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 36 institutions that hold shares in the stock, with a total of 8.71 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
20,844
shares
|
$434,805
0.18% of portfolio
|
Q4 2024
Reduced 50.12%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,284
shares
|
$381,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
17,799
shares
|
$371,287
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,500
shares
|
$365,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,565
shares
|
$303,825
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
14,300
shares
|
$298,298
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,329
shares
|
$173,742
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,669
shares
|
$55,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,349
shares
|
$49,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
564
shares
|
$11,765
0.0% of portfolio
|
Q4 2024
Added 18700.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
530
shares
|
$11,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|