CANONSBURG, PA 32,46432.5k $672.0k $672.0k 0.50% First filing
46 Bay Rivers Group 0.23% of their portfolio Williamsburg, VA 27,80227.8k $575.5k $575.5k 0.23% Added +8.8k +8,829
47 WINNACLE WEALTH LLC 0.39% of their portfolio WACO, TX 25,10025.1k $527.1k $527.1k 0.39% New
48 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 24,98525.0k $517.0k $517.0k 0.00% New
49 Worth Asset Management, LLC 0.22% of their portfolio DALLAS, TX 24,68924.7k $511.1k $511.1k 0.22% Reduced -423 -423
50 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 24,64824.6k $510.2k $510.2k 0.01% Reduced -17.9k -17,881
51 Legacy Wealth Managment, LLC/ID 0.23% of their portfolio BOISE, ID 23,52923.5k $487.1k $487.1k 0.23% Reduced -5.2k -5,202
52 Mach-1 Financial Group, LLC 0.10% of their portfolio Rogers, AR 22,52922.5k $466.4k $466.4k 0.10% New
53 WealthPLAN Partners, LLC 0.07% of their portfolio OMAHA, NE 22,29622.3k $461.5k $461.5k 0.07% New
54 Cooper Financial Group 0.05% of their portfolio IRVINE, CA 21,80521.8k $451.4k $451.4k 0.05% New
55 Revisor Wealth Management LLC 0.10% of their portfolio AKRON, OH 18,90218.9k $391.8k $391.8k 0.10% New
56 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 18,67418.7k $386.6k $386.6k 0.01% Added +5.9k +5,949
57 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 17,73617.7k $367.1k $367.1k 0.00% Added +216 +216
58 Magnolia Private Wealth, LLC 0.25% of their portfolio PHILADELPHIA, PA 17,40017.4k $360.2k $360.2k 0.25% Unchanged
59 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 17,20017.2k $356.0k $356.0k 0.00% Reduced -7 -7
60 Lloyd Advisory Services, LLC. 0.13% of their portfolio SUWANEE, GA 16,23316.2k $336.0k $336.0k 0.13% New
61 Aspen Wealth Strategies, LLC 0.18% of their portfolio ARVADA, CO 16,07716.1k $332.8k $332.8k 0.18% Added +426 +426
62 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 15,47315.5k $320.0k $320.0k 0.00% New
63 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,02514.0k $290.3k $290.3k 0.00% Added +10 +10
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 13,15113.2k $272.2k $272.2k 0.00% Reduced -29.3k -29,296
65 Decker Retirement Planning Inc. 0.13% of their portfolio LEVI, UT 12,99213.0k $268.9k $268.9k 0.13% Reduced -2.8k -2,784
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,45012.4k $257.0k $257.0k 0.00% Reduced -19.1k -19,091
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,88011.9k $245.9k $245.9k 0.00% New
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,27911.3k $233.5k $233.5k 0.00% Reduced -61.1k -61,062
69 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 9,7379.7k $201.6k $201.6k 0.01% New
70 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 9,6999.7k $200.8k $200.8k 0.00% New
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,3087.3k $151.0k $151.0k 0.00% Added +2.4k +2,372
72 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,5602.6k $53.0k $53.0k 0.00% New
73 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,0332.0k $42.1k $42.1k 0.00% New
74 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,8321.8k $38.0k $38.0k 0.00% Added +1.6k +1,566
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4901.5k $30.8k $30.8k 0.00% Reduced -906 -906
76 UBS Group AG 0.00% of their portfolio ZURICH, V8 892892 $18.5k $18.5k 0.00% New
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 689689 $14.3k $14.3k 0.00% New
78 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 566566 $11.7k $11.7k 0.00% Added +1 +1
79 Triumph Capital Management 0.00% of their portfolio DENVER, CO 200200 $4.1k $4.1k 0.00% New
80 PIN OAK INVESTMENT ADVISORS INC 0.00% of their portfolio HOUSTON, TX 100100 $2.0k $2.0k 0.00% New