Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: AGGH
- CUSIP Number: 82889n723
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Simplify Asset Management | 3.7M | $77M | -28% | Sep 2025 |
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| Advisor Group Holdings | 942k | $20M | -25% | Sep 2025 |
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| Stadion Money Management | 627k | $13M | -5% | Sep 2025 |
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| AE Wealth Management | 489k | $10M | 144% | Sep 2025 |
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| Great Diamond Partners | 461k | $9.5M | 10% | Sep 2025 |
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| Park Edge Advisors | 363k | $7.5M | 95% | Sep 2025 |
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| Beacon Capital Management | 314k | $6.5M | 100% | Sep 2025 |
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| LPL Financial | 314k | $6.5M | -37% | Sep 2025 |
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| Financial Enhancement | 303k | $6.3M | 9% | Sep 2025 |
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| J Hagan Capital | 269k | $5.6M | -2% | Sep 2025 |
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| Elevated Capital Advisors | 191k | $3.9M | 100% | Sep 2025 |
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| POM Investment Strategies | 176k | $3.6M | 100% | Sep 2025 |
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| Principal Securities | 143k | $3.0M | 27% | Sep 2025 |
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| H D Vest Advisory Services | 139k | $2.9M | 10% | Jun 2025 |
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| Encompass More Asset Management | 134k | $2.8M | 100% | Sep 2025 |
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| Envestnet Asset Management | 129k | $2.7M | -33% | Sep 2025 |
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| Authentikos Wealth Advisory | 114k | $2.4M | 76% | Sep 2025 |
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| Change Path | 100k | $2.1M | 94% | Sep 2025 |
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| Jane Street | 82k | $1.7M | 100% | Sep 2025 |
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| Susquehanna International | 72k | $1.5M | 100% | Sep 2025 |
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| Ieq Capital | 70k | $1.4M | 100% | Sep 2025 |
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| Nwam | 69k | $1.5M | -4% | Sep 2025 |
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| Cetera Investment Advisers | 68k | $1.4M | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 64k | $1.3M | 2% | Sep 2025 |
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| Prosperity Wealth Management | 59k | $1.2M | 8% | Sep 2025 |
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| Integrated Advisors Network | 54k | $1.1M | 26% | Sep 2025 |
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| Evolution Wealth Management | 54k | $1.1M | 286% | Sep 2025 |
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| GK Wealth Management | 50k | $1.0M | -5% | Sep 2025 |
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| Old Mission Capital | 50k | $1.0M | 100% | Sep 2025 |
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| KG&L Capital Management | 46k | $945k | 43% | Sep 2025 |
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| IHT Wealth Management | 43k | $881k | 1% | Sep 2025 |
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| Steward Partners Investment Advisory | 42k | $879k | -10% | Sep 2025 |
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| Andina Capital Management | 42k | $863k | 5% | Sep 2025 |
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| Greykasell Wealth Strategies | 39k | $800k | 108% | Sep 2025 |
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| Financial Partners Group | 38k | $796k | 11% | Sep 2025 |
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| Balance Wealth | 32k | $671k | 3% | Sep 2025 |
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| Hrt Financial | 32k | $653k | 100% | Sep 2025 |
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| Legacy Wealth Managment | 29k | $595k | 6% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 28k | $588k | 100% | Sep 2025 |
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| Brookwood Investment Group | 28k | $577k | -28% | Sep 2025 |
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| Legacy Investment Solutions | 27k | $559k | 100% | Jun 2025 |
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| Worth Asset Management | 25k | $520k | -10% | Sep 2025 |
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| Citadel Advisors | 24k | $498k | 100% | Sep 2025 |
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| Blackston Financial Advisory Group | 21k | $435k | 100% | Sep 2025 |
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| Bay Rivers Group | 19k | $393k | 12% | Sep 2025 |
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| Mercer Global Advisors | 18k | $363k | -30% | Sep 2025 |
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| Magnolia Private Wealth | 17k | $360k | 100% | Sep 2025 |
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| Prime Capital Investment Advisors | 17k | $356k | 0% | Sep 2025 |
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| Decker Retirement Planning | 16k | $327k | 100% | Sep 2025 |
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| Aspen Wealth Strategies | 16k | $324k | -48% | Sep 2025 |
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| Goss Wealth Management | 14k | $290k | 12% | Sep 2025 |
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| Foundations Investment Advisors | 13k | $264k | 100% | Sep 2025 |
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| Two Sigma Securities | 13k | $263k | 100% | Sep 2025 |
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| Goldman Sachs Group | 12k | $253k | 100% | Sep 2025 |
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| Atria Wealth Solutions | 12k | $251k | 13% | Jun 2025 |
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| Advisory Services Network | 12k | $248k | 0% | Sep 2025 |
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| Guerra Advisors | 7.6k | $158k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 5.4k | $111k | -2% | Sep 2025 |
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| Royal Bank of Canada | 4.9k | $102k | 21% | Sep 2025 |
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| Stance Capital | 3.2k | $66k | 100% | Sep 2025 |
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| Farther Finance Advisors | 2.4k | $50k | 100% | Sep 2025 |
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| Brian McDonald | 1.7k | $34k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 769.00 | $16k | 0% | Sep 2025 |
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| Morgan Stanley | 564.00 | $15k | 100% | Jun 2025 |
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| Sound Income Strategies | 266.00 | $5.5k | 100% | Sep 2025 |
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| Triumph Capital Management | 200.00 | $4.1k | 100% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Buck Wealth Strategies | Jun 2025 | 313k | $6.5M |
| Ethos Financial Group | Jun 2025 | 161k | $3.3M |
| Optivise Advisory Services | Jun 2025 | 136k | $2.8M |
| Signature Estate and Investment Advisors | Jun 2025 | 98k | $2.0M |
| Cambridge Investment Research Advisors | Jun 2025 | 52k | $1.1M |
| Thrivent Financial for Lutherans | Jun 2025 | 40k | $818k |
| L2 Asset Management | Jun 2025 | 24k | $503k |
| Janney Montgomery Scott | Jun 2025 | 18k | $360k |
| Mach-1 Financial Group | Jun 2025 | 17k | $353k |
| Wealthcare Advisory Partners | Jun 2025 | 15k | $310k |
| Fiduciary Alliance | Jun 2025 | 12k | $249k |
| Napa Wealth Management | Jun 2025 | 10k | $209k |