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 37 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $184 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 |
Feb 14, 2025 Q4 2024 |
698,529
shares
|
$14.5 Million
1.14% of portfolio
|
Q4 2024
Added 52.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
455,410
shares
|
$9.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
248,248
shares
|
$5.15 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%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
96,950
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 395.55%
|
|
|
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%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
58,749
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 41.85%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
54,006
shares
|
$1.12 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
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
49,932
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
46,760
shares
|
$970,270
0.42% of portfolio
|
Q4 2024
Reduced 28.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
46,552
shares
|
$965,954
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
45,861
shares
|
$951,615
0.61% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,806
shares
|
$950,474
0.01% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
38,171
shares
|
$792,048
0.56% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
38,171
shares
|
$792,048
0.56% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,478
shares
|
$756,918
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
35,255
shares
|
$731,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
27,627
shares
|
$573,260
0.0% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,984
shares
|
$559,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,942
shares
|
$517,546
0.01% of portfolio
|
Q4 2024
Reduced 75.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
21,085
shares
|
$437,513
0.01% of portfolio
|
Q4 2024
Added 13.44%
|