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 74 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
17,200
shares
|
$356,900
0.0% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jan 28, 2026 Q4 2025 |
16,077
shares
|
$333,597
0.18% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
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%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 23, 2026 Q4 2025 |
12,992
shares
|
$269,584
0.13% of portfolio
|
Q4 2025
Reduced 17.65%
|
|
|
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
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Jan 30, 2026 Q4 2025 |
9,737
shares
|
$202,042
0.01% of portfolio
|
Q4 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
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
2,033
shares
|
$42,184
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,832
shares
|
$38,014
0.0% of portfolio
|
Q4 2025
Added 588.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,490
shares
|
$30,917
0.0% of portfolio
|
Q4 2025
Reduced 37.81%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
892
shares
|
$18,509
0.0% of portfolio
|
Q4 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%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|