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 22 institutions that hold shares in the stock, with a total of 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Simplify Asset Management Inc.
New York, NY |
Aug 12, 2024 Q2 2024 |
4,896,741
shares
|
$106 Million
7.52% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
522,419
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2024
Added 50522.0%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2024 Q2 2024 |
418,651
shares
|
$9.08 Million
0.72% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
227,051
shares
|
$4.93 Million
1.6% of portfolio
|
Q2 2024
Added 41.91%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
201,536
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 16, 2024 Q2 2024 |
154,814
shares
|
$3.36 Million
2.42% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
102,200
shares
|
$2.22 Million
0.06% of portfolio
|
Q2 2024
Added 22.84%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
73,126
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
64,077
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
41,636
shares
|
$903,501
0.42% of portfolio
|
Q2 2024
Added 14.18%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
38,381
shares
|
$832,867
0.0% of portfolio
|
Q2 2024
Added 9.2%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jul 19, 2024 Q2 2024 |
29,335
shares
|
$636,569
0.43% of portfolio
|
Q2 2024
Added 3.69%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
16,244
shares
|
$352,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
16,183
shares
|
$351,171
0.0% of portfolio
|
Q2 2024
Reduced 57.64%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
13,066
shares
|
$283,532
0.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
12,448
shares
|
$270,121
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
11,729
shares
|
$254,519
0.01% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
10,436
shares
|
$226,461
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,071
shares
|
$218,540
0.0% of portfolio
|
Q2 2024
Reduced 18.72%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
3,465
shares
|
$75,190
0.01% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|