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Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$19.91 +0.01 (+0.05%)
As of 07/24/2026 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)
83
Total
Institutional Inflows
(last 12 months)
$168.75M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$89.54M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026Centaurus Financial Inc.11,800$240K0.0%N/A0.051%
5/19/2026Arkadios Wealth Advisors10,449$213K0.0%+7.7%0.045%
5/19/2026 IFS Group LLC139,748$2.84M2.5%N/A0.599%
5/18/2026Royal Bank of Canada13,145$268K0.0%+79.9%0.056%
5/15/2026Stadion Money Management LLC687,642$13.99M1.4%+1.4%2.947%
5/13/2026Cetera Investment Advisers43,255$880K0.0%-18.6%0.185%
5/7/2026Legacy Wealth Managment LLC ID26,692$543K0.3%+13.4%0.114%
5/6/2026FSA Advisors Inc.97,369$1.98M1.3%+6.6%0.417%
5/6/2026 Independent Financial Group LLC16,220$330K0.0%N/A0.070%
5/5/2026Sanctuary Advisors LLC55,704$1.13M0.0%+62.5%0.239%
5/4/2026Retirement Planning Group LLC11,634$237K0.0%N/A0.050%
5/1/2026WealthCare Asset Management LLC18,004$366K0.4%N/A0.077%
4/30/2026Elevated Capital Advisors LLC351,530$7.15M1.8%+50.6%1.507%
4/29/2026WealthPLAN Partners LLC26,425$538K0.1%+18.5%0.113%
4/29/2026Integrated 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%
4/20/2026Kestra 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%
4/17/2026Andina Capital Management LLC15,853$323K0.3%-53.8%0.075%
4/17/2026 Worth Asset Management LLC25,813$525K0.2%+4.6%0.121%
2/18/2026Strive Financial Group LLC1,460$30K0.0%N/A0.008%
2/18/2026OLD Mission Capital LLC51,130$1.06M0.0%+1.9%0.294%
2/18/2026IHT Wealth Management LLC24,648$510K0.0%-42.0%0.141%
2/17/2026Integrated Advisors Network LLC53,456$1.11M0.0%-1.1%0.307%
2/17/2026Cetera Investment Advisers53,170$1.10M0.0%-22.0%0.305%
2/17/2026Osaic Holdings Inc.590,208$12.22M0.0%-37.3%3.388%
2/17/2026Advisory Services Network LLC52,678$1.09M0.0%+340.3%0.302%
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2/17/2026Stadion Money Management LLC678,141$14.04M1.1%+8.1%3.893%
2/17/2026Royal Bank of Canada7,308$151K0.0%+48.1%0.042%
2/16/2026MML Investors Services LLC11,880$246K0.0%N/A0.068%
2/13/2026CreativeOne Wealth LLC74,229$1.54M0.0%-25.9%0.426%
2/13/2026Beacon Capital Management LLC110,435$2.29M0.4%-64.8%0.634%
2/13/2026Arkadios Wealth Advisors9,699$201K0.0%N/A0.056%
2/12/2026HRT Financial LP12,450$257K0.0%-60.5%0.071%
2/12/2026Orion Porfolio Solutions LLC131,921$2.73M0.0%N/A0.757%
2/12/2026Commonwealth Equity Services LLC35,498$735K0.0%N/A0.204%
2/12/2026Steward Partners Investment Advisory LLC13,151$272K0.0%-69.0%0.075%
2/12/2026Andina Capital Management LLC34,281$710K0.4%-17.7%0.197%
2/12/2026WealthPLAN Partners LLC22,296$462K0.1%N/A0.128%
2/12/2026Principal Securities Inc.213,832$4.43M0.1%+49.5%1.228%
2/11/2026 Winnow Wealth LLC25,100$527K0.4%N/A0.144%
2/11/2026Howard Bailey Securities LLC124,005$2.57M1.0%N/A0.712%
2/11/2026LPL Financial LLC407,470$8.44M0.0%+29.8%2.339%
2/11/2026Greykasell 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%
2/10/2026Foundations 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%
2/6/2026Lloyd Advisory Services LLC.16,233$336K0.1%N/A0.093%
2/6/2026Blackston 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%
2/6/2026Mach 1 Financial Group LLC22,529$466K0.1%N/A0.129%
2/6/2026Authentikos 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%
2/5/2026WealthPlan Investment Management LLC258,407$5.35M0.3%N/A1.483%
2/3/2026Legacy 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%
2/2/2026FSA 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%
1/30/2026Sigma Planning Corp9,737$202K0.0%N/A0.057%
1/29/2026Kestra Private Wealth Services LLC67,336$1.39M0.0%+4.7%0.392%
1/29/2026Sanctuary 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%
1/27/2026Elevated Capital Advisors LLC233,476$4.83M1.1%+22.4%1.360%
1/26/2026AE Wealth Management LLC767,382$15.89M0.1%+57.0%4.535%
1/26/2026Key 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%
1/23/2026KG&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%
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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%
11/19/2025Stance Capital LLC3,198$66K0.0%N/A0.023%
11/17/2025Kestra Private Wealth Services LLC64,340$1.33M0.0%+2.0%0.453%
11/17/2025NewEdge Advisors LLC14,015$290K0.0%+12.2%0.099%
11/17/2025Susquehanna 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%
11/17/2025Mercer Global Advisors Inc. ADV17,520$363K0.0%-30.2%0.123%
11/17/2025Citadel Advisors LLC24,060$498K0.0%N/A0.169%


AGGH Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 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 99 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 ($424.63K), and Financial Enhancement Group LLC ($315.35K).

Institutional investors have bought a total of 8,219,572 shares in the last 24 months. This purchase volume represents approximately $168.75M in transactions.

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), Osaic Holdings Inc. ($351.77K), Beacon Capital Management LLC ($203.74K), Envestnet Asset Management Inc. ($64.79K), Authentikos Wealth Advisory LLC ($43.23K), NewEdge Advisors LLC ($34.28K), and Aspen Wealth Strategies LLC ($30.98K).

Institutional investors have sold a total of 4,326,208 shares in the last 24 months. This volume of shares sold represents approximately $89.54M in transactions.


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This page (NYSEARCA:AGGH) was last updated on 7/25/2026 by MarketBeat.com Staff.
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