Skip to content
Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

Follow

AGGREGATE BD ETF (fund)

79 managers (80 13F filers) reported a position in AGGH shares at 2025-12-31, 10,329,937 shares in all. 23 filers opened a position and 8 filers sold out during the quarter.

Managers
79
13F filers
80
New
23
Added
33
Reduced
20
Sold out
8
Shares held by filers
10,329,937

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.1,859,127$38.5M0.63%-1,859,12713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,262,528$26.1M+1,133,207Timeline
AE Wealth Management LLC767,382$15.9M0.09%+278,73813F-HRTimeline
Stadion Money Management, LLC678,141$14M1.14%+50,73613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.590,208$12.2M0.02%-351,77113F-HRTimelineGroup
Great Diamond Partners, LLC480,607$9.95M1.91%+19,53013F-HRTimeline
LPL Financial LLC407,470$8.43M<0.01%+93,48013F-HRTimeline
Park Edge Advisors, LLC364,262$7.54M1.71%+1,61613F-HRTimeline
Financial Enhancement Group LLC302,574$6.28M0.82%-23313F-HRTimeline
WealthPlan Investment Management, LLC258,407$5.35M0.34%new13F-HRTimeline
POM Investment Strategies, LLC242,601$5.02M2.58%+66,97113F-HRTimeline
Elevated Capital Advisors, LLC233,476$4.83M1.13%+42,79813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC213,832$4.43M0.07%+70,77713F-HRTimelineGroup
Key Capital Management, INC148,639$3.08M3.05%13F-HRTimeline
Encompass More Asset Management137,130$2.84M0.53%+2,85813F-HRTimeline
Orion Porfolio Solutions, LLC131,921$2.73M0.02%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC130,719$2.71M0.48%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC124,005$2.57M1.01%+51,56313F-HRTimeline
Beacon Capital Management, LLC110,435$2.29M0.35%-203,74413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC103,124$2.13M0.67%+74,73213F-HRTimeline
FSA Advisors, Inc.91,353$1.89M1.32%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.86,988$1.8M1.49%+33,00813F-HRTimeline
J HAGAN CAPITAL, INC.79,590$1.65M0.91%-189,45713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC74,229$1.54M0.04%-25,89713F-HRTimelineGroup
Authentikos Wealth Advisory, LLC71,215$1.47M0.98%-43,23113F-HRTimeline
NWAM LLC69,702$1.45M0.08%+45013F-HRTimeline
IEQ CAPITAL, LLC69,603$1.44M<0.01%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC67,336$1.39M0.02%+2,99613F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…60,397$1.25M0.42%+1,09613F-HRTimelineGroup
Integrated Advisors Network LLC53,456$1.11M0.05%-59013F-HRTimeline
Cetera Investment Advisers53,170$1.1M<0.01%-14,97913F-HRTimeline
Advisory Services Network, LLC52,678$1.09M0.02%+40,71513F-HRTimeline
OLD MISSION CAPITAL LLC51,130$1.06M0.04%+97213F-HRTimeline
KG Capital Management51,129$1.06M0.27%+5,52313F-HRTimeline
GK Wealth Management LLC47,551$984K0.72%-2,70213F-HRTimeline
Financial Partners Group, Inc46,566$964K0.11%+8,13613F-HRTimeline
Blackston Financial Advisory Group, LLC43,960$910K0.55%+22,97313F-HRTimeline
Greykasell Wealth Strategies, Inc.39,332$814K0.32%+72813F-HRTimeline
Brookwood Investment Group LLC36,636$758K0.09%+8,78013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,498$735K<0.01%new13F-HRTimeline
Andina Capital Management, LLC34,281$710K0.43%-7,36713F-HRTimeline
Sanctuary Advisors, LLC34,269$709K<0.01%+58513F-HRTimeline
Balance Wealth Partners LLC32,855$680K0.22%+45213F-HRTimeline
Networth Advisors, LLC32,464$672K0.5%13F-HRTimeline
Bay Rivers Group27,802$576K0.23%+8,82913F-HRTimeline
WINNACLE WEALTH LLC25,100$527K0.39%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,985$517K<0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC24,689$511K0.22%-42313F-HRTimeline
IHT Wealth Management, LLC24,648$510K0.01%-17,88113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23,529$487K0.23%-5,20213F-HRTimelineGroup
Mach-1 Financial Group, LLC22,529$466K0.1%new13F-HRTimeline
WealthPLAN Partners, LLC22,296$462K0.07%new13F-HRTimeline
Cooper Financial Group21,805$451K0.05%new13F-HRTimeline
Revisor Wealth Management LLC18,902$392K0.1%new13F-HRTimeline
Foundations Investment Advisors, LLC18,674$387K0.01%+5,94913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,736$367K<0.01%+21613F-HRTimeline
Magnolia Private Wealth, LLC17,400$360K0.25%013F-HRTimeline
Prime Capital Investment Advisors, LLC17,200$356K<0.01%-713F-HRTimeline
Lloyd Advisory Services, LLC.16,233$336K0.13%new13F-HRTimeline
Aspen Wealth Strategies, LLC16,077$333K0.18%+42613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,473$320K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC14,025$290K<0.01%+1013F-HRTimeline
Steward Partners Investment Advisory, L…13,151$272K<0.01%-29,29613F-HRTimeline
Decker Retirement Planning Inc.12,992$269K0.13%-2,78413F-HRTimeline
HRT FINANCIAL LP12,450$257K<0.01%-19,09113F-HRTimeline
MML INVESTORS SERVICES, LLC11,880$246K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,279$233K<0.01%-61,06213F-HRTimelineGroup
Sigma Planning Corp9,737$202K0.01%new13F-HRTimeline
Arkadios Wealth Advisors9,699$201K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,308$151K<0.01%+2,37213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,560$53K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,033$42.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,832$38K<0.01%+1,56613F-HRTimeline
Farther Finance Advisors, LLC1,490$30.8K<0.01%-90613F-HRTimeline
UBS Group AGin group UBS Group AG892$18.5K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…689$14.3K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY566$11.7K<0.01%+113F-HR/ATimelineGroup
Triumph Capital Management200$4.14K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$2K<0.01%new13F-HRTimeline