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Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

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AGGREGATE BD ETF (fund)

50 managers (51 13F filers) reported a position in AGGH shares at 2025-03-31, 10,005,786 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
51
New
18
Added
12
Reduced
15
Sold out
6
Shares held by filers
10,005,786

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$110M5.13%013F-HRTimeline
Prime Capital Investment Advisors, LLC829,936$17.6M0.2%new13F-HRTimeline
Stadion Money Management, LLC669,925$14.2M1.41%-28,60413F-HRTimeline
LPL Financial LLC442,137$9.35M<0.01%-13,27313F-HRTimeline
J HAGAN CAPITAL, INC.310,843$6.41M5.21%13F-HRTimeline
Buck Wealth Strategies, LLC296,163$6.26M1.14%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.272,026$5.75M0.01%-764,35113F-HRTimelineGroup
Financial Enhancement Group LLC166,645$3.36M0.52%new13F-HRTimeline
Ethos Financial Group, LLC141,378$2.99M0.29%new13F-HRTimeline
Park Edge Advisors, LLC139,604$2.95M0.82%-108,64413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.126,051$2.67M0.02%+9,51413F-HRTimeline
Sigma Planning Corp106,495$2.25M0.07%-49613F-HRTimeline
Optivise Advisory Services LLC105,255$2.23M1.25%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC81,997$1.73M0.03%+60,91213F-HRTimelineGroup
NWAM LLC76,748$1.62M0.14%-11,74113F-HRTimeline
Authentikos Wealth Advisory, LLC63,598$1.35M1.05%new13F-HR/ATimeline
AE Wealth Management LLC61,808$1.31M0.01%+43,52413F-HRTimeline
GK Wealth Management LLC61,642$1.3M1.63%-5,28213F-HR/ATimeline
Cambridge Investment Research Advisors,…60,026$1.27M<0.01%+10,09413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,576$1.26M<0.01%-37,37413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC52,242$1.1M0.01%-6,50713F-HRTimeline
Integrated Advisors Network LLC47,125$997K0.05%+3,49713F-HRTimeline
Steward Partners Investment Advisory, L…46,949$993K0.01%+1,14313F-HRTimeline
NewEdge Advisors, LLC46,769$989K0.01%+21713F-HRTimeline
Aspen Wealth Strategies, LLC46,634$986K0.65%+77313F-HRTimeline
Andina Capital Management, LLC46,177$977K0.7%-7,82913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,312$916K0.03%+6,83413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding41,285$873KnewTimeline
Worth Asset Management, LLC36,912$781K0.43%new13F-HRTimeline
NAPA WEALTH MANAGEMENT36,022$762K0.43%-10,73813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,275$683K<0.01%+14,77513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…29,488$624K0.45%-8,68313F-HRTimelineGroup
Sanctuary Advisors, LLC26,232$555K<0.01%-75213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,574$541K<0.01%-27,13313F-HR/ATimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…24,370$515K0.24%+3,52613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,942$515K0.01%013F-HRTimelineGroup
Balance Wealth Partners LLC22,108$468K0.3%13F-HRTimeline
Greykasell Wealth Strategies, Inc.18,190$385K0.21%new13F-HRTimeline
Janney Montgomery Scott LLC16,450$348K<0.01%new13F-HRTimeline
KG Capital Management16,070$340K0.11%new13F-HRTimeline
Bay Rivers Group14,900$315K0.17%+60013F-HRTimeline
Fiduciary Alliance LLC12,049$255K0.03%new13F-HRTimeline
Advisory Services Network, LLC11,963$253K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.10,796$228K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,349$92K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,222$89.3K<0.01%-4,10713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,941$41K<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP769$15.7K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY564$11.9K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.