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OSAIC HOLDINGS, INC.

Position in AGGH — Simplify Aggregate Bond ETF

CIK 1677044 SCOTTSDALE, AZ

Position in AGGH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,508,903
+$975,112 QoQ
Shares Held
471,438
+12.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 27 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 27% Shared 0% None 73%

Common Shares in AGGH Over Time

Shares Held

Position Value (USD)

All Filings in AGGH

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,508,903 471,438
2026-03-31 $8,533,791 419,351
2025-12-31 $12,217,304 590,208
2025-09-30 $19,508,384 941,979
2025-06-30 $25,917,647 1,255,700
2025-03-31 $5,753,349 272,026
2024-12-31 $21,380,456 1,036,377
2024-09-30 $13,693,277 630,736
2024-06-30 $10,845,417 522,419
2024-03-31 $22,115 1,032