AGGH · Simplify Aggregate Bond ETF

$19.89 -0.04 (-0.20%) At close · Aug 14

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.

Quarter:

Holders: 27

Total Value: $90,561,690

Total Shares: 4,489,921

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 27 13F filers · Δ vs Mar 31, 2026

Top Holder

51.0%

+37.5 pts

Top 5

83.1%

+37.2 pts

Top 10

92.3%

+26.3 pts

HHI

2,993

Highly concentrated+2,394

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -62

Institutional value: -71.6%

Shares held: -71.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid WCG Wealth Advisors LLC	+421,357	2,289,171
Large OSAIC HOLDINGS, INC.	+52,087	471,438
Mid CreativeOne Wealth, LLC	+44,401	111,041
Micro FSA Advisors, Inc.	+14,365	111,734
Mid Orion Porfolio Solutions, LLC	+11,215	145,374

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JANE STREET GROUP, LLC	−43,904	38,124
Mid Integrated Advisors Network LLC	−18,881	14,909
Mid Advisory Services Network, LLC	−3,473	50,778
Micro Authentikos Wealth Advisory, LLC	−2,120	64,829
Mega ROYAL BANK OF CANADA	−871	12,274

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Copley Financial Group, Inc.	128,942	$2,600,760
Mega RAYMOND JAMES FINANCIAL INC	43,263	$872,614
Mega BANK OF AMERICA CORP /DE/	30,933	$623,918
Mega GOLDMAN SACHS GROUP INC	19,075	$384,742
Micro Montgomery Financial Services LLC	1,218	$24,567

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Simplify Asset Management Inc.	2,109,127	$42,920,734
Mid Sowell Financial Services LLC	1,198,667	$24,392,873
Mega ENVESTNET ASSET MANAGEMENT INC	1,196,695	$24,352,743
Mega LPL Financial LLC	807,669	$16,436,064
Small WealthPlan Investment Management, LLC	718,613	$14,623,774

Filter: New 8 Increased 10 Reduced 8 Sold out 70 Unchanged 1

Showing 27 of 27

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WCG Wealth Advisors LLC

$46,172,579

50.98%

2,289,171

Stadion Money Management, LLC

$14,050,785

15.52%

696,618

OSAIC HOLDINGS, INC.

$9,508,903

10.50%

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

Orion Porfolio Solutions, LLC

$2,932,193

3.24%

145,374

Copley Financial Group, Inc.

$2,600,760

2.87%

128,942

FSA Advisors, Inc.

$2,253,674

2.49%

111,734

CreativeOne Wealth, LLC

$2,239,696

2.47%

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

Authentikos Wealth Advisory, LLC

$1,307,600

1.44%

64,829

Sanctuary Advisors, LLC

$1,296,043

1.43%

64,256

Blackston Financial Advisory Group, LLC

$1,206,347

1.33%

59,809

Advisory Services Network, LLC

$1,024,191

1.13%

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

RAYMOND JAMES FINANCIAL INC

$872,614

0.96%

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

0.91%

40,759

JANE STREET GROUP, LLC

$768,961

0.85%

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

IHT Wealth Management, LLC

$718,031

0.79%

35,599

BANK OF AMERICA CORP /DE/

$623,918

0.69%

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

0.67%

30,298

GOLDMAN SACHS GROUP INC

$384,742

0.42%

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

MERCER GLOBAL ADVISORS INC /ADV

$355,435

0.39%

17,622

Integrated Advisors Network LLC

$300,714

0.33%

14,909

ROYAL BANK OF CANADA

$247,565

0.27%

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

JPMORGAN CHASE & CO

$173,643

0.19%

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

Montgomery Financial Services LLC

$24,567

0.03%

1,218

US BANCORP \DE\

$23,477

0.03%

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

0.02%

1,000

MORGAN STANLEY

$11,395

0.01%

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

0.01%

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

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	37	$752	0.0%	Other
Blackston Financial Advisory Group, LLC	119	$2,421	0.0%	Other
EVOLUTION WEALTH MANAGEMENT INC.	29	$590	0.0%	Other
Harlow Wealth Managment, Inc.	276	$5,616	0.0%	Other
Montgomery Financial Services	1,240	$25,234	0.2%	Other
POM Investment Strategies, LLC	8,163	$166,117	1.2%	Other
Strategy Financial Group	5,583	$113,614	0.8%	Other
Held directly	688,237	$14,005,622	97.8%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	40,410	$822,343	100.0%	Defined

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	13,976	$284,411	100.0%	Defined

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	$14,753	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	87	$1,770	79.1%	Defined
UBS Securities LLC	23	$468	20.9%	Defined

Key facts CIK 1810747 CUSIP 82889N723 13F (30d) 27 filings 27 filers Visit website