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 9.98 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,193,254
shares
|
$103 Million
4.46% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
829,936
shares
|
$16.5 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
669,925
shares
|
$13.3 Million
1.42% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
442,137
shares
|
$8.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
310,843
shares
|
$6.18 Million
5.21% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
296,163
shares
|
$5.89 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
272,026
shares
|
$5.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 73.62%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
166,645
shares
|
$3.31 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
141,378
shares
|
$2.81 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
139,604
shares
|
$2.78 Million
0.9% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
126,051
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
106,495
shares
|
$2.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
105,255
shares
|
$2.09 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
81,997
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
Added 288.89%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
76,748
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
61,808
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 238.04%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
61,184
shares
|
$1.22 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
60,026
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
59,576
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.55%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
52,242
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
47,125
shares
|
$936,845
0.05% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
46,949
shares
|
$933,346
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
46,769
shares
|
$929,767
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
46,634
shares
|
$927,083
0.65% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
46,177
shares
|
$917,998
0.7% of portfolio
|
Q1 2025
Reduced 14.5%
|