SIMPLIFY AGGREGATE BOND ETF AGGH
$20.18
+0.3% 52w: $18.59 – $20.39
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data18.5919.4920.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
+9 QoQ
13F value
$318.7M
+49.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AGGH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | Wealth advisor | 2.1M | $42.9M | 0.7% | +13.4% |
| WCG Wealth Advisors LLC | Wealth advisor | 1.9M | $38.0M | 1.1% | New |
| Sowell Financial Services LLC | Wealth advisor | 1.2M | $24.4M | 0.9% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $24.4M | 0.0% | +10.3% |
| LPL Financial LLC | Bank broker | 807.7K | $16.4M | 0.0% | +98.2% |
| WealthPlan Investment Management, LLC | Wealth advisor | 718.6K | $14.6M | 0.8% | +178.1% |
| AE Wealth Management LLC | Wealth advisor | 703.7K | $14.3M | 0.1% | -8.3% |
| Stadion Money Management, LLC | Wealth advisor | 687.6K | $14.0M | 1.4% | +1.4% |
| Great Diamond Partners, LLC | Wealth advisor | 569.0K | $11.6M | 2.2% | +18.4% |
| Brookwood Investment Group LLC | Wealth advisor | 468.8K | $9.5M | 1.2% | +1179.6% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 423.1K | $8.6M | 1.4% | +223.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 419.4K | $8.5M | 0.0% | -28.9% |
| Park Edge Advisors, LLC | Other | 410.0K | $8.3M | 1.9% | +12.6% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 405.2K | $8.2M | 0.1% | +89.5% |
| Elevated Capital Advisors, LLC | Wealth advisor | 351.5K | $7.2M | 1.8% | +50.6% |
| Financial Enhancement Group LLC | Wealth advisor | 284.7K | $5.9M | 0.7% | -5.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 191.1K | $3.9M | 0.0% | +7.7% |
| Key Capital Management, INC | Wealth advisor | 186.4K | $3.8M | 2.5% | +25.4% |
| RiverTree Advisors, LLC | Wealth advisor | 156.9K | $3.2M | 2.0% | New |
| IFS Group,LLC | Wealth advisor | 139.7K | $2.8M | 2.5% | — |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 139.5K | $2.8M | 1.2% | +12.5% |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 136.1K | $2.8M | 2.0% | +56.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 134.2K | $2.7M | 0.0% | +1.7% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 112.3K | $2.3M | 0.7% | +8.9% |
| FSA Advisors, Inc. | Wealth advisor | 97.4K | $2.0M | 1.3% | +6.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 89.3K | $1.8M | 0.0% | +32.7% |
| JANE STREET GROUP, LLC | Market maker | 82.0K | $1.7M | 0.0% | New |
| Beacon Capital Management, LLC | Wealth advisor | 74.9K | $1.5M | 0.3% | -32.2% |
| NWAM LLC | Wealth advisor | 69.7K | $1.4M | 0.1% | 0.0% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 66.9K | $1.4M | 0.9% | -6.0% |
| CreativeOne Wealth, LLC | Wealth advisor | 66.6K | $1.4M | 0.0% | -10.2% |
| GeoWealth Management, LLC | Wealth advisor | 64.0K | $1.3M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 59.1K | $1.2M | 0.0% | +66.5% |
| NBC SECURITIES, INC. | Diversified mechanical | 58.5K | $1.2M | 0.1% | +2778.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 55.7K | $1.1M | 0.0% | +62.5% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 54.8K | $1.1M | 0.7% | +24.6% |
| Financial Partners Group, Inc | Wealth advisor | 54.3K | $1.1M | 0.1% | +16.6% |
| Advisory Services Network, LLC | Diversified mechanical | 54.3K | $1.1M | 0.0% | +3.0% |
| KG Capital Management | Other | 54.2K | $1.1M | 0.8% | +6.0% |
| Cetera Investment Advisers | Wealth advisor | 43.3K | $880K | 0.0% | -18.6% |
| Networth Advisors, LLC | Wealth advisor | 42.0K | $855K | 0.6% | +29.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 40.4K | $822K | 0.0% | New |
| Greykasell Wealth Strategies, Inc. | Wealth advisor | 40.0K | $815K | 0.3% | +1.8% |
| IHT Wealth Management, LLC | Wealth advisor | 36.0K | $732K | 0.0% | +45.9% |
| Bay Rivers Group | Other | 35.9K | $731K | 0.3% | +29.2% |
| Integrated Advisors Network LLC | Wealth advisor | 33.8K | $688K | 0.0% | -36.8% |
| J HAGAN CAPITAL, INC. | Wealth advisor | 30.7K | $625K | 0.3% | -61.4% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 26.7K | $543K | 0.3% | +13.4% |
| WealthPLAN Partners, LLC | Wealth advisor | 26.4K | $538K | 0.1% | +18.5% |
| WINNOW WEALTH LLC | Wealth advisor | 25.9K | $528K | 0.4% | +3.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.