Simplify Aggregate Bond ETFAGGHETF
13F holders, Q2 2025 (June 30)57holders +7
11new positions
6sold out
$20.61avg. 13F price*
At the end of Q2 2025, 57 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 7 from Q1 2025. 11 opened new positions and 6 sold out. The largest holders were Simplify Asset Management Inc. ($107.2M), Osaic Holdings, Inc. ($25.9M) and Stadion Money Management, LLC ($13.5M).
- Company
- Simplify Aggregate Bond ETF
- CUSIP
- 82889N723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $15.1M |
| Exits | 6 | $5.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,479,179 shares bought and 1,266,385 shares sold, net +1,212,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Simplify Asset Management Inc. | 6.49% | No change | 5,193,254 | $107.2M |
| Osaic Holdings, Inc. | 0.05% | Add +361.6% | 1,255,700 | $25.9M |
| Stadion Money Management, LLC | 1.11% | Reduce -1.7% | 658,593 | $13.5M |
| LPL Financial LLC | 0.00% | Add +12.6% | 497,693 | $10.3M |
| Great Diamond Partners, LLC | 1.83% | New | 420,667 | $8.7M |
| Buck Wealth Strategies, LLC | 0.99% | Add +5.8% | 313,444 | $6.5M |
| J Hagan Capital, Inc. | 3.80% | Reduce -11.7% | 274,605 | $5.6M |
| Financial Enhancement Group LLC | 0.80% | Add +66.9% | 278,103 | $5.6M |
| AE Wealth Management LLC | 0.03% | Add +223.6% | 200,029 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +536.6% | 194,107 | $4.0M |
| Park Edge Advisors, LLC | 0.98% | Add +33.0% | 185,665 | $3.8M |
| Ethos Financial Group, LLC | 0.29% | Add +14.2% | 161,442 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +9.9% | 138,554 | $2.9M |
| Optivise Advisory Services LLC | 1.44% | Add +29.3% | 136,115 | $2.8M |
| Principal Securities, Inc. | 0.04% | Add +352.4% | 112,846 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | New | 97,642 | $2.0M |
| Nwam LLC | 0.08% | Reduce -6.4% | 71,810 | $1.5M |
| Authentikos Wealth Advisory, LLC | 0.97% | Add +5.9% | 67,333 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -23.1% | 63,064 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.42% | Add +125.5% | 54,959 | $1.1M |
| GK Wealth Management LLC | 1.08% | Reduce -14.2% | 52,872 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.4% | 52,008 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +19.3% | 51,678 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 47,275 | $976K |
| Integrated Advisors Network LLC | 0.04% | Reduce -9.3% | 42,728 | $882K |
| IHT Wealth Management, LLC | 0.02% | New | 42,310 | $873K |
| Thrivent Financial for Lutherans | 0.00% | New | 39,623 | $818K |
| Andina Capital Management, LLC | 0.57% | Reduce -14.4% | 39,511 | $816K |
| Brookwood Investment Group LLC | 0.13% | New | 38,608 | $797K |
| Financial Partners Group, Inc | 0.10% | New | 34,532 | $713K |
| KG Capital Management | 0.19% | Add +98.4% | 31,888 | $658K |
| Balance Wealth Partners LLC | 0.38% | Add +42.9% | 31,592 | $652K |
| Aspen Wealth Strategies, LLC | 0.37% | Reduce -35.5% | 30,094 | $621K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.6% | 30,062 | $620K |
| Worth Asset Management, LLC | 0.28% | Reduce -24.6% | 27,844 | $575K |
| Legacy Investment Solutions, LLC | 0.30% | — | 27,091 | $559K |
| Legacy Wealth Managment, LLC | 0.30% | Reduce -8.1% | 27,091 | $559K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.2% | 25,116 | $518K |
| L2 Asset Management, LLC | 0.08% | New | 24,366 | $503K |
| Greykasell Wealth Strategies, Inc. | 0.18% | Add +1.9% | 18,541 | $383K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.1% | 17,450 | $360K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -97.9% | 17,207 | $355K |
| Mach-1 Financial Group, LLC | 0.10% | New | 17,121 | $353K |
| Bay Rivers Group | 0.16% | Add +13.5% | 16,908 | $349K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 15,008 | $310K |
| Evolution Wealth Management Inc. | 0.36% | — | 13,977 | $288K |
| NewEdge Advisors, LLC | 0.00% | Reduce -73.3% | 12,486 | $258K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +12.5% | 12,150 | $251K |
| Fiduciary Alliance LLC | 0.02% | No change | 12,049 | $249K |
| Advisory Services Network, LLC | 0.00% | No change | 11,963 | $243K |
| Napa Wealth Management | 0.10% | Reduce -71.9% | 10,137 | $209K |
| Aptus Capital Advisors, LLC | 0.00% | Add +30.2% | 5,498 | $113K |
| Royal Bank of Canada | 0.00% | Add +109.8% | 4,072 | $84K |
| Comerica Bank | 0.00% | New | 1,652 | $34K |
| Allworth Financial LP | 0.00% | No change | 769 | $16K |
| Morgan Stanley | 0.00% | No change | 564 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 182 | $4K |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.