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Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

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AGGREGATE BD ETF (fund)

94 managers (96 13F filers) reported a position in AGGH shares at 2026-06-30, 19,870,511 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
94
13F filers
96
New
20
Added
47
Reduced
24
Sold out
15
Shares held by filers
19,870,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WCG Wealth Advisors LLC2,289,171$46.2M1.09%+421,35713F-HRTimeline
Simplify Asset Management Inc.2,109,127$42.5M0.6%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,857,938$37.5M0.52%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,560,083$31.5M+172,290Timeline
Sowell Financial Services LLC1,219,756$24.6M0.8%+21,08913F-HRTimeline
LPL Financial LLC1,143,999$23.1M0.01%+336,33013F-HRTimeline
AE Wealth Management LLC768,253$15.5M0.07%+64,56913F-HRTimeline
Stadion Money Management, LLC696,618$14.1M1.21%+8,97613F-HRTimeline
Private Advisor Group, LLC683,238$13.8M0.06%new13F-HRTimeline
WealthPlan Investment Management, LLC677,311$13.7M0.68%-41,30213F-HRTimeline
Great Diamond Partners, LLC603,638$12.2M2.09%+34,60013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC508,212$10.3M0.12%+103,01513F-HRTimelineGroup
Brookwood Investment Group LLC475,325$9.59M1.11%+6,52913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.471,438$9.51M0.01%+52,08713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC420,950$8.49M1.26%-2,17013F-HRTimeline
Park Edge Advisors, LLC418,122$8.43M1.8%+8,10313F-HRTimeline
Elevated Capital Advisors, LLC397,811$8.02M2.21%+46,28113F-HRTimeline
Financial Enhancement Group LLC297,216$5.99M0.72%+12,54213F-HRTimeline
Key Capital Management, INC204,726$4.13M2.13%+18,35013F-HRTimeline
RiverTree Advisors, LLC188,474$3.8M2.24%+31,61513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.163,520$3.3M1.94%+27,39613F-HRTimeline
Orion Porfolio Solutions, LLC145,374$2.93M0.02%+11,21513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC141,976$2.86M1.07%+2,43813F-HRTimeline
Copley Financial Group, Inc.128,942$2.6M1.57%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC122,006$2.46M0.66%+9,71013F-HRTimeline
FSA Advisors, Inc.111,734$2.25M1.03%+14,36513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,041$2.24M0.05%+44,40113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC99,982$2.02M0.02%+10,65313F-HRTimelineGroup
LANARK FINANCIAL, INC.81,991$1.65M0.11%+23,47813F-HRTimeline
Janney Montgomery Scott LLC75,427$1.52M<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,432$1.5M<0.01%+15,32313F-HRTimeline
GeoWealth Management, LLC69,076$1.39M0.04%+5,07313F-HRTimeline
SteelPeak Wealth, LLC67,654$1.36M0.04%new13F-HRTimeline
Authentikos Wealth Advisory, LLC64,829$1.31M0.83%-2,12013F-HRTimeline
Sanctuary Advisors, LLC64,256$1.3M0.01%+8,55213F-HRTimeline
Financial Partners Group, Inc63,310$1.28M0.13%+9,00313F-HRTimeline
Blackston Financial Advisory Group, LLC59,809$1.21M0.68%+5,04113F-HRTimeline
Beacon Capital Management, LLC57,285$1.16M0.17%-17,57213F-HRTimeline
KG Capital Management51,793$1.04M0.62%-2,42913F-HRTimeline
Advisory Services Network, LLC50,778$1.02M0.01%-3,47313F-HRTimeline
Networth Advisors, LLC49,280$994K0.58%+7,28813F-HRTimeline
Cambridge Investment Research Advisors,…46,522$938K<0.01%+36,49713F-HR/ATimeline
WealthPLAN Partners, LLC46,301$934K0.18%+19,87613F-HRTimeline
GK Wealth Management LLC44,862$905K0.55%new13F-HRTimeline
WINNACLE WEALTH LLC44,805$904K0.61%+18,88313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,263$873K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.40,759$822K0.3%+71613F-HRTimeline
Bay Rivers Group39,011$787K0.27%+3,08913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,124$769K<0.01%-43,90413F-HRTimelineGroup
WealthCare Asset Management, LLC36,550$737K0.31%+18,54613F-HRTimeline
IHT Wealth Management, LLC35,599$718K0.02%-36713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,933$624K<0.01%new13F-HRTimelineGroup
J HAGAN CAPITAL, INC.30,298$611K0.28%-43913F-HRTimeline
Retirement Planning Group, LLC29,477$595K0.02%+17,84313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding28,064$566K+13,363Timeline
MML INVESTORS SERVICES, LLC27,700$559K<0.01%+4,50813F-HRTimeline
Brown Financial Advisors26,857$542K0.19%new13F-HRTimeline
Worth Asset Management, LLC26,086$526K0.17%+27313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,698$498K0.01%+8,47813F-HRTimeline
Balance Wealth Partners LLC23,200$468K0.12%-18213F-HRTimeline
Lloyd Advisory Services, LLC.23,078$465K0.18%new13F-HRTimeline
Cooper Financial Group20,861$421K0.03%-94413F-HRTimeline
GFS Advisors, LLC1,000$416K0.06%new13F-HR/ATimeline
Aspen Wealth Strategies, LLC20,489$413K0.2%+17613F-HRTimeline
Mattson Financial Services, LLC19,896$400K0.08%new13F-HRTimeline
NWAM LLC19,202$387K0.02%-50,48113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,075$385K<0.01%new13F-HRTimelineGroup
Mach-1 Financial Group, LLC19,070$385K0.15%-2,97513F-HRTimeline
Revisor Wealth Management LLC17,702$357K0.09%-1,26613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,622$355K<0.01%-313F-HR/ATimeline
Prime Capital Investment Advisors, LLC17,196$347K<0.01%-413F-HRTimeline
Andina Capital Management, LLC15,190$306K0.5%-66313F-HRTimeline
Integrated Advisors Network LLC14,909$301K0.01%-18,88113F-HRTimeline
Secure Asset Management, LLC14,696$296K0.04%-7413F-HRTimeline
Paladin Wealth, LLC14,532$293K0.17%new13F-HRTimeline
MATHER GROUP, LLC.14,070$284K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.13,053$263K0.01%+1,25313F-HRTimeline
Decker Retirement Planning Inc.12,598$254K0.09%+39113F-HRTimeline
Sigma Planning Corp12,461$251K0.01%+2,31613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,274$248K<0.01%-87113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,013$222K<0.01%-4,26913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,609$174K<0.01%+2,56513F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC6,775$137K0.06%new13F-HRTimeline
POM Investment Strategies, LLC3,814$76.9K0.09%-4,99713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,400$48.4K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,686$33.9K<0.01%-87813F-HRTimeline
Buck Wealth Strategies, LLC1,636$33K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,528$30.8K<0.01%+1913F-HRTimeline
Strive Financial Group ,LLC1,400$28.2K0.01%-6013F-HR/ATimeline
Montgomery Financial Services LLC1,218$24.6K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,164$23.5K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY565$11.4K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP519$10.5K<0.01%new13F-HRTimelineGroup
Triumph Capital Management200$4.03K<0.01%013F-HRTimeline