AGGH Institutional Ownership & Shareholders
SIMPLIFY AGGREGATE BOND ETF (AGGH) is currently held by 97 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $364.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wcg Wealth Advisors Llc is currently the largest disclosed institutional shareholder of AGGH tracked by InsiderSet, reporting ownership valued at approximately $46.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.11M, representing an estimated loss of -4.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed AGGH value among the investors covered in this analysis. Major shareholders include Wcg Wealth Advisors Llc, Gradient Investments Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SIMPLIFY AGGREGATE BOND ETF (AGGH).
This page ranks the largest institutional AGGH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$364.94M
Largest Holder
Wcg Wealth Advisors Llc
Largest Position
$46.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wcg Wealth Advisors Llc | 1.09% | 2,289,171 | $46,172,589 | $44,112,325 | -$2,060,264 | -4.46% | |
| Gradient Investments Llc | 0.55% | 2,036,544 | $38,551,772 | $39,244,203 | +$692,431 | +1.80% | |
| Envestnet Asset Management Inc | 0.01% | 1,350,119 | $27,231,902 | $26,016,793 | -$1,215,109 | -4.46% | |
| Sowell Financial Services Llc | 0.75% | 1,235,071 | $23,379,895 | $23,799,818 | +$419,923 | +1.80% | |
| Lpl Financial Llc | 0.01% | 1,143,999 | $23,074,453 | $22,044,861 | -$1,029,592 | -4.46% | |
| Stadion Money Management, Llc | 1.21% | 696,618 | $14,050,785 | $13,423,829 | -$626,956 | -4.46% | |
| Private Advisor Group, Llc | 0.06% | 683,238 | $13,780,934 | $13,165,996 | -$614,938 | -4.46% | |
| Wealthplan Investment Management, Llc | 0.66% | 717,978 | $13,591,317 | $13,835,436 | +$244,119 | +1.80% | |
| Great Diamond Partners, Llc | 2.08% | 655,437 | $12,407,429 | $12,630,271 | +$222,842 | +1.80% | |
| Simplify Asset Management Inc. | 0.21% | 651,127 | $12,325,834 | $12,547,217 | +$221,383 | +1.80% | |
| Principal Securities, Inc. | 0.12% | 508,212 | $10,250,640 | $9,793,245 | -$457,395 | -4.46% | |
| Park Edge Advisors, Llc | 2.12% | 524,499 | $9,928,766 | $10,107,096 | +$178,330 | +1.80% | |
| Brookwood Investment Group Llc | 1.11% | 475,325 | $9,587,305 | $9,159,513 | -$427,792 | -4.46% | |
| Osaic Holdings, Inc. | 0.01% | 471,438 | $9,509,031 | $9,084,610 | -$424,421 | -4.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 501,583 | $9,505,003 | $9,665,504 | +$160,501 | +1.69% | |
| Elevated Capital Advisors, Llc | 2.21% | 397,811 | $8,023,849 | $7,665,818 | -$358,031 | -4.46% | |
| Prevail Innovative Wealth Advisors, Llc | 1.02% | 417,560 | $7,912,762 | $8,046,381 | +$133,619 | +1.69% | |
| Financial Enhancement Group Llc | 0.65% | 296,505 | $5,618,770 | $5,713,651 | +$94,881 | +1.69% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 209,964 | $4,234,971 | $4,046,006 | -$188,965 | -4.46% | |
| Key Capital Management, Inc | 2.13% | 204,726 | $4,129,323 | $3,945,070 | -$184,253 | -4.46% | |
| Evolution Wealth Management Inc. | 2.07% | 190,288 | $3,602,157 | $3,666,850 | +$64,693 | +1.80% | |
| Orion Porfolio Solutions, Llc | 0.02% | 145,374 | $2,932,202 | $2,801,357 | -$130,845 | -4.46% | |
| Rivertree Advisors, Llc | 1.59% | 141,357 | $2,675,888 | $2,723,949 | +$48,061 | +1.80% | |
| Steelpeak Wealth, Llc | 0.07% | 138,548 | $2,622,706 | $2,669,820 | +$47,114 | +1.80% | |
| Copley Financial Group, Inc. | 1.57% | 128,942 | $2,600,760 | $2,484,712 | -$116,048 | -4.46% | |
| Howard Bailey Securities, Llc | 1.00% | 137,335 | $2,599,756 | $2,646,445 | +$46,689 | +1.80% | |
| Fsa Advisors, Inc. | 1.03% | 111,734 | $2,253,674 | $2,153,114 | -$100,560 | -4.46% | |
| B.O.S.S. Retirement Advisors, Llc | 0.65% | 118,900 | $2,250,783 | $2,291,203 | +$40,420 | +1.80% | |
| Creativeone Wealth, Llc | 0.05% | 111,041 | $2,239,706 | $2,139,760 | -$99,946 | -4.46% | |
| Kestra Private Wealth Services, Llc | 0.02% | 101,091 | $1,913,653 | $1,948,024 | +$34,371 | +1.80% | |
| Winnow Wealth Llc | 1.22% | 97,229 | $1,840,536 | $1,873,603 | +$33,067 | +1.80% | |
| Nbc Securities, Inc. | 0.12% | 92,633 | $1,753,543 | $1,785,038 | +$31,495 | +1.80% | |
| Janney Montgomery Scott Llc | 0.00% | 75,427 | $1,521,000 | $1,453,478 | -$67,522 | -4.44% | |
| Geowealth Management, Llc | 0.04% | 69,076 | $1,393,262 | $1,331,095 | -$62,167 | -4.46% | |
| Authentikos Wealth Advisory, Llc | 0.83% | 64,829 | $1,307,610 | $1,249,255 | -$58,355 | -4.46% | |
| Sanctuary Advisors, Llc | 0.01% | 64,256 | $1,296,044 | $1,238,213 | -$57,831 | -4.46% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,209 | $1,272,270 | $1,295,117 | +$22,847 | +1.80% | |
| Wealthplan Partners, Llc | 0.23% | 65,306 | $1,236,243 | $1,258,447 | +$22,204 | +1.80% | |
| Blackston Financial Advisory Group, Llc | 0.68% | 59,809 | $1,206,356 | $1,152,519 | -$53,837 | -4.46% | |
| Financial Partners Group, Inc | 0.12% | 59,147 | $1,119,649 | $1,139,763 | +$20,114 | +1.80% | |
| Adamsbrown Wealth Consultants Llc | 0.19% | 55,135 | $1,043,699 | $1,062,451 | +$18,752 | +1.80% | |
| Advisory Services Network, Llc | 0.01% | 50,778 | $1,024,182 | $978,492 | -$45,690 | -4.46% | |
| Networth Advisors, Llc | 0.58% | 49,280 | $993,972 | $949,626 | -$44,346 | -4.46% | |
| Retirement Planning Group, Llc | 0.02% | 50,708 | $959,902 | $977,143 | +$17,241 | +1.80% | |
| Raymond James Financial Inc | 0.00% | 43,263 | $872,615 | $833,678 | -$38,937 | -4.46% | |
| Kg Capital Management | 0.53% | 45,572 | $862,678 | $878,172 | +$15,494 | +1.80% | |
| Greykasell Wealth Strategies, Inc. | 0.30% | 40,759 | $822,106 | $785,426 | -$36,680 | -4.46% | |
| Bay Rivers Group | 0.27% | 39,011 | $786,852 | $751,742 | -$35,110 | -4.46% | |
| Jane Street Group, Llc | 0.00% | 38,124 | $768,961 | $734,649 | -$34,312 | -4.46% | |
| Iht Wealth Management, Llc | 0.02% | 35,599 | $718,024 | $685,993 | -$32,031 | -4.46% |
Frequently asked questions about AGGH
Who are the largest institutional holders of AGGH?
The largest institutional holders of AGGH reported in the latest SEC Form 13F filings include Wcg Wealth Advisors Llc, Gradient Investments Llc, Envestnet Asset Management Inc, Sowell Financial Services Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AGGH position.
What is AGGH institutional ownership?
This page tracks AGGH positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY AGGREGATE BOND ETF (AGGH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGGH?
InsiderSet currently tracks 97 institutional managers reporting AGGH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGGH shareholders.
How much AGGH stock do institutions own?
Institutional investment managers disclosed approximately $364.94M in AGGH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGGH institutional ownership last updated?
The latest AGGH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGGH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGGH position after the reporting date.
Are institutions buying or selling AGGH?
Institutional buying and selling can be analyzed by comparing AGGH positions across consecutive 13F reporting periods. InsiderSet's AGGH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGGH ownership changes.
How has AGGH institutional ownership changed over time?
InsiderSet tracks AGGH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.