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Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$20.18 0.00 (0.00%)
As of 07/2/2026 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)
82
Total
Institutional Inflows
(last 12 months)
$134.45M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$106.66M
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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
5/19/2026Winnow 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%
5/19/2026IFS 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%
5/6/2026Independent 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%
4/28/2026B.O.S.S. Retirement Advisors LLC112,296$2.29M0.7%+8.9%0.523%
4/28/2026Evolution Wealth Management Inc.136,124$2.77M2.0%+56.5%0.634%
4/27/2026Simplify Asset Management Inc.2,109,127$42.92M0.7%+13.4%9.819%
4/23/2026Networth Advisors LLC41,992$855K0.6%+29.3%0.197%
4/21/2026Decker Retirement Planning Inc.12,207$248K0.1%-6.0%0.057%
4/21/2026Balance Wealth LLC23,382$476K0.1%-28.8%0.110%
4/20/2026Kestra Private Wealth Services LLC89,329$1.82M0.0%+32.7%0.420%
4/20/2026Financial Enhancement Group LLC284,674$5.86M0.7%-5.9%1.338%
4/20/2026Park Edge Advisors LLC410,019$8.34M1.9%+12.6%1.928%
4/17/2026Andina Capital Management LLC15,853$323K0.3%-53.8%0.075%
4/17/2026Worth 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%
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%
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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%
2/11/2026Winnow 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%
2/10/2026Evolution 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%
2/9/2026Simplify 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%
2/6/2026Great 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%
2/6/2026Prevail Innovative Wealth Advisors LLC130,719$2.71M0.5%N/A0.750%
2/6/2026Envestnet 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%
2/3/2026Financial Partners Group Inc46,566$964K0.1%+21.2%0.267%
2/3/2026International Assets Investment Management LLC2,560$53K0.0%N/A0.015%
2/3/2026Encompass More Asset Management137,130$2.84M0.5%+2.1%0.787%
2/2/2026FSA Advisors Inc.91,353$1.89M0.3%N/A0.524%
2/2/2026B.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%
1/29/2026NBC Securities Inc.2,033$42K0.0%N/A0.012%
1/27/2026Revisor 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%
1/26/2026Decker Retirement Planning Inc.12,992$269K0.1%-17.6%0.077%
1/23/2026Farther 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%
1/22/2026Networth Advisors LLC32,464$672K0.5%N/A0.192%
1/22/2026Brookwood Investment Group LLC36,636$758K0.1%+31.5%0.217%
1/21/2026Sound Income Strategies LLC1,832$38K0.0%+588.7%0.011%
1/16/2026Park Edge Advisors LLC364,262$7.54M1.7%+0.4%2.425%
1/8/2026Cooper Financial Group21,805$451K0.0%N/A0.148%
1/7/2026Bay Rivers Group27,802$576K0.2%+46.5%0.189%
1/5/2026Park Avenue Securities LLC15,473$320K0.0%N/A0.105%
1/5/2026GK 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%
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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%
11/13/2025CreativeOne Wealth LLC100,126$2.07M0.1%+93.7%0.705%
11/13/2025Blackston Financial Advisory Group LLC20,987$435K0.3%N/A0.148%
11/12/2025Integrated Advisors Network LLC54,046$1.12M0.0%+26.5%0.381%
11/10/2025Aspen Wealth Strategies LLC15,651$324K0.2%-48.0%0.110%
11/7/2025Beacon Capital Management LLC314,179$6.51M0.9%N/A2.213%
11/6/2025GK Wealth Management LLC50,253$1.04M0.8%-5.0%0.354%


AGGH Institutional Ownership - Frequently Asked Questions

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.

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).

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.

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).

Institutional investors have sold a total of 5,155,831 shares in the last 24 months. This volume of shares sold represents approximately $106.66M in transactions.


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This page (NYSEARCA:AGGH) was last updated on 7/5/2026 by MarketBeat.com Staff.
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