Free Trial
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free AGGH Stock Alerts

Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$19.05 +0.07 (+0.37%)
Closing price 04:10 PM Eastern
Extended Trading
$19.04 -0.01 (-0.05%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$172.89M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$88.69M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AGGH Institutional Buying and Selling by Quarter

Simplify Aggregate Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GK Wealth Management LLC32,222$610K0.3%-28.2%0.125%
10/8/2026Financial Enhancement Group LLC296,505$5.62M0.7%N/A1.154%
10/8/2026Gradient Investments LLC2,036,544$38.55M0.5%N/A7.924%
10/7/2026Wealth Enhancement Trust Services Inc.5,137$97K0.0%N/A0.020%
10/7/2026Worth Asset Management LLC16,753$317K0.1%-35.8%0.065%
9/23/2026Envestnet Portfolio Solutions Inc.209,964$4.24M0.0%+9.9%0.754%
9/23/2026Envestnet Asset Management Inc.1,350,119$27.23M0.0%+12.8%4.851%
8/26/2026Brown Financial Advisors26,857$542K0.2%N/A0.092%
8/23/2026POM Investment Strategies LLC3,814$77K0.1%-56.7%0.013%
8/22/2026Montgomery Financial Services LLC1,218$25K0.0%N/A0.004%
8/22/2026Copley Financial Group Inc.128,942$2.60M1.3%N/A0.443%
8/21/2026Andina Capital Management LLC15,190$306K0.5%-4.2%0.052%
8/21/2026Beacon Capital Management LLC57,285$1.16M0.2%-23.5%0.197%
7/10/2026Paladin Wealth LLC14,532$293K0.2%N/A0.053%
7/9/2026Bay Rivers Group39,011$787K0.3%+8.6%0.143%
7/8/2026Gradient Investments LLC1,857,938$37.48M0.5%N/A6.813%
7/8/2026Cooper Financial Group20,861$421K0.0%-4.3%0.076%
7/7/2026GK Wealth Management LLC44,862$905K0.5%N/A0.172%
7/7/2026Financial Enhancement Group LLC297,216$6.00M0.7%+4.4%1.138%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%


AGGH Institutional Ownership - Frequently Asked Questions

During the previous two years, 108 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 ($38.55M), Envestnet Asset Management Inc. ($27.23M), AE Wealth Management LLC ($15.89M), Stadion Money Management LLC ($13.99M), Osaic Holdings Inc. ($12.22M), and Great Diamond Partners LLC ($9.95M).Learn more on Simplify Aggregate Bond ETF's institutional investors.

Of the 103 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 ($3.89M), Osaic Holdings Inc. ($983.67K), AE Wealth Management LLC ($749.10K), Financial Enhancement Group LLC ($611.85K), Simplify Asset Management Inc. ($546.51K), Great Diamond Partners LLC ($480.61K), and Park Edge Advisors LLC ($357.57K).

Institutional investors have bought a total of 8,622,051 shares in the last 24 months. This purchase volume represents approximately $172.89M 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 4,287,353 shares in the last 24 months. This volume of shares sold represents approximately $88.69M 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 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel