Simplify Aggregate Bond ETFAGGHETF
13F holders, Q3 2024 (September 30)31holders +10
10new positions
2sold out
1famous investor
$21.70avg. 13F price*
At the end of Q3 2024, 31 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 10 from Q2 2024. 10 opened new positions and 2 sold out. The largest holders were Simplify Asset Management Inc. ($112.7M), Osaic Holdings, Inc. ($13.7M) and LPL Financial LLC ($10.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.0M |
| Exits | 2 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,319,164 shares bought and 150,745 shares sold, net +1,168,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Simplify Asset Management Inc. | 7.75% | Add +6.1% | 5,193,254 | $112.7M |
| Osaic Holdings, Inc. | 0.03% | Add +20.7% | 630,736 | $13.7M |
| LPL Financial LLC | 0.00% | Add +132.9% | 469,396 | $10.2M |
| Stadion Money Management, LLC | 0.75% | Add +9.3% | 457,457 | $9.9M |
| Andina Capital Management, LLC | 3.73% | Add +46.1% | 226,122 | $4.9M |
| Park Edge Advisors, LLC | 1.00% | Reduce -29.1% | 161,098 | $3.5M |
| Principal Securities, Inc. | 0.05% | Add +1.4% | 103,655 | $2.3M |
| Nwam LLC | 0.13% | New | 100,319 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.6% | 85,990 | $1.9M |
| SFG Wealth Management, LLC. | 0.87% | New | 75,245 | $1.6M |
| Napa Wealth Management | 0.67% | New | 65,148 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 52,777 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.8% | 49,419 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +273.9% | 46,539 | $1.0M |
| Prosperity Wealth Management, Inc. | 0.36% | Add +0.4% | 41,791 | $907K |
| Legacy Investment Solutions, LLC | 0.55% | — | 43,468 | $899K |
| Legacy Wealth Managment, LLC | 0.55% | — | 43,468 | $899K |
| Townsquare Capital LLC | 0.01% | New | 41,417 | $899K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 41,103 | $892K |
| Aspen Wealth Strategies, LLC | 0.41% | Add +0.3% | 29,432 | $639K |
| Wolverine Trading, LLC | 0.01% | New | 24,519 | $532K |
| Thrivent Financial for Lutherans | 0.00% | Add +42.0% | 23,073 | $501K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 21,696 | $471K |
| Citadel Advisors | 0.00% | Add +94.3% | 19,564 | $425K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 18,587 | $404K |
| Integrated Advisors Network LLC | 0.02% | New | 17,799 | $386K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.2% | 14,790 | $321K |
| Sigma Planning Corp | 0.01% | Reduce -20.5% | 9,329 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -20.4% | 8,304 | $180K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 3,468 | $75K |
| Morgan Stanley | 0.00% | Add +50.0% | 3 | $67 |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.