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 53 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
43,312
shares
|
$882,698
0.03% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
39,511
shares
|
$805,234
0.57% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
38,171
shares
|
$777,924
0.56% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
36,022
shares
|
$734,128
0.43% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
34,532
shares
|
$703,762
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
32,275
shares
|
$657,764
0.0% of portfolio
|
Q1 2025
Added 84.43%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
31,888
shares
|
$649,877
0.2% of portfolio
|
Q2 2025
Added 98.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
30,489
shares
|
$621,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
29,488
shares
|
$600,965
0.51% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
27,844
shares
|
$567,460
0.31% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,984
shares
|
$549,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
25,574
shares
|
$521,198
0.0% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,942
shares
|
$508,317
0.01% of portfolio
|
Q4 2024
Reduced 75.94%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
24,370
shares
|
$496,660
0.24% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
22,108
shares
|
$450,561
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
18,190
shares
|
$370,712
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,450
shares
|
$355,631
0.0% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
16,908
shares
|
$344,585
0.17% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,008
shares
|
$305,863
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,049
shares
|
$245,558
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,963
shares
|
$243,805
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,796
shares
|
$220,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
10,796
shares
|
$220,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,222
shares
|
$86,044
0.0% of portfolio
|
Q1 2025
Reduced 49.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,941
shares
|
$39,557
0.0% of portfolio
|
Q1 2025
New holding
|