AGGH institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding96
Shares held19,894,943
Reported value$401.3m
Quarter flows21 new, 47 added, 24 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WCG Wealth Advisors LLC2,289,171$46.2m1.1%
Simplify Asset Management Inc.2,109,127$42.5m0.6%
Gradient Investments LLC1,857,938$37.5m0.5%
ENVESTNET ASSET MANAGEMENT INC1,350,119$27.2m0.0%
Sowell Financial Services LLC1,219,756$24.6m0.8%
LPL Financial LLC1,143,999$23.1m0.0%
AE Wealth Management LLC768,253$15.5m0.1%
Stadion Money Management, LLC696,618$14.1m1.2%
Private Advisor Group, LLC683,238$13.8m0.1%
WealthPlan Investment Management, LLC677,311$13.7m0.7%
Great Diamond Partners, LLC603,638$12.2m2.1%
PRINCIPAL SECURITIES, INC.508,212$10.3m0.1%
Brookwood Investment Group LLC475,325$9.6m1.1%
OSAIC HOLDINGS, INC.471,438$9.5m0.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC420,950$8.5m1.3%
Park Edge Advisors, LLC418,122$8.4m1.8%
Elevated Capital Advisors, LLC397,811$8.0m2.2%
Financial Enhancement Group LLC297,216$6.0m0.7%
Envestnet Portfolio Solutions, Inc.209,964$4.2m0.0%
Key Capital Management, INC204,726$4.1m2.1%
RiverTree Advisors, LLC188,474$3.8m2.2%
EVOLUTION WEALTH MANAGEMENT INC.163,520$3.3m1.9%
Orion Porfolio Solutions, LLC145,374$2.9m0.0%
HOWARD BAILEY SECURITIES, LLC141,976$2.9m1.1%
Copley Financial Group, Inc.128,942$2.6m1.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AGGH"). AGGH price history · All 13F data

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