Simplify Aggregate Bond ETFAGGHETF
13F holders, Q1 2026 (March 31)90holders +10
20new positions
10sold out
1famous investor
$20.35avg. 13F price*
At the end of Q1 2026, 90 institutions reported holding Simplify Aggregate Bond ETF (AGGH) in their 13F filings, up 10 from Q4 2025. 20 opened new positions and 10 sold out. The largest holders were Simplify Asset Management Inc. ($42.9M), WCG Wealth Advisors LLC ($38.0M) and Sowell Financial Services LLC ($24.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $72.9M |
| Exits | 10 | $8.0M |
All 13F filers, Q4 2025 → Q1 2026: 6,324,028 shares bought and 1,047,700 shares sold, net +5,276,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Simplify Asset Management Inc. | 0.66% | Add +13.4% | 2,109,127 | $42.9M |
| WCG Wealth Advisors LLC | 1.06% | New | 1,867,814 | $38.0M |
| Sowell Financial Services LLC | 0.90% | New | 1,198,667 | $24.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.3% | 1,196,695 | $24.4M |
| LPL Financial LLC | 0.00% | Add +98.2% | 807,669 | $16.4M |
| WealthPlan Investment Management, LLC | 0.82% | Add +178.1% | 718,613 | $14.6M |
| AE Wealth Management LLC | 0.08% | Reduce -8.3% | 703,684 | $14.3M |
| Stadion Money Management, LLC | 1.41% | Add +1.4% | 687,642 | $14.0M |
| Great Diamond Partners, LLC | 2.23% | Add +18.4% | 569,038 | $11.6M |
| Brookwood Investment Group LLC | 1.22% | Add +1179.6% | 468,796 | $9.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.45% | Add +223.7% | 423,120 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -28.9% | 419,351 | $8.5M |
| Park Edge Advisors, LLC | 1.92% | Add +12.6% | 410,019 | $8.3M |
| Principal Securities, Inc. | 0.12% | Add +89.5% | 405,197 | $8.2M |
| Elevated Capital Advisors, LLC | 1.80% | Add +50.6% | 351,530 | $7.2M |
| Financial Enhancement Group LLC | 0.73% | Reduce -5.9% | 284,674 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +7.7% | 191,098 | $3.9M |
| Key Capital Management, INC | 2.50% | Add +25.4% | 186,376 | $3.8M |
| RiverTree Advisors, LLC | 2.02% | New | 156,859 | $3.2M |
| IFS Group,LLC | 2.53% | — | 139,748 | $2.8M |
| Howard Bailey Securities, LLC | 1.17% | Add +12.5% | 139,538 | $2.8M |
| Evolution Wealth Management Inc. | 2.03% | Add +56.5% | 136,124 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.7% | 134,159 | $2.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.70% | Add +8.9% | 112,296 | $2.3M |
| FSA Advisors, Inc. | 1.31% | Add +6.6% | 97,369 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +32.7% | 89,329 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 82,028 | $1.7M |
| Beacon Capital Management, LLC | 0.27% | Reduce -32.2% | 74,857 | $1.5M |
| Nwam LLC | 0.08% | Reduce -0.0% | 69,683 | $1.4M |
| Authentikos Wealth Advisory, LLC | 0.92% | Reduce -6.0% | 66,949 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -10.2% | 66,640 | $1.4M |
| GeoWealth Management, LLC | 0.05% | New | 64,003 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +66.5% | 59,109 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +2778.2% | 58,513 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +62.5% | 55,704 | $1.1M |
| Blackston Financial Advisory Group, LLC | 0.70% | Add +24.6% | 54,768 | $1.1M |
| Financial Partners Group, Inc | 0.13% | Add +16.6% | 54,307 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +3.0% | 54,251 | $1.1M |
| KG Capital Management | 0.79% | Add +6.0% | 54,222 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -18.6% | 43,255 | $880K |
| Networth Advisors, LLC | 0.60% | Add +29.4% | 41,992 | $855K |
| Citadel Advisors | 0.00% | New | 40,410 | $822K |
| Greykasell Wealth Strategies, Inc. | 0.33% | Add +1.8% | 40,043 | $815K |
| IHT Wealth Management, LLC | 0.02% | Add +45.9% | 35,966 | $732K |
| Bay Rivers Group | 0.30% | Add +29.2% | 35,922 | $731K |
| Integrated Advisors Network LLC | 0.04% | Reduce -36.8% | 33,790 | $688K |
| J Hagan Capital, Inc. | 0.34% | Reduce -61.4% | 30,737 | $625K |
| Fig Financial Advisory Services Inc. | 0.37% | New | 29,440 | $599K |
| Legacy Wealth Managment, LLC | 0.27% | Add +13.4% | 26,692 | $543K |
| WealthPLAN Partners, LLC | 0.10% | Add +18.5% | 26,425 | $538K |
| Winnacle Wealth LLC | 0.41% | Add +3.3% | 25,922 | $528K |
| Worth Asset Management, LLC | 0.20% | Add +4.5% | 25,813 | $525K |
| Balance Wealth Partners LLC | 0.15% | Reduce -28.8% | 23,382 | $476K |
| MML Investors Services, LLC | 0.00% | Add +95.2% | 23,192 | $472K |
| Mach-1 Financial Group, LLC | 0.16% | Reduce -2.1% | 22,045 | $449K |
| Cooper Financial Group | 0.04% | No change | 21,805 | $444K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 21,199 | $432K |
| Aspen Wealth Strategies, LLC | 0.22% | Add +26.4% | 20,313 | $413K |
| Revisor Wealth Management LLC | 0.11% | Add +0.3% | 18,968 | $386K |
| WealthCare Asset Management, LLC | 0.39% | New | 18,004 | $366K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 17,625 | $359K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 17,200 | $350K |
| Independent Financial Group, LLC | 0.01% | New | 16,220 | $330K |
| Andina Capital Management, LLC | 0.29% | Reduce -53.8% | 15,853 | $323K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -17.5% | 15,405 | $313K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.2% | 15,282 | $311K |
| Secure Asset Management, LLC | 0.05% | New | 14,770 | $301K |
| Independent Advisor Alliance | 0.00% | New | 14,081 | $287K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 14,035 | $286K |
| Fifth Third Securities, Inc. | 0.02% | New | 13,976 | $284K |
| Royal Bank of Canada | 0.00% | Add +79.9% | 13,145 | $268K |
| Decker Retirement Planning Inc. | 0.11% | Reduce -6.0% | 12,207 | $248K |
| Centaurus Financial, Inc. | 0.01% | New | 11,800 | $240K |
| Retirement Planning Group, LLC | 0.01% | New | 11,634 | $237K |
| Arkadios Wealth Advisors | 0.00% | Add +7.7% | 10,449 | $213K |
| Sigma Planning Corp | 0.01% | Add +4.2% | 10,145 | $206K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,025 | $204K |
| POM Investment Strategies, LLC | 0.22% | Reduce -96.4% | 8,811 | $179K |
| JPMorgan Chase & Co. | 0.00% | New | 6,044 | $123K |
| Stance Capital LLC | 0.03% | New | 3,407 | $69K |
| International Assets Investment Management, LLC | 0.00% | Add +0.2% | 2,564 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 1,509 | $31K |
| Strive Financial Group ,LLC | 0.02% | New | 1,460 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -92.8% | 953 | $19K |
| Fifth Third Bancorp | 0.00% | New | 725 | $15K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 565 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.3% | 435 | $9K |
| Triumph Capital Management | 0.00% | No change | 200 | $4K |
| UBS Group AG | 0.00% | Reduce -87.7% | 110 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 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.