Simplify Exchange Traded Funds - AGGH

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$319.2M
QoQ value delta ($000)
+$105.4M (+49.29%)
Implied price effect (QoQ)
-1.68%
Shares
Total shares
15,685,616
QoQ shares delta
+5,355,679 (+51.85%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 95 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Simplify Asset Management Inc. 42,920 2,109,127 0.66%
WCG Wealth Advisors LLC 38,010 1,867,814 1.06%
Sowell Financial Services LLC 24,392 1,198,667 0.9%
ENVESTNET ASSET MANAGEMENT INC 24,352 1,196,695 0.01%
LPL Financial LLC 16,436 807,669 0.0%
WealthPlan Investment Management, LLC 14,623 718,613 0.81%
AE Wealth Management LLC 14,319 703,684 0.08%
Stadion Money Management, LLC 13,994 687,642 1.41%
Great Diamond Partners, LLC 11,579 569,038 2.23%
Brookwood Investment Group LLC 9,539 468,796 1.18%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 8,610 423,120 1.45%
OSAIC HOLDINGS, INC. 8,533 419,351 0.01%
Park Edge Advisors, LLC 8,343 410,019 1.92%
PRINCIPAL SECURITIES, INC. 8,245 405,197 0.12%
Elevated Capital Advisors, LLC 7,153 351,530 1.8%
Financial Enhancement Group LLC 5,860 284,674 0.73%
Envestnet Portfolio Solutions, Inc. 3,888 191,098 0.02%
Key Capital Management, INC 3,792 186,376 2.5%
RiverTree Advisors, LLC 3,192 156,859 2.02%
IFS Group,LLC 2,843 139,748 2.53%
HOWARD BAILEY SECURITIES, LLC 2,839 139,538 1.17%
EVOLUTION WEALTH MANAGEMENT INC. 2,770 136,124 2.02%
Orion Porfolio Solutions, LLC 2,730 134,159 0.02%
B.O.S.S. Retirement Advisors, LLC 2,285 112,296 0.7%
FSA Advisors, Inc. 1,981 97,369 1.31%