Simplify Aggregate Bond

AGGH • ARCA

Simplify Aggregate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 62 institutional investors hold shares in this ETF, with total holdings valued at $209.0M. Simplify Asset Management Inc. is the largest holder with a position valued at $77.0M.

Overview

Overview of institutional ownership in AGGH as of Q3 2025

All Institutions

Institutions: 62
Value Held: $209.0M
Shares Held: 10.1M
Avg Position: $3.4M
Median Position: $831.0K

Hedge Funds

Hedge Funds: 1
Value Held: $498.3K
Shares Held: 24.1K
Avg Position: $498.3K
Median Position: $498.3K

Biggest Investors

Institutions with the largest positions in AGGH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S Simplify Asset Management Inc. Institution	-	$77.0M 4.91% of portfolio	3.7M shares	Q3 2022 Held for 3y 2m	$1.6B
A Advisor Group Holdings, Inc. Institution	-	$19.5M 0.03% of portfolio	942.0K shares	Q1 2024 Held for 1y 8m	$71.0B
Stadion Money Management, LLC Long Only Manager	Duane Leo Bernt CEO	$13.0M 1.04% of portfolio	627.4K shares	Q3 2023 Held for 2y 2m	$1.3B
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$10.1M 0.07% of portfolio	488.6K shares	Q4 2024 Held for 11 months	$15.2B
Great Diamond Partners, LLC RIA/Wealth	Steven Edward Tenney CEO	$9.5M 1.85% of portfolio	461.1K shares	Q2 2025 Held for 5 months	$515.6M
P Park Edge Advisors, LLC RIA/Wealth	Richard Wayne Lowrie Managing Partner	$7.5M 1.75% of portfolio	362.6K shares	Q1 2024 Held for 1y 8m	$429.1M
B Beacon Capital Management, LLC RIA/Wealth	Jonathan Shawn Maxson CEO	$6.5M 0.93% of portfolio	314.2K shares	Q3 2025 Held for 2 months	$696.9M
L LPL Financial LLC Institution	-	$6.5M 0.00% of portfolio	314.0K shares	Q1 2024 Held for 1y 8m	$340.07B
F Financial Enhancement Group LLC RIA/Wealth	Adam Michael Harter CIO	$6.3M 0.85% of portfolio	302.8K shares	Q1 2025 Held for 8 months	$742.1M
J J HAGAN CAPITAL, INC. RIA/Wealth	Jonathan Hagan Hicks CEO	$5.6M 3.39% of portfolio	269.0K shares	Q1 2025 Held for 8 months	$164.5M

Net Capital Flow

Institutional buying and selling activity for AGGH in Q3 2025

Traded: −$19.6M
Buyers: 44
Sellers: 27
Total Bought: +$42.9M
Total Sold: −$62.4M
Avg Position: $2.8M

Biggest Buyers

Institution	Net Bought	Current Position
B Beacon Capital Management, LLC RIA/Wealth	+$6.5M +314.2K shares	$6.5M 314.2K shares
AE Wealth Management LLC RIA/Wealth	+$6.0M +288.6K shares	$10.1M 488.6K shares
E Elevated Capital Advisors, LLC RIA/Wealth	+$3.9M +190.7K shares	$3.9M 190.7K shares
P Park Edge Advisors, LLC RIA/Wealth	+$3.7M +177.0K shares	$7.5M 362.6K shares
P POM Investment Strategies, LLC Institution	+$3.6M +175.6K shares	$3.6M 175.6K shares
Encompass More Asset Management RIA/Wealth	+$2.8M +134.3K shares	$2.8M 134.3K shares
J JANE STREET GROUP, LLC Institution	+$1.7M +81.9K shares	$1.7M 81.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.5M +72.3K shares	$1.5M 72.3K shares
IEQ CAPITAL, LLC RIA/Wealth	+$1.4M +69.6K shares	$1.4M 69.6K shares
Cetera Investment Advisers RIA/Wealth	+$1.4M +68.1K shares	$1.4M 68.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
S Simplify Asset Management Inc. Institution	−$30.5M −1.5M shares	$77.0M 3.7M shares
A Advisor Group Holdings, Inc. Institution	−$6.5M −313.7K shares	$19.5M 942.0K shares
B Buck Wealth Strategies, LLC RIA/Wealth	−$6.5M −313.4K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$3.8M −183.7K shares	$6.5M 314.0K shares
Ethos Financial Group, LLC RIA/Wealth	−$3.3M −161.4K shares	Sold Off 0 shares
Optivise Advisory Services LLC RIA/Wealth	−$2.8M −136.1K shares	Sold Off 0 shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC RIA/Wealth	−$2.0M −97.6K shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$1.3M −64.8K shares	$2.7M 129.3K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$1.1M −52.0K shares	Sold Off 0 shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$817.8K −39.6K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AGGH in Q3 2025

New Positions: 19
New Value: $24.6M
Exited Positions: 13
Exited Value: $18.5M

New Positions

Institution	Position Value
B Beacon Capital Management, LLC RIA/Wealth	$6.5M 314.2K shares
E Elevated Capital Advisors, LLC RIA/Wealth	$3.9M 190.7K shares
P POM Investment Strategies, LLC Institution	$3.6M 175.6K shares
Encompass More Asset Management RIA/Wealth	$2.8M 134.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.5M 72.3K shares
IEQ CAPITAL, LLC RIA/Wealth	$1.4M 69.6K shares
Cetera Investment Advisers RIA/Wealth	$1.4M 68.1K shares
H HRT FINANCIAL LLC Institution	$653.2K 31.5K shares
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	$588.0K 28.4K shares
Blackston Financial Advisory Group, LLC RIA/Wealth	$434.6K 21.0K shares

Exited Positions

Institution	Previous Position
B Buck Wealth Strategies, LLC RIA/Wealth	$6.5M 313.4K shares
Ethos Financial Group, LLC RIA/Wealth	$3.3M 161.4K shares
Optivise Advisory Services LLC RIA/Wealth	$2.8M 136.1K shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC RIA/Wealth	$2.0M 97.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$1.1M 52.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$817.8K 39.6K shares
L2 Asset Management, LLC Hedge Fund•Long/Short	$502.9K 24.4K shares
Janney Montgomery Scott LLC RIA/Wealth	$360.2K 17.5K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$353.4K 17.1K shares
Wealthcare Advisory Partners LLC RIA/Wealth	$309.8K 15.0K shares

Options Activity

Institutions with the largest Call and Put options positions in AGGH as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AGGH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Simplify Asset Management Inc. Institution	-	4.91% $77.0M	3.7M shares	Q3 2022 Held for 3y 2m	$1.6B
J J HAGAN CAPITAL, INC. RIA/Wealth	Jonathan Hagan Hicks CEO	3.39% $5.6M	269.0K shares	Q1 2025 Held for 8 months	$164.5M
P POM Investment Strategies, LLC Institution	-	2.02% $3.6M	175.6K shares	Q3 2025 Held for 2 months	$180.3M
Great Diamond Partners, LLC RIA/Wealth	Steven Edward Tenney CEO	1.85% $9.5M	461.1K shares	Q2 2025 Held for 5 months	$515.6M
P Park Edge Advisors, LLC RIA/Wealth	Richard Wayne Lowrie Managing Partner	1.75% $7.5M	362.6K shares	Q1 2024 Held for 1y 8m	$429.1M
Authentikos Wealth Advisory, LLC RIA/Wealth	Jared M Elson CEO	1.74% $2.4M	114.4K shares	Q1 2025 Held for 8 months	$136.5M
Stadion Money Management, LLC Long Only Manager	Duane Leo Bernt CEO	1.04% $13.0M	627.4K shares	Q3 2023 Held for 2y 2m	$1.3B
E Elevated Capital Advisors, LLC RIA/Wealth	Sean Patrick Lee Managing Partner	0.99% $3.9M	190.7K shares	Q3 2025 Held for 2 months	$398.5M
B Beacon Capital Management, LLC RIA/Wealth	Jonathan Shawn Maxson CEO	0.93% $6.5M	314.2K shares	Q3 2025 Held for 2 months	$696.9M
F Financial Enhancement Group LLC RIA/Wealth	Adam Michael Harter CIO	0.85% $6.3M	302.8K shares	Q1 2025 Held for 8 months	$742.1M

Hedge Fund Spotlight

Discover hedge funds investing in AGGH

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Simplify Aggregate Bond

Market Value: $498.3K
Shares Held: 24.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%