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Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

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AGGREGATE BD ETF (fund)

38 managers (38 13F filers) reported a position in AGGH shares at 2024-12-31, 8,900,357 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
9
Added
16
Reduced
10
Sold out
4
Shares held by filers
8,900,357

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Simplify Asset Management Inc.5,193,254$107M7.45%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,036,377$21.4M0.05%+405,64113F-HR/ATimelineGroup
Stadion Money Management, LLC698,529$14.4M1.13%+241,07213F-HRTimeline
LPL Financial LLC455,410$9.4M<0.01%-13,98613F-HRTimeline
Park Edge Advisors, LLC248,248$5.12M1.49%+87,15013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.116,537$2.4M0.02%+30,54713F-HRTimeline
Sigma Planning Corp106,991$2.21M0.07%+97,66213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC96,950$2M<0.01%+77,38613F-HRTimelineGroup
NWAM LLC88,489$1.83M0.11%-11,83013F-HRTimeline
GK Wealth Management LLC66,924$1.38M1.75%13F-HRTimeline
TOWNSQUARE CAPITAL LLC58,749$1.21M0.01%+17,33213F-HRTimeline
Andina Capital Management, LLC54,006$1.11M0.91%-172,11613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,707$1.09M<0.01%-7013F-HRTimelineGroup
Cambridge Investment Research Advisors,…49,932$1.03M<0.01%+8,82913F-HRTimeline
NAPA WEALTH MANAGEMENT46,760$965K0.42%-18,38813F-HRTimeline
NewEdge Advisors, LLC46,552$960K0.01%+1313F-HRTimeline
Aspen Wealth Strategies, LLC45,861$946K0.61%+16,42913F-HRTimeline
Steward Partners Investment Advisory, L…45,806$945K0.01%+24,11013F-HRTimeline
Integrated Advisors Network LLC43,628$900K0.04%+25,82913F-HRTimeline
Legacy Investment Solutions, LLC38,171$794K0.52%-5,29713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38,171$794K0.52%-5,29713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,478$753K0.02%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC35,255$727K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,627$570K<0.01%+4,55413F-HRTimelineGroup
Sanctuary Advisors, LLC26,984$559K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,942$515K0.01%-78,71313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC21,085$435K0.01%+2,49813F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…20,844$430K0.18%-20,94713F-HRTimelineGroup
AE Wealth Management LLC18,284$377K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,500$361K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC14,565$300K<0.01%-22513F-HRTimeline
Bay Rivers Group14,300$295K0.14%new13F-HRTimeline
Aptus Capital Advisors, LLC8,329$172K<0.01%+2513F-HRTimeline
UBS Group AGin group UBS Group AG2,669$55.1K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,349$48.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY564$11.6K<0.01%+56113F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC530$11K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.