Simplify Aggregate Bond ETFAGGHETF
13F holders, Q2 2026 (June 30)96holders +6
20new positions
15sold out
$20.19avg. 13F price*
At the end of Q2 2026, 96 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 6 from Q1 2026. 20 opened new positions and 15 sold out. The largest holders were WCG Wealth Advisors LLC ($46.2M), Simplify Asset Management Inc. ($42.5M) and Gradient Investments LLC ($37.5M).
- Company
- Simplify Aggregate Bond ETF
- CUSIP
- 82889N723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $62.2M |
| Exits | 15 | $7.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,743,720 shares bought and 560,043 shares sold, net +4,183,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| WCG Wealth Advisors LLC | 1.09% | Add +22.6% | 2,289,171 | $46.2M |
| Simplify Asset Management Inc. | 0.60% | No change | 2,109,127 | $42.5M |
| Gradient Investments LLC | 0.52% | New | 1,857,938 | $37.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 1,350,119 | $27.2M |
| Sowell Financial Services LLC | 0.80% | Add +1.8% | 1,219,756 | $24.6M |
| LPL Financial LLC | 0.01% | Add +41.6% | 1,143,999 | $23.1M |
| AE Wealth Management LLC | 0.07% | Add +9.2% | 768,253 | $15.5M |
| Stadion Money Management, LLC | 1.21% | Add +1.3% | 696,618 | $14.1M |
| Private Advisor Group, LLC | 0.06% | New | 683,238 | $13.8M |
| WealthPlan Investment Management, LLC | 0.68% | Reduce -5.8% | 677,311 | $13.7M |
| Great Diamond Partners, LLC | 2.09% | Add +6.1% | 603,638 | $12.2M |
| Principal Securities, Inc. | 0.12% | Add +25.4% | 508,212 | $10.3M |
| Brookwood Investment Group LLC | 1.11% | Add +1.4% | 475,325 | $9.6M |
| Osaic Holdings, Inc. | 0.01% | Add +12.4% | 471,438 | $9.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.26% | Reduce -0.5% | 420,950 | $8.5M |
| Park Edge Advisors, LLC | 1.80% | Add +2.0% | 418,122 | $8.4M |
| Elevated Capital Advisors, LLC | 2.21% | Add +13.2% | 397,811 | $8.0M |
| Financial Enhancement Group LLC | 0.72% | Add +4.4% | 297,216 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +9.9% | 209,964 | $4.2M |
| Key Capital Management, INC | 2.13% | Add +9.8% | 204,726 | $4.1M |
| RiverTree Advisors, LLC | 2.24% | Add +20.2% | 188,474 | $3.8M |
| Evolution Wealth Management Inc. | 1.94% | Add +20.1% | 163,520 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.4% | 145,374 | $2.9M |
| Howard Bailey Securities, LLC | 1.07% | Add +1.8% | 141,976 | $2.9M |
| Copley Financial Group, Inc. | 1.57% | New | 128,942 | $2.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.66% | Add +8.7% | 122,006 | $2.5M |
| FSA Advisors, Inc. | 1.03% | Add +14.8% | 111,734 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +66.6% | 111,041 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.9% | 99,982 | $2.0M |
| Lanark Financial, Inc. | 0.11% | Add +40.1% | 81,991 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 75,427 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.9% | 74,432 | $1.5M |
| GeoWealth Management, LLC | 0.04% | Add +7.9% | 69,076 | $1.4M |
| SteelPeak Wealth, LLC | 0.04% | New | 67,654 | $1.4M |
| Authentikos Wealth Advisory, LLC | 0.83% | Reduce -3.2% | 64,829 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.3% | 64,256 | $1.3M |
| Financial Partners Group, Inc | 0.13% | Add +16.6% | 63,310 | $1.3M |
| Blackston Financial Advisory Group, LLC | 0.68% | Add +9.2% | 59,809 | $1.2M |
| Beacon Capital Management, LLC | 0.17% | Reduce -23.5% | 57,285 | $1.2M |
| KG Capital Management | 0.62% | Reduce -4.5% | 51,793 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -6.4% | 50,778 | $1.0M |
| Networth Advisors, LLC | 0.58% | Add +17.4% | 49,280 | $994K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +364.1% | 46,522 | $938K |
| WealthPLAN Partners, LLC | 0.18% | Add +75.2% | 46,301 | $934K |
| GK Wealth Management LLC | 0.55% | New | 44,862 | $905K |
| Winnacle Wealth LLC | 0.61% | Add +72.8% | 44,805 | $904K |
| Raymond James Financial Inc. | 0.00% | New | 43,263 | $873K |
| Greykasell Wealth Strategies, Inc. | 0.30% | Add +1.8% | 40,759 | $822K |
| Bay Rivers Group | 0.27% | Add +8.6% | 39,011 | $787K |
| Jane Street Group, LLC | 0.00% | Reduce -53.5% | 38,124 | $769K |
| WealthCare Asset Management, LLC | 0.31% | Add +103.0% | 36,550 | $737K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.0% | 35,599 | $718K |
| Bank of America Corp. | 0.00% | New | 30,933 | $624K |
| J Hagan Capital, Inc. | 0.28% | Reduce -1.4% | 30,298 | $611K |
| Retirement Planning Group, LLC | 0.02% | Add +153.4% | 29,477 | $595K |
| MML Investors Services, LLC | 0.00% | Add +19.4% | 27,700 | $559K |
| Fifth Third Securities, Inc. | 0.03% | Add +95.6% | 27,339 | $551K |
| Brown Financial Advisors | 0.19% | New | 26,857 | $542K |
| Worth Asset Management, LLC | 0.17% | Add +1.1% | 26,086 | $526K |
| Independent Financial Group, LLC | 0.01% | Add +52.3% | 24,698 | $498K |
| Balance Wealth Partners LLC | 0.12% | Reduce -0.8% | 23,200 | $468K |
| Lloyd Advisory Services, LLC. | 0.18% | New | 23,078 | $465K |
| Cooper Financial Group | 0.03% | Reduce -4.3% | 20,861 | $421K |
| GFS Advisors, LLC | 0.04% | New | 1,000 | $416K |
| Aspen Wealth Strategies, LLC | 0.20% | Add +0.9% | 20,489 | $413K |
| Mattson Financial Services, LLC | 0.08% | New | 19,896 | $400K |
| Nwam LLC | 0.02% | Reduce -72.4% | 19,202 | $387K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,075 | $385K |
| Mach-1 Financial Group, LLC | 0.15% | Reduce -13.5% | 19,070 | $385K |
| Revisor Wealth Management LLC | 0.09% | Reduce -6.7% | 17,702 | $357K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 17,622 | $355K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.0% | 17,196 | $347K |
| Andina Capital Management, LLC | 0.50% | Reduce -4.2% | 15,190 | $306K |
| Integrated Advisors Network LLC | 0.01% | Reduce -55.9% | 14,909 | $301K |
| Secure Asset Management, LLC | 0.04% | Reduce -0.5% | 14,696 | $296K |
| Paladin Wealth, LLC | 0.17% | New | 14,532 | $293K |
| Mather Group, Llc. | 0.00% | New | 14,070 | $284K |
| Centaurus Financial, Inc. | 0.01% | Add +10.6% | 13,053 | $263K |
| Decker Retirement Planning Inc. | 0.09% | Add +3.2% | 12,598 | $254K |
| Sigma Planning Corp | 0.01% | Add +22.8% | 12,461 | $251K |
| Royal Bank of Canada | 0.00% | Reduce -6.6% | 12,274 | $248K |
| Park Avenue Securities LLC | 0.00% | Reduce -27.9% | 11,013 | $222K |
| JPMorgan Chase & Co. | 0.00% | Add +42.4% | 8,609 | $174K |
| Tounjian Advisory Partners, LLC | 0.06% | New | 6,775 | $137K |
| POM Investment Strategies, LLC | 0.09% | Reduce -56.7% | 3,814 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,400 | $48K |
| International Assets Investment Management, LLC | 0.00% | Reduce -34.2% | 1,686 | $34K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,636 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 1,528 | $31K |
| Strive Financial Group ,LLC | 0.01% | Reduce -4.1% | 1,400 | $28K |
| Montgomery Financial Services LLC | 0.02% | — | 1,218 | $25K |
| US Bancorp \de | 0.00% | New | 1,164 | $23K |
| Fifth Third Bancorp | 0.00% | No change | 725 | $15K |
| Morgan Stanley | 0.00% | No change | 565 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 519 | $10K |
| Triumph Capital Management | 0.00% | No change | 200 | $4K |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.