AGGH

SIMPLIFY AGGREGATE BOND ETF
USCUSIP 82889N723
Institutional Owners
28
+9 QoQ
13F Value Held
$108.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)20 adding · 6 trimming
Insider net (180d)+$0
Price history not yet available for AGGH.

Top institutional holders

28 13F filers
#FundPosition valueSharesLast moveAs of
1Simplify Asset Management Inc.
$42.9M
2.11MAddedQ1 2026
2Sowell Financial Services LLC
$24.4M
1.20MNewQ1 2026
3WealthPlan Investment Management, LLC
$14.6M
718.6KAddedQ1 2026
4PRINCIPAL SECURITIES, INC.
$8.2M
405.2KAddedQ1 2026
5Envestnet Portfolio Solutions, Inc.
$3.9M
191.1KAddedQ1 2026
6Orion Porfolio Solutions, LLC
$2.7M
134.2KAddedQ1 2026
7KESTRA PRIVATE WEALTH SERVICES, LLC
$1.8M
89.3KAddedQ1 2026
8NWAM LLC
$1.4M
69.7KReducedQ1 2026
9GeoWealth Management, LLC
$1.3M
64.0KNewQ1 2026
10Sanctuary Advisors, LLC
$1.1M
55.7KAddedQ1 2026
11CITADEL ADVISORS LLC
$822K
40.4KNewQ1 2026
12Advisory Services Network, LLC
$739K
35.7KNewQ4 2025
13IHT Wealth Management, LLC
$732K
36.0KAddedQ1 2026
14Integrated Advisors Network LLC
$688K
33.8KNewQ1 2026
15MML INVESTORS SERVICES, LLC
$472K
23.2KAddedQ1 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$432K
21.2KNewQ1 2026
17Prime Capital Investment Advisors, LLC
$350K
17.2KHeldQ1 2026
18INDEPENDENT FINANCIAL GROUP, LLC
$330K
16.2KNewQ1 2026
19FOUNDATIONS INVESTMENT ADVISORS, LLC
$313K
15.4KReducedQ1 2026
20CENTAURUS FINANCIAL, INC.
$240K
11.8KNewQ1 2026
21Retirement Planning Group, LLC
$237K
11.6KNewQ1 2026
22Sigma Planning Corp
$206K
10.1KAddedQ1 2026
23Arkadios Wealth Advisors
$134K
6.6KHeldQ1 2026
24CreativeOne Wealth, LLC
$71K
3.5KReducedQ1 2026
25Steward Partners Investment Advisory, LLC
$19K
953ReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
10
funds
Added
10
funds
Reduced
5
funds
Exited
1
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

27 funds+26 since Q2 2025
01427Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $109M

Funds that own AGGH also own

CompanyCo-held byCombined value
ISHARES TR CORE S&P500 ETFIVV28 funds$11.7B
ISHARES TR CORE US AGGBD ETAGG28 funds$3.7B
Tesla IncTSLA28 funds$2.0B
Walmart IncWMT28 funds$1.8B
Johnson & JohnsonJNJ28 funds$1.7B
Exxon Mobil CorpXOM28 funds$1.7B
Eli Lilly & CoLLY28 funds$1.6B
Home Depot IncHD28 funds$1.3B
Mastercard Inc Cl AMA28 funds$1.1B
Merck & Company Inc NewMRK28 funds$1.1B
General Electric Co NewGE28 funds$1.0B
Palantir Technologies Inc Cl APLTR28 funds$1.0B

Ranked by how many of AGGH's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.