Skip to main content

LPL Financial LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 1403438 FORT MILL, SC

Position in AGGH

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$16,436,064
+$8,001,435 QoQ
Shares Held
807,669
+98.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AGGH Over Time

Shares Held

Position Value (USD)

All Filings in AGGH

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $16,436,064 807,669
2025-12-31 $8,434,629 407,470
2025-09-30 $6,502,732 313,990
2025-06-30 $10,272,383 497,693
2025-03-31 $9,351,197 442,137
2024-12-31 $9,395,108 455,410
2024-09-30 $10,190,587 469,396
2024-06-30 $4,183,887 201,536
2024-03-31 $4,829,829 225,377