Simplify Aggregate Bond ETFAGGHETF
13F holders, Q1 2025 (March 31)50holders +13
18new positions
6sold out
1famous investor
$21.12avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 13 from Q4 2024. 18 opened new positions and 6 sold out. The largest holders were Simplify Asset Management Inc. ($109.8M), Prime Capital Investment Advisors, LLC ($17.6M) and Stadion Money Management, LLC ($14.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $37.3M |
| Exits | 6 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,929,158 shares bought and 1,118,509 shares sold, net +810,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Simplify Asset Management Inc. | 5.13% | No change | 5,193,254 | $109.8M |
| Prime Capital Investment Advisors, LLC | 0.20% | New | 829,936 | $17.6M |
| Stadion Money Management, LLC | 1.41% | Reduce -4.1% | 669,925 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 442,137 | $9.4M |
| J Hagan Capital, Inc. | 5.21% | — | 310,843 | $6.4M |
| Buck Wealth Strategies, LLC | 1.14% | New | 296,163 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -73.8% | 272,026 | $5.8M |
| Financial Enhancement Group LLC | 0.52% | New | 166,645 | $3.4M |
| Ethos Financial Group, LLC | 0.29% | New | 141,378 | $3.0M |
| Park Edge Advisors, LLC | 0.82% | Reduce -43.8% | 139,604 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +8.2% | 126,051 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -0.5% | 106,495 | $2.3M |
| Optivise Advisory Services LLC | 1.25% | New | 105,255 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +288.9% | 81,997 | $1.7M |
| Nwam LLC | 0.14% | Reduce -13.3% | 76,748 | $1.6M |
| Authentikos Wealth Advisory, LLC | 1.05% | New | 63,598 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +238.0% | 61,808 | $1.3M |
| GK Wealth Management LLC | 1.63% | Reduce -7.9% | 61,642 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.2% | 60,026 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -38.5% | 59,576 | $1.3M |
| Townsquare Capital LLC | 0.01% | Reduce -11.1% | 52,242 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +8.0% | 47,125 | $997K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 46,949 | $993K |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 46,769 | $989K |
| Aspen Wealth Strategies, LLC | 0.65% | Add +1.7% | 46,634 | $986K |
| Andina Capital Management, LLC | 0.70% | Reduce -14.5% | 46,177 | $977K |
| CreativeOne Wealth, LLC | 0.03% | Add +18.7% | 43,312 | $916K |
| Worth Asset Management, LLC | 0.43% | New | 36,912 | $781K |
| Napa Wealth Management | 0.43% | Reduce -23.0% | 36,022 | $762K |
| Mercer Global Advisors Inc. | 0.00% | Add +84.4% | 32,275 | $683K |
| Envestnet Asset Management Inc. | 0.00% | New | 30,489 | $645K |
| Legacy Wealth Managment, LLC | 0.45% | Reduce -22.8% | 29,488 | $624K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.8% | 26,232 | $555K |
| Jane Street Group, LLC | 0.00% | Reduce -51.5% | 25,574 | $541K |
| Prosperity Wealth Management, Inc. | 0.24% | Add +16.9% | 24,370 | $515K |
| Principal Securities, Inc. | 0.01% | No change | 24,942 | $515K |
| Balance Wealth Partners LLC | 0.30% | — | 22,108 | $468K |
| Greykasell Wealth Strategies, Inc. | 0.21% | New | 18,190 | $385K |
| Janney Montgomery Scott LLC | 0.00% | New | 16,450 | $348K |
| KG Capital Management | 0.11% | New | 16,070 | $340K |
| Bay Rivers Group | 0.17% | Add +4.2% | 14,900 | $315K |
| Fiduciary Alliance LLC | 0.03% | New | 12,049 | $255K |
| Advisory Services Network, LLC | 0.00% | New | 11,963 | $253K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 10,796 | $228K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,796 | $228K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,349 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -49.3% | 4,222 | $89K |
| Royal Bank of Canada | 0.00% | New | 1,941 | $41K |
| Allworth Financial LP | 0.00% | New | 769 | $16K |
| Morgan Stanley | 0.00% | No change | 564 | $12K |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.