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 $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
3,718,254
shares
|
$77.2 Million
4.34% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
941,979
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.98%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
627,405
shares
|
$13 Million
1.04% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
488,644
shares
|
$10.1 Million
0.08% of portfolio
|
Q3 2025
Added 144.29%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
461,077
shares
|
$9.57 Million
1.95% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
362,646
shares
|
$7.52 Million
1.93% of portfolio
|
Q3 2025
Added 95.32%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
314,179
shares
|
$6.52 Million
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
313,990
shares
|
$6.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.91%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
302,807
shares
|
$6.28 Million
0.97% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
269,047
shares
|
$5.58 Million
3.37% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
190,678
shares
|
$3.96 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
175,630
shares
|
$3.64 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
143,055
shares
|
$2.97 Million
0.05% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
138,554
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
134,272
shares
|
$2.79 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
132,825
shares
|
$2.76 Million
2.42% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
129,321
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.38%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
114,446
shares
|
$2.37 Million
1.57% of portfolio
|
Q3 2025
Added 75.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
100,126
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2025
Added 93.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
81,934
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
72,341
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
69,603
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
69,252
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
68,149
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
64,340
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 2.02%
|
|