Institutional Ownership Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information about the institutional ownership of Simp Exch.Tra.Fds Simplify Agg (AGGH). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,193,254
shares
|
$107 Million
6.28% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
658,593
shares
|
$13.6 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
497,693
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
420,667
shares
|
$8.67 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
313,444
shares
|
$6.46 Million
1.03% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
310,843
shares
|
$6.4 Million
5.21% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
278,103
shares
|
$5.73 Million
0.94% of portfolio
|
Q2 2025
Added 66.88%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
200,029
shares
|
$4.12 Million
0.04% of portfolio
|
Q2 2025
Added 223.63%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
194,107
shares
|
$4 Million
0.0% of portfolio
|
Q2 2025
Added 536.65%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
185,665
shares
|
$3.82 Million
1.09% of portfolio
|
Q2 2025
Added 32.99%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
161,442
shares
|
$3.33 Million
0.33% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
138,554
shares
|
$2.85 Million
0.02% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
136,115
shares
|
$2.8 Million
1.44% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
112,846
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2025
Added 352.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
97,642
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
71,793
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
65,110
shares
|
$1.34 Million
1.02% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
63,064
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
54,959
shares
|
$1.13 Million
0.42% of portfolio
|
Q2 2025
Added 125.52%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
52,872
shares
|
$1.09 Million
0.98% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
52,008
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
51,678
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
47,275
shares
|
$973,865
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
42,728
shares
|
$880,196
0.04% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,310
shares
|
$871,586
0.03% of portfolio
|
Q2 2025
New holding
|