Simplify Aggregate Bond ETFAGGHETF
13F holders, Q4 2024 (December 31)37holders +6
9new positions
4sold out
1famous investor
$20.63avg. 13F price*
At the end of Q4 2024, 37 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 4 sold out. The largest holders were Simplify Asset Management Inc. ($107.1M), Osaic Holdings, Inc. ($21.4M) and Stadion Money Management, LLC ($14.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.2M |
| Exits | 4 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,193,987 shares bought and 479,520 shares sold, net +714,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Simplify Asset Management Inc. | 7.45% | No change | 5,193,254 | $107.1M |
| Osaic Holdings, Inc. | 0.05% | Add +64.3% | 1,036,377 | $21.4M |
| Stadion Money Management, LLC | 1.13% | Add +52.7% | 698,529 | $14.4M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 455,410 | $9.4M |
| Park Edge Advisors, LLC | 1.49% | Add +54.1% | 248,248 | $5.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +35.5% | 116,537 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +1046.9% | 106,991 | $2.2M |
| Citadel Advisors | 0.00% | Add +395.6% | 96,950 | $2.0M |
| Nwam LLC | 0.11% | Reduce -11.8% | 88,489 | $1.8M |
| GK Wealth Management LLC | 1.75% | — | 66,924 | $1.4M |
| Townsquare Capital LLC | 0.01% | Add +41.9% | 58,749 | $1.2M |
| Andina Capital Management, LLC | 0.91% | Reduce -76.1% | 54,006 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -0.1% | 52,707 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.5% | 49,932 | $1.0M |
| Napa Wealth Management | 0.42% | Reduce -28.2% | 46,760 | $965K |
| NewEdge Advisors, LLC | 0.01% | Add +0.0% | 46,552 | $960K |
| Aspen Wealth Strategies, LLC | 0.61% | Add +55.8% | 45,861 | $946K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +111.1% | 45,806 | $945K |
| Integrated Advisors Network LLC | 0.04% | Add +145.1% | 43,628 | $900K |
| Legacy Investment Solutions, LLC | 0.52% | Reduce -12.2% | 38,171 | $794K |
| Legacy Wealth Managment, LLC | 0.52% | Reduce -12.2% | 38,171 | $794K |
| CreativeOne Wealth, LLC | 0.02% | New | 36,478 | $753K |
| Old Mission Capital LLC | 0.02% | New | 35,255 | $727K |
| Thrivent Financial for Lutherans | 0.00% | Add +19.7% | 27,627 | $570K |
| Sanctuary Advisors, LLC | 0.00% | New | 26,984 | $559K |
| Principal Securities, Inc. | 0.01% | Reduce -75.9% | 24,942 | $515K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.4% | 21,085 | $435K |
| Prosperity Wealth Management, Inc. | 0.18% | Reduce -50.1% | 20,844 | $430K |
| AE Wealth Management LLC | 0.00% | New | 18,284 | $377K |
| Mercer Global Advisors Inc. | 0.00% | New | 17,500 | $361K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.5% | 14,565 | $300K |
| Bay Rivers Group | 0.14% | New | 14,300 | $295K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 8,329 | $172K |
| UBS Group AG | 0.00% | New | 2,669 | $55K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2,349 | $48K |
| Morgan Stanley | 0.00% | Add +18700.0% | 564 | $12K |
| Capital Analysts, LLC | 0.00% | New | 530 | $11K |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.