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 69 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
15,776
shares
|
$327,352
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
15,651
shares
|
$324,758
0.18% of portfolio
|
Q3 2025
Reduced 47.99%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
15,473
shares
|
$321,064
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,015
shares
|
$290,811
0.0% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,725
shares
|
$264,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,702
shares
|
$263,566
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,194
shares
|
$253,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,150
shares
|
$252,112
0.01% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,963
shares
|
$248,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
7,638
shares
|
$158,488
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,362
shares
|
$111,261
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,936
shares
|
$102,422
0.0% of portfolio
|
Q2 2025
Added 109.79%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
3,198
shares
|
$66,358
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,396
shares
|
$49,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,652
shares
|
$34,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
769
shares
|
$15,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
565
shares
|
$11,723
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
266
shares
|
$5,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|