Vault-13

SIMPLIFY EXCHANGE TRADED FUN AGGH

AGGREGATE BOND E · ETP · CUSIP 82889N723

96 institutional holders +6 vs Q1 2026
19,887,14519.9m shares reported held*
$401.0mreported value*
20 new 47 added 24 reduced 15 sold out net bought ≈ $84.8m (+4.2m 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 ($157.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.17.

Trends to Q2 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: 90Q2 26: 9696Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202696

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 63 bought or addedQ1 26: 32 cut or sold outQ2 26: 67 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024265
Q4 20242514
Q1 20253021
Q2 20253521
Q3 20254528
Q4 20255529
Q1 20266332
Q2 20266739

Biggest buyers

Gradient Investments LLC New +1,857,938+1.9m
Private Advisor Group, LLC New +683,238+683.2k
WCG Wealth Advisors LLC Added +421,357+421.4k
LPL Financial LLC Added +336,330+336.3k
ENVESTNET ASSET MANAGEMENT INC Added +153,424+153.4k
Copley Financial Group, Inc. New +128,942+128.9k
PRINCIPAL SECURITIES, INC. Added +103,015+103.0k
Janney Montgomery Scott LLC New +75,427+75.4k
SteelPeak Wealth, LLC New +67,654+67.7k
AE Wealth Management LLC Added +64,569+64.6k

Biggest sellers

IFS Group,LLC Sold out -139,748-139.7k
NWAM LLC Reduced -50,481-50.5k
JANE STREET GROUP, LLC Reduced -43,904-43.9k
Cetera Investment Advisers Sold out -43,255-43.3k
WealthPlan Investment Management, LLC Reduced -41,302-41.3k
CITADEL ADVISORS LLC Sold out -40,410-40.4k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -29,440-29.4k
Legacy Wealth Managment, LLC/ID Sold out -26,692-26.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -21,199-21.2k
Integrated Advisors Network LLC Reduced -18,881-18.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WCG Wealth Advisors LLC 1.09% of their portfolio LAS VEGAS, NV 2,289,1712.3m $46.2m $46.2m 1.09% Added +421.4k +421,357
2 Simplify Asset Management Inc. 0.60% of their portfolio Las Vegas, NV 2,109,1272.1m $42.5m $42.5m 0.60% Unchanged
3 Gradient Investments LLC 0.52% of their portfolio ARDEN HILLS, MN 1,857,9381.9m $37.5m $37.5m 0.52% New
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,350,1191.4m $27.2m $27.2m 0.01% Added +153.4k +153,424
5 Sowell Financial Services LLC 0.80% of their portfolio NORTH LITTLE ROCK, AR 1,219,7561.2m $24.6m $24.6m 0.80% Added +21.1k +21,089
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,143,9991.1m $23.1m $23.1m 0.01% Added +336.3k +336,330
7 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 768,253768.3k $15.5m $15.5m 0.07% Added +64.6k +64,569
8 Stadion Money Management, LLC 1.21% of their portfolio WATKINSVILLE, GA 696,618696.6k $14.1m $14.1m 1.21% Added +9.0k +8,976
9 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 683,238683.2k $13.8m $13.8m 0.06% New
10 WealthPlan Investment Management, LLC 0.68% of their portfolio OMAHA, NE 677,311677.3k $13.7m $13.7m 0.68% Reduced -41.3k -41,302
11 Great Diamond Partners, LLC 2.09% of their portfolio Portland, ME 603,638603.6k $12.2m $12.2m 2.09% Added +34.6k +34,600
12 PRINCIPAL SECURITIES, INC. 0.12% of their portfolio DES MOINES, IA 508,212508.2k $10.3m $10.3m 0.12% Added +103.0k +103,015
13 Brookwood Investment Group LLC 1.11% of their portfolio PHOENIX, AZ 475,325475.3k $9.6m $9.6m 1.11% Added +6.5k +6,529
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 471,438471.4k $9.5m $9.5m 0.01% Added +52.1k +52,087
15 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.26% of their portfolio LEAWOOD, KS 420,950420.9k $8.5m $8.5m 1.26% Reduced -2.2k -2,170
16 Park Edge Advisors, LLC 1.80% of their portfolio Cleveland, OH 418,122418.1k $8.4m $8.4m 1.80% Added +8.1k +8,103
17 Elevated Capital Advisors, LLC 2.21% of their portfolio SANDY, UT 397,811397.8k $8.0m $8.0m 2.21% Added +46.3k +46,281
18 Financial Enhancement Group LLC 0.72% of their portfolio ANDERSON, IN 297,216297.2k $6.0m $6.0m 0.72% Added +12.5k +12,542
19 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 209,964210.0k $4.2m $4.2m 0.02% Added +18.9k +18,866
20 Key Capital Management, INC 2.13% of their portfolio HENDERSONVILLE, TN 37075, TN 204,726204.7k $4.1m $4.1m 2.13% Added +18.4k +18,350
21 RiverTree Advisors, LLC 2.24% of their portfolio WINTER PARK, FL 188,474188.5k $3.8m $3.8m 2.24% Added +31.6k +31,615
22 EVOLUTION WEALTH MANAGEMENT INC. 1.94% of their portfolio FORT MYERS, FL 163,520163.5k $3.3m $3.3m 1.94% Added +27.4k +27,396
23 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 145,374145.4k $2.9m $2.9m 0.02% Added +11.2k +11,215
24 HOWARD BAILEY SECURITIES, LLC 1.07% of their portfolio FORT WAYNE, IN 141,976142.0k $2.9m $2.9m 1.07% Added +2.4k +2,438
25 Copley Financial Group, Inc. 1.57% of their portfolio SAN DIEGO, CA 128,942128.9k $2.6m $2.6m 1.57% New
26 B.O.S.S. Retirement Advisors, LLC 0.66% of their portfolio Lehi, UT 122,006122.0k $2.5m $2.5m 0.66% Added +9.7k +9,710
27 FSA Advisors, Inc. 1.03% of their portfolio TROY, MI 111,734111.7k $2.3m $2.3m 1.03% Added +14.4k +14,365
28 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 111,041111.0k $2.2m $2.2m 0.05% Added +44.4k +44,401
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 99,982100.0k $2.0m $2.0m 0.02% Added +10.7k +10,653
30 LANARK FINANCIAL, INC. 0.11% of their portfolio BIRMINGHAM, AL 81,99182.0k $1.7m $1.7m 0.11% Added +23.5k +23,478
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 75,42775.4k $1.5m $1.5m 0.00% New
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 74,43274.4k $1.5m $1.5m 0.00% Added +15.3k +15,323
33 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 69,07669.1k $1.4m $1.4m 0.04% Added +5.1k +5,073
34 SteelPeak Wealth, LLC 0.04% of their portfolio WOODLAND HILLS, CA 67,65467.7k $1.4m $1.4m 0.04% New
35 Authentikos Wealth Advisory, LLC 0.83% of their portfolio MORGAN HILL, CA 64,82964.8k $1.3m $1.3m 0.83% Reduced -2.1k -2,120
36 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 64,25664.3k $1.3m $1.3m 0.01% Added +8.6k +8,552
37 Financial Partners Group, Inc 0.13% of their portfolio Overland Park, KS 63,31063.3k $1.3m $1.3m 0.13% Added +9.0k +9,003
38 Blackston Financial Advisory Group, LLC 0.68% of their portfolio THE VILLAGES, FL 59,80959.8k $1.2m $1.2m 0.68% Added +5.0k +5,041
39 Beacon Capital Management, LLC 0.17% of their portfolio FRANKLIN, TN 57,28557.3k $1.2m $1.2m 0.17% Reduced -17.6k -17,572
40 KG Capital Management 0.62% of their portfolio ST. FRANCISVILLE, LA 51,79351.8k $1.0m $1.0m 0.62% Reduced -2.4k -2,429
41 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 50,77850.8k $1.0m $1.0m 0.01% Reduced -3.5k -3,473
42 Networth Advisors, LLC 0.58% of their portfolio CANONSBURG, PA 49,28049.3k $994.0k $994.0k 0.58% Added +7.3k +7,288
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,52246.5k $938.0k $938.0k 0.00% Added +36.5k +36,497
44 WealthPLAN Partners, LLC 0.18% of their portfolio OMAHA, NE 46,30146.3k $933.9k $933.9k 0.18% Added +19.9k +19,876
45 GK Wealth Management LLC 0.55% of their portfolio RENO, NV 44,86244.9k $904.9k $904.9k 0.55% New
46 WINNACLE WEALTH LLC 0.61% of their portfolio WACO, TX 44,80544.8k $903.7k $903.7k 0.61% Added +18.9k +18,883
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,26343.3k $872.6k $872.6k 0.00% New
48 Greykasell Wealth Strategies, Inc. 0.30% of their portfolio DANVILLE, CA 40,75940.8k $822.1k $822.1k 0.30% Added +716 +716
49 Bay Rivers Group 0.27% of their portfolio Williamsburg, VA 39,01139.0k $786.9k $786.9k 0.27% Added +3.1k +3,089
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 38,12438.1k $769.0k $769.0k 0.00% Reduced -43.9k -43,904
51 WealthCare Asset Management, LLC 0.31% of their portfolio SPRINGFIELD, MO 36,55036.5k $737.2k $737.2k 0.31% Added +18.5k +18,546
52 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 35,59935.6k $718.0k $718.0k 0.02% Reduced -367 -367
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 30,93330.9k $623.9k $623.9k 0.00% New
54 J HAGAN CAPITAL, INC. 0.28% of their portfolio LOUISVILLE, KY 30,29830.3k $611.1k $611.1k 0.28% Reduced -439 -439
55 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 29,47729.5k $594.6k $594.6k 0.02% Added +17.8k +17,843
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 27,70027.7k $558.7k $558.7k 0.00% Added +4.5k +4,508
57 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 27,33927.3k $551.4k $551.4k 0.03% Added +13.4k +13,363
58 Brown Financial Advisors 0.19% of their portfolio MILFORD, OH 26,85726.9k $541.7k $541.7k 0.19% New
59 Worth Asset Management, LLC 0.17% of their portfolio DALLAS, TX 26,08626.1k $526.2k $526.2k 0.17% Added +273 +273
60 GFS Advisors, LLC 0.02% of their portfolio HOUSTON, TX 25,43225.4k $435.9k $435.9k 0.02% New
61 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 24,69824.7k $498.2k $498.2k 0.01% Added +8.5k +8,478
62 Balance Wealth Partners LLC 0.12% of their portfolio WORTHINGTON, OH 23,20023.2k $467.9k $467.9k 0.12% Reduced -182 -182
63 Lloyd Advisory Services, LLC. 0.18% of their portfolio SUWANEE, GA 23,07823.1k $465.5k $465.5k 0.18% New
64 Cooper Financial Group 0.03% of their portfolio IRVINE, CA 20,86120.9k $420.8k $420.8k 0.03% Reduced -944 -944
65 Aspen Wealth Strategies, LLC 0.20% of their portfolio ARVADA, CO 20,48920.5k $413.3k $413.3k 0.20% Added +176 +176
66 Mattson Financial Services, LLC 0.08% of their portfolio KENTWOOD, MI 19,89619.9k $399.9k $399.9k 0.08% New
67 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 19,20219.2k $387.3k $387.3k 0.02% Reduced -50.5k -50,481
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,07519.1k $384.7k $384.7k 0.00% New
69 Mach-1 Financial Group, LLC 0.15% of their portfolio Rogers, AR 19,07019.1k $384.6k $384.6k 0.15% Reduced -3.0k -2,975
70 Revisor Wealth Management LLC 0.09% of their portfolio AKRON, OH 17,70217.7k $357.0k $357.0k 0.09% Reduced -1.3k -1,266
71 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 17,62217.6k $355.4k $355.4k 0.00% Reduced -3 -3
72 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 17,19617.2k $346.8k $346.8k 0.00% Reduced -4 -4
73 Andina Capital Management, LLC 0.50% of their portfolio LOGAN, UT 15,19015.2k $306.4k $306.4k 0.50% Reduced -663 -663
74 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 14,90914.9k $300.7k $300.7k 0.01% Reduced -18.9k -18,881
75 Secure Asset Management, LLC 0.04% of their portfolio Troy, MI 14,69614.7k $296.4k $296.4k 0.04% Reduced -74 -74
76 Paladin Wealth, LLC 0.17% of their portfolio ARDEN HILLS, MN 14,53214.5k $293.1k $293.1k 0.17% New
77 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 14,07014.1k $283.8k $283.8k 0.00% New
78 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 13,05313.1k $263.0k $263.0k 0.01% Added +1.3k +1,253
79 Decker Retirement Planning Inc. 0.09% of their portfolio LEVI, UT 12,59812.6k $254.1k $254.1k 0.09% Added +391 +391
80 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 12,46112.5k $251.3k $251.3k 0.01% Added +2.3k +2,316
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,27412.3k $248.0k $248.0k 0.00% Reduced -871 -871
82 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 11,01311.0k $222.0k $222.0k 0.00% Reduced -4.3k -4,269
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,6098.6k $174.2k $174.2k 0.00% Added +2.6k +2,565
84 TOUNJIAN ADVISORY PARTNERS, LLC 0.06% of their portfolio FORT MYERS, FL 6,7756.8k $136.6k $136.6k 0.06% New
85 POM Investment Strategies, LLC 0.09% of their portfolio RALEIGH, NC 3,8143.8k $76.9k $76.9k 0.09% Reduced -5.0k -4,997
86 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,4002.4k $48.4k $48.4k 0.00% New
87 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,6861.7k $33.9k $33.9k 0.00% Reduced -878 -878
88 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 1,6361.6k $33.0k $33.0k 0.00% New
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5281.5k $30.8k $30.8k 0.00% Added +19 +19
90 Strive Financial Group ,LLC 0.01% of their portfolio CARMEL, IN 1,4001.4k $28.2k $28.2k 0.01% Reduced -60 -60
91 Montgomery Financial Services LLC 0.02% of their portfolio OCEAN CITY, MD 1,2181.2k $24.6k $24.6k 0.02% First filing
92 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,1641.2k $23.5k $23.5k 0.00% New
93 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 725725 $14.6k $14.6k 0.00% Unchanged
94 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 565565 $11.4k $11.4k 0.00% Unchanged
95 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 519519 $10.5k $10.5k 0.00% New
96 Triumph Capital Management 0.00% of their portfolio DENVER, CO 200200 $4.0k $4.0k 0.00% Unchanged