CUSIP 82889N723AGGREGATE BOND EAGGHQ4 2025
Aggregate 13F value by quarter
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80 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1.86M | $38.48M | −1.86M | Reduced |
| 2 | Envestnet Asset Management Inc | 1.09M | $22.46M | +955.8K | Added |
| 3 | Ae Wealth Management LLC | 767.4K | $15.88M | +278.7K | Added |
| 4 | Stadion Money Management, LLC | 678.1K | $14.04M |
| +50.7K |
| Added |
| 5 | Osaic Holdings, Inc. | 590.2K | $12.22M | −351.8K | Reduced |
| 6 | Great Diamond Partners, LLC | 480.6K | $9.95M | +19.5K | Added |
| 7 | Lpl Financial LLC | 407.5K | $8.43M | +93.5K | Added |
| 8 | Park Edge Advisors, LLC | 364.3K | $7.54M | +1.6K | Added |
| 9 | Financial Enhancement Group LLC | 302.6K | $6.28M | −233 | Reduced |
| 10 | Wealthplan Investment Management, LLC | 258.4K | $5.35M | +258.4K | New |
See every fund holding Simplify Exchange Traded Fun, with full quarter-over-quarter share changes.
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