Simplify Exchange Traded Fun (AGGH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (AGGH) following the 2026 Q1 hedge fund 13F filings?

As of today, AGGH has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), AGGH gained -0.8% vs +13.9% 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)

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

Smart Money Signals — AGGH

Based on 88 hedge funds · latest filing: 2026 Q1 · 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

88 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 — +80% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+80% 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 — 65% buying

61 buying33 selling

Last quarter: 61 funds were net buyers (18 opened a brand new position + 43 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 12 → 24 → 27 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 50% entered in last year

■ 11% conviction (2yr+) ■ 39% medium ■ 50% new

Only 10 funds (11%) 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.

📈

Growing discovery — still being found

21 → 12 → 24 → 27 → 18 new funds/Q

New funds entering each quarter: 12 → 24 → 27 → 18. A growing number of institutions are discovering AGGH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 67% of holders entered in last year

■ 9% veterans ■ 24% 1-2yr ■ 67% new

Of 88 current holders: 59 (67%) entered in the past year, only 8 (9%) 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 — 14% AUM from top-100

14% from top-100 AUM funds

7 of 88 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	88	81	8.64%
13F Shares	16M	10M	51.48%
Total Value	$304M	$214M	42.02%
New Positions	18	27	-9
Increased Positions	43	31	+12
Closed Positions	11	8	+3
Reduced Positions	22	20	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

8.64%

13F Shares

16M

10M

51.48%

Total Value

$304M

$214M

42.02%

New Positions

-9

Increased Positions

+12

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

88 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	IFS Group,LLC	2.53%	139,748	$2.8M
2	Key Capital Management, INC	2.50%	186,376	$3.8M
3	Great Diamond Partners, LLC	2.23%	569,038	$11.6M
4	Evolution Wealth Management INC.	2.03%	136,124	$2.8M
5	RiverTree Advisors, LLC	2.02%	156,859	$3.2M
6	Park Edge Advisors, LLC	1.92%	410,019	$8.3M
7	Elevated Capital Advisors, LLC	1.80%	351,530	$7.2M
8	Prevail Innovative Wealth Advisors, LLC	1.45%	423,120	$8.6M
9	FSA Advisors, Inc.	1.31%	97,369	$2.0M
10	Brookwood Investment Group LLC	1.18%	468,796	$9.5M
11	Howard Bailey Securities, LLC	1.17%	139,538	$2.8M
12	WCG Wealth Advisors LLC	1.06%	1,867,814	$38.0M
13	Authentikos Wealth Advisory, LLC	0.92%	66,949	$1.4M
14	Sowell Financial Services LLC	0.90%	1,198,667	$24.4M
15	WealthPlan Investment Management, LLC	0.81%	718,613	$14.6M
16	KG Capital Management	0.79%	54,222	$1.1M
17	Financial Enhancement Group LLC	0.73%	284,674	$5.9M
18	Blackston Financial Advisory Group, LLC	0.70%	54,768	$1.1M
19	B.O.S.S. Retirement Advisors, LLC	0.70%	112,296	$2.3M
20	Simplify Asset Management Inc.	0.66%	2,109,127	$42.9M
21	Networth Advisors, LLC	0.60%	41,992	$855K
22	Winnow Wealth LLC	0.41%	25,922	$528K
23	WealthCare Asset Management, LLC	0.39%	18,004	$366K
24	J Hagan Capital, INC.	0.34%	30,737	$625K
25	Greykasell Wealth Strategies, Inc.	0.33%	40,043	$815K

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 — 65% buying: Last quarter: 61 funds were net buyers (18 opened a brand new position + 43 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGGH holders?

Smaller funds dominant — 14% AUM from top-100: 7 of 88 holders rank in the top 100 by AUM, but together hold only 14% 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 — 50% entered in last year: Only 10 funds (11%) 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 Q1 hedge fund 13F filings?

As of today, AGGH has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), AGGH has gained -0.8% vs +13.9% 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 — +80% more funds vs a year ago

More buyers than sellers — 65% buying

Fewer new buyers each quarter (-9 vs last Q)

Mostly new holders — 50% entered in last year

Growing discovery — still being found

Early stage — 67% of holders entered in last year

Smaller funds dominant — 14% 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 Q1)

Frequently Asked Questions — Simplify Exchange Traded Fun (AGGH)

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