AGGH · Simplify Aggregate Bond ETF · Holdings ETF

$18.88 -0.05 (-0.26%)

Volume · Oct 1 1.71M Avg daily vol (3M) 308.95K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 96

Total Value: $400,788,154

Total Shares: 19,870,511

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 96 13F filers · Δ vs Mar 31, 2026

Top Holder

11.5%

−1.9 pts

Top 5

44.4%

−1.4 pts

Top 10

64.4%

−1.4 pts

HHI

551

Broadly held−44

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: +25.6%

Shares held: +26.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid WCG Wealth Advisors LLC	+421,357	2,289,171
Mega LPL Financial LLC	+336,330	1,143,999
Mega ENVESTNET ASSET MANAGEMENT INC	+153,424	1,350,119
Mid PRINCIPAL SECURITIES, INC.	+103,015	508,212
Large AE Wealth Management LLC	+64,569	768,253

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid NWAM LLC	−50,481	19,202
Mega JANE STREET GROUP, LLC	−43,904	38,124
Mid WealthPlan Investment Management, LLC	−41,302	677,311
Mid Integrated Advisors Network LLC	−18,881	14,909
Small Beacon Capital Management, LLC	−17,572	57,285

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Gradient Investments LLC	1,857,938	$37,474,609
Large Private Advisor Group, LLC	683,238	$13,780,910
Small Copley Financial Group, Inc.	128,942	$2,600,760
Large Janney Montgomery Scott LLC	75,427	$1,521,362
Mid SteelPeak Wealth, LLC	67,654	$1,364,581

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro IFS Group,LLC	139,748	$2,843,871
Mega Cetera Investment Advisers	43,255	$880,239
Mega CITADEL ADVISORS LLC	40,410	$822,343
Small FIG FINANCIAL ADVISORY SERVICES INC /ADV	29,440	$599,104
Small Legacy Wealth Managment, LLC/ID	26,692	$543,182

Filter: New 21 Increased 47 Reduced 24 Sold out 15 Unchanged 4

Showing 96 of 96

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WCG Wealth Advisors LLC

$46,172,579

11.52%

2,289,171

Simplify Asset Management Inc.

$42,541,091

10.61%

2,109,127

Gradient Investments LLC

$37,474,609

9.35%

1,857,938

ENVESTNET ASSET MANAGEMENT INC

$27,231,900

6.79%

1,350,119

Sowell Financial Services LLC

$24,602,478

6.14%

1,219,756

LPL Financial LLC

$23,074,459

5.76%

1,143,999

AE Wealth Management LLC

$15,495,660

3.87%

768,253

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Beacon Capital Management, LLC	12	$242	0.0%	Other
Blackston Financial Advisory Group, LLC	119	$2,400	0.0%	Other
EVOLUTION WEALTH MANAGEMENT INC.	3,853	$77,715	0.5%	Other
Harlow Wealth Managment, Inc.	276	$5,566	0.0%	Other
Montgomery Financial Services	1,240	$25,010	0.2%	Other
POM Investment Strategies, LLC	7,008	$141,351	0.9%	Other
Strategy Financial Group	4,525	$91,269	0.6%	Other
Held directly	751,220	$15,152,107	97.8%	Sole

Stadion Money Management, LLC

$14,050,785

3.51%

696,618

Private Advisor Group, LLC

$13,780,910

3.44%

683,238

WealthPlan Investment Management, LLC

$13,661,362

3.41%

677,311

Great Diamond Partners, LLC

$12,175,378

3.04%

603,638

PRINCIPAL SECURITIES, INC.

$10,250,636

2.56%

508,212

Brookwood Investment Group LLC

$9,587,305

2.39%

475,325

OSAIC HOLDINGS, INC.

$9,508,903

2.37%

471,438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	144,227	$2,909,058	30.6%	Defined
LADENBURG THALMANN ASSET MANAGEMENT	125,860	$2,538,596	26.7%	Sole
OSAIC INSTITUTIONS, INC.	60	$1,210	0.0%	Defined
Osaic Advisory Services, LLC	201,291	$4,060,039	42.7%	Defined

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

$8,490,561

2.12%

420,950

Park Edge Advisors, LLC

$8,433,520

2.10%

418,122

Elevated Capital Advisors, LLC

$8,023,847

2.00%

397,811

Financial Enhancement Group LLC

$5,994,846

1.50%

297,216

Envestnet Portfolio Solutions, Inc.

$4,234,973

1.06%

209,964

Key Capital Management, INC

$4,129,323

1.03%

204,726

RiverTree Advisors, LLC

$3,801,520

0.95%

188,474

EVOLUTION WEALTH MANAGEMENT INC.

$3,298,198

0.82%

163,520

Orion Porfolio Solutions, LLC

$2,932,193

0.73%

145,374

HOWARD BAILEY SECURITIES, LLC

$2,863,655

0.71%

141,976

Copley Financial Group, Inc.

$2,600,760

0.65%

128,942

B.O.S.S. Retirement Advisors, LLC

$2,460,861

0.61%

122,006

FSA Advisors, Inc.

$2,253,674

0.56%

111,734

CreativeOne Wealth, LLC

$2,239,696

0.56%

111,041

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CreativeOne Securities joint	3,470	$69,989	3.1%	Other
Held directly	107,571	$2,169,707	96.9%	Sole

KESTRA PRIVATE WEALTH SERVICES, LLC

$2,016,636

0.50%

99,982

NBC SECURITIES, INC.

$1,653,758

0.41%

81,991

Janney Montgomery Scott LLC

$1,521,362

0.38%

75,427

COMMONWEALTH EQUITY SERVICES, LLC

$1,501,293

0.37%

74,432

GeoWealth Management, LLC

$1,393,262

0.35%

69,076

SteelPeak Wealth, LLC

$1,364,581

0.34%

67,654

Authentikos Wealth Advisory, LLC

$1,307,600

0.33%

64,829

Sanctuary Advisors, LLC

$1,296,043

0.32%

64,256

Financial Partners Group, Inc

$1,276,962

0.32%

63,310

Blackston Financial Advisory Group, LLC

$1,206,347

0.30%

59,809

Beacon Capital Management, LLC

$1,155,438

0.29%

57,285

KG Capital Management

$1,044,664

0.26%

51,793

Advisory Services Network, LLC

$1,024,191

0.26%

50,778

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LADENBURG THALMANN ASSET MANAGEMENT	35,790	$721,884	70.5%	Other
Held directly	14,988	$302,307	29.5%	Sole

Networth Advisors, LLC

$993,977

0.25%

49,280

Cambridge Investment Research Advisors, Inc.

$938,348

0.23%

46,522

WealthPLAN Partners, LLC

$933,891

0.23%

46,301

GK Wealth Management LLC

$904,866

0.23%

44,862

WINNOW WEALTH LLC

$903,716

0.23%

44,805

RAYMOND JAMES FINANCIAL INC

$872,614

0.22%

43,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	36,921	$744,696	85.3%	Defined
Raymond James Financial Services Advisors, Inc.	6,342	$127,918	14.7%	Defined

Greykasell Wealth Strategies, Inc.

$822,109

0.21%

40,759

Bay Rivers Group

$786,851

0.20%

39,011

JANE STREET GROUP, LLC

$768,961

0.19%

38,124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	38,124	$768,961	100.0%	Defined

WealthCare Asset Management, LLC

$737,212

0.18%

36,550

IHT Wealth Management, LLC

$718,031

0.18%

35,599

BANK OF AMERICA CORP /DE/

$623,918

0.16%

30,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	30,933	$623,918	100.0%	Defined

J HAGAN CAPITAL, INC.

$611,110

0.15%

30,298

Retirement Planning Group, LLC

$594,551

0.15%

29,477

MML INVESTORS SERVICES, LLC

$558,709

0.14%

27,700

Fifth Third Securities, Inc.

$551,427

0.14%

27,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	27,339	$551,427	100.0%	Defined

Brown Financial Advisors

$541,705

0.14%

26,857

Worth Asset Management, LLC

$526,154

0.13%

26,086

INDEPENDENT FINANCIAL GROUP, LLC

$498,158

0.12%

24,698

Balance Wealth, LLC

$467,944

0.12%

23,200

Lloyd Advisory Services, LLC.

$465,483

0.12%

23,078

Cooper Financial Group

$420,766

0.10%

20,861

Aspen Wealth Strategies, LLC

$413,263

0.10%

20,489

Mattson Financial Services, LLC

$401,302

0.10%

19,896

NWAM LLC

$387,304

0.10%

19,202

GOLDMAN SACHS GROUP INC

$384,742

0.10%

19,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	19,075	$384,742	100.0%	Defined

Mach-1 Financial Group, LLC

$384,641

0.10%

19,070

Revisor Wealth Management LLC

$357,049

0.09%

17,702

MERCER GLOBAL ADVISORS INC /ADV

$355,435

0.09%

17,622

Prime Capital Investment Advisors, LLC

$346,843

0.09%

17,196

Andina Capital Management, LLC

$306,382

0.08%

15,190

Integrated Advisors Network LLC

$300,714

0.08%

14,909

Secure Asset Management, LLC

$296,418

0.07%

14,696

Paladin Wealth, LLC

$293,110

0.07%

14,532

MATHER GROUP, LLC.

$283,791

0.07%

14,070

CENTAURUS FINANCIAL, INC.

$263,279

0.07%

13,053

Decker Retirement Planning Inc.

$254,101

0.06%

12,598

Sigma Planning Corp

$251,338

0.06%

12,461

ROYAL BANK OF CANADA

$247,565

0.06%

12,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	2,419	$48,791	19.7%	Defined
RBC Private Counsel (USA) Inc.	9,763	$196,919	79.5%	Defined
RBC Rochdale, LLC	92	$1,855	0.7%	Defined

PARK AVENUE SECURITIES LLC

$222,132

0.06%

11,013

JPMORGAN CHASE & CO

$173,643

0.04%

8,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	8,609	$173,643	100.0%	Other

TOUNJIAN ADVISORY PARTNERS, LLC

$136,651

0.03%

6,775

POM Investment Strategies, LLC

$76,928

0.02%

3,814

PNC FINANCIAL SERVICES GROUP, INC.

$48,408

0.01%

2,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,400	$48,408	100.0%	Defined

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$34,006

0.01%

1,686

Buck Wealth Strategies, LLC

$32,998

0.01%

1,636

Farther Finance Advisors, LLC

$30,819

0.01%

1,528

Strive Financial Group ,LLC

$28,238

0.01%

1,400

Montgomery Financial Services LLC

$24,567

0.01%

1,218

US BANCORP \DE\

$23,477

0.01%

1,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,164	$23,477	100.0%	Defined

GFS Advisors, LLC

$20,170

0.01%

1,000

FIFTH THIRD BANCORP

$14,623

0.00%

725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	725	$14,623	100.0%	Defined

MORGAN STANLEY

$11,395

0.00%

565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	565	$11,395	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$10,468

0.00%

519

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	519	$10,468	100.0%	Sole

Triumph Capital Management

$4,034

0.00%

200