Who owns Simplify Aggregate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AGGH from SEC Form 13F filings across 95 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 95 institutions disclosed 19.8M shares of Simplify Aggregate Bond ETF worth $399.8M — about 135.3% of shares outstanding; the largest disclosed holder is WCG Wealth Advisors LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
95
13F holders
$399.8M
value, 2026 filers
135.3%
of shares outstanding (19.8M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AGGH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | 2.3M | $46.2M | 1.1% | 15.6% | +22.6% |
| 2 | Simplify Asset Management Inc. | 2.1M | $42.5M | 0.6% | 14.4% | 0.0% |
| 3 | Gradient Investments LLCNEW | 1.9M | $37.5M | 0.5% | 12.7% | new |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $27.2M | 0.0% | 9.2% | +12.8% |
| 5 | Sowell Financial Services LLC | 1.2M | $24.6M | 0.8% | 8.3% | +1.8% |
| 6 | LPL Financial LLC | 1.1M | $23.1M | 0.0% | 7.8% | +41.6% |
| 7 | AE Wealth Management LLC | 768,253 | $15.5M | 0.1% | 5.2% | +9.2% |
| 8 | Stadion Money Management, LLC | 696,618 | $14.1M | 1.2% | 4.7% | +1.3% |
| 9 | Private Advisor Group, LLCNEW | 683,238 | $13.8M | 0.1% | 4.7% | new |
| 10 | WealthPlan Investment Management, LLC | 677,311 | $13.7M | 0.7% | 4.6% | -5.7% |
| 11 | Great Diamond Partners, LLC | 603,638 | $12.2M | 2.1% | 4.1% | +6.1% |
| 12 | PRINCIPAL SECURITIES, INC. | 508,212 | $10.3M | 0.1% | 3.5% | +25.4% |
| 13 | Brookwood Investment Group LLC | 475,325 | $9.6M | 1.1% | 3.2% | +1.4% |
| 14 | OSAIC HOLDINGS, INC. | 471,438 | $9.5M | 0.0% | 3.2% | +12.4% |
| 15 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 420,950 | $8.5M | 1.3% | 2.9% | -0.5% |
| 16 | Park Edge Advisors, LLC | 418,122 | $8.4M | 1.8% | 2.9% | +2.0% |
| 17 | Elevated Capital Advisors, LLC | 397,811 | $8.0M | 2.2% | 2.7% | +13.2% |
| 18 | Financial Enhancement Group LLC | 297,216 | $6.0M | 0.7% | 2% | +4.4% |
| 19 | Envestnet Portfolio Solutions, Inc. | 209,964 | $4.2M | 0.0% | 1.4% | +9.9% |
| 20 | Key Capital Management, INC | 204,726 | $4.1M | 2.1% | 1.4% | +9.8% |
| 21 | RiverTree Advisors, LLC | 188,474 | $3.8M | 2.2% | 1.3% | +20.2% |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | 163,520 | $3.3M | 1.9% | 1.1% | +20.1% |
| 23 | Orion Porfolio Solutions, LLC | 145,374 | $2.9M | 0.0% | 1% | +8.4% |
| 24 | HOWARD BAILEY SECURITIES, LLC | 141,976 | $2.9M | 1.1% | 1% | +1.7% |
| 25 | Copley Financial Group, Inc.NEW | 128,942 | $2.6M | 1.6% | 0.9% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.