AGGH

Simplify Aggregate Bond ETF

+$104.5M

Net Activity

Institutions Holding

89

Popularity Rank

#4700

Avg Weight

0.38%

Total Value

$318.4M

Ownership Trend

89 institutions currently hold AGGH, with 63 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

63

Key Holders

Key Holders

Top 5 by Value

SA
Simplify Asset Management Inc.
$42.9M
WW
WCG Wealth Advisors LLC
$38.0M
SF
Sowell Financial Services LLC
$24.4M
EA
Envestnet Asset Management INC
$24.4M
LF
LPL Financial LLC
$16.4M

Top 5 by Conviction

IG
IFS Group,LLC
2.53%
KC
Key Capital Management, INC
2.50%
GD
Great Diamond Partners, LLC
2.23%
EW
Evolution Wealth Management INC.
2.03%
RA
RiverTree Advisors, LLC
2.02%
View all 89 holding institutions

Quarterly Activity

Recent Activity

+$278.3M

Total Buy Value

$61.6M

Total Sell Value

New buy19
Trim22
Add44
Sold out10

63

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY AGGREGATE BOND ETF (AGGH)?
Major stakeholders currently include Simplify Asset Management Inc. ($42.9M), WCG Wealth Advisors LLC ($38.0M), Sowell Financial Services LLC ($24.4M). Based on the latest 13F filings, there are a total of 89 tracked investment funds and institutions maintaining positions in AGGH.
What is the overall institutional sentiment toward AGGH recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $104.5M, driven by 63 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their AGGH positions?
In the latest period, 22 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $61.6M.
Are there any notable investors adding AGGH to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 44 existing holders added to their shares. The total reported buy value for the quarter amounted to $278.3M.

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