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 33 institutions that hold shares in the stock, with a total of 8.29 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
5,193,254
shares
|
$106 Million
6.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
630,736
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
469,396
shares
|
$9.57 Million
0.0% of portfolio
|
Q3 2024
Added 132.91%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
457,457
shares
|
$9.32 Million
0.75% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
226,122
shares
|
$4.61 Million
3.73% of portfolio
|
Q3 2024
Added 46.06%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
161,098
shares
|
$3.28 Million
1.13% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
103,655
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
100,319
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
100,319
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
85,990
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
75,299
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 2073.13%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
75,245
shares
|
$1.53 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
65,148
shares
|
$1.33 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,777
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
49,419
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 28.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
46,539
shares
|
$948,464
0.01% of portfolio
|
Q3 2024
Added 273.87%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
43,468
shares
|
$885,877
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
43,468
shares
|
$885,877
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
41,791
shares
|
$851,700
0.36% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
41,417
shares
|
$844,078
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,103
shares
|
$837,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
29,432
shares
|
$599,824
0.41% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,519
shares
|
$499,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
23,073
shares
|
$470,227
0.0% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
21,696
shares
|
$442,164
0.0% of portfolio
|
Q3 2024
New holding
|