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 20 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Simplify Asset Management Inc.
New York, NY |
May 13, 2024 Q1 2024 |
4,896,741
shares
|
$102 Million
6.68% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2024 Q1 2024 |
487,524
shares
|
$10.1 Million
0.68% of portfolio
|
Q1 2024
Added 7.48%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
336,207
shares
|
$6.98 Million
0.12% of portfolio
|
Q1 2024
Added 962.53%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
225,377
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 19, 2024 Q1 2024 |
159,991
shares
|
$3.32 Million
1.03% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
130,519
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2024
Added 272.09%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
101,829
shares
|
$2.11 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
83,200
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2024
Added 70.13%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
78,256
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2024
Added 22.23%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
38,204
shares
|
$793,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
May 15, 2024 Q1 2024 |
36,465
shares
|
$757,013
0.37% of portfolio
|
Q1 2024
Added 18.38%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
35,147
shares
|
$729,651
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
May 13, 2024 Q1 2024 |
28,291
shares
|
$587,321
0.42% of portfolio
|
Q1 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
12,823
shares
|
$266,205
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
12,391
shares
|
$257,237
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
11,991
shares
|
$248,933
0.01% of portfolio
|
Q1 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
10,422
shares
|
$216,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,032
shares
|
$21,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|