AGGH

Simplify Aggregate Bond Etf

Latest period2026 - Q1Total superinvestors89

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 89 superinvestors own shares of Simplify Aggregate Bond Etf (AGGH), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Aggregate Bond Etf (AGGH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Aggregate Bond Etf (AGGH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Aggregate Bond Etf (AGGH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Fiona Ho@Simplify Asset Management Inc.
Recent Activity
Increased 13.45%
0.66%
$42.921M
2.109M shares@ 20.35 avg price
Rosemary A Richard@Wcg Wealth Advisors Llc
Recent Activity
New Position
1.07%
$38.01M
1.868M shares@ 20.36 avg price
Ryan Tite@Sowell Financial Services Llc
Recent Activity
New Position
0.91%
$24.393M
1.199M shares@ 20.35 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 10.29%
0.01%
$24.353M
1.197M shares@ 20.36 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 98.22%
0.01%
$16.436M
807,669 shares@ 20.35 avg price
Kevin Zemann@Wealthplan Investment Management, Llc
Recent Activity
Increased 178.1%
0.82%
$14.624M
718,613 shares@ 20.36 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Decreased -8.3%
0.08%
$14.32M
703,684 shares@ 20.35 avg price
Michael Isaac@Stadion Money Management, Llc
Recent Activity
Increased 1.41%
1.41%
$13.994M
687,642 shares@ 20.36 avg price
John M.Piper@Great Diamond Partners, Llc
Recent Activity
Increased 18.4%
2.23%
$11.58M
569,038 shares@ 20.35 avg price
Rich Mowrer@Brookwood Investment Group Llc
Recent Activity
Increased 1179.61%
1.18%
$9.54M
468,796 shares@ 20.36 avg price

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