Who Owns AGGH?
Simplify Aggregate Bond ETF — Institutional Ownership & 13F Holdings
$20.30
+0.09 (+0.45%)
Market Cap
$304.0M
Shares Outstanding
14,667,692
Institutional Holders
49
Total Inst. Value
$179.5M
% of Float Held
—
QoQ Holder Change
+32
Institutional data as of Q1 2025
New Positions
24
Closed Positions
9
Increased
11
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $109.8M | 5,193,254 |
| 2 | Stadion Money Management, LLC | $14.2M | 669,925 |
| 3 | J HAGAN CAPITAL, INC.New | $6.4M | 310,843 |
| 4 | Buck Wealth Strategies, LLCNew | $6.3M | 296,163 |
| 5 | OSAIC HOLDINGS, INC. | $5.8M | 272,026 |
| 6 | Financial Enhancement Group LLCNew | $3.4M | 166,645 |
| 7 | Ethos Financial Group, LLCNew | $3.0M | 141,378 |
| 8 | Park Edge Advisors, LLCNew | $3.0M | 139,604 |
| 9 | Sigma Planning Corp | $2.3M | 106,495 |
| 10 | Optivise Advisory Services LLCNew | $2.2M | 105,255 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| J HAGAN CAPITAL, INC.New | +311K | $6.4M |
| Buck Wealth Strategies, LLCNew | +296K | $6.3M |
| Financial Enhancement Group LLCNew | +167K | $3.4M |
| Ethos Financial Group, LLCNew | +141K | $3.0M |
| Park Edge Advisors, LLCNew | +140K | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -759K | $5.8M |
| CITADEL ADVISORS LLC | -37K | $1K |
| Stadion Money Management, LLC | -29K | $14.2M |
| JANE STREET GROUP, LLC | -22K | $649K |
| LPL Financial LLC | -13K | $9K |
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Frequently Asked Questions
How many institutional investors hold AGGH?
As of Q1 2025, 49 institutional investors report holding AGGH (Simplify Aggregate Bond ETF) in their 13F filings.
Which hedge fund owns the most AGGH?
The largest institutional holder of AGGH is Simplify Asset Management Inc. with $109.8M in shares.
Are institutions buying or selling AGGH?
This quarter, 24 institutions opened new positions in AGGH and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.