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Disclosery

AGGH SIMPLIFY EXCHANGE TRADED FUN

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AGGREGATE BD ETF (fund)

88 managers (90 13F filers) reported a position in AGGH shares at 2026-03-31, 15,685,616 shares in all. 20 filers opened a position and 10 filers sold out during the quarter.

Managers
88
13F filers
90
New
20
Added
43
Reduced
22
Sold out
10
Shares held by filers
15,685,616

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.2,109,127$42.9M0.66%+250,00013F-HRTimeline
WCG Wealth Advisors LLC1,867,814$38M1.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,387,793$28.2M+125,265Timeline
Sowell Financial Services LLC1,198,667$24.4M0.9%new13F-HRTimeline
LPL Financial LLC807,669$16.4M<0.01%+400,19913F-HRTimeline
WealthPlan Investment Management, LLC718,613$14.6M0.82%+460,20613F-HRTimeline
AE Wealth Management LLC703,684$14.3M0.08%-63,69813F-HRTimeline
Stadion Money Management, LLC687,642$14M1.41%+9,50113F-HRTimeline
Great Diamond Partners, LLC569,038$11.6M2.23%+88,43113F-HRTimeline
Brookwood Investment Group LLC468,796$9.54M1.22%+432,16013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC423,120$8.61M1.45%+292,40113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.419,351$8.53M0.01%-170,85713F-HRTimelineGroup
Park Edge Advisors, LLC410,019$8.34M1.92%+45,75713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC405,197$8.25M0.12%+191,36513F-HRTimelineGroup
Elevated Capital Advisors, LLC351,530$7.15M1.8%+118,05413F-HRTimeline
Financial Enhancement Group LLC284,674$5.86M0.73%-17,90013F-HRTimeline
Key Capital Management, INC186,376$3.79M2.5%+37,73713F-HRTimeline
RiverTree Advisors, LLC156,859$3.19M2.02%new13F-HRTimeline
IFS Group,LLC139,748$2.84M2.53%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC139,538$2.84M1.17%+15,53313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.136,124$2.77M2.03%+49,13613F-HRTimeline
Orion Porfolio Solutions, LLC134,159$2.73M0.02%+2,23813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC112,296$2.29M0.7%+9,17213F-HRTimeline
FSA Advisors, Inc.97,369$1.98M1.31%+6,01613F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC89,329$1.82M0.02%+21,99313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,028$1.67M<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC74,857$1.52M0.27%-35,57813F-HRTimeline
NWAM LLC69,683$1.42M0.08%-1913F-HRTimeline
Authentikos Wealth Advisory, LLC66,949$1.36M0.92%-4,26613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC66,640$1.36M0.03%-7,58913F-HRTimelineGroup
GeoWealth Management, LLC64,003$1.3M0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,109$1.2M<0.01%+23,61113F-HRTimeline
LANARK FINANCIAL, INC.58,513$1.19M0.09%+56,48013F-HRTimeline
Sanctuary Advisors, LLC55,704$1.13M0.01%+21,43513F-HRTimeline
Blackston Financial Advisory Group, LLC54,768$1.11M0.7%+10,80813F-HRTimeline
Financial Partners Group, Inc54,307$1.11M0.13%+7,74113F-HRTimeline
Advisory Services Network, LLC54,251$1.1M0.01%+1,57313F-HRTimeline
KG Capital Management54,222$1.1M0.79%+3,09313F-HRTimeline
Cetera Investment Advisers43,255$880K<0.01%-9,91513F-HRTimeline
Networth Advisors, LLC41,992$855K0.6%+9,52813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,410$822K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.40,043$815K0.33%+71113F-HRTimeline
IHT Wealth Management, LLC35,966$732K0.02%+11,31813F-HRTimeline
Bay Rivers Group35,922$731K0.3%+8,12013F-HRTimeline
Integrated Advisors Network LLC33,790$688K0.04%-19,66613F-HRTimeline
J HAGAN CAPITAL, INC.30,737$625K0.34%-48,85313F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV29,440$599K0.37%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…26,692$543K0.27%+3,16313F-HRTimelineGroup
WealthPLAN Partners, LLC26,425$538K0.1%+4,12913F-HRTimeline
WINNACLE WEALTH LLC25,922$528K0.41%+82213F-HRTimeline
Worth Asset Management, LLC25,813$525K0.2%+1,12413F-HRTimeline
Balance Wealth Partners LLC23,382$476K0.15%-9,47313F-HRTimeline
MML INVESTORS SERVICES, LLC23,192$472K<0.01%+11,31213F-HRTimeline
Mach-1 Financial Group, LLC22,045$449K0.16%-48413F-HRTimeline
Cooper Financial Group21,805$444K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,199$432K<0.01%new13F-HRTimeline
Aspen Wealth Strategies, LLC20,313$413K0.22%+4,23613F-HRTimeline
Revisor Wealth Management LLC18,968$386K0.11%+6613F-HRTimeline
WealthCare Asset Management, LLC18,004$366K0.39%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,625$359K<0.01%-11113F-HRTimeline
Prime Capital Investment Advisors, LLC17,200$350K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,220$330K0.01%new13F-HR/ATimeline
Andina Capital Management, LLC15,853$323K0.29%-18,42813F-HRTimeline
Foundations Investment Advisors, LLC15,405$313K<0.01%-3,26913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,282$311K<0.01%-19113F-HRTimelineGroup
Secure Asset Management, LLC14,770$301K0.05%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,701$299KnewTimeline
Independent Advisor Alliance14,081$287K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC14,035$286K<0.01%+1013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,145$268K<0.01%+5,83713F-HRTimelineGroup
Decker Retirement Planning Inc.12,207$248K0.11%-78513F-HRTimeline
CENTAURUS FINANCIAL, INC.11,800$240K0.01%new13F-HRTimeline
Retirement Planning Group, LLC11,634$237K0.01%new13F-HRTimeline
Arkadios Wealth Advisors10,449$213K<0.01%+75013F-HRTimeline
Sigma Planning Corp10,145$206K0.01%+40813F-HRTimeline
Cambridge Investment Research Advisors,…10,025$204K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC8,811$179K0.22%-233,79013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,044$123K<0.01%new13F-HR/ATimelineGroup
STANCE CAPITAL LLC3,407$69.3K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,564$52.1K<0.01%+413F-HRTimeline
Farther Finance Advisors, LLC1,509$30.7K<0.01%+1913F-HRTimeline
Strive Financial Group ,LLC1,460$30K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…953$19.4K<0.01%-12,19813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY565$11.5K<0.01%-113F-HRTimelineGroup
Sound Income Strategies, LLC435$8.85K<0.01%-1,39713F-HRTimeline
Triumph Capital Management200$4.07K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG110$2.24K<0.01%-78213F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC100$2K<0.01%013F-HRTimeline