SIMPLIFY AGGREGATE BOND ETF (AGGH) Institutional Shareholders
SIMPLIFY AGGREGATE BOND ETF (AGGH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $381.76M in AGGH holdings during the latest filing period.
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 $45.74M, representing an estimated loss of -0.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed AGGH value among the investors covered in this analysis. Major shareholders include Wcg Wealth Advisors Llc, Simplify Asset Management Inc., Gradient Investments Llc, 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
93
Total Reported Value
$381.76M
Largest Holder
Wcg Wealth Advisors Llc
Largest Position
$46.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
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 | $45,737,637 | -$434,952 | -0.94% | |
| Simplify Asset Management Inc. | 0.60% | 2,109,127 | $42,541,092 | $42,140,357 | -$400,735 | -0.94% | |
| Gradient Investments Llc | 0.52% | 1,857,938 | $37,474,609 | $37,121,601 | -$353,008 | -0.94% | |
| Envestnet Asset Management Inc | 0.01% | 1,350,119 | $27,231,902 | $26,975,378 | -$256,524 | -0.94% | |
| Sowell Financial Services Llc | 0.80% | 1,219,756 | $24,602,472 | $24,370,725 | -$231,747 | -0.94% | |
| Lpl Financial Llc | 0.01% | 1,143,999 | $23,074,453 | $22,857,100 | -$217,353 | -0.94% | |
| Stadion Money Management, Llc | 1.21% | 696,618 | $14,050,785 | $13,918,428 | -$132,357 | -0.94% | |
| Private Advisor Group, Llc | 0.06% | 683,238 | $13,780,934 | $13,651,095 | -$129,839 | -0.94% | |
| Wealthplan Investment Management, Llc | 0.68% | 677,311 | $13,661,356 | $13,532,674 | -$128,682 | -0.94% | |
| Great Diamond Partners, Llc | 2.09% | 603,638 | $12,175,381 | $12,060,687 | -$114,694 | -0.94% | |
| Principal Securities, Inc. | 0.12% | 508,212 | $10,250,640 | $10,154,076 | -$96,564 | -0.94% | |
| Brookwood Investment Group Llc | 1.11% | 475,325 | $9,587,305 | $9,496,994 | -$90,312 | -0.94% | |
| Osaic Holdings, Inc. | 0.01% | 471,438 | $9,509,031 | $9,419,331 | -$89,700 | -0.94% | |
| Prevail Innovative Wealth Advisors, Llc | 1.26% | 420,950 | $8,490,562 | $8,410,581 | -$79,981 | -0.94% | |
| Park Edge Advisors, Llc | 1.80% | 418,122 | $8,433,521 | $8,354,078 | -$79,443 | -0.94% | |
| Elevated Capital Advisors, Llc | 2.21% | 397,811 | $8,023,849 | $7,948,264 | -$75,585 | -0.94% | |
| Financial Enhancement Group Llc | 0.72% | 297,216 | $5,994,847 | $5,938,376 | -$56,471 | -0.94% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 209,964 | $4,234,971 | $4,195,081 | -$39,890 | -0.94% | |
| Key Capital Management, Inc | 2.13% | 204,726 | $4,129,323 | $4,090,425 | -$38,898 | -0.94% | |
| Rivertree Advisors, Llc | 2.24% | 188,474 | $3,801,521 | $3,765,711 | -$35,810 | -0.94% | |
| Evolution Wealth Management Inc. | 1.94% | 163,520 | $3,298,198 | $3,267,130 | -$31,068 | -0.94% | |
| Orion Porfolio Solutions, Llc | 0.02% | 145,374 | $2,932,202 | $2,904,573 | -$27,629 | -0.94% | |
| Howard Bailey Securities, Llc | 1.07% | 141,976 | $2,863,659 | $2,836,680 | -$26,979 | -0.94% | |
| Copley Financial Group, Inc. | 1.57% | 128,942 | $2,600,760 | $2,576,261 | -$24,499 | -0.94% | |
| B.O.S.S. Retirement Advisors, Llc | 0.66% | 122,006 | $2,460,851 | $2,437,680 | -$23,171 | -0.94% | |
| Fsa Advisors, Inc. | 1.03% | 111,734 | $2,253,674 | $2,232,445 | -$21,229 | -0.94% | |
| Creativeone Wealth, Llc | 0.05% | 111,041 | $2,239,706 | $2,218,599 | -$21,107 | -0.94% | |
| Kestra Private Wealth Services, Llc | 0.02% | 99,982 | $2,016,643 | $1,997,640 | -$19,003 | -0.94% | |
| Nbc Securities, Inc. | 0.11% | 81,991 | $1,653,758 | $1,638,180 | -$15,578 | -0.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 74,432 | $1,501,290 | $1,487,151 | -$14,139 | -0.94% | |
| Geowealth Management, Llc | 0.04% | 69,076 | $1,393,262 | $1,380,138 | -$13,124 | -0.94% | |
| Steelpeak Wealth, Llc | 0.04% | 67,654 | $1,364,585 | $1,351,727 | -$12,858 | -0.94% | |
| Authentikos Wealth Advisory, Llc | 0.83% | 64,829 | $1,307,610 | $1,295,283 | -$12,327 | -0.94% | |
| Sanctuary Advisors, Llc | 0.01% | 64,256 | $1,296,044 | $1,283,835 | -$12,209 | -0.94% | |
| Blackston Financial Advisory Group, Llc | 0.68% | 59,809 | $1,206,356 | $1,194,984 | -$11,372 | -0.94% | |
| Beacon Capital Management, Llc | 0.17% | 57,285 | $1,155,432 | $1,144,554 | -$10,878 | -0.94% | |
| Financial Partners Group, Inc | 0.13% | 54,307 | $1,105,156 | $1,085,054 | -$20,102 | -1.82% | |
| Kg Capital Management | 0.62% | 51,793 | $1,044,665 | $1,034,824 | -$9,841 | -0.94% | |
| Advisory Services Network, Llc | 0.01% | 50,778 | $1,024,182 | $1,014,544 | -$9,638 | -0.94% | |
| Networth Advisors, Llc | 0.58% | 49,280 | $993,972 | $984,614 | -$9,358 | -0.94% | |
| Wealthplan Partners, Llc | 0.18% | 46,301 | $933,891 | $925,094 | -$8,797 | -0.94% | |
| Gk Wealth Management Llc | 0.55% | 44,862 | $904,871 | $896,343 | -$8,528 | -0.94% | |
| Winnow Wealth Llc | 0.61% | 44,805 | $903,710 | $895,204 | -$8,506 | -0.94% | |
| Raymond James Financial Inc | 0.00% | 43,263 | $872,615 | $864,395 | -$8,220 | -0.94% | |
| Greykasell Wealth Strategies, Inc. | 0.30% | 40,759 | $822,106 | $814,365 | -$7,741 | -0.94% | |
| Bay Rivers Group | 0.27% | 39,011 | $786,852 | $779,440 | -$7,412 | -0.94% | |
| Jane Street Group, Llc | 0.00% | 38,124 | $768,961 | $761,718 | -$7,243 | -0.94% | |
| Iht Wealth Management, Llc | 0.02% | 35,599 | $718,024 | $711,268 | -$6,756 | -0.94% | |
| Bank Of America Corp | 0.00% | 30,933 | $623,919 | $618,041 | -$5,878 | -0.94% | |
| J Hagan Capital, Inc. | 0.28% | 30,298 | $611,111 | $605,354 | -$5,757 | -0.94% |
Frequently asked questions about AGGH
Who owns the most AGGH stock?
The largest holders of AGGH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY AGGREGATE BOND ETF (AGGH).
Is AGGH widely held by superinvestors?
Many widely followed stocks like AGGH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AGGH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.