Vault-13

SIMPLIFY EXCHANGE TRADED FUN AGGH

AGGREGATE BOND E · ETP · CUSIP 82889N723

90 institutional holders +10 vs Q4 2025
15,677,26815.7m shares reported held*
$319.1mreported value*
20 new 43 added 22 reduced 10 sold out net bought ≈ $107.4m (+5.3m 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 ($169.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.35.

Trends to Q1 2026

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: 80Q1 26: 9090Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202690

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 13 bought or addedQ2 24: 10 cut or sold outQ3 24: 26 bought or addedQ3 24: 5 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 14 cut or sold outQ1 25: 30 bought or addedQ1 25: 21 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 21 cut or sold outQ3 25: 45 bought or addedQ3 25: 28 cut or sold outQ3 25Q4 25: 55 bought or addedQ4 25: 29 cut or sold outQ1 26: 63 bought or addedQ1 26: 32 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241310
Q3 2024265
Q4 20242514
Q1 20253021
Q2 20253521
Q3 20254528
Q4 20255529
Q1 20266332

Biggest buyers

WCG Wealth Advisors LLC New +1,867,814+1.9m
Sowell Financial Services LLC New +1,198,667+1.2m
WealthPlan Investment Management, LLC Added +460,206+460.2k
Brookwood Investment Group LLC Added +432,160+432.2k
LPL Financial LLC Added +400,199+400.2k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Added +292,401+292.4k
Simplify Asset Management Inc. Added +250,000+250.0k
PRINCIPAL SECURITIES, INC. Added +191,365+191.4k
RiverTree Advisors, LLC New +156,859+156.9k
Elevated Capital Advisors, LLC Added +118,054+118.1k

Biggest sellers

POM Investment Strategies, LLC Reduced -233,790-233.8k
OSAIC HOLDINGS, INC. Reduced -170,857-170.9k
Encompass More Asset Management Sold out -137,130-137.1k
IEQ CAPITAL, LLC Sold out -69,603-69.6k
AE Wealth Management LLC Reduced -63,698-63.7k
OLD MISSION CAPITAL LLC Sold out -51,130-51.1k
J HAGAN CAPITAL, INC. Reduced -48,853-48.9k
GK Wealth Management LLC Sold out -47,551-47.6k
Beacon Capital Management, LLC Reduced -35,578-35.6k
Thrivent Financial for Lutherans Sold out -24,985-25.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 0.66% of their portfolio Las Vegas, NV 2,109,1272.1m $42.9m $42.9m 0.66% Added +250.0k +250,000
2 WCG Wealth Advisors LLC 1.06% of their portfolio LAS VEGAS, NV 1,867,8141.9m $38.0m $38.0m 1.06% New
3 Sowell Financial Services LLC 0.90% of their portfolio NORTH LITTLE ROCK, AR 1,198,6671.2m $24.4m $24.4m 0.90% New
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,196,6951.2m $24.4m $24.4m 0.01% Added +111.6k +111,561
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 807,669807.7k $16.4m $16.4m 0.00% Added +400.2k +400,199
6 WealthPlan Investment Management, LLC 0.82% of their portfolio OMAHA, NE 718,613718.6k $14.6m $14.6m 0.82% Added +460.2k +460,206
7 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 703,684703.7k $14.3m $14.3m 0.08% Reduced -63.7k -63,698
8 Stadion Money Management, LLC 1.41% of their portfolio WATKINSVILLE, GA 687,642687.6k $14.0m $14.0m 1.41% Added +9.5k +9,501
9 Great Diamond Partners, LLC 2.23% of their portfolio Portland, ME 569,038569.0k $11.6m $11.6m 2.23% Added +88.4k +88,431
10 Brookwood Investment Group LLC 1.22% of their portfolio PHOENIX, AZ 468,796468.8k $9.5m $9.5m 1.22% Added +432.2k +432,160
11 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.45% of their portfolio LEAWOOD, KS 423,120423.1k $8.6m $8.6m 1.45% Added +292.4k +292,401
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 419,351419.4k $8.5m $8.5m 0.01% Reduced -170.9k -170,857
13 Park Edge Advisors, LLC 1.92% of their portfolio Cleveland, OH 410,019410.0k $8.3m $8.3m 1.92% Added +45.8k +45,757
14 PRINCIPAL SECURITIES, INC. 0.12% of their portfolio DES MOINES, IA 405,197405.2k $8.2m $8.2m 0.12% Added +191.4k +191,365
15 Elevated Capital Advisors, LLC 1.80% of their portfolio SANDY, UT 351,530351.5k $7.2m $7.2m 1.80% Added +118.1k +118,054
16 Financial Enhancement Group LLC 0.73% of their portfolio ANDERSON, IN 284,674284.7k $5.9m $5.9m 0.73% Reduced -17.9k -17,900
17 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 191,098191.1k $3.9m $3.9m 0.02% Added +13.7k +13,704
18 Key Capital Management, INC 2.50% of their portfolio HENDERSONVILLE, TN 37075, TN 186,376186.4k $3.8m $3.8m 2.50% Added +37.7k +37,737
19 RiverTree Advisors, LLC 2.02% of their portfolio WINTER PARK, FL 156,859156.9k $3.2m $3.2m 2.02% New
20 IFS Group,LLC 2.53% of their portfolio YORK, PA 139,748139.7k $2.8m $2.8m 2.53% First filing
21 HOWARD BAILEY SECURITIES, LLC 1.17% of their portfolio FORT WAYNE, IN 139,538139.5k $2.8m $2.8m 1.17% Added +15.5k +15,533
22 EVOLUTION WEALTH MANAGEMENT INC. 2.03% of their portfolio FORT MYERS, FL 136,124136.1k $2.8m $2.8m 2.03% Added +49.1k +49,136
23 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 134,159134.2k $2.7m $2.7m 0.02% Added +2.2k +2,238
24 B.O.S.S. Retirement Advisors, LLC 0.70% of their portfolio Lehi, UT 112,296112.3k $2.3m $2.3m 0.70% Added +9.2k +9,172
25 FSA Advisors, Inc. 1.31% of their portfolio TROY, MI 97,36997.4k $2.0m $2.0m 1.31% Added +6.0k +6,016
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 89,32989.3k $1.8m $1.8m 0.02% Added +22.0k +21,993
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 82,02882.0k $1.7m $1.7m 0.00% New
28 Beacon Capital Management, LLC 0.27% of their portfolio FRANKLIN, TN 74,85774.9k $1.5m $1.5m 0.27% Reduced -35.6k -35,578
29 NWAM LLC 0.08% of their portfolio MERCER ISLAND, WA 69,68369.7k $1.4m $1.4m 0.08% Reduced -19 -19
30 Authentikos Wealth Advisory, LLC 0.92% of their portfolio MORGAN HILL, CA 66,94966.9k $1.4m $1.4m 0.92% Reduced -4.3k -4,266
31 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 66,64066.6k $1.4m $1.4m 0.03% Reduced -7.6k -7,589
32 GeoWealth Management, LLC 0.05% of their portfolio CHICAGO, IL 64,00364.0k $1.3m $1.3m 0.05% New
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 59,10959.1k $1.2m $1.2m 0.00% Added +23.6k +23,611
34 LANARK FINANCIAL, INC. 0.09% of their portfolio BIRMINGHAM, AL 58,51358.5k $1.2m $1.2m 0.09% Added +56.5k +56,480
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 55,70455.7k $1.1m $1.1m 0.01% Added +21.4k +21,435
36 Blackston Financial Advisory Group, LLC 0.70% of their portfolio THE VILLAGES, FL 54,76854.8k $1.1m $1.1m 0.70% Added +10.8k +10,808
37 Financial Partners Group, Inc 0.13% of their portfolio Overland Park, KS 54,30754.3k $1.1m $1.1m 0.13% Added +7.7k +7,741
38 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 54,25154.3k $1.1m $1.1m 0.01% Added +1.6k +1,573
39 KG Capital Management 0.79% of their portfolio ST. FRANCISVILLE, LA 54,22254.2k $1.1m $1.1m 0.79% Added +3.1k +3,093
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,25543.3k $880.2k $880.2k 0.00% Reduced -9.9k -9,915
41 Networth Advisors, LLC 0.60% of their portfolio CANONSBURG, PA 41,99242.0k $854.5k $854.5k 0.60% Added +9.5k +9,528
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,41040.4k $822.3k $822.3k 0.00% New
43 Greykasell Wealth Strategies, Inc. 0.33% of their portfolio DANVILLE, CA 40,04340.0k $814.9k $814.9k 0.33% Added +711 +711
44 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 35,96636.0k $731.9k $731.9k 0.02% Added +11.3k +11,318
45 Bay Rivers Group 0.30% of their portfolio Williamsburg, VA 35,92235.9k $731.0k $731.0k 0.30% Added +8.1k +8,120
46 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 33,79033.8k $687.6k $687.6k 0.04% Reduced -19.7k -19,666
47 J HAGAN CAPITAL, INC. 0.34% of their portfolio LOUISVILLE, KY 30,73730.7k $625.5k $625.5k 0.34% Reduced -48.9k -48,853
48 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.37% of their portfolio OKLAHOMA CITY, OK 29,44029.4k $599.1k $599.1k 0.37% New
49 Legacy Wealth Managment, LLC/ID 0.27% of their portfolio BOISE, ID 26,69226.7k $543.2k $543.2k 0.27% Added +3.2k +3,163
50 WealthPLAN Partners, LLC 0.10% of their portfolio OMAHA, NE 26,42526.4k $537.7k $537.7k 0.10% Added +4.1k +4,129
51 WINNACLE WEALTH LLC 0.41% of their portfolio WACO, TX 25,92225.9k $527.5k $527.5k 0.41% Added +822 +822
52 Worth Asset Management, LLC 0.20% of their portfolio DALLAS, TX 25,81325.8k $525.3k $525.3k 0.20% Added +1.1k +1,124
53 Balance Wealth Partners LLC 0.15% of their portfolio WORTHINGTON, OH 23,38223.4k $475.8k $475.8k 0.15% Reduced -9.5k -9,473
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,19223.2k $472.0k $472.0k 0.00% Added +11.3k +11,312
55 Mach-1 Financial Group, LLC 0.16% of their portfolio Rogers, AR 22,04522.0k $448.6k $448.6k 0.16% Reduced -484 -484
56 Cooper Financial Group 0.04% of their portfolio IRVINE, CA 21,80521.8k $443.7k $443.7k 0.04% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,19921.2k $432.5k $432.5k 0.00% New
58 Aspen Wealth Strategies, LLC 0.22% of their portfolio ARVADA, CO 20,31320.3k $413.4k $413.4k 0.22% Added +4.2k +4,236
59 Revisor Wealth Management LLC 0.11% of their portfolio AKRON, OH 18,96819.0k $386.0k $386.0k 0.11% Added +66 +66
60 WealthCare Asset Management, LLC 0.39% of their portfolio SPRINGFIELD, MO 18,00418.0k $366.4k $366.4k 0.39% New
61 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 17,62517.6k $358.7k $358.7k 0.00% Reduced -111 -111
62 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 17,20017.2k $350.0k $350.0k 0.00% Unchanged
63 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 16,22016.2k $330.1k $330.1k 0.01% New
64 Andina Capital Management, LLC 0.29% of their portfolio LOGAN, UT 15,85315.9k $322.6k $322.6k 0.29% Reduced -18.4k -18,428
65 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 15,40515.4k $313.5k $313.5k 0.00% Reduced -3.3k -3,269
66 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 15,28215.3k $311.0k $311.0k 0.00% Reduced -191 -191
67 Secure Asset Management, LLC 0.05% of their portfolio Troy, MI 14,77014.8k $300.6k $300.6k 0.05% New
68 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 14,08114.1k $286.5k $286.5k 0.00% New
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,03514.0k $285.6k $285.6k 0.00% Added +10 +10
70 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 13,97614.0k $284.4k $284.4k 0.02% New
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,14513.1k $268.0k $268.0k 0.00% Added +5.8k +5,837
72 Decker Retirement Planning Inc. 0.11% of their portfolio LEVI, UT 12,20712.2k $248.4k $248.4k 0.11% Reduced -785 -785
73 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 11,80011.8k $240.0k $240.0k 0.01% New
74 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 11,63411.6k $236.8k $236.8k 0.01% New
75 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 10,44910.4k $212.6k $212.6k 0.00% Added +750 +750
76 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,14510.1k $206.4k $206.4k 0.01% Added +408 +408
77 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,02510.0k $204.0k $204.0k 0.00% New
78 POM Investment Strategies, LLC 0.22% of their portfolio RALEIGH, NC 8,8118.8k $179.3k $179.3k 0.22% Reduced -233.8k -233,790
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,0446.0k $122.8k $122.8k 0.00% New
80 STANCE CAPITAL LLC 0.03% of their portfolio BOSTON, MA 3,4073.4k $69.3k $69.3k 0.03% New
81 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,5642.6k $52.1k $52.1k 0.00% Added +4 +4
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5091.5k $30.7k $30.7k 0.00% Added +19 +19
83 Strive Financial Group ,LLC 0.02% of their portfolio CARMEL, IN 1,4601.5k $30.0k $30.0k 0.02% New
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 953953 $19.4k $19.4k 0.00% Reduced -12.2k -12,198
85 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 725725 $14.8k $14.8k 0.00% New
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 565565 $11.5k $11.5k 0.00% Reduced -1 -1
87 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 435435 $8.8k $8.8k 0.00% Reduced -1.4k -1,397
88 Triumph Capital Management 0.00% of their portfolio DENVER, CO 200200 $4.1k $4.1k 0.00% Unchanged
89 UBS Group AG 0.00% of their portfolio ZURICH, V8 110110 $2.2k $2.2k 0.00% Reduced -782 -782
90 PIN OAK INVESTMENT ADVISORS INC 0.00% of their portfolio HOUSTON, TX 100100 $2.0k $2.0k 0.00% Unchanged