AGGH SIMPLIFY EXCHANGE TRADED FUN
FollowAGGREGATE BD ETF (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in AGGH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 2,036,544 | $38.6M | 0.55% | +178,606 | 13F-HRTimelineGroup |
| Great Diamond Partners, LLC | 655,437 | $12.4M | 2.08% | +51,799 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 501,583 | $9.51M | 0.01% | new | 13F-HRTimeline |
| Financial Enhancement Group LLC | 296,505 | $5.62M | 0.65% | -711 | 13F-HRTimeline |
| RiverTree Advisors, LLC | 141,357 | $2.68M | 1.59% | -47,117 | 13F-HRTimeline |
| GK Wealth Management LLC | 32,222 | $610K | 0.34% | -12,640 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 24,471 | $463K | 0.01% | -227 | 13F-HRTimeline |
| Cooper Financial Group | 20,861 | $395K | 0.03% | 0 | 13F-HRTimeline |
| Worth Asset Management, LLC | 16,753 | $317K | 0.09% | -9,333 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 5,137 | $97.2K | 0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,547 | $29.3K | <0.01% | +19 | 13F-HRTimeline |