Simplify Aggregate Bond ETF (AGGH): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of AGGH (all 13F filers)
- WCG Wealth Advisors2.3 MWealth adviser+421 K
- Simplify Asset Management2.1 MType not verified0
- Gradient Investments1.9 MType not verified+1.9 M
- Envestnet Asset Management1.4 MWealth adviser+153 K
- Sowell Financial Services1.2 MType not verified+21 K
- LPL Financial1.1 MWealth adviser+336 K
- AE Wealth Management768 KWealth adviser+65 K
- Stadion Money Management697 KType not verified+8,976
- Private Advisor Group683 KType not verified+683 K
- WealthPlan Investment Management677 KType not verified−41 K
- Shares
- 2.3 M
- Change
- +421 K
See more
- Type
- Wealth adviser
- Value
- $46.2M
- Shares
- 2.1 M
- Change
- 0
See more
- Type
- Type not verified
- Value
- $42.5M
- Shares
- 1.9 M
- Change
- +1.9 M
See more
- Type
- Type not verified
- Value
- $37.5M
- Shares
- 1.4 M
- Change
- +153 K
See more
- Type
- Wealth adviser
- Value
- $27.2M
- Shares
- 1.2 M
- Change
- +21 K
See more
- Type
- Type not verified
- Value
- $24.6M
- Shares
- 1.1 M
- Change
- +336 K
See more
- Type
- Wealth adviser
- Value
- $23.1M
- Shares
- 768 K
- Change
- +65 K
See more
- Type
- Wealth adviser
- Value
- $15.5M
- Shares
- 697 K
- Change
- +8,976
See more
- Type
- Type not verified
- Value
- $14.1M
- Shares
- 683 K
- Change
- +683 K
See more
- Type
- Type not verified
- Value
- $13.8M
- Shares
- 677 K
- Change
- −41 K
See more
- Type
- Type not verified
- Value
- $13.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗