Simplify Exchange Traded Funds - AGGH

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$319.6M

QoQ value delta ($000)

+$105.8M (+49.47%)

Implied price effect (QoQ)

-1.76%

Total shares

15,716,573

QoQ shares delta

+5,386,636 (+52.15%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 89 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

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%