AGGH — Simplify Exchange Traded Fun Institutional Holders · Q3 2026
Who owns Simplify Exchange Traded Fun (AGGH)? 7 institutions reported holding $45.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($38.6M), Financial Enhancement Group LLC ($5.6M), GK Wealth Management LLC ($609,956).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $38.6M | 2.0M | Added |
| 2 | Financial Enhancement Group LLC | $5.6M | 296,505 | Trimmed |
| 3 | GK Wealth Management LLC | $609,956 | 32,222 | Trimmed |
| 4 | Cooper Financial Group | $394,899 | 20,861 | Hold |
| 5 | Worth Asset Management, LLC | $317,134 | 16,753 | Trimmed |
| 6 | Wealth Enhancement Trust Services, Inc. | $97,243 | 5,137 | New |
| 7 | Farther Finance Advisors, LLC | $29,289 | 1,547 | Added |
Source: SEC Form 13F filings · as of 2026-09-30