Who Owns SIMPLIFY AGGREGATE BOND ETF (AGGH)? -- Institutional Holders (2026-06-30)

111 institutions reported holding $400.8M of SIMPLIFY AGGREGATE BOND ETF (AGGH) in SEC 13F filings for 2026-06-30. Largest institutional holders: WCG Wealth Advisors LLC ($46.2M), Simplify Asset Management Inc. ($42.5M), Gradient Investments LLC ($37.5M), ENVESTNET ASSET MANAGEMENT INC ($27.2M), Sowell Financial Services LLC ($24.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WCG Wealth Advisors LLC$46.2M2.3MAdded
2Simplify Asset Management Inc.$42.5M2.1MHold
3Gradient Investments LLC$37.5M1.9MNew
4ENVESTNET ASSET MANAGEMENT INC$27.2M1.4MAdded
5Sowell Financial Services LLC$24.6M1.2MAdded
6LPL Financial LLC$23.1M1.1MAdded
7AE Wealth Management LLC$15.5M768,253Added
8Stadion Money Management, LLC$14.1M696,618Added
9Private Advisor Group, LLC$13.8M683,238New
10WealthPlan Investment Management, LLC$13.7M677,311Trimmed
11Great Diamond Partners, LLC$12.2M603,638Added
12PRINCIPAL SECURITIES, INC.$10.3M508,212Added
13Brookwood Investment Group LLC$9.6M475,325Added
14OSAIC HOLDINGS, INC.$9.5M471,438Added
15PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$8.5M420,950Trimmed
16Park Edge Advisors, LLC$8.4M418,122Added
17Elevated Capital Advisors, LLC$8.0M397,811Added
18Financial Enhancement Group LLC$6.0M297,216Added
19Envestnet Portfolio Solutions, Inc.$4.2M209,964Added
20Key Capital Management, INC$4.1M204,726Added
21RiverTree Advisors, LLC$3.8M188,474Added
22EVOLUTION WEALTH MANAGEMENT INC.$3.3M163,520Added
23Orion Porfolio Solutions, LLC$2.9M145,374Added
24HOWARD BAILEY SECURITIES, LLC$2.9M141,976Added
25Copley Financial Group, Inc.$2.6M128,942New

来源：SEC 13F 申报文件 · 截至 2026-06-30