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 57 institutions that hold shares in the stock, with a total of 10 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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
39,623
shares
|
$816,233
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
39,511
shares
|
$813,926
0.57% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
38,608
shares
|
$795,324
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
34,532
shares
|
$711,359
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
31,888
shares
|
$656,892
0.2% of portfolio
|
Q2 2025
Added 98.43%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
31,592
shares
|
$650,795
0.38% of portfolio
|
Q2 2025
Added 42.9%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
30,094
shares
|
$619,936
0.37% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
27,844
shares
|
$573,586
0.31% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27,091
shares
|
$558,074
0.46% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
27,091
shares
|
$558,074
0.46% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,984
shares
|
$555,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
25,116
shares
|
$517,389
0.0% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
24,366
shares
|
$501,939
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
18,541
shares
|
$381,944
0.18% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,450
shares
|
$359,470
0.0% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
17,207
shares
|
$354,464
0.0% of portfolio
|
Q2 2025
Reduced 97.93%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
17,121
shares
|
$352,692
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
16,908
shares
|
$348,304
0.17% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,008
shares
|
$309,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,486
shares
|
$257,211
0.0% of portfolio
|
Q2 2025
Reduced 73.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,150
shares
|
$250,290
0.01% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,049
shares
|
$248,209
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,963
shares
|
$246,437
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
11,077
shares
|
$228,186
0.0% of portfolio
|
Q2 2025
Reduced 95.93%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
10,137
shares
|
$208,822
0.1% of portfolio
|
Q2 2025
Reduced 71.86%
|