Latest Institutional Purchases of Simp Exch.Tra.Fds Simplify Agg (AGGH)
This list provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
279K+ 57.04% |
$5.76M - $5.86M
|
767K
$15.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
149KNew |
$3.07M - $3.12M
|
149K
$3.08M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
42.8K+ 22.45% |
$884K - $900K
|
233K
$4.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
21.8KNew |
$450K - $458K
|
21.8K
$452K
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.9KNew |
$391K - $397K
|
18.9K
$392K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.5KNew |
$320K - $325K
|
15.5K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
8.83K+ 46.53% |
$182K - $186K
|
27.8K
$577K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.52K+ 12.11% |
$114K - $116K
|
51.1K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 0.45% |
$33.4K - $34K
|
364K
$7.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.57K+ 588.72% |
$32.4K - $32.9K
|
1.83K
$38K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
452+ 1.39% |
$9.34K - $9.5K
|
32.9K
$682K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
314KNew |
$6.28M - $6.59M
|
314K
$6.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
176KNew |
$3.51M - $3.68M
|
176K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
134KNew |
$2.69M - $2.82M
|
134K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
133KNew |
$2.66M - $2.79M
|
133K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.9KNew |
$1.64M - $1.72M
|
81.9K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.3KNew |
$1.45M - $1.52M
|
72.3K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
69.6KNew |
$1.39M - $1.46M
|
69.6K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1KNew |
$1.36M - $1.43M
|
68.1K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
50.2KNew |
$1M - $1.05M
|
50.2K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
49.3K+ 75.77% |
$987K - $1.03M
|
114K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 93.75% |
$969K - $1.02M
|
100K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40.4K+ 9.61% |
$808K - $847K
|
461K
$9.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40K+ 286.21% |
$800K - $839K
|
54K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.5KNew |
$631K - $661K
|
31.5K
$654K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.2K+ 26.77% |
$604K - $633K
|
143K
$2.97M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.4KNew |
$568K - $595K
|
28.4K
$589K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$481K - $505K
|
24.1K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
21KNew |
$420K - $440K
|
21K
$435K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
20.1K+ 108.21% |
$401K - $421K
|
38.6K
$801K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.4KNew |
$348K - $365K
|
17.4K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$255K - $267K
|
12.7K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$254K - $266K
|
12.7K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$244K - $256K
|
12.2K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 26.49% |
$226K - $237K
|
54K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7.64KNew |
$153K - $160K
|
7.64K
$158K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.45K+ 28.41% |
$149K - $156K
|
33.7K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.34K+ 7.9% |
$86.8K - $91.1K
|
59.3K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.9K+ 11.29% |
$78K - $81.7K
|
38.4K
$797K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$64K - $67.1K
|
3.2K
$66.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.14K+ 5.41% |
$42.7K - $44.8K
|
41.6K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.64K+ 6.05% |
$32.8K - $34.4K
|
28.7K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 12.25% |
$30.6K - $32.1K
|
14K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 2.02% |
$25.5K - $26.8K
|
64.3K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
219+ 0.52% |
$4.38K - $4.59K
|
42.5K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$4K - $4.19K
|
200
$4.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.18% |
$20 - $21
|
565
$11.7K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
97.6KNew |
$1.93M - $2.08M
|
97.6K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$784K - $844K
|
39.6K
$822K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
30.9K+ 29.32% |
$610K - $657K
|
136K
$2.82M
|
|