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 70 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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
59,301
shares
|
$1.23 Million
0.42% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
54,046
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 26.49%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
53,980
shares
|
$1.12 Million
1.15% of portfolio
|
Q3 2025
Added 286.21%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
51,129
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2025
Added 12.11%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
50,158
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
47,551
shares
|
$986,683
0.65% of portfolio
|
Q4 2025
Reduced 5.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,529
shares
|
$882,476
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,447
shares
|
$880,775
0.01% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
41,648
shares
|
$864,196
0.49% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
38,604
shares
|
$801,033
0.34% of portfolio
|
Q3 2025
Added 108.21%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
38,430
shares
|
$797,422
0.1% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
32,855
shares
|
$681,741
0.22% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,541
shares
|
$654,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
28,731
shares
|
$596,168
0.41% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
28,392
shares
|
$589,134
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
27,856
shares
|
$578,012
0.07% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
27,802
shares
|
$576,891
0.24% of portfolio
|
Q4 2025
Added 46.53%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27,091
shares
|
$562,138
0.46% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
26,232
shares
|
$544,314
0.0% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
24,689
shares
|
$512,296
0.24% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
24,060
shares
|
$499,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
21,805
shares
|
$452,453
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
20,987
shares
|
$435,480
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
17,520
shares
|
$363,540
0.0% of portfolio
|
Q3 2025
Reduced 30.24%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
17,400
shares
|
$361,050
0.26% of portfolio
|
Q3 2025
New holding
|
|