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Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

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AGGREGATE BD ETF (fund)

65 managers (65 13F filers) reported a position in AGGH shares at 2025-09-30, 10,381,118 shares in all. 23 filers opened a position and 13 filers sold out during the quarter.

Managers
65
13F filers
65
New
23
Added
23
Reduced
14
Sold out
13
Shares held by filers
10,381,118

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.3,718,254$77M1.56%-1,475,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.941,979$19.5M0.03%-313,72113F-HRTimelineGroup
Stadion Money Management, LLC627,405$13M1.04%-31,18813F-HRTimeline
AE Wealth Management LLC488,644$10.1M0.06%+288,61513F-HRTimeline
Great Diamond Partners, LLC461,077$9.55M1.85%+40,41013F-HRTimeline
Park Edge Advisors, LLC362,646$7.51M1.73%+176,98113F-HRTimeline
Beacon Capital Management, LLC314,179$6.51M0.92%new13F-HRTimeline
LPL Financial LLC313,990$6.5M<0.01%-183,70313F-HRTimeline
Financial Enhancement Group LLC302,807$6.3M0.84%+24,70413F-HRTimeline
J HAGAN CAPITAL, INC.269,047$5.57M3.37%-5,55813F-HRTimeline
Elevated Capital Advisors, LLC190,678$3.95M0.98%new13F-HRTimeline
POM Investment Strategies, LLC175,630$3.64M1.98%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC143,055$2.96M0.05%+30,20913F-HRTimelineGroup
Encompass More Asset Management134,272$2.78M0.54%new13F-HRTimeline
IFS Group,LLC132,825$2.75M2.42%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC129,321$2.68M<0.01%-64,78613F-HRTimelineGroup
Authentikos Wealth Advisory, LLC114,446$2.37M1.57%+47,11313F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC100,126$2.07M0.05%+48,44813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,934$1.7M<0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC72,442$1.5M0.43%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,341$1.5M<0.01%new13F-HRTimelineGroup
NWAM LLC69,252$1.45M0.08%-2,55813F-HR/ATimeline
IEQ CAPITAL, LLC69,603$1.44M<0.01%new13F-HRTimeline
Cetera Investment Advisers68,149$1.41M<0.01%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC64,340$1.33M0.02%+1,27613F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…59,301$1.23M0.42%+4,34213F-HRTimelineGroup
Integrated Advisors Network LLC54,046$1.12M0.05%+11,31813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.53,980$1.12M1.15%+40,00313F-HR/ATimeline
GK Wealth Management LLC50,253$1.04M0.77%-2,61913F-HRTimeline
OLD MISSION CAPITAL LLC50,158$1.04M0.04%new13F-HRTimeline
KG Capital Management45,606$944K0.26%+13,71813F-HRTimeline
IHT Wealth Management, LLC42,529$881K0.02%+21913F-HRTimeline
Steward Partners Investment Advisory, L…42,447$879K0.01%-4,82813F-HRTimeline
Andina Capital Management, LLC41,648$863K0.49%+2,13713F-HRTimeline
Greykasell Wealth Strategies, Inc.38,604$799K0.34%+20,06313F-HRTimeline
Financial Partners Group, Inc38,430$796K0.1%+3,89813F-HRTimeline
Sanctuary Advisors, LLC33,684$698K<0.01%+3,62213F-HR/ATimeline
Balance Wealth Partners LLC32,403$671K0.17%+81113F-HRTimeline
HRT FINANCIAL LP31,541$653K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28,731$595K0.27%+1,64013F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC28,392$588K0.14%new13F-HRTimeline
Brookwood Investment Group LLC27,856$577K0.07%-10,75213F-HRTimeline
Worth Asset Management, LLC25,112$520K0.23%-2,73213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,060$498K<0.01%new13F-HRTimelineGroup
Blackston Financial Advisory Group, LLC20,987$435K0.26%new13F-HR/ATimeline
Bay Rivers Group18,973$393K0.17%+2,06513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,520$363K<0.01%-7,59613F-HRTimeline
Magnolia Private Wealth, LLC17,400$360K0.26%new13F-HRTimeline
Prime Capital Investment Advisors, LLC17,207$356K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.15,776$327K0.18%new13F-HRTimeline
Aspen Wealth Strategies, LLC15,651$324K0.18%-14,44313F-HRTimeline
NewEdge Advisors, LLC14,015$290K<0.01%+1,52913F-HRTimeline
Foundations Investment Advisors, LLC12,725$264K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC12,702$263K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,194$253K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC11,963$248K<0.01%013F-HRTimeline
Guerra Advisors Inc7,638$158K0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC5,362$111K<0.01%-13613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,936$102K<0.01%+86413F-HRTimelineGroup
STANCE CAPITAL LLC3,198$66.2K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC2,396$49.6K<0.01%new13F-HRTimeline
COMERICA BANK1,652$34.2K<0.01%013F-HRTimeline
Allworth Financial LP769$15.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY565$11.7K<0.01%+113F-HR/ATimelineGroup
Sound Income Strategies, LLC266$5.51K<0.01%new13F-HRTimeline