Simplify Aggregate Bond ETFAGGHETF
13F holders, Q2 2024 (June 30)21holders +2
5new positions
3sold out
1famous investor
$20.76avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 2 from Q1 2024. 5 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($101.7M), Osaic Holdings, Inc. ($10.8M) and Stadion Money Management, LLC ($8.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.2M |
| Exits | 3 | $12.1M |
All 13F filers, Q1 2024 → Q2 2024: 868,202 shares bought and 691,002 shares sold, net +177,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Simplify Asset Management Inc. | 8.92% | No change | 4,896,741 | $101.7M |
| Osaic Holdings, Inc. | 0.03% | Add +50522.0% | 522,419 | $10.8M |
| Stadion Money Management, LLC | 0.71% | Reduce -14.1% | 418,651 | $8.7M |
| Park Edge Advisors, LLC | 1.44% | Add +41.9% | 227,051 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 201,536 | $4.2M |
| Andina Capital Management, LLC | 2.42% | New | 154,814 | $3.2M |
| Principal Securities, Inc. | 0.06% | Add +22.8% | 102,200 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.6% | 73,126 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 64,077 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.43% | Add +14.2% | 41,636 | $864K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 38,381 | $797K |
| Aspen Wealth Strategies, LLC | 0.43% | Add +3.7% | 29,335 | $624K |
| Thrivent Financial for Lutherans | 0.00% | New | 16,244 | $337K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -57.6% | 16,183 | $336K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.9% | 13,066 | $271K |
| NewEdge Advisors, LLC | 0.00% | New | 12,448 | $258K |
| Sigma Planning Corp | 0.01% | Reduce -2.2% | 11,729 | $243K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 10,436 | $217K |
| Citadel Advisors | 0.00% | Reduce -18.7% | 10,071 | $209K |
| International Assets Investment Management, LLC | 0.01% | New | 3,465 | $72K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $47 |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.