Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Simplify Aggregate Bond ETF (AGGH) Institutional Ownership

Simplify Aggregate Bond ETF logo
$20.65 -0.10 (-0.48%)
Closing price 04:10 PM Eastern
Extended Trading
$20.70 +0.05 (+0.22%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$88.26M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$31.28M
Get AGGH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AGGH Institutional Buying and Selling by Quarter

Simplify Aggregate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 IHT Wealth Management LLC42,310$873K0.0%N/A0.279%
8/14/2025 Napa Wealth Management10,137$209K0.1%-71.9%0.067%
8/14/2025 NewEdge Advisors LLC12,486$258K0.0%-73.3%0.082%
8/14/2025 L2 Asset Management LLC24,366$503K0.1%N/A0.161%
8/14/2025 Balance Wealth LLC31,592$652K0.4%+42.9%0.209%
8/13/2025 Great Diamond Partners LLC420,667$8.68M1.8%N/A2.777%
8/12/2025 CreativeOne Wealth LLC51,678$1.07M0.0%+19.3%0.341%
8/8/2025 Avantax Advisory Services Inc.138,554$2.86M0.0%+9.9%0.878%
8/7/2025 Nwam LLC71,793$1.46M0.1%-6.5%0.455%
8/7/2025 Aspen Wealth Strategies LLC30,094$621K0.4%-35.5%0.191%
8/6/2025 AE Wealth Management LLC200,029$4.13M0.0%+223.6%1.268%
8/6/2025 Legacy Wealth Managment LLC ID27,091$559K0.3%-8.1%0.172%
8/6/2025 Ethos Financial Group LLC161,442$3.33M0.3%+14.2%1.023%
8/5/2025 Optivise Advisory Services LLC136,115$2.81M1.4%+29.3%0.863%
8/4/2025 Buck Wealth Strategies LLC313,444$6.47M1.0%+5.8%1.987%
8/1/2025 Brookwood Investment Group LLC38,608$797K0.1%N/A0.245%
8/1/2025 Envestnet Asset Management Inc.194,107$4.01M0.0%+536.6%1.230%
7/29/2025 Signature Estate & Investment Advisors LLC97,642$2.02M0.0%N/A0.619%
7/25/2025 Atria Wealth Solutions Inc.12,150$251K0.0%+12.5%0.077%
7/23/2025 Prime Capital Investment Advisors LLC17,207$355K0.0%-97.9%0.109%
7/22/2025 Wealthcare Advisory Partners LLC15,008$310K0.0%N/A0.095%
7/17/2025 Janney Montgomery Scott LLC17,450$360K0.0%+6.1%0.110%
7/17/2025 KG&L Capital Management LLC31,888$658K0.2%+98.4%0.200%
7/15/2025 Financial Partners Group Inc34,532$713K0.1%N/A0.217%
7/14/2025 Financial Enhancement Group LLC278,103$5.61M0.8%+66.9%1.746%
7/10/2025 Worth Asset Management LLC27,844$575K0.3%-24.6%0.175%
7/9/2025 Bay Rivers Group16,908$349K0.2%+13.5%0.106%
7/8/2025 GK Wealth Management LLC52,872$1.09M1.0%-14.2%0.332%
7/7/2025 Park Edge Advisors LLC185,665$3.83M1.0%+33.0%1.166%
5/28/2025 GK Wealth Management LLC61,282$1.30M1.5%-8.4%0.396%
5/19/2025 Jane Street Group LLC25,574$541K0.0%-51.5%0.165%
5/16/2025 Legacy Wealth Managment LLC ID29,488$624K0.4%-22.7%0.190%
5/14/2025 CreativeOne Wealth LLC43,312$916K0.0%+18.7%0.280%
5/14/2025 Napa Wealth Management36,022$762K0.4%-23.0%0.233%
5/14/2025 Andina Capital Management LLC46,177$977K0.7%-14.5%0.298%
5/13/2025 Ethos Financial Group LLC141,378$2.99M0.3%N/A0.913%
5/12/2025 Townsquare Capital LLC52,242$1.11M0.0%-11.1%0.337%
5/9/2025 Greykasell Wealth Strategies Inc.18,190$385K0.2%N/A0.118%
5/9/2025 Atria Wealth Solutions Inc.10,796$228K0.0%N/A0.070%
5/7/2025 LPL Financial LLC442,137$9.35M0.0%-2.9%2.856%
A New Way to Double Your Retirement Income? (Ad)

Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.tc pixel

Click here to see how to turn your savings into a monthly income machine.
5/6/2025 Avantax Advisory Services Inc.126,051$2.67M0.0%+8.2%0.814%
5/6/2025 AE Wealth Management LLC61,808$1.31M0.0%+238.0%0.399%
5/5/2025 Kestra Private Wealth Services LLC81,997$1.73M0.0%+288.9%0.530%
5/5/2025 Nwam LLC76,748$1.62M0.1%-13.3%0.496%
5/2/2025 Sigma Planning Corp106,495$2.25M0.1%-0.5%0.688%
4/30/2025 Aspen Wealth Strategies LLC46,634$986K0.6%+1.7%0.301%
4/30/2025J Hagan Capital Inc.310,843$6.41M5.8%N/A2.008%
4/29/2025 Envestnet Asset Management Inc.30,489$645K0.0%N/A0.197%
4/23/2025 KG&L Capital Management LLC16,070$340K0.1%N/A0.104%
4/23/2025 Balance Wealth LLC22,108$468K0.3%N/A0.143%
4/23/2025 Financial Enhancement Group LLC166,645$3.36M0.5%N/A1.077%
4/22/2025 Cambridge Investment Research Advisors Inc.60,026$1.27M0.0%+20.2%0.388%
4/22/2025 Buck Wealth Strategies LLC296,163$6.26M1.1%N/A1.913%
4/21/2025 Envestnet Portfolio Solutions Inc.10,796$228K0.0%N/A0.072%
4/18/2025 Optivise Advisory Services LLC105,255$2.23M1.2%N/A0.706%
4/18/2025 Prosperity Wealth Management Inc.24,370$515K0.2%+16.9%0.164%
4/17/2025 Janney Montgomery Scott LLC16,450$348K0.0%N/A0.110%
4/17/2025 Authentikos Wealth Advisory LLC61,184$1.29M1.1%N/A0.411%
4/15/2025 Integrated Advisors Network LLC47,125$997K0.1%+8.0%0.316%
4/14/2025 Farther Finance Advisors LLC4,349$92K0.0%N/A0.029%
4/10/2025 Bay Rivers Group14,900$315K0.2%+4.2%0.100%
4/10/2025 Park Edge Advisors LLC139,604$2.95M0.8%-43.8%0.937%
4/9/2025 Fiduciary Alliance LLC12,049$255K0.0%N/A0.081%
4/9/2025 Worth Asset Management LLC36,912$781K0.4%N/A0.248%
2/25/2025 Integrated Advisors Network LLC43,628$900K0.0%+145.1%0.469%
2/17/2025 Stadion Money Management LLC698,529$14.41M1.1%+52.7%7.511%
2/17/2025 Napa Wealth Management46,760$965K0.4%-28.2%0.503%
2/14/2025 Mercer Global Advisors Inc. ADV17,500$361K0.0%N/A0.188%
2/13/2025 CreativeOne Wealth LLC36,478$753K0.0%N/A0.392%
2/13/2025 Townsquare Capital LLC58,749$1.21M0.0%+41.8%0.632%
2/13/2025 Legacy Investment Solutions LLC38,171$794K0.5%-12.2%0.410%
2/12/2025 OLD Mission Capital LLC35,255$727K0.0%N/A0.379%
2/11/2025 LPL Financial LLC455,410$9.40M0.0%-3.0%4.897%
2/10/2025 Thrivent Financial for Lutherans27,627$570K0.0%+19.7%0.297%
2/10/2025 Aspen Wealth Strategies LLC45,861$946K0.6%+55.8%0.493%
2/10/2025 Avantax Advisory Services Inc.116,537$2.40M0.0%+35.5%1.253%
2/7/2025 Prosperity Wealth Management Inc.20,844$430K0.2%-50.1%0.224%
2/6/2025 Steward Partners Investment Advisory LLC45,806$945K0.0%+111.1%0.493%
2/5/2025 Nwam LLC88,489$1.83M0.1%-11.8%0.951%
2/3/2025 Sigma Planning Corp106,991$2.21M0.1%+1,046.9%1.150%
1/31/2025Sanctuary Advisors LLC26,984$559K0.0%N/A0.290%
1/30/2025 Principal Securities Inc.24,942$515K0.0%-75.9%0.268%
1/28/2025 Kestra Private Wealth Services LLC21,085$435K0.0%+13.4%0.227%
1/22/2025 Bay Rivers Group14,300$295K0.1%N/A0.154%
1/21/2025 Park Edge Advisors LLC248,248$5.12M1.5%+54.1%2.669%
1/21/2025 Andina Capital Management LLC54,006$1.11M0.9%-76.1%0.581%
11/15/2024 Legacy Investment Solutions LLC43,468$899K0.6%N/A0.467%
11/15/2024 Jane Street Group LLC52,777$1.15M0.0%N/A0.567%
11/15/2024 Wolverine Trading LLC24,519$532K0.0%N/A0.264%
11/15/2024 Integrated Wealth Concepts LLC14,790$321K0.0%+13.2%0.159%
“Sell Nvidia before earnings” (Ad)

Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has been chasing the AI giant, Eric says its biggest customers are now its biggest competitors — and that could spell trouble ahead. Instead, he’s urging investors to consider a little-known hardware company that’s already starting to take off. In fact, while Nvidia has slipped over the past 30 days, this “off-the-radar” stock is up 18% — and Eric believes the run is just beginning.tc pixel

See Eric’s full analysis and get all 7 free trade ideas here
11/13/2024 Townsquare Capital LLC41,417$899K0.0%N/A0.445%
11/12/2024 Nwam LLC100,319$2.18M0.1%N/A1.079%
11/7/2024 Napa Wealth Management65,148$1.41M0.7%N/A0.701%
11/7/2024 Thrivent Financial for Lutherans23,073$501K0.0%+42.0%0.248%
11/6/2024 Simplify Asset Management Inc.5,193,254$112.75M5.2%+6.1%55.841%
11/5/2024 Aptus Capital Advisors LLC8,304$180K0.0%-20.4%0.089%
11/4/2024 Sigma Planning Corp9,329$203K0.0%-20.5%0.100%
11/1/2024 SFG Wealth Management LLC.75,245$1.63M0.9%N/A0.809%
10/25/2024 Andina Capital Management LLC226,122$4.91M3.7%+46.1%2.431%
10/25/2024 Integrated Advisors Network LLC17,799$386K0.0%N/A0.191%
(Data available from 1/1/2016 forward)

AGGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGH shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Simplify Aggregate Bond ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($112.75M), Stadion Money Management LLC ($14.41M), LPL Financial LLC ($9.35M), Great Diamond Partners LLC ($8.68M), Lincoln National Corp ($7.21M), Buck Wealth Strategies LLC ($6.47M), and J Hagan Capital Inc. ($6.41M).Learn more on Simplify Aggregate Bond ETF's institutional investors.

Which institutional investors have been buying Simplify Aggregate Bond ETF's stock?

Of the 54 institutional investors that purchased Simplify Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Diamond Partners LLC ($420.67K), Park Edge Advisors LLC ($360.26K), Lincoln National Corp ($336.21K), Buck Wealth Strategies LLC ($313.44K), J Hagan Capital Inc. ($310.84K), Simplify Asset Management Inc. ($296.51K), and Financial Enhancement Group LLC ($278.10K).

How much institutional buying is happening at Simplify Aggregate Bond ETF?

Institutional investors have bought a total of 4,236,403 shares in the last 24 months. This purchase volume represents approximately $89.08M in transactions.

Which of Simplify Aggregate Bond ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Simplify Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($812.73K), Andina Capital Management LLC ($179.95K), Park Edge Advisors LLC ($174.60K), Principal Securities Inc. ($78.71K), Napa Wealth Management ($55.01K), NewEdge Advisors LLC ($34.28K), and Nwam LLC ($28.53K).

How much institutional selling is happening at Simplify Aggregate Bond ETF?

Institutional investors have sold a total of 1,507,075 shares in the last 24 months. This volume of shares sold represents approximately $31.28M in transactions.


Related Companies

This page (NYSEARCA:AGGH) was last updated on 8/26/2025 by MarketBeat.com Staff
From Our Partners
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsoredtc pixel
Fed Decision Warning: How to Protect Your Wealth Before September 30th
On September 17th, the Fed faces an impossible choice—and Wall Street insiders are already preparing for the...
American Alternative | Sponsoredtc pixel
Elon Musk’s New Technology
Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a n...
Paradigm Press | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel