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 33 institutions that hold shares in the stock, with a total of 8.45 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
5,193,254
shares
|
$108 Million
6.1% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,031,358
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Added 63.52%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
457,457
shares
|
$9.51 Million
0.75% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
455,410
shares
|
$9.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
248,248
shares
|
$5.16 Million
1.68% of portfolio
|
Q4 2024
Added 54.1%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
116,537
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Added 35.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
106,991
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Added 1046.86%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
88,489
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
65,148
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
54,006
shares
|
$1.12 Million
0.91% of portfolio
|
Q4 2024
Reduced 76.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,777
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
49,419
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 28.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
46,539
shares
|
$967,545
0.01% of portfolio
|
Q3 2024
Added 273.87%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
45,861
shares
|
$953,450
0.61% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,806
shares
|
$952,306
0.01% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
43,468
shares
|
$903,699
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
43,468
shares
|
$903,699
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
41,417
shares
|
$861,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,103
shares
|
$854,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
27,627
shares
|
$574,365
0.0% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,984
shares
|
$560,997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,942
shares
|
$518,544
0.01% of portfolio
|
Q4 2024
Reduced 75.94%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,519
shares
|
$509,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
21,085
shares
|
$438,357
0.01% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
20,844
shares
|
$433,346
0.18% of portfolio
|
Q4 2024
Reduced 50.12%
|