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 51 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 $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
38,171
shares
|
$782,887
0.56% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
38,171
shares
|
$782,887
0.56% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
36,912
shares
|
$757,065
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,478
shares
|
$748,163
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
35,255
shares
|
$723,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
30,489
shares
|
$625,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
27,627
shares
|
$566,629
0.0% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,984
shares
|
$553,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,942
shares
|
$511,560
0.01% of portfolio
|
Q4 2024
Reduced 75.94%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
24,370
shares
|
$499,828
0.24% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
22,108
shares
|
$453,435
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,500
shares
|
$358,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
16,450
shares
|
$337,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
16,070
shares
|
$329,595
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
14,900
shares
|
$305,599
0.17% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,565
shares
|
$298,728
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
12,049
shares
|
$247,124
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,796
shares
|
$221,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,329
shares
|
$170,827
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,349
shares
|
$89,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,669
shares
|
$54,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,349
shares
|
$48,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
769
shares
|
$15,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
564
shares
|
$11,567
0.0% of portfolio
|
Q4 2024
Added 18700.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
530
shares
|
$10,870
0.0% of portfolio
|
Q4 2024
New holding
|