13F Insight
DOSSIER · 13F Holders · Q2 2026
AGGH

SIMPLIFY EXCHANGE TRADED FUN

94 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N723·94 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$307M
visible holders
Holders
94
filers reporting
Concentration
13.87%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

94 institutions reported AGGH in Q2 2026. Simplify Asset Management Inc. leads at 13.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$43M2.1M0.59%Q2 202602
WCG Wealth Advisors LLC
CIK 0001855713
$38M1.9M1.06%Q1 202603
Gradient Investments LLC
CIK 0001542265
$37M1.9M0.52%Q2 202604
Sowell Financial Services LLC
CIK 0001633697
$25M1.2M0.80%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M1.2M0.01%Q1 202606
LPL Financial LLC
CIK 0001403438
$16M808K0.00%Q1 202607
WealthPlan Investment Management, LLC
CIK 0001929986
$15M719K0.81%Q1 202608
AE Wealth Management LLC
CIK 0001697723
$14M704K0.08%Q1 202609
Stadion Money Management, LLC
CIK 0001321220
$14M688K1.41%Q1 202610
Great Diamond Partners, LLC
CIK 0001801112
$12M604K2.09%Q2 202611
Brookwood Investment Group LLC
CIK 0002066812
$10M475K1.08%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M419K0.01%Q1 202613
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$8M421K1.26%Q2 202614
Park Edge Advisors, LLC
CIK 0001965659
$8M418K1.78%Q2 202615
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$8M405K0.12%Q1 202616
Elevated Capital Advisors, LLC
CIK 0001802387
$7M352K1.80%Q1 202617
Financial Enhancement Group LLC
CIK 0001641438
$6M297K0.71%Q2 202618
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$4M210K0.02%Q2 202619
RiverTree Advisors, LLC
CIK 0001872501
$4M188K2.24%Q2 202620
Key Capital Management, INC
CIK 0002107249
$4M186K2.50%Q1 2026
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