Simplify Aggregate Bond ETFAGGHETF
13F holders, Q4 2025 (December 31)80holders +15
23new positions
8sold out
$20.70avg. 13F price*
At the end of Q4 2025, 80 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 15 from Q3 2025. 23 opened new positions and 8 sold out. The largest holders were Simplify Asset Management Inc. ($38.5M), Envestnet Asset Management Inc. ($22.5M) and AE Wealth Management LLC ($15.9M).
- Company
- Simplify Aggregate Bond ETF
- CUSIP
- 82889N723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $21.3M |
| Exits | 8 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,885,800 shares bought and 2,977,621 shares sold, net −91,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Simplify Asset Management Inc. | 0.63% | Reduce -50.0% | 1,859,127 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +739.1% | 1,085,134 | $22.5M |
| AE Wealth Management LLC | 0.09% | Add +57.0% | 767,382 | $15.9M |
| Stadion Money Management, LLC | 1.14% | Add +8.1% | 678,141 | $14.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -37.3% | 590,208 | $12.2M |
| Great Diamond Partners, LLC | 1.91% | Add +4.2% | 480,607 | $9.9M |
| LPL Financial LLC | 0.00% | Add +29.8% | 407,470 | $8.4M |
| Park Edge Advisors, LLC | 1.71% | Add +0.5% | 364,262 | $7.5M |
| Financial Enhancement Group LLC | 0.82% | Reduce -0.1% | 302,574 | $6.3M |
| WealthPlan Investment Management, LLC | 0.34% | New | 258,407 | $5.3M |
| POM Investment Strategies, LLC | 2.58% | Add +38.1% | 242,601 | $5.0M |
| Elevated Capital Advisors, LLC | 1.13% | Add +22.4% | 233,476 | $4.8M |
| Principal Securities, Inc. | 0.07% | Add +49.5% | 213,832 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 177,394 | $3.7M |
| Key Capital Management, INC | 3.05% | — | 148,639 | $3.1M |
| Encompass More Asset Management | 0.53% | Add +2.1% | 137,130 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 131,921 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.48% | New | 130,719 | $2.7M |
| Howard Bailey Securities, LLC | 1.01% | Add +71.2% | 124,005 | $2.6M |
| Beacon Capital Management, LLC | 0.35% | Reduce -64.8% | 110,435 | $2.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.67% | Add +263.2% | 103,124 | $2.1M |
| FSA Advisors, Inc. | 1.31% | New | 91,353 | $1.9M |
| Evolution Wealth Management Inc. | 1.49% | Add +61.1% | 86,988 | $1.8M |
| J Hagan Capital, Inc. | 0.91% | Reduce -70.4% | 79,590 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -25.9% | 74,229 | $1.5M |
| Authentikos Wealth Advisory, LLC | 0.98% | Reduce -37.8% | 71,215 | $1.5M |
| Nwam LLC | 0.08% | Add +0.7% | 69,702 | $1.5M |
| Ieq Capital, LLC | 0.00% | No change | 69,603 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.7% | 67,336 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.42% | Add +1.9% | 60,397 | $1.3M |
| Integrated Advisors Network LLC | 0.05% | Reduce -1.1% | 53,456 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -22.0% | 53,170 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +340.3% | 52,678 | $1.1M |
| Old Mission Capital LLC | 0.04% | Add +1.9% | 51,130 | $1.1M |
| KG Capital Management | 0.27% | Add +12.1% | 51,129 | $1.1M |
| GK Wealth Management LLC | 0.72% | Reduce -5.4% | 47,551 | $984K |
| Financial Partners Group, Inc | 0.11% | Add +21.2% | 46,566 | $964K |
| Blackston Financial Advisory Group, LLC | 0.55% | Add +109.5% | 43,960 | $910K |
| Greykasell Wealth Strategies, Inc. | 0.32% | Add +1.9% | 39,332 | $814K |
| Brookwood Investment Group LLC | 0.09% | Add +31.5% | 36,636 | $758K |
| Commonwealth Equity Services, LLC | 0.00% | New | 35,498 | $735K |
| Andina Capital Management, LLC | 0.43% | Reduce -17.7% | 34,281 | $710K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.7% | 34,269 | $709K |
| Balance Wealth Partners LLC | 0.22% | Add +1.4% | 32,855 | $680K |
| Networth Advisors, LLC | 0.50% | — | 32,464 | $672K |
| Bay Rivers Group | 0.23% | Add +46.5% | 27,802 | $576K |
| Winnacle Wealth LLC | 0.39% | New | 25,100 | $527K |
| Thrivent Financial for Lutherans | 0.00% | New | 24,985 | $517K |
| Worth Asset Management, LLC | 0.22% | Reduce -1.7% | 24,689 | $511K |
| IHT Wealth Management, LLC | 0.01% | Reduce -42.0% | 24,648 | $510K |
| Legacy Wealth Managment, LLC | 0.23% | Reduce -18.1% | 23,529 | $487K |
| Mach-1 Financial Group, LLC | 0.10% | New | 22,529 | $466K |
| WealthPLAN Partners, LLC | 0.07% | New | 22,296 | $462K |
| Cooper Financial Group | 0.05% | New | 21,805 | $451K |
| Revisor Wealth Management LLC | 0.10% | New | 18,902 | $392K |
| Foundations Investment Advisors, LLC | 0.01% | Add +46.8% | 18,674 | $387K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.2% | 17,736 | $367K |
| Magnolia Private Wealth, LLC | 0.25% | No change | 17,400 | $360K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.0% | 17,200 | $356K |
| Lloyd Advisory Services, LLC. | 0.13% | New | 16,233 | $336K |
| Aspen Wealth Strategies, LLC | 0.18% | Add +2.7% | 16,077 | $333K |
| Park Avenue Securities LLC | 0.00% | New | 15,473 | $320K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 14,025 | $290K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -69.0% | 13,151 | $272K |
| Decker Retirement Planning Inc. | 0.13% | Reduce -17.6% | 12,992 | $269K |
| HRT Financial LP | 0.00% | Reduce -60.5% | 12,450 | $257K |
| MML Investors Services, LLC | 0.00% | New | 11,880 | $246K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.4% | 11,279 | $233K |
| Sigma Planning Corp | 0.01% | New | 9,737 | $202K |
| Arkadios Wealth Advisors | 0.00% | New | 9,699 | $201K |
| Royal Bank of Canada | 0.00% | Add +48.1% | 7,308 | $151K |
| International Assets Investment Management, LLC | 0.00% | New | 2,560 | $53K |
| Lanark Financial, Inc. | 0.00% | New | 2,033 | $42K |
| Sound Income Strategies, LLC | 0.00% | Add +588.7% | 1,832 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -37.8% | 1,490 | $31K |
| UBS Group AG | 0.00% | New | 892 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 689 | $14K |
| Morgan Stanley | 0.00% | Add +0.2% | 566 | $12K |
| Triumph Capital Management | 0.00% | New | 200 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 100 | $2K |
"% of holder's portfolio" is AGGH's weight in each manager's 13F, not the share of Simplify Aggregate Bond ETF the manager owns.