Simplify Aggregate Bond ETF (AGGH) Institutional Ownership $20.24 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)Number ofInstitutional Buyers(last 12 months)82TotalInstitutional Inflows(last 12 months)$134.45MNumber ofInstitutional Sellers(last 12 months)26TotalInstitutional Outflows(last 12 months)$106.78M Get AGGH Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data AGGH Institutional Buying and Selling by Quarter Simplify Aggregate Bond ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 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% Get the Latest News and Ratings for AGGH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify Aggregate Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 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% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. 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Grab your copy now.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% 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% 11/17/2025 Kestra Private Wealth Services LLC64,340$1.33M0.0%+2.0%0.453% 11/17/2025 NewEdge Advisors LLC14,015$290K0.0%+12.2%0.099% Elon Musk’s $1 Quadrillion AI IPO (Ad)$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.Claim Your Stake Now11/17/2025 Susquehanna International Group LLP72,341$1.50M0.0%N/A0.509% 11/17/2025Prosperity Wealth Management Inc.59,301$1.23M0.4%+7.9%0.418% 11/17/2025 Mercer Global Advisors Inc. ADV17,520$363K0.0%-30.2%0.123% 11/17/2025 Citadel Advisors LLC24,060$498K0.0%N/A0.169% 11/13/2025 CreativeOne Wealth LLC100,126$2.07M0.1%+93.7%0.705% 11/13/2025 Blackston Financial Advisory Group LLC20,987$435K0.3%N/A0.148% 11/12/2025 Integrated Advisors Network LLC54,046$1.12M0.0%+26.5%0.381% 11/10/2025 Aspen Wealth Strategies LLC15,651$324K0.2%-48.0%0.110% 11/7/2025 Beacon Capital Management LLC314,179$6.51M0.9%N/A2.213% 11/6/2025 GK Wealth Management LLC50,253$1.04M0.8%-5.0%0.354% AGGH Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGGH shares? During the previous two years, 101 institutional investors and hedge funds held shares of Simplify Aggregate Bond ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($42.92M), AE Wealth Management LLC ($15.89M), Stadion Money Management LLC ($13.99M), Osaic Holdings Inc. ($12.22M), Great Diamond Partners LLC ($9.95M), LPL Financial LLC ($8.44M), and Park Edge Advisors LLC ($8.34M).Learn more on Simplify Aggregate Bond ETF's institutional investors. Which institutional investors have been buying Simplify Aggregate Bond ETF's stock? Of the 96 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), AE Wealth Management LLC ($749.10K), Simplify Asset Management Inc. ($546.51K), Great Diamond Partners LLC ($480.61K), Park Edge Advisors LLC ($424.63K), Beacon Capital Management LLC ($314.18K), and Buck Wealth Strategies LLC ($313.44K). How much institutional buying is happening at Simplify Aggregate Bond ETF? Institutional investors have bought a total of 6,513,848 shares in the last 24 months. This purchase volume represents approximately $134.45M in transactions. Which of Simplify Aggregate Bond ETF's major shareholders have been selling company stock? Of the 26 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), Prime Capital Investment Advisors LLC ($812.73K), Osaic Holdings Inc. ($351.77K), Beacon Capital Management LLC ($203.74K), Envestnet Asset Management Inc. ($64.79K), Authentikos Wealth Advisory LLC ($43.23K), and NewEdge Advisors LLC ($34.28K). How much institutional selling is happening at Simplify Aggregate Bond ETF? Institutional investors have sold a total of 5,161,473 shares in the last 24 months. This volume of shares sold represents approximately $106.78M in transactions. Related Companies FIGB Institutional Ownership SPSK Institutional Ownership ACLO Institutional Ownership PMMF Institutional Ownership IBD Institutional Ownership IBND Institutional Ownership LQDH Institutional Ownership NUBD Institutional Ownership MYCH Institutional Ownership BSCY Institutional Ownership This page (NYSEARCA:AGGH) was last updated on 5/25/2026 by MarketBeat.com Staff. 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