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 9.83 Million shares, which have been reported (via 13F filing form) to have a value of $202 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
|
$107 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
|
$21.2 Million
0.05% of portfolio
|
Q4 2024
Added 63.52%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
698,529
shares
|
$14.3 Million
1.14% of portfolio
|
Q4 2024
Added 52.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
455,410
shares
|
$9.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
310,843
shares
|
$6.38 Million
5.21% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
296,163
shares
|
$6.07 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
166,645
shares
|
$3.42 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
139,604
shares
|
$2.86 Million
0.9% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
116,537
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2024
Added 35.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
106,991
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2024
Added 1046.86%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
105,255
shares
|
$2.16 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
96,950
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Added 395.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
88,489
shares
|
$1.81 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
61,184
shares
|
$1.25 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
60,026
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
58,749
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 41.85%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
54,006
shares
|
$1.11 Million
0.91% of portfolio
|
Q4 2024
Reduced 76.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
52,707
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
47,125
shares
|
$966,533
0.05% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
46,760
shares
|
$959,047
0.42% of portfolio
|
Q4 2024
Reduced 28.22%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
46,634
shares
|
$956,463
0.65% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
46,552
shares
|
$954,781
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,806
shares
|
$939,481
0.01% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
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%
|