AGGH — SIMPLIFY EXCHANGE TRADED FUN
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 564 | $11.65K | 0.00% | Hold |
| Morgan Stanley history | 564 | $11.65K | 0.00% | Hold |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Bank of America Corp 30.93K sh · $623.92K
- Goldman Sachs Group 19.07K sh · $384.74K
- JPMorgan Chase & Co 8.61K sh · $174.16K
- PNC Financial Services 2.40K sh · $48.41K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 40.41K sh · $822.34K
- UBS Group AG sold 110 sh · $2.24K
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 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 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details