13F Insight
DOSSIER · 13F Holders · Q3 2026
AGGH

SIMPLIFY EXCHANGE TRADED FUN

103 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N723·103 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$367M
visible holders
Holders
103
filers reporting
Concentration
12.75%
Sowell Financial Services LLC #1
top holder share
AI Holders Summary · Q3 2026

103 institutions reported AGGH in Q3 2026. Sowell Financial Services LLC leads at 12.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sowell Financial Services LLC
CIK 0001633697
$47M2.5M1.30%Q3 202602
WCG Wealth Advisors LLC
CIK 0001855713
$46M2.3M1.09%Q2 202603
Simplify Asset Management Inc.
CIK 0001846368
$43M2.1M0.59%Q2 202604
Gradient Investments LLC
CIK 0001542265
$39M2.0M0.55%Q3 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$27M1.4M0.01%Q2 202606
LPL Financial LLC
CIK 0001403438
$23M1.1M0.01%Q2 202607
AE Wealth Management LLC
CIK 0001697723
$15M768K0.07%Q2 202608
Stadion Money Management, LLC
CIK 0001321220
$14M697K1.21%Q2 202609
Private Advisor Group, LLC
CIK 0001567755
$14M683K0.06%Q2 202610
WealthPlan Investment Management, LLC
CIK 0001929986
$14M718K0.66%Q3 202611
Great Diamond Partners, LLC
CIK 0001801112
$12M655K2.08%Q3 202612
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$10M508K0.12%Q2 202613
Brookwood Investment Group LLC
CIK 0002066812
$10M475K1.08%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M471K0.01%Q2 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M502K0.01%Q3 202616
Park Edge Advisors, LLC
CIK 0001965659
$8M418K1.78%Q2 202617
Elevated Capital Advisors, LLC
CIK 0001802387
$8M398K2.21%Q2 202618
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$8M418K1.02%Q3 202619
Financial Enhancement Group LLC
CIK 0001641438
$6M297K0.65%Q3 202620
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$4M210K0.02%Q2 2026
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