SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BD ETF is a security (CUSIP 82889N723) tracked across SEC portfolio filings. 102 institutional managers reported $370.5M on Form 13F as of 2026-06-30.
Showing 15 of 102 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Simplify Asset Management Inc. | Las Vegas, NV | $42.5M | 2,109,127 |
| WCG Wealth Advisors LLC | LAS VEGAS, NV | $38.0M | 1,867,814 |
| Gradient Investments LLC | ARDEN HILLS, MN | $37.5M | 1,857,938 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $27.2M | 1,350,119 |
| Sowell Financial Services LLC | NORTH LITTLE ROCK, AR | $24.6M | 1,219,756 |
| LPL Financial LLC | FORT MILL, SC | $16.4M | 807,669 |
| AE Wealth Management LLC | TOPEKA, KS | $15.5M | 768,253 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $13.8M | 683,238 |
| WealthPlan Investment Management, LLC | OMAHA, NE | $13.7M | 677,311 |
| Great Diamond Partners, LLC | Portland, ME | $12.2M | 603,638 |
| PRINCIPAL SECURITIES, INC. | DES MOINES, IA | $10.3M | 508,212 |
| Brookwood Investment Group LLC | PHOENIX, AZ | $9.6M | 475,325 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $8.5M | 419,351 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LEAWOOD, KS | $8.5M | 420,950 |
| Park Edge Advisors, LLC | Cleveland, OH | $8.4M | 418,122 |