Simplify Aggregate Bond ETFAGGHETF
13F holders, Q3 2025 (September 30)65holders +8
23new positions
13sold out
1famous investor
$20.71avg. 13F price*
At the end of Q3 2025, 65 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 8 from Q2 2025. 23 opened new positions and 13 sold out. The largest holders were Simplify Asset Management Inc. ($77.0M), Osaic Holdings, Inc. ($19.5M) and Stadion Money Management, LLC ($13.0M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $29.4M |
| Exits | 13 | $18.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,182,647 shares bought and 3,016,207 shares sold, net −833,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Simplify Asset Management Inc. | 1.56% | Reduce -28.4% | 3,718,254 | $77.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -25.0% | 941,979 | $19.5M |
| Stadion Money Management, LLC | 1.04% | Reduce -4.7% | 627,405 | $13.0M |
| AE Wealth Management LLC | 0.06% | Add +144.3% | 488,644 | $10.1M |
| Great Diamond Partners, LLC | 1.85% | Add +9.6% | 461,077 | $9.5M |
| Park Edge Advisors, LLC | 1.73% | Add +95.3% | 362,646 | $7.5M |
| Beacon Capital Management, LLC | 0.92% | New | 314,179 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -36.9% | 313,990 | $6.5M |
| Financial Enhancement Group LLC | 0.84% | Add +8.9% | 302,807 | $6.3M |
| J Hagan Capital, Inc. | 3.37% | Reduce -2.0% | 269,047 | $5.6M |
| Elevated Capital Advisors, LLC | 0.98% | New | 190,678 | $3.9M |
| POM Investment Strategies, LLC | 1.98% | New | 175,630 | $3.6M |
| Principal Securities, Inc. | 0.05% | Add +26.8% | 143,055 | $3.0M |
| Encompass More Asset Management | 0.54% | New | 134,272 | $2.8M |
| IFS Group,LLC | 2.42% | — | 132,825 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.4% | 129,321 | $2.7M |
| Authentikos Wealth Advisory, LLC | 1.57% | Add +70.0% | 114,446 | $2.4M |
| CreativeOne Wealth, LLC | 0.05% | Add +93.8% | 100,126 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 81,934 | $1.7M |
| Howard Bailey Securities, LLC | 0.43% | New | 72,442 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 72,341 | $1.5M |
| Nwam LLC | 0.08% | Reduce -3.6% | 69,252 | $1.5M |
| Ieq Capital, LLC | 0.00% | New | 69,603 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 68,149 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.0% | 64,340 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.42% | Add +7.9% | 59,301 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Add +26.5% | 54,046 | $1.1M |
| Evolution Wealth Management Inc. | 1.15% | Add +286.2% | 53,980 | $1.1M |
| GK Wealth Management LLC | 0.77% | Reduce -5.0% | 50,253 | $1.0M |
| Old Mission Capital LLC | 0.04% | New | 50,158 | $1.0M |
| KG Capital Management | 0.26% | Add +43.0% | 45,606 | $945K |
| IHT Wealth Management, LLC | 0.02% | Add +0.5% | 42,529 | $881K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.2% | 42,447 | $879K |
| Andina Capital Management, LLC | 0.49% | Add +5.4% | 41,648 | $863K |
| Greykasell Wealth Strategies, Inc. | 0.34% | Add +108.2% | 38,604 | $799K |
| Financial Partners Group, Inc | 0.10% | Add +11.3% | 38,430 | $796K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.1% | 33,684 | $698K |
| Balance Wealth Partners LLC | 0.17% | Add +2.6% | 32,403 | $671K |
| HRT Financial LP | 0.00% | New | 31,541 | $653K |
| Legacy Wealth Managment, LLC | 0.27% | Add +6.0% | 28,731 | $595K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | New | 28,392 | $588K |
| Brookwood Investment Group LLC | 0.07% | Reduce -27.9% | 27,856 | $577K |
| Worth Asset Management, LLC | 0.23% | Reduce -9.8% | 25,112 | $520K |
| Citadel Advisors | 0.00% | New | 24,060 | $498K |
| Blackston Financial Advisory Group, LLC | 0.26% | New | 20,987 | $435K |
| Bay Rivers Group | 0.17% | Add +12.2% | 18,973 | $393K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.2% | 17,520 | $363K |
| Magnolia Private Wealth, LLC | 0.26% | New | 17,400 | $360K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 17,207 | $356K |
| Decker Retirement Planning Inc. | 0.18% | New | 15,776 | $327K |
| Aspen Wealth Strategies, LLC | 0.18% | Reduce -48.0% | 15,651 | $324K |
| NewEdge Advisors, LLC | 0.00% | Add +12.3% | 14,015 | $290K |
| Foundations Investment Advisors, LLC | 0.00% | New | 12,725 | $264K |
| Two Sigma Securities, LLC | 0.04% | New | 12,702 | $263K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,194 | $253K |
| Advisory Services Network, LLC | 0.00% | No change | 11,963 | $248K |
| Guerra Advisors Inc | 0.06% | New | 7,638 | $158K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.5% | 5,362 | $111K |
| Royal Bank of Canada | 0.00% | Add +21.2% | 4,936 | $102K |
| Stance Capital LLC | 0.02% | New | 3,198 | $66K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,396 | $50K |
| Comerica Bank | 0.00% | No change | 1,652 | $34K |
| Allworth Financial LP | 0.00% | No change | 769 | $16K |
| Morgan Stanley | 0.00% | Add +0.2% | 565 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 266 | $6K |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.