# SIMPLIFY EXCHANGE TRADED FUN (AGGH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AGGH/

- Reporting holders: 7
- Reported value: $45.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $38.6M | 2,036,544 | 0.6% | 2 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $5.6M | 296,505 | 0.6% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $610.0K | 32,222 | 0.3% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $394.9K | 20,861 | 0.0% | 4 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $317.1K | 16,753 | 0.1% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $97.2K | 5,137 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $29.3K | 1,547 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $45.6M |
| Q2 2026 | 95 | $434.8M |
| Q1 2026 | 89 | $319.0M |
| Q4 2025 | 80 | $213.9M |
| Q3 2025 | 65 | $215.6M |
| Q2 2025 | 57 | $232.2M |
| Q1 2025 | 50 | $211.3M |
| Q4 2024 | 37 | $183.6M |
| Q3 2024 | 31 | $179.6M |
| Q2 2024 | 21 | $142.5M |
| Q1 2024 | 19 | $143.2M |
| Q4 2023 | 9 | $124.6M |