SIMPLIFY AGGREGATE BOND ETF (AGGH) Institutional Ownership and Insiders Activity
SIMPLIFY AGGREGATE BOND ETF (AGGH) is widely held by institutional investors, with 95 firms reporting positions valued at approximately $384.43M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Wcg Wealth Advisors Llc is the largest disclosed holder, reporting approximately $46.17M in AGGH holdings in its latest filing.
Institutional Holders
95
Total Reported Value
$384.43M
Largest Holder
Wcg Wealth Advisors Llc
Largest Position
$46.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
16
Top Institutional Owners
View allInvestorReported Balance
- Wcg Wealth Advisors Llc$46.17M
- Simplify Asset Management Inc.$42.54M
- Gradient Investments Llc$38.55M
- Envestnet Asset Management Inc$27.23M
- Sowell Financial Services Llc$24.60M
AGGH News
All news- Great Diamond Partners Q2 2026 Portfolio Activity: Focus on Technology and Growth ETFs
Jul 19, 2026 · valut.ai
- Simplify Asset Management Inc. Portfolio Analysis: Q2 2026 Investment Activity
Jul 18, 2026 · valut.ai