Simplify Aggregate Bond ETF (AGGH)
ETF ยท NYSE Arca
Simplify Aggregate Bond ETF (AGGH) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 14, 2022.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- February 14, 2022
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 96 institutions reported holding AGGH, with 19.9 million shares worth $401.2 million in aggregate. The largest reported holder was Wcg Wealth Advisors, with 2.3 million shares worth $46.2 million. Of the 5 largest holders listed below, 1 opened a new position in AGGH, 3 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Wcg Wealth Advisors | 2,289,171 | $46M | Added 22.56% |
| Simplify Asset Management | 2,109,127 | $43M | Unchanged |
| Gradient Investments | 1,857,938 | $37M | New position |
| Envestnet Asset Management | 1,350,119 | $27M | Added 12.82% |
| Sowell Financial Services | 1,219,756 | $25M | Added 1.76% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is AGGH?
Simplify Aggregate Bond ETF (AGGH) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 14, 2022.
Who are the largest institutional holders of AGGH?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AGGH were Wcg Wealth Advisors, Simplify Asset Management and Gradient Investments.
How many institutions own AGGH?
96 institutions reported a position in AGGH for the quarter ended June 30, 2026, worth $401.2 million in total.
Did institutions buy or sell AGGH last quarter?
Of the 5 largest reported holders, 1 opened a new position in AGGH, 3 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for AGGH.
Every reported institutional holder, plus insider and congressional trades in AGGH, on SentiSense.