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Public ownership evidence

Simplify Aggregate Bond ETF (AGGH) Ownership Disclosures

Read AGGH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Brown Financial Advisors2026-06-302026-08-2726,857$541,706None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2017,622$355,444None
Strive Financial Group ,LLC2026-06-302026-08-181,400$28,238None
FSA Advisors, Inc.2026-06-302026-08-18111,734$2,253,674None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1813,053$263,000None
J HAGAN CAPITAL, INC.2026-06-302026-08-1530,298$611,111None
Authentikos Wealth Advisory, LLC2026-06-302026-08-1564,829$1,307,610None
Blackston Financial Advisory Group, LLC2026-06-302026-08-1559,809$1,206,356None
WCG Wealth Advisors LLC2026-06-302026-08-152,289,171$46,172,589None
OSAIC HOLDINGS, INC.2026-06-302026-08-1560$1,210None
OSAIC HOLDINGS, INC.2026-06-302026-08-15201,291$4,060,049None
OSAIC HOLDINGS, INC.2026-06-302026-08-15125,860$2,538,598None
OSAIC HOLDINGS, INC.2026-06-302026-08-15144,227$2,909,174None
JANE STREET GROUP, LLC2026-06-302026-08-1538,124$768,961None
Orion Porfolio Solutions, LLC2026-06-302026-08-15145,374$2,932,202None
Stadion Money Management, LLC2026-06-302026-08-15696,618$14,050,785None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15519$10,499None
ROYAL BANK OF CANADA2026-06-302026-08-159,763$197,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,419$49,000None
ROYAL BANK OF CANADA2026-06-302026-08-1592$2,000None
IHT Wealth Management, LLC2026-06-302026-08-1535,599$718,024None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1519,075$384,743None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,342$127,918None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,921$744,697None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1530,933$623,919None
FSA Advisors, Inc.2026-06-302026-08-14111,734$2,253,674None
Sanctuary Advisors, LLC2026-06-302026-08-1464,256$1,296,044None
CreativeOne Wealth, LLC2026-06-302026-08-14107,571$2,169,716None
CreativeOne Wealth, LLC2026-06-302026-08-143,470$69,990None
GFS Advisors, LLC2026-06-302026-08-141,000$415,716None
MORGAN STANLEY2026-06-302026-08-14563$11,356None
MORGAN STANLEY2026-06-302026-08-142$55None
Montgomery Financial Services LLC2026-06-302026-08-131,218$24,567None
Advisory Services Network, LLC2026-06-302026-08-1314,988$302,301None
Advisory Services Network, LLC2026-06-302026-08-1335,790$721,881None
US BANCORP \DE\2026-06-302026-08-131,164$23,478None
JPMORGAN CHASE & CO2026-06-302026-08-138,609$174,160None
Copley Financial Group, Inc.2026-06-302026-08-12128,942$2,600,760None
Greykasell Wealth Strategies, Inc.2026-06-302026-08-1240,759$822,106None
Integrated Advisors Network LLC2026-06-302026-08-1214,909$300,719None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1217,622$355,444None
HOWARD BAILEY SECURITIES, LLC2026-06-302026-08-11141,976$2,863,659None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2026-03-312026-08-1129,440$599,111None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-086,775$136,647None
Aspen Wealth Strategies, LLC2026-06-302026-08-0820,489$413,268None
Lloyd Advisory Services, LLC.2026-06-302026-08-0823,078$465,487None
KG Capital Management2026-06-302026-08-0851,793$1,044,665None
Sigma Planning Corp2026-06-302026-08-0812,461$251,334None
LPL Financial LLC2026-06-302026-08-081,143,999$23,074,453None
PNC Financial Services Group, Inc.2026-06-302026-08-081,200$24,204None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗MERCER GLOBAL ADVISORS INC /ADV ↗Strive Financial Group ,LLC ↗FSA Advisors, Inc. ↗CENTAURUS FINANCIAL, INC. ↗J HAGAN CAPITAL, INC. ↗Authentikos Wealth Advisory, LLC ↗Blackston Financial Advisory Group, LLC ↗WCG Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.