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 9.93 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
3,718,254
shares
|
$77.6 Million
4.34% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,255,700
shares
|
$26.2 Million
0.05% of portfolio
|
Q2 2025
Added 11236.1%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
658,593
shares
|
$13.7 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
497,693
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
461,077
shares
|
$9.62 Million
1.95% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
362,646
shares
|
$7.57 Million
1.93% of portfolio
|
Q3 2025
Added 95.32%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
313,444
shares
|
$6.54 Million
1.03% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
310,843
shares
|
$6.49 Million
5.21% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
302,807
shares
|
$6.32 Million
0.97% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
200,029
shares
|
$4.17 Million
0.04% of portfolio
|
Q2 2025
Added 223.63%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
194,107
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Added 536.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
138,554
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
134,272
shares
|
$2.8 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
112,846
shares
|
$2.36 Million
0.04% of portfolio
|
Q2 2025
Added 352.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
97,642
shares
|
$2.04 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
71,793
shares
|
$1.5 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
|
$1.36 Million
1.02% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
63,064
shares
|
$1.32 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
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 125.52%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
53,980
shares
|
$1.13 Million
1.15% of portfolio
|
Q3 2025
Added 286.21%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
52,872
shares
|
$1.1 Million
0.98% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
52,008
shares
|
$1.09 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
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
47,275
shares
|
$986,629
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
45,606
shares
|
$951,797
0.24% of portfolio
|
Q3 2025
Added 43.02%
|