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Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

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AGGREGATE BD ETF (fund)

58 managers (58 13F filers) reported a position in AGGH shares at 2025-06-30, 11,259,648 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
58
New
11
Added
24
Reduced
15
Sold out
6
Shares held by filers
11,259,648

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Simplify Asset Management Inc.5,193,254$107M6.49%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,255,700$25.9M0.05%+983,67413F-HR/ATimelineGroup
Stadion Money Management, LLC658,593$13.5M1.11%-11,33213F-HRTimeline
LPL Financial LLC497,693$10.3M<0.01%+55,55613F-HRTimeline
Great Diamond Partners, LLC420,667$8.68M1.83%new13F-HRTimeline
Buck Wealth Strategies, LLC313,444$6.47M0.99%+17,28113F-HRTimeline
J HAGAN CAPITAL, INC.274,605$5.63M3.8%-36,23813F-HRTimeline
Financial Enhancement Group LLC278,103$5.61M0.8%+111,45813F-HRTimeline
AE Wealth Management LLC200,029$4.13M0.03%+138,22113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding194,107$4.01M+152,822Timeline
Park Edge Advisors, LLC185,665$3.83M0.98%+46,06113F-HRTimeline
Ethos Financial Group, LLC161,442$3.33M0.29%+20,06413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.138,554$2.86M0.02%+12,50313F-HRTimeline
Optivise Advisory Services LLC136,115$2.81M1.44%+30,86013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC112,846$2.33M0.04%+87,90413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…97,642$2.02M0.05%new13F-HRTimelineGroup
NWAM LLC71,810$1.46M0.08%-4,93813F-HR/ATimeline
Authentikos Wealth Advisory, LLC67,333$1.39M0.97%+3,73513F-HR/ATimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC63,064$1.3M0.02%-18,93313F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…54,959$1.13M0.42%+30,58913F-HRTimelineGroup
GK Wealth Management LLC52,872$1.09M1.08%-8,77013F-HRTimeline
Cambridge Investment Research Advisors,…52,008$1.07M<0.01%-8,01813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,678$1.07M0.03%+8,36613F-HRTimelineGroup
Steward Partners Investment Advisory, L…47,275$976K0.01%+32613F-HRTimeline
Integrated Advisors Network LLC42,728$882K0.04%-4,39713F-HRTimeline
IHT Wealth Management, LLC42,310$873K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,623$818K<0.01%new13F-HR/ATimelineGroup
Andina Capital Management, LLC39,511$816K0.57%-6,66613F-HRTimeline
Brookwood Investment Group LLC38,608$797K0.13%new13F-HRTimeline
Financial Partners Group, Inc34,532$713K0.1%new13F-HRTimeline
KG Capital Management31,888$658K0.19%+15,81813F-HRTimeline
Balance Wealth Partners LLC31,592$652K0.38%+9,48413F-HRTimeline
Aspen Wealth Strategies, LLC30,094$621K0.37%-16,54013F-HRTimeline
Sanctuary Advisors, LLC30,062$620K<0.01%+3,83013F-HRTimeline
Worth Asset Management, LLC27,844$575K0.28%-9,06813F-HRTimeline
Legacy Investment Solutions, LLC27,091$559K0.3%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27,091$559K0.3%-2,39713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV25,116$518K<0.01%-7,15913F-HRTimeline
L2 Asset Management, LLC24,366$503K0.08%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.18,541$383K0.18%+35113F-HRTimeline
Janney Montgomery Scott LLC17,450$360K<0.01%+1,00013F-HRTimeline
Prime Capital Investment Advisors, LLC17,207$355K<0.01%-812,72913F-HRTimeline
Mach-1 Financial Group, LLC17,121$353K0.1%new13F-HRTimeline
Bay Rivers Group16,908$349K0.16%+2,00813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,008$310K0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.13,977$288K0.36%13F-HRTimeline
NewEdge Advisors, LLC12,486$258K<0.01%-34,28313F-HRTimeline
Atria Wealth Solutions, Inc.12,150$251K0.01%+1,35413F-HRTimeline
Fiduciary Alliance LLC12,049$249K0.02%013F-HRTimeline
Advisory Services Network, LLC11,963$243K<0.01%013F-HRTimeline
NAPA WEALTH MANAGEMENT10,137$209K0.1%-25,88513F-HRTimeline
Aptus Capital Advisors, LLC5,498$113K<0.01%+1,27613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,072$84K<0.01%+2,13113F-HR/ATimelineGroup
COMERICA BANK1,652$34.1K<0.01%new13F-HRTimeline
Allworth Financial LP769$15.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY564$11.6K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…182$3.76K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.