AGGH Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (AGGH) following the 2026 Q2 hedge fund 13F filings?

As of today, AGGH has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), AGGH gained -3.3% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (AGGH)

94 + Investors. Track Smart Money conviction in AGGH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AGGH

Based on 95 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added AGGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

95 hedge funds hold AGGH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +76% more funds vs a year ago

fund count last 6Q

+41 new funds entered over the past year (+76% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 63% buying

67 buying39 selling

Last quarter: 67 funds were net buyers (22 opened a brand new position + 45 added to an existing one). Only 39 were sellers (24 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 27 → 18 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 48% entered in last year

■ 14% conviction (2yr+) ■ 38% medium ■ 48% new

Only 13 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

12 → 24 → 27 → 18 → 22 new funds/Q

New funds entering each quarter: 24 → 27 → 18 → 22. AGGH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 60% of holders entered in last year

■ 15% veterans ■ 25% 1-2yr ■ 60% new

Of 95 current holders: 57 (60%) entered in the past year, only 14 (15%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

9 of 95 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	94	88	6.82%
13F Shares	20M	16M	26.65%
Total Value	$398M	$304M	30.87%
New Positions	21	18	+3
Increased Positions	45	43	+2
Closed Positions	15	11	+4
Reduced Positions	24	22	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6.82%

13F Shares

20M

16M

26.65%

Total Value

$398M

$304M

30.87%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

94 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGGH. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGGH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	RiverTree Advisors, LLC	2.24%	188,474	$3.8M
2	Elevated Capital Advisors, LLC	2.21%	397,811	$8.0M
3	Key Capital Management, INC	2.13%	204,726	$4.1M
4	Great Diamond Partners, LLC	2.09%	603,638	$12.2M
5	Evolution Wealth Management INC.	1.94%	163,520	$3.3M
6	Park Edge Advisors, LLC	1.78%	418,122	$8.4M
7	Copley Financial Group, Inc.	1.57%	128,942	$2.6M
8	Prevail Innovative Wealth Advisors, LLC	1.26%	420,950	$8.5M
9	Stadion Money Management, LLC	1.21%	696,618	$14.1M
10	WCG Wealth Advisors LLC	1.09%	2,289,171	$46.2M
11	Brookwood Investment Group LLC	1.08%	475,325	$9.6M
12	Howard Bailey Securities, LLC	1.07%	141,976	$2.9M
13	FSA Advisors, Inc.	1.03%	111,734	$2.3M
14	Authentikos Wealth Advisory, LLC	0.83%	64,829	$1.3M
15	Sowell Financial Services LLC	0.80%	1,219,756	$24.6M
16	Financial Enhancement Group LLC	0.71%	297,216	$6.0M
17	Blackston Financial Advisory Group, LLC	0.68%	59,809	$1.2M
18	WealthPlan Investment Management, LLC	0.68%	677,311	$13.7M
19	B.O.S.S. Retirement Advisors, LLC	0.66%	122,006	$2.5M
20	KG Capital Management	0.62%	51,793	$1.0M
21	Winnacle Wealth LLC	0.61%	44,805	$904K
22	Simplify Asset Management Inc.	0.59%	2,109,127	$42.5M
23	Networth Advisors, LLC	0.58%	49,280	$994K
24	Gradient Investments LLC	0.52%	1,857,938	$37.5M
25	Andina Capital Management, LLC	0.49%	15,190	$306K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (AGGH)

What does the Smart Money Trend signal show for AGGH?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AGGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGGH?

More buyers than sellers — 63% buying: Last quarter: 67 funds were net buyers (22 opened a brand new position + 45 added to an existing one). Only 39 were sellers (24 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGGH holders?

Smaller funds dominant — 13% AUM from top-100: 9 of 95 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AGGH?

Mostly new holders — 48% entered in last year: Only 13 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (AGGH) following the 2026 Q2 hedge fund 13F filings?

As of today, AGGH has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), AGGH has gained -3.3% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (AGGH)

Smart Money Signals — AGGH

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +76% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~22 new funds per quarter

Mostly new holders — 48% entered in last year

Peak discovery — momentum slowing

Early stage — 60% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — AGGH

Hedge Fund Ownership: AGGH

Market Analysis: AGGH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGGH

Is It Too Late to Buy Simplify Exchange Traded Fun (AGGH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AGGH

Statistics: AGGH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (AGGH)

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