# SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BD ETF

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.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: AGGREGATE BD ETF
- CUSIP: 82889N723
- 13F holders: 102
- 13F value: $370.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 102 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Simplify Asset Management Inc.](https://search.stillhousedata.com/firm/309535) | Las Vegas, NV | $42.5M | 2,109,127 |
| [WCG Wealth Advisors LLC](https://search.stillhousedata.com/firm/173194) | 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](https://search.stillhousedata.com/firm/127145) | NORTH LITTLE ROCK, AR | $24.6M | 1,219,756 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $16.4M | 807,669 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $15.5M | 768,253 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $13.8M | 683,238 |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | OMAHA, NE | $13.7M | 677,311 |
| [Great Diamond Partners, LLC](https://search.stillhousedata.com/firm/299598) | Portland, ME | $12.2M | 603,638 |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | DES MOINES, IA | $10.3M | 508,212 |
| [Brookwood Investment Group LLC](https://search.stillhousedata.com/firm/316544) | PHOENIX, AZ | $9.6M | 475,325 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $8.5M | 419,351 |
| [PREVAIL INNOVATIVE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/288641) | LEAWOOD, KS | $8.5M | 420,950 |
| [Park Edge Advisors, LLC](https://search.stillhousedata.com/firm/317521) | Cleveland, OH | $8.4M | 418,122 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N723.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.