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Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$19.76 +0.07 (+0.33%)
As of 11:53 AM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$149.67M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$88.27M
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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
8/26/2026 Brown Financial Advisors26,857$542K0.2%N/A0.092%
8/23/2026 POM Investment Strategies LLC3,814$77K0.1%-56.7%0.013%
8/22/2026 Montgomery Financial Services LLC1,218$25K0.0%N/A0.004%
8/22/2026 Copley Financial Group Inc.128,942$2.60M1.3%N/A0.443%
8/21/2026 Andina Capital Management LLC15,190$306K0.5%-4.2%0.052%
8/21/2026 Beacon Capital Management LLC57,285$1.16M0.2%-23.5%0.197%
7/10/2026 Paladin Wealth LLC14,532$293K0.2%N/A0.053%
7/9/2026 Bay Rivers Group39,011$787K0.3%+8.6%0.143%
7/8/2026 Gradient Investments LLC1,857,938$37.48M0.5%N/A6.813%
7/8/2026 Cooper Financial Group20,861$421K0.0%-4.3%0.076%
7/7/2026 GK Wealth Management LLC44,862$905K0.5%N/A0.172%
7/7/2026 Financial Enhancement Group LLC297,216$6.00M0.7%+4.4%1.138%
5/19/2026 Winnow Wealth LLC25,922$528K0.4%+3.3%0.111%
5/19/2026 Centaurus Financial Inc.11,800$240K0.0%N/A0.051%
5/19/2026 Arkadios Wealth Advisors10,449$213K0.0%+7.7%0.045%
5/19/2026 IFS Group LLC139,748$2.84M2.5%N/A0.599%
5/18/2026 Royal Bank of Canada13,145$268K0.0%+79.9%0.056%
5/15/2026 Stadion Money Management LLC687,642$13.99M1.4%+1.4%2.947%
5/13/2026 Cetera Investment Advisers43,255$880K0.0%-18.6%0.185%
5/7/2026 Legacy Wealth Managment LLC ID26,692$543K0.3%+13.4%0.114%
5/6/2026 FSA Advisors Inc.97,369$1.98M1.3%+6.6%0.417%
5/6/2026 Independent Financial Group LLC16,220$330K0.0%N/A0.070%
5/5/2026 Sanctuary Advisors LLC55,704$1.13M0.0%+62.5%0.239%
5/4/2026 Retirement Planning Group LLC11,634$237K0.0%N/A0.050%
5/1/2026 WealthCare Asset Management LLC18,004$366K0.4%N/A0.077%
4/30/2026 Elevated Capital Advisors LLC351,530$7.15M1.8%+50.6%1.507%
4/29/2026 WealthPLAN Partners LLC26,425$538K0.1%+18.5%0.113%
4/29/2026 Integrated Advisors Network LLC33,790$688K0.0%-36.8%0.145%
4/28/2026 B.O.S.S. Retirement Advisors LLC112,296$2.29M0.7%+8.9%0.523%
4/28/2026 Evolution Wealth Management Inc.136,124$2.77M2.0%+56.5%0.634%
4/27/2026 Simplify Asset Management Inc.2,109,127$42.92M0.7%+13.4%9.819%
4/23/2026 Networth Advisors LLC41,992$855K0.6%+29.3%0.197%
4/21/2026 Decker Retirement Planning Inc.12,207$248K0.1%-6.0%0.057%
4/21/2026 Balance Wealth LLC23,382$476K0.1%-28.8%0.110%
4/20/2026 Kestra Private Wealth Services LLC89,329$1.82M0.0%+32.7%0.420%
4/20/2026 Financial Enhancement Group LLC284,674$5.86M0.7%-5.9%1.338%
4/20/2026 Park Edge Advisors LLC410,019$8.34M1.9%+12.6%1.928%
4/17/2026 Andina Capital Management LLC15,853$323K0.3%-53.8%0.075%
4/17/2026 Worth Asset Management LLC25,813$525K0.2%+4.6%0.121%
2/18/2026 Strive Financial Group LLC1,460$30K0.0%N/A0.008%
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2/18/2026 OLD Mission Capital LLC51,130$1.06M0.0%+1.9%0.294%
2/18/2026 IHT Wealth Management LLC24,648$510K0.0%-42.0%0.141%
2/17/2026 Integrated Advisors Network LLC53,456$1.11M0.0%-1.1%0.307%
2/17/2026 Cetera Investment Advisers53,170$1.10M0.0%-22.0%0.305%
2/17/2026 Osaic Holdings Inc.590,208$12.22M0.0%-37.3%3.388%
2/17/2026 Advisory Services Network LLC52,678$1.09M0.0%+340.3%0.302%
2/17/2026 Stadion Money Management LLC678,141$14.04M1.1%+8.1%3.893%
2/17/2026 Royal Bank of Canada7,308$151K0.0%+48.1%0.042%
2/16/2026 MML Investors Services LLC11,880$246K0.0%N/A0.068%
2/13/2026 CreativeOne Wealth LLC74,229$1.54M0.0%-25.9%0.426%
2/13/2026 Beacon Capital Management LLC110,435$2.29M0.4%-64.8%0.634%
2/13/2026 Arkadios Wealth Advisors9,699$201K0.0%N/A0.056%
2/12/2026 HRT Financial LP12,450$257K0.0%-60.5%0.071%
2/12/2026 Orion Porfolio Solutions LLC131,921$2.73M0.0%N/A0.757%
2/12/2026 Commonwealth Equity Services LLC35,498$735K0.0%N/A0.204%
2/12/2026 Steward Partners Investment Advisory LLC13,151$272K0.0%-69.0%0.075%
2/12/2026 Andina Capital Management LLC34,281$710K0.4%-17.7%0.197%
2/12/2026 WealthPLAN Partners LLC22,296$462K0.1%N/A0.128%
2/12/2026 Principal Securities Inc.213,832$4.43M0.1%+49.5%1.228%
2/11/2026 Winnow Wealth LLC25,100$527K0.4%N/A0.144%
2/11/2026 Howard Bailey Securities LLC124,005$2.57M1.0%N/A0.712%
2/11/2026 LPL Financial LLC407,470$8.44M0.0%+29.8%2.339%
2/11/2026 Greykasell Wealth Strategies Inc.39,332$814K0.3%+1.9%0.226%
2/10/2026 Evolution Wealth Management Inc.86,988$1.80M1.5%+61.1%0.499%
2/10/2026 Foundations Investment Advisors LLC18,674$387K0.0%+46.8%0.107%
2/9/2026 Simplify Asset Management Inc.1,859,127$38.48M0.6%-50.0%10.672%
2/6/2026 Lloyd Advisory Services LLC.16,233$336K0.1%N/A0.093%
2/6/2026 Blackston Financial Advisory Group LLC43,960$910K0.6%+109.5%0.252%
2/6/2026 Great Diamond Partners LLC480,607$9.95M1.9%+4.2%2.759%
2/6/2026 Mach 1 Financial Group LLC22,529$466K0.1%N/A0.129%
2/6/2026 Authentikos Wealth Advisory LLC71,215$1.47M1.0%-37.8%0.409%
2/6/2026 Prevail Innovative Wealth Advisors LLC130,719$2.71M0.5%N/A0.750%
2/6/2026 Envestnet Portfolio Solutions Inc.177,394$3.67M0.0%N/A1.018%
2/5/2026 WealthPlan Investment Management LLC258,407$5.35M0.3%N/A1.483%
2/3/2026 Legacy Wealth Managment LLC ID23,529$487K0.2%-18.1%0.135%
2/3/2026 Financial Partners Group Inc46,566$964K0.1%+21.2%0.267%
2/3/2026 International Assets Investment Management LLC2,560$53K0.0%N/A0.015%
2/3/2026 Encompass More Asset Management137,130$2.84M0.5%+2.1%0.787%
2/2/2026 FSA Advisors Inc.91,353$1.89M0.3%N/A0.524%
2/2/2026 B.O.S.S. Retirement Advisors LLC103,124$2.14M0.7%+263.2%0.592%
1/30/2026 Sigma Planning Corp9,737$202K0.0%N/A0.057%
1/29/2026 Kestra Private Wealth Services LLC67,336$1.39M0.0%+4.7%0.392%
1/29/2026 Sanctuary Advisors LLC34,269$709K0.0%+1.7%0.200%
1/29/2026 NBC Securities Inc.2,033$42K0.0%N/A0.012%
1/27/2026 Revisor Wealth Management LLC18,902$392K0.1%N/A0.110%
1/27/2026 Elevated Capital Advisors LLC233,476$4.83M1.1%+22.4%1.360%
1/26/2026 AE Wealth Management LLC767,382$15.89M0.1%+57.0%4.535%
1/26/2026 Key Capital Management INC148,639$3.08M3.0%N/A0.878%
1/26/2026 Decker Retirement Planning Inc.12,992$269K0.1%-17.6%0.077%
1/23/2026 Farther Finance Advisors LLC1,490$31K0.0%-37.8%0.009%
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1/23/2026 KG&L Capital Management LLC51,129$1.06M0.3%+12.1%0.302%
1/22/2026 Networth Advisors LLC32,464$672K0.5%N/A0.192%
1/22/2026 Brookwood Investment Group LLC36,636$758K0.1%+31.5%0.217%
1/21/2026 Sound Income Strategies LLC1,832$38K0.0%+588.7%0.011%
1/16/2026 Park Edge Advisors LLC364,262$7.54M1.7%+0.4%2.425%
1/8/2026 Cooper Financial Group21,805$451K0.0%N/A0.148%
1/7/2026 Bay Rivers Group27,802$576K0.2%+46.5%0.189%
1/5/2026 Park Avenue Securities LLC15,473$320K0.0%N/A0.105%
1/5/2026 GK Wealth Management LLC47,551$984K0.7%-5.4%0.323%
11/19/2025 Stance Capital LLC3,198$66K0.0%N/A0.023%


AGGH Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 institutional investors and hedge funds held shares of Simplify Aggregate Bond ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($42.92M), Gradient Investments LLC ($37.48M), AE Wealth Management LLC ($15.89M), Stadion Money Management LLC ($13.99M), Osaic Holdings Inc. ($12.22M), Great Diamond Partners LLC ($9.95M), and LPL Financial LLC ($8.44M).Learn more on Simplify Aggregate Bond ETF's institutional investors.

Of the 102 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: Gradient Investments LLC ($1.86M), Osaic Holdings Inc. ($983.67K), AE Wealth Management LLC ($749.10K), Simplify Asset Management Inc. ($546.51K), Great Diamond Partners LLC ($480.61K), Park Edge Advisors LLC ($357.57K), and Financial Enhancement Group LLC ($315.35K).

Institutional investors have bought a total of 7,298,999 shares in the last 24 months. This purchase volume represents approximately $149.67M in transactions.

Of the 25 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. ($3.33M), Osaic Holdings Inc. ($351.77K), Beacon Capital Management LLC ($221.32K), Envestnet Asset Management Inc. ($64.79K), Authentikos Wealth Advisory LLC ($43.23K), Steward Partners Investment Advisory LLC ($29.30K), and Andina Capital Management LLC ($26.46K).

Institutional investors have sold a total of 4,265,380 shares in the last 24 months. This volume of shares sold represents approximately $88.27M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AGGH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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