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AGGH — SIMPLIFY EXCHANGE TRADED FUN

Reported value held$2.07M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)5
Institutional value$1.24M · 61.58K sh
New / Add / Cut / Exit4 / 0 / 0 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +49.9% (+20.50K sh)
Institutional value change Up +48.6%

As of Q2 2026, 5 SEC-registered investment managers reported holding AGGH (SIMPLIFY EXCHANGE TRADED FUN) in their latest 13F filings, with a combined reported value of $1.24M across 61.58K shares. That is +49.9% by share count (+20.50K shares) versus the previous quarter, while reported value moved +48.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 30.93K $623.92K 0.00% New
Goldman Sachs Group history 19.07K $384.74K 0.00% New
JPMorgan Chase & Co history 8.61K $174.16K 0.00% New
PNC Financial Services history 2.40K $48.41K 0.00% New
Morgan Stanley history 565 $11.41K 0.00% Hold

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 40.41K $822.34K 0.00% New
Morgan Stanley history 565 $11.51K 0.00% Hold
UBS Group AG history 110 $2.24K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 892 $18.46K 0.00% New
PNC Financial Services history 689 $14.26K 0.00% New
Morgan Stanley history 566 $11.73K 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 24.06K $498.28K 0.00% New
Goldman Sachs Group history 12.19K $252.54K 0.00% New
Morgan Stanley history 565 $11.70K 0.00% Hold

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 564 $11.65K 0.00% Hold
Morgan Stanley history 564 $11.65K 0.00% Hold

Q1 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 59.58K $1.26M 0.00% Reduce
Citadel Advisors history 59.58K $1.26M 0.00% Reduce
Morgan Stanley history 564 $11.94K 0.00% Hold
Morgan Stanley history 564 $11.94K 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q2 2023Q1 2023Q4 2022Q3 2022
Bank of America Corp 30.93K — — — — — — — — — — — — — —
Goldman Sachs Group 19.07K — — 12.19K — — — — — — — — — — —
JPMorgan Chase & Co 8.61K — — — — — — — — — — — — — —
PNC Financial Services 2.40K — 689 — — — — — — — — — — — —
Morgan Stanley 565 565 566 565 564 564 564 3 2 1 2 1 — — —
Citadel Advisors — 40.41K — 24.06K — 59.58K 96.95K 19.56K 10.07K 12.39K — — 14.50K 14.50K 9.07K
UBS Group AG — 110 892 — — — 2.67K — — — — — — 70 —

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