SIMPLIFY AGGREGATE BOND ETF (AGGH) Institutional Ownership Changes & 13F Activity

SIMPLIFY AGGREGATE BOND ETF (AGGH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wcg Wealth Advisors Llc, Envestnet Asset Management Inc, Copley Financial Group, Inc., Osaic Holdings, Inc., and Creativeone Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+153,424+12.8%1,350,119$27.23MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+18,866+9.9%209,964$4.23MQ2 2026Sep 23, 2026
Brown Financial AdvisorsBuy+26,857—26,857$541.71KQ2 2026Aug 26, 2026
Mercer Global Advisors IncSell-3-0.0%17,622$355.44KQ2 2026Aug 19, 2026
Fsa Advisors, Inc.Buy+14,365+14.8%111,734$2.25MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+1,253+10.6%13,053$263.00KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-60-4.1%1,400$28.24KQ2 2026Aug 17, 2026
Wcg Wealth Advisors LlcBuy+421,357+22.6%2,289,171$46.17MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+52,087+12.4%471,438$9.51MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-43,904-53.5%38,124$768.96KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+43,263—43,263$872.62KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+30,933—30,933$623.92KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+19,075—19,075$384.74KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+11,215+8.4%145,374$2.93MQ2 2026Aug 14, 2026
Stadion Money Management, LlcBuy+8,976+1.3%696,618$14.05MQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+5,041+9.2%59,809$1.21MQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcSell-2,120-3.2%64,829$1.31MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-871-6.6%12,274$248.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+519—519$10.50KQ2 2026Aug 14, 2026
J Hagan Capital, Inc.Sell-439-1.4%30,298$611.11KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-367-1.0%35,599$718.02KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcBuy+44,401+66.6%111,041$2.24MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+8,552+15.4%64,256$1.30MQ2 2026Aug 13, 2026
Gfs Advisors, LlcBuy+1,000—1,000$415.72KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+8,609—8,609$174.16KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-3,473-6.4%50,778$1.02MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+1,164—1,164$23.48KQ2 2026Aug 12, 2026
Copley Financial Group, Inc.Buy+128,942—128,942$2.60MQ2 2026Aug 11, 2026
Integrated Advisors Network LlcSell-18,881-55.9%14,909$300.72KQ2 2026Aug 11, 2026
Greykasell Wealth Strategies, Inc.Buy+716+1.8%40,759$822.11KQ2 2026Aug 11, 2026
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Frequently asked questions about AGGH activity

  • Which institutional owners are buying AGGH?

    Institutional owners buying AGGH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AGGH activity?

    "Buy" means an investor increased their reported position in AGGH compared to the prior reporting period. This reflects growing exposure to SIMPLIFY AGGREGATE BOND ETF (AGGH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AGGH increasing?

    Institutional interest in AGGH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.