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Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$20.97 +0.04 (+0.19%)
Closing price 10/24/2025 04:10 PM Eastern
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$20.97 0.00 (0.00%)
As of 10/24/2025 04:10 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)
53
Total
Institutional Inflows
(last 12 months)
$115.27M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$60.68M
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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
10/23/2025 Evolution Wealth Management Inc.53,980$1.12M1.1%+286.2%0.381%
10/22/2025 KG&L Capital Management LLC45,606$944K0.3%+43.0%0.322%
10/21/2025 Brookwood Investment Group LLC27,856$577K0.1%-27.8%0.196%
10/20/2025 Balance Wealth LLC32,403$671K0.2%+2.6%0.228%
10/20/2025 Great Diamond Partners LLC461,077$9.55M1.9%+9.6%3.247%
10/20/2025 Simplify Asset Management Inc.3,718,254$77.01M1.4%-28.4%26.185%
10/17/2025 Encompass More Asset Management134,272$2.78M0.5%N/A0.946%
10/17/2025 Financial Partners Group Inc38,430$796K0.1%+11.3%0.271%
10/17/2025 Worth Asset Management LLC25,112$520K0.2%-9.8%0.177%
10/14/2025 Farther Finance Advisors LLC2,396$50K0.0%N/A0.017%
10/9/2025 Financial Enhancement Group LLC302,807$6.30M0.8%+8.9%2.110%
10/9/2025 Park Edge Advisors LLC362,646$7.51M1.7%+95.3%2.510%
10/8/2025 Bay Rivers Group18,973$393K0.2%+12.2%0.131%
9/4/2025Osaic Holdings Inc.1,255,700$25.92M0.0%+361.6%8.288%
8/29/2025 Evolution Wealth Management Inc.13,977$288K0.4%N/A0.092%
8/26/2025Thrivent Financial for Lutherans39,623$818K0.0%N/A0.262%
8/15/2025IHT Wealth Management LLC42,310$873K0.0%N/A0.279%
8/14/2025Napa Wealth Management10,137$209K0.1%-71.9%0.067%
8/14/2025NewEdge Advisors LLC12,486$258K0.0%-73.3%0.082%
8/14/2025L2 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%
8/12/2025CreativeOne Wealth LLC51,678$1.07M0.0%+19.3%0.341%
8/8/2025Avantax Advisory Services Inc.138,554$2.86M0.0%+9.9%0.878%
8/7/2025Nwam LLC71,793$1.46M0.1%-6.5%0.455%
8/7/2025Aspen Wealth Strategies LLC30,094$621K0.4%-35.5%0.191%
8/6/2025AE Wealth Management LLC200,029$4.13M0.0%+223.6%1.268%
8/6/2025Legacy 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%
8/4/2025Buck Wealth Strategies LLC313,444$6.47M1.0%+5.8%1.987%
8/1/2025 Brookwood Investment Group LLC38,608$797K0.1%N/A0.245%
8/1/2025Envestnet Asset Management Inc.194,107$4.01M0.0%+536.6%1.230%
7/29/2025Signature Estate & Investment Advisors LLC97,642$2.02M0.0%N/A0.619%
7/25/2025Atria Wealth Solutions Inc.12,150$251K0.0%+12.5%0.077%
7/23/2025Prime Capital Investment Advisors LLC17,207$355K0.0%-97.9%0.109%
7/22/2025Wealthcare Advisory Partners LLC15,008$310K0.0%N/A0.095%
7/17/2025Janney 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%
7/8/2025GK 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%
5/28/2025GK Wealth Management LLC61,282$1.30M1.5%-8.4%0.396%
5/19/2025Jane Street Group LLC25,574$541K0.0%-51.5%0.165%
5/16/2025Legacy Wealth Managment LLC ID29,488$624K0.4%-22.7%0.190%
5/14/2025CreativeOne Wealth LLC43,312$916K0.0%+18.7%0.280%
5/14/2025Napa Wealth Management36,022$762K0.4%-23.0%0.233%
5/14/2025Andina Capital Management LLC46,177$977K0.7%-14.5%0.298%
5/13/2025Ethos Financial Group LLC141,378$2.99M0.3%N/A0.913%
5/12/2025Townsquare Capital LLC52,242$1.11M0.0%-11.1%0.337%
5/9/2025Greykasell Wealth Strategies Inc.18,190$385K0.2%N/A0.118%
5/9/2025Atria Wealth Solutions Inc.10,796$228K0.0%N/A0.070%
5/7/2025LPL Financial LLC442,137$9.35M0.0%-2.9%2.856%
5/6/2025Avantax Advisory Services Inc.126,051$2.67M0.0%+8.2%0.814%
5/6/2025AE Wealth Management LLC61,808$1.31M0.0%+238.0%0.399%
5/5/2025Kestra Private Wealth Services LLC81,997$1.73M0.0%+288.9%0.530%
5/5/2025Nwam LLC76,748$1.62M0.1%-13.3%0.496%
5/2/2025Sigma Planning Corp106,495$2.25M0.1%-0.5%0.688%
4/30/2025Aspen Wealth Strategies LLC46,634$986K0.6%+1.7%0.301%
4/30/2025J Hagan Capital Inc.310,843$6.41M5.8%N/A2.008%
4/29/2025Envestnet Asset Management Inc.30,489$645K0.0%N/A0.197%
4/23/2025KG&L Capital Management LLC16,070$340K0.1%N/A0.104%
4/23/2025Balance Wealth LLC22,108$468K0.3%N/A0.143%
4/23/2025Financial Enhancement Group LLC166,645$3.36M0.5%N/A1.077%
4/22/2025Cambridge Investment Research Advisors Inc.60,026$1.27M0.0%+20.2%0.388%
4/22/2025Buck Wealth Strategies LLC296,163$6.26M1.1%N/A1.913%
4/21/2025Envestnet Portfolio Solutions Inc.10,796$228K0.0%N/A0.072%
4/18/2025Optivise Advisory Services LLC105,255$2.23M1.2%N/A0.706%
4/18/2025Prosperity Wealth Management Inc.24,370$515K0.2%+16.9%0.164%
4/17/2025Janney Montgomery Scott LLC16,450$348K0.0%N/A0.110%
4/17/2025Authentikos Wealth Advisory LLC61,184$1.29M1.1%N/A0.411%
4/15/2025Integrated Advisors Network LLC47,125$997K0.1%+8.0%0.316%
4/14/2025Farther Finance Advisors LLC4,349$92K0.0%N/A0.029%
4/10/2025Bay Rivers Group14,900$315K0.2%+4.2%0.100%
4/10/2025Park Edge Advisors LLC139,604$2.95M0.8%-43.8%0.937%
4/9/2025Fiduciary Alliance LLC12,049$255K0.0%N/A0.081%
4/9/2025Worth Asset Management LLC36,912$781K0.4%N/A0.248%
2/25/2025Integrated Advisors Network LLC43,628$900K0.0%+145.1%0.469%
2/17/2025Stadion Money Management LLC698,529$14.41M1.1%+52.7%7.511%
2/17/2025Napa Wealth Management46,760$965K0.4%-28.2%0.503%
2/14/2025Mercer Global Advisors Inc. ADV17,500$361K0.0%N/A0.188%
2/13/2025CreativeOne Wealth LLC36,478$753K0.0%N/A0.392%
2/13/2025Townsquare Capital LLC58,749$1.21M0.0%+41.8%0.632%
2/13/2025Legacy Investment Solutions LLC38,171$794K0.5%-12.2%0.410%
2/12/2025OLD Mission Capital LLC35,255$727K0.0%N/A0.379%
2/11/2025LPL Financial LLC455,410$9.40M0.0%-3.0%4.897%
2/10/2025Thrivent Financial for Lutherans27,627$570K0.0%+19.7%0.297%
2/10/2025Aspen Wealth Strategies LLC45,861$946K0.6%+55.8%0.493%
2/10/2025Avantax Advisory Services Inc.116,537$2.40M0.0%+35.5%1.253%
2/7/2025Prosperity Wealth Management Inc.20,844$430K0.2%-50.1%0.224%
2/6/2025Steward Partners Investment Advisory LLC45,806$945K0.0%+111.1%0.493%
2/5/2025Nwam LLC88,489$1.83M0.1%-11.8%0.951%
2/3/2025Sigma Planning Corp106,991$2.21M0.1%+1,046.9%1.150%
1/31/2025Sanctuary Advisors LLC26,984$559K0.0%N/A0.290%
1/30/2025Principal Securities Inc.24,942$515K0.0%-75.9%0.268%
1/28/2025Kestra Private Wealth Services LLC21,085$435K0.0%+13.4%0.227%
1/22/2025Bay Rivers Group14,300$295K0.1%N/A0.154%
(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, 63 institutional investors and hedge funds held shares of Simplify Aggregate Bond ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($77.01M), Osaic Holdings Inc. ($25.92M), Stadion Money Management LLC ($14.41M), Great Diamond Partners LLC ($9.55M), LPL Financial LLC ($9.35M), Park Edge Advisors LLC ($7.51M), and Lincoln National Corp ($7.21M).Learn more on Simplify Aggregate Bond ETF's institutional investors.

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

Of the 57 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: Osaic Holdings Inc. ($983.67K), Park Edge Advisors LLC ($537.24K), Great Diamond Partners LLC ($461.08K), Lincoln National Corp ($336.21K), Buck Wealth Strategies LLC ($313.44K), J Hagan Capital Inc. ($310.84K), and Financial Enhancement Group LLC ($302.81K).

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

Institutional investors have bought a total of 5,512,371 shares in the last 24 months. This purchase volume represents approximately $115.27M in transactions.

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

Of the 20 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: Simplify Asset Management Inc. ($1.48M), Prime Capital Investment Advisors LLC ($812.73K), Andina Capital Management LLC ($179.95K), Park Edge Advisors LLC ($108.64K), Principal Securities Inc. ($78.71K), Napa Wealth Management ($55.01K), and NewEdge Advisors LLC ($34.28K).

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

Institutional investors have sold a total of 2,929,606 shares in the last 24 months. This volume of shares sold represents approximately $60.68M in transactions.


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This page (NYSEARCA:AGGH) was last updated on 10/25/2025 by MarketBeat.com Staff
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