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Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$20.62 -0.06 (-0.29%)
As of 12:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$88.26M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$31.28M
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AGGH Institutional Buying and Selling by Quarter

Simplify Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 IHT Wealth Management LLC42,310$873K0.0%N/A0.279%
8/14/2025 Napa Wealth Management10,137$209K0.1%-71.9%0.067%
8/14/2025 NewEdge Advisors LLC12,486$258K0.0%-73.3%0.082%
8/14/2025 L2 Asset Management LLC24,366$503K0.1%N/A0.161%
8/14/2025 Balance Wealth LLC31,592$652K0.4%+42.9%0.209%
8/13/2025 Great Diamond Partners LLC420,667$8.68M1.8%N/A2.777%
8/12/2025 CreativeOne Wealth LLC51,678$1.07M0.0%+19.3%0.341%
8/8/2025 Avantax Advisory Services Inc.138,554$2.86M0.0%+9.9%0.878%
8/7/2025 Nwam LLC71,793$1.46M0.1%-6.5%0.455%
8/7/2025 Aspen Wealth Strategies LLC30,094$621K0.4%-35.5%0.191%
8/6/2025 AE Wealth Management LLC200,029$4.13M0.0%+223.6%1.268%
8/6/2025 Legacy Wealth Managment LLC ID27,091$559K0.3%-8.1%0.172%
8/6/2025 Ethos Financial Group LLC161,442$3.33M0.3%+14.2%1.023%
8/5/2025 Optivise Advisory Services LLC136,115$2.81M1.4%+29.3%0.863%
8/4/2025 Buck Wealth Strategies LLC313,444$6.47M1.0%+5.8%1.987%
8/1/2025 Brookwood Investment Group LLC38,608$797K0.1%N/A0.245%
8/1/2025 Envestnet Asset Management Inc.194,107$4.01M0.0%+536.6%1.230%
7/29/2025 Signature Estate & Investment Advisors LLC97,642$2.02M0.0%N/A0.619%
7/25/2025 Atria Wealth Solutions Inc.12,150$251K0.0%+12.5%0.077%
7/23/2025 Prime Capital Investment Advisors LLC17,207$355K0.0%-97.9%0.109%
7/22/2025 Wealthcare Advisory Partners LLC15,008$310K0.0%N/A0.095%
7/17/2025 Janney Montgomery Scott LLC17,450$360K0.0%+6.1%0.110%
7/17/2025 KG&L Capital Management LLC31,888$658K0.2%+98.4%0.200%
7/15/2025 Financial Partners Group Inc34,532$713K0.1%N/A0.217%
7/14/2025 Financial Enhancement Group LLC278,103$5.61M0.8%+66.9%1.746%
7/10/2025 Worth Asset Management LLC27,844$575K0.3%-24.6%0.175%
7/9/2025 Bay Rivers Group16,908$349K0.2%+13.5%0.106%
7/8/2025 GK Wealth Management LLC52,872$1.09M1.0%-14.2%0.332%
7/7/2025 Park Edge Advisors LLC185,665$3.83M1.0%+33.0%1.166%
5/28/2025 GK Wealth Management LLC61,282$1.30M1.5%-8.4%0.396%
5/19/2025 Jane Street Group LLC25,574$541K0.0%-51.5%0.165%
5/16/2025 Legacy Wealth Managment LLC ID29,488$624K0.4%-22.7%0.190%
5/14/2025 CreativeOne Wealth LLC43,312$916K0.0%+18.7%0.280%
5/14/2025 Napa Wealth Management36,022$762K0.4%-23.0%0.233%
5/14/2025 Andina Capital Management LLC46,177$977K0.7%-14.5%0.298%
5/13/2025 Ethos Financial Group LLC141,378$2.99M0.3%N/A0.913%
5/12/2025 Townsquare Capital LLC52,242$1.11M0.0%-11.1%0.337%
5/9/2025 Greykasell Wealth Strategies Inc.18,190$385K0.2%N/A0.118%
5/9/2025 Atria Wealth Solutions Inc.10,796$228K0.0%N/A0.070%
5/7/2025 LPL Financial LLC442,137$9.35M0.0%-2.9%2.856%
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5/6/2025 Avantax Advisory Services Inc.126,051$2.67M0.0%+8.2%0.814%
5/6/2025 AE Wealth Management LLC61,808$1.31M0.0%+238.0%0.399%
5/5/2025 Kestra Private Wealth Services LLC81,997$1.73M0.0%+288.9%0.530%
5/5/2025 Nwam LLC76,748$1.62M0.1%-13.3%0.496%
5/2/2025 Sigma Planning Corp106,495$2.25M0.1%-0.5%0.688%
4/30/2025 Aspen Wealth Strategies LLC46,634$986K0.6%+1.7%0.301%
4/30/2025J Hagan Capital Inc.310,843$6.41M5.8%N/A2.008%
4/29/2025 Envestnet Asset Management Inc.30,489$645K0.0%N/A0.197%
4/23/2025 KG&L Capital Management LLC16,070$340K0.1%N/A0.104%
4/23/2025 Balance Wealth LLC22,108$468K0.3%N/A0.143%
4/23/2025 Financial Enhancement Group LLC166,645$3.36M0.5%N/A1.077%
4/22/2025 Cambridge Investment Research Advisors Inc.60,026$1.27M0.0%+20.2%0.388%
4/22/2025 Buck Wealth Strategies LLC296,163$6.26M1.1%N/A1.913%
4/21/2025 Envestnet Portfolio Solutions Inc.10,796$228K0.0%N/A0.072%
4/18/2025 Optivise Advisory Services LLC105,255$2.23M1.2%N/A0.706%
4/18/2025 Prosperity Wealth Management Inc.24,370$515K0.2%+16.9%0.164%
4/17/2025 Janney Montgomery Scott LLC16,450$348K0.0%N/A0.110%
4/17/2025 Authentikos Wealth Advisory LLC61,184$1.29M1.1%N/A0.411%
4/15/2025 Integrated Advisors Network LLC47,125$997K0.1%+8.0%0.316%
4/14/2025 Farther Finance Advisors LLC4,349$92K0.0%N/A0.029%
4/10/2025 Bay Rivers Group14,900$315K0.2%+4.2%0.100%
4/10/2025 Park Edge Advisors LLC139,604$2.95M0.8%-43.8%0.937%
4/9/2025 Fiduciary Alliance LLC12,049$255K0.0%N/A0.081%
4/9/2025 Worth Asset Management LLC36,912$781K0.4%N/A0.248%
2/25/2025 Integrated Advisors Network LLC43,628$900K0.0%+145.1%0.469%
2/17/2025 Stadion Money Management LLC698,529$14.41M1.1%+52.7%7.511%
2/17/2025 Napa Wealth Management46,760$965K0.4%-28.2%0.503%
2/14/2025 Mercer Global Advisors Inc. ADV17,500$361K0.0%N/A0.188%
2/13/2025 CreativeOne Wealth LLC36,478$753K0.0%N/A0.392%
2/13/2025 Townsquare Capital LLC58,749$1.21M0.0%+41.8%0.632%
2/13/2025 Legacy Investment Solutions LLC38,171$794K0.5%-12.2%0.410%
2/12/2025 OLD Mission Capital LLC35,255$727K0.0%N/A0.379%
2/11/2025 LPL Financial LLC455,410$9.40M0.0%-3.0%4.897%
2/10/2025 Thrivent Financial for Lutherans27,627$570K0.0%+19.7%0.297%
2/10/2025 Aspen Wealth Strategies LLC45,861$946K0.6%+55.8%0.493%
2/10/2025 Avantax Advisory Services Inc.116,537$2.40M0.0%+35.5%1.253%
2/7/2025 Prosperity Wealth Management Inc.20,844$430K0.2%-50.1%0.224%
2/6/2025 Steward Partners Investment Advisory LLC45,806$945K0.0%+111.1%0.493%
2/5/2025 Nwam LLC88,489$1.83M0.1%-11.8%0.951%
2/3/2025 Sigma Planning Corp106,991$2.21M0.1%+1,046.9%1.150%
1/31/2025Sanctuary Advisors LLC26,984$559K0.0%N/A0.290%
1/30/2025 Principal Securities Inc.24,942$515K0.0%-75.9%0.268%
1/28/2025 Kestra Private Wealth Services LLC21,085$435K0.0%+13.4%0.227%
1/22/2025 Bay Rivers Group14,300$295K0.1%N/A0.154%
1/21/2025 Park Edge Advisors LLC248,248$5.12M1.5%+54.1%2.669%
1/21/2025 Andina Capital Management LLC54,006$1.11M0.9%-76.1%0.581%
11/15/2024 Legacy Investment Solutions LLC43,468$899K0.6%N/A0.467%
11/15/2024 Jane Street Group LLC52,777$1.15M0.0%N/A0.567%
11/15/2024 Wolverine Trading LLC24,519$532K0.0%N/A0.264%
11/15/2024 Integrated Wealth Concepts LLC14,790$321K0.0%+13.2%0.159%
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11/13/2024 Townsquare Capital LLC41,417$899K0.0%N/A0.445%
11/12/2024 Nwam LLC100,319$2.18M0.1%N/A1.079%
11/7/2024 Napa Wealth Management65,148$1.41M0.7%N/A0.701%
11/7/2024 Thrivent Financial for Lutherans23,073$501K0.0%+42.0%0.248%
11/6/2024 Simplify Asset Management Inc.5,193,254$112.75M5.2%+6.1%55.841%
11/5/2024 Aptus Capital Advisors LLC8,304$180K0.0%-20.4%0.089%
11/4/2024 Sigma Planning Corp9,329$203K0.0%-20.5%0.100%
11/1/2024 SFG Wealth Management LLC.75,245$1.63M0.9%N/A0.809%
10/25/2024 Andina Capital Management LLC226,122$4.91M3.7%+46.1%2.431%
10/25/2024 Integrated Advisors Network LLC17,799$386K0.0%N/A0.191%
(Data available from 1/1/2016 forward)

AGGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGH shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Simplify Aggregate Bond ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($112.75M), Stadion Money Management LLC ($14.41M), LPL Financial LLC ($9.35M), Great Diamond Partners LLC ($8.68M), Lincoln National Corp ($7.21M), Buck Wealth Strategies LLC ($6.47M), and J Hagan Capital Inc. ($6.41M).Learn more on Simplify Aggregate Bond ETF's institutional investors.

Which institutional investors have been buying Simplify Aggregate Bond ETF's stock?

Of the 54 institutional investors that purchased Simplify Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Diamond Partners LLC ($420.67K), Park Edge Advisors LLC ($360.26K), Lincoln National Corp ($336.21K), Buck Wealth Strategies LLC ($313.44K), J Hagan Capital Inc. ($310.84K), Simplify Asset Management Inc. ($296.51K), and Financial Enhancement Group LLC ($278.10K).

How much institutional buying is happening at Simplify Aggregate Bond ETF?

Institutional investors have bought a total of 4,196,780 shares in the last 24 months. This purchase volume represents approximately $88.26M in transactions.

Which of Simplify Aggregate Bond ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Simplify Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($812.73K), Andina Capital Management LLC ($179.95K), Park Edge Advisors LLC ($174.60K), Principal Securities Inc. ($78.71K), Napa Wealth Management ($55.01K), NewEdge Advisors LLC ($34.28K), and Nwam LLC ($28.53K).

How much institutional selling is happening at Simplify Aggregate Bond ETF?

Institutional investors have sold a total of 1,507,075 shares in the last 24 months. This volume of shares sold represents approximately $31.28M in transactions.


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This page (NYSEARCA:AGGH) was last updated on 8/20/2025 by MarketBeat.com Staff
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