Who owns Simplify Aggregate Bond ETF?
Institutional ownership of AGGH from SEC Form 13F filings across 61 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.
61
13F holders
$207.6M
value, 2026 filers
71.1%
of shares outstanding (10.4M sh)
14
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 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $27.2M | 0.0% | 9.2% | +12.8% |
| 3 | LPL Financial LLC | 1.1M | $23.1M | 0.0% | 7.8% | +41.6% |
| 4 | AE Wealth Management LLC | 768,253 | $15.5M | 0.1% | 5.2% | +9.2% |
| 5 | WealthPlan Investment Management, LLC | 677,311 | $13.7M | 0.7% | 4.6% | -5.7% |
| 6 | PRINCIPAL SECURITIES, INC. | 508,212 | $10.3M | 0.1% | 3.5% | +25.4% |
| 7 | Brookwood Investment Group LLC | 475,325 | $9.6M | 1.1% | 3.2% | +1.4% |
| 8 | OSAIC HOLDINGS, INC. | 471,438 | $9.5M | 0.0% | 3.2% | +12.4% |
| 9 | Elevated Capital Advisors, LLC | 397,811 | $8.0M | 2.2% | 2.7% | +13.2% |
| 10 | Envestnet Portfolio Solutions, Inc. | 209,964 | $4.2M | 0.0% | 1.4% | +9.9% |
| 11 | Key Capital Management, INC | 204,726 | $4.1M | 2.1% | 1.4% | +9.8% |
| 12 | RiverTree Advisors, LLC | 188,474 | $3.8M | 2.2% | 1.3% | +20.2% |
| 13 | EVOLUTION WEALTH MANAGEMENT INC. | 163,520 | $3.3M | 1.9% | 1.1% | +20.1% |
| 14 | Orion Porfolio Solutions, LLC | 145,374 | $2.9M | 0.0% | 1% | +8.4% |
| 15 | B.O.S.S. Retirement Advisors, LLC | 122,006 | $2.5M | 0.7% | 0.8% | +8.6% |
| 16 | FSA Advisors, Inc. | 111,734 | $2.3M | 1.0% | 0.8% | +14.8% |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 99,982 | $2.0M | 0.0% | 0.7% | +11.9% |
| 18 | LANARK FINANCIAL, INC. | 81,991 | $1.7M | 0.1% | 0.6% | +40.1% |
| 19 | Janney Montgomery Scott LLCNEW | 75,427 | $1,521 | 0.0% | 0.5% | new |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 74,432 | $1.5M | 0.0% | 0.5% | +25.9% |
| 21 | SteelPeak Wealth, LLCNEW | 67,654 | $1.4M | 0.0% | 0.5% | new |
| 22 | Sanctuary Advisors, LLC | 64,256 | $1.3M | 0.0% | 0.4% | +15.4% |
| 23 | Blackston Financial Advisory Group, LLC | 59,809 | $1.2M | 0.7% | 0.4% | +9.2% |
| 24 | Advisory Services Network, LLC | 50,778 | $1.0M | 0.0% | 0.3% | -6.4% |
| 25 | Networth Advisors, LLC | 49,280 | $993,972 | 0.6% | 0.3% | +17.4% |
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.