Who Owns Simplify Aggregate Bond ETF (AGGH)?Hedge Fund & Institutional Holders

$20.45-0.03 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$19.78$20.34$20.89$21.45$22.00Sep 24Jun 25Mar 26

AGGH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Simplify Asset Management Inc.New Position+1.9M+$38.5B
Great Diamond Partners, LLCNew Position+481K+$9.9B
WealthPlan Investment Management, LLCNew Position+258K+$5.3B
Encompass More Asset ManagementNew Position+137K+$2.8B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCNew Position+131K+$2.7B
HOWARD BAILEY SECURITIES, LLCNew Position+124K+$2.6B
B.O.S.S. Retirement Advisors, LLCNew Position+103K+$2.1B
Orion Porfolio Solutions, LLCNew Position+132K+$2.0B
FSA Advisors, Inc.New Position+91K+$1.9B
Authentikos Wealth Advisory, LLCNew Position+71K+$1.5B
NWAM LLCNew Position+70K+$1.5B
POM Investment Strategies, LLCIncreased+67K+$1.4B
KG&L Capital Management,LLCNew Position+51K+$1.1B
Stadion Money Management, LLCIncreased+51K+$1.0B
Elevated Capital Advisors, LLCIncreased+43K+$883.1M

AGGH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-352K-$8.5B
Beacon Capital Management, LLCDecreased-204K-$4.2B
J HAGAN CAPITAL, INC.Decreased-189K-$3.9B
IFS Group,LLCClosed Position-133K-$2.8B
JANE STREET GROUP, LLCClosed Position-82K-$1.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-61K-$1.5B
Cetera Investment AdvisersDecreased-15K-$1.4B
Prosperity Wealth Management, Inc.Closed Position-59K-$1.2B
CreativeOne Wealth, LLCDecreased-26K-$1.1B
IHT Wealth Management, LLCDecreased-18K-$880.8M
Steward Partners Investment Advisory, LLCDecreased-29K-$879.1M
CITADEL ADVISORS LLCClosed Position-24K-$498.3M
TWO SIGMA SECURITIES, LLCClosed Position-13K-$263.1M
GOLDMAN SACHS GROUP INCClosed Position-12K-$252.5M
Integrated Advisors Network LLCDecreased-590-$119.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Simplify Asset Management Inc.1,859,127$38.5B628.24%Share
2Stadion Money Management, LLC678,141$14.0B1.14%Share
3Great Diamond Partners, LLC480,607$9.9B1.91%Share
4Park Edge Advisors, LLC364,262$7.5B1.71%Share
5WealthPlan Investment Management, LLC258,407$5.3B0.34%Share
6POM Investment Strategies, LLC242,601$5.0B2.58%Share
7OSAIC HOLDINGS, INC.260,241$5.0B7.31%Share
8Elevated Capital Advisors, LLC233,476$4.8B1.13%Share
9OSAIC HOLDINGS, INC.206,164$4.0B5.84%Share
10Encompass More Asset Management137,130$2.8B0.52%Share
11PREVAIL INNOVATIVE WEALTH ADVISORS, LLC130,719$2.7B0.48%Share
12HOWARD BAILEY SECURITIES, LLC124,005$2.6B1.01%Share
13Beacon Capital Management, LLC110,435$2.3B0.35%Share
14B.O.S.S. Retirement Advisors, LLC103,124$2.1B0.67%Share
15Orion Porfolio Solutions, LLC131,921$2.0B14.67%Share
16OSAIC HOLDINGS, INC.123,803$2.0B2.92%Share
17FSA Advisors, Inc.91,353$1.9B1.31%Share
18J HAGAN CAPITAL, INC.79,590$1.6B0.91%Share
19Authentikos Wealth Advisory, LLC71,215$1.5B0.98%Share
20NWAM LLC69,702$1.5B0.08%Share
21KG&L Capital Management,LLC51,129$1.1B0.26%Share
22OLD MISSION CAPITAL LLC51,130$1.1B0.02%Share
23Integrated Advisors Network LLC53,456$1.0B0.04%Share
24CreativeOne Wealth, LLC70,645$1.0B0.02%Share
25Blackston Financial Advisory Group, LLC43,960$909.0M0.55%Share
26Greykasell Wealth Strategies, Inc.39,332$814.0M0.32%Share
27Brookwood Investment Group LLC36,636$758.0M0.09%Share
28Andina Capital Management, LLC34,281$709.0M0.43%Share
29Balance Wealth, LLC32,855$680.0M0.22%Share
30Bay Rivers Group27,802$575.0M0.23%Share
31WINNOW WEALTH LLC25,100$527.0M0.39%Share
32Worth Asset Management, LLC24,689$511.0M0.22%Share
33Mach-1 Financial Group, LLC22,529$466.0M0.10%Share
34Legacy Wealth Managment, LLC/ID22,311$461.0M0.22%Share
35Revisor Wealth Management LLC18,902$391.0M0.10%Share
36Magnolia Private Wealth, LLC17,400$360.0M0.25%Share
37Lloyd Advisory Services, LLC.16,233$336.0M0.13%Share
38Aspen Wealth Strategies, LLC16,077$332.0M0.18%Share
39Decker Retirement Planning Inc.12,992$268.0M0.13%Share
40Sigma Planning Corp9,737$201.0M0.01%Share
41INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,560$53.0M0.00%Share
42Sound Income Strategies, LLC1,832$38.0M0.00%Share
43Farther Finance Advisors, LLC1,490$30.0M0.32%Share
44Legacy Wealth Managment, LLC/ID1,218$25.0M0.01%Share
45ENVESTNET ASSET MANAGEMENT INC1,085,134$22.0M0.01%Share
46UBS Group AG892$18.0M0.00%Share
47LPL Financial LLC407,470$8.0M0.00%Share
48Financial Enhancement Group LLC302,574$6.3M0.82%Share
49Triumph Capital Management200$4.0M0.00%Share
50PRINCIPAL SECURITIES, INC.213,832$4.0M0.06%Share

AGGH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202578$129.8B+36
Q3 202542$86.3B-8
Q2 202550$176.8B+1
Q1 202549$202.8B+15
Q4 202434$1.1T+12
Q3 202422$15.2T+5
Q2 202417$3.0T+0
Q1 202417$5.5T—

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As of Q4 2025, 50 institutional investors hold AGGH (Simplify Aggregate Bond ETF). The largest holder is Simplify Asset Management Inc. with $38.5B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own AGGH?

As of Q4 2025, 50 institutional investors report holding AGGH (Simplify Aggregate Bond ETF) in their 13F filings.

Who is the largest institutional holder of AGGH?

The largest institutional holder of AGGH is Simplify Asset Management Inc. with $38.5B in shares.

Is institutional ownership of AGGH increasing or decreasing?

This quarter, 12 institutions opened new positions in AGGH and 6 closed their positions.