Simplify Aggregate Bond ETFAGGHETF
13F holders, Q1 2024 (March 31)19holders
1famous investor
$21.42avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings. The largest holders were Simplify Asset Management Inc. ($104.9M), Stadion Money Management, LLC ($10.4M) and Lincoln National Corp. ($7.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Aggregate Bond ETF
- CUSIP
- 82889N723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.6M |
| Exits | 1 | $393K |
Ownership 19 holders
| Simplify Asset Management Inc. | 10.06% | Reduce -1.3% | 4,896,741 | $104.9M |
| Stadion Money Management, LLC | 0.68% | Add +7.5% | 487,524 | $10.4M |
| Lincoln National Corp. | 0.11% | Add +962.5% | 336,207 | $7.2M |
| LPL Financial LLC | 0.00% | New | 225,377 | $4.8M |
| Park Edge Advisors, LLC | 0.96% | New | 159,991 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +272.1% | 130,519 | $2.8M |
| Nwam LLC | 0.17% | New | 101,829 | $2.1M |
| Principal Securities, Inc. | 0.06% | Add +70.1% | 83,200 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +22.2% | 78,256 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | New | 38,204 | $819K |
| Prosperity Wealth Management, Inc. | 0.37% | Add +18.4% | 36,465 | $781K |
| Envestnet Asset Management Inc. | 0.00% | New | 35,147 | $753K |
| Aspen Wealth Strategies, LLC | 0.42% | New | 28,291 | $606K |
| Integrated Wealth Concepts LLC | 0.00% | New | 12,823 | $275K |
| Citadel Advisors | 0.00% | New | 12,391 | $266K |
| Sigma Planning Corp | 0.01% | New | 11,991 | $257K |
| Aptus Capital Advisors, LLC | 0.00% | New | 10,422 | $223K |
| Osaic Holdings, Inc. | 0.00% | New | 1,032 | $22K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $33 |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.