Who owns AGGH?
Simplify Aggregate Bond ETF · Simplify
96 institutions reported holding AGGH, worth $401.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGGH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WCG Wealth Advisors LLC | Las Vegas, NV | $46.2M | 2,289,171 | +421,357 shares |
| Simplify Asset Management Inc. | Las Vegas, NV | $42.5M | 2,109,127 | No change |
| Gradient Investments LLC | Arden Hills, MN | $37.5M | 1,857,938 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $27.2M | 1,350,119 | +153,424 shares |
| Sowell Financial Services LLC | North Little Rock, AR | $24.6M | 1,219,756 | +21,089 shares |
| LPL Financial LLC | Fort Mill, SC | $23.1M | 1,143,999 | +336,330 shares |
| AE Wealth Management LLC | Topeka, KS | $15.5M | 768,253 | +64,569 shares |
| Stadion Money Management, LLC | Watkinsville, GA | $14.1M | 696,618 | +8,976 shares |
| Private Advisor Group, LLC | Morristown, NJ | $13.8M | 683,238 | New position |
| WealthPlan Investment Management, LLC | Omaha, NE | $13.7M | 677,311 | −41,302 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGGH?
96 institutional managers reported holding AGGH in Form 13F filings for June 30, 2026, worth $401.2M in total. The largest reported position was held by WCG Wealth Advisors LLC, at $46.2M.
Did institutions buy or sell AGGH last quarter?
Reported 13F value rose 26.0% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGGH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.