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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors | 2.3M | $46M | 23% | Jun 2026 |
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| Simplify Asset Management | 2.1M | $43M | 0% | Jun 2026 |
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| Gradient Investments | 1.9M | $38M | 100% | Jun 2026 |
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| Envestnet Asset Management | 1.4M | $27M | 13% | Jun 2026 |
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| Sowell Financial Services | 1.2M | $25M | 2% | Jun 2026 |
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| LPL Financial | 1.1M | $23M | 42% | Jun 2026 |
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| AE Wealth Management | 768k | $16M | 9% | Jun 2026 |
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| Stadion Money Management | 697k | $14M | 1% | Jun 2026 |
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| Private Advisor | 683k | $14M | 100% | Jun 2026 |
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| WealthPlan Investment Management | 677k | $14M | -6% | Jun 2026 |
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| Great Diamond Partners | 604k | $12M | 6% | Jun 2026 |
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| Principal Securities | 508k | $10M | 25% | Jun 2026 |
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| Brookwood Investment Group | 475k | $9.6M | 1% | Jun 2026 |
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| Advisor Group Holdings | 471k | $9.5M | 12% | Jun 2026 |
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| Prevail Innovative Wealth Advisors | 421k | $8.5M | -1% | Jun 2026 |
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| Park Edge Advisors | 418k | $8.4M | 2% | Jun 2026 |
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| Elevated Capital Advisors | 398k | $8.0M | 13% | Jun 2026 |
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| Financial Enhancement | 297k | $6.0M | 4% | Jun 2026 |
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| Envestnet Portfolio Solutions | 210k | $4.2M | 10% | Jun 2026 |
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| Key Capital Management | 205k | $4.1M | 10% | Jun 2026 |
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| RiverTree Advisors | 189k | $3.8M | 20% | Jun 2026 |
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| Evolution Wealth Management | 164k | $3.3M | 20% | Jun 2026 |
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| CLS Investments | 145k | $2.9M | 8% | Jun 2026 |
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| Howard Bailey Securities | 142k | $2.9M | 2% | Jun 2026 |
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| Copley Financial Group | 129k | $2.6M | 100% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 122k | $2.5M | 9% | Jun 2026 |
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| FSA Advisors | 112k | $2.3M | 15% | Jun 2026 |
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| Change Path | 111k | $2.2M | 67% | Jun 2026 |
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| Kestra Private Wealth Services | 100k | $2.0M | 12% | Jun 2026 |
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| Nbc Securities | 82k | $1.7M | 40% | Jun 2026 |
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| Janney Montgomery Scott | 75k | $1.5M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 74k | $1.5M | 26% | Jun 2026 |
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| Nwam | 70k | $1.4M | 0% | Mar 2026 |
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| GeoWealth Management | 69k | $1.4M | 8% | Jun 2026 |
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| Steel Peak Wealth Management | 68k | $1.4M | 100% | Jun 2026 |
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| Authentikos Wealth Advisory | 65k | $1.3M | -3% | Jun 2026 |
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| Sanctuary Advisors | 64k | $1.3M | 15% | Jun 2026 |
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| Financial Partners Group | 63k | $1.3M | 17% | Jun 2026 |
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| Blackston Financial Advisory Group | 60k | $1.2M | 9% | Jun 2026 |
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| Beacon Capital Management | 57k | $1.2M | -23% | Jun 2026 |
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| KG&L Capital Management | 52k | $1.0M | -4% | Jun 2026 |
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| Advisory Services Network | 51k | $1.0M | -6% | Jun 2026 |
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| Networth Advisors | 49k | $994k | 17% | Jun 2026 |
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| Cambridge Investment Research Advisors | 47k | $938k | 364% | Jun 2026 |
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| Feltz Wealth PLAN | 46k | $934k | 75% | Jun 2026 |
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| GK Wealth Management | 45k | $905k | 100% | Jun 2026 |
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| Winnow Wealth | 45k | $904k | 73% | Jun 2026 |
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| Raymond James Financial | 43k | $873k | 100% | Jun 2026 |
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| Greykasell Wealth Strategies | 41k | $822k | 2% | Jun 2026 |
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| Bay Rivers Group | 39k | $787k | 9% | Jun 2026 |
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| Jane Street | 38k | $769k | -54% | Jun 2026 |
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| WealthCare Asset Management | 37k | $737k | 103% | Jun 2026 |
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| IHT Wealth Management | 36k | $718k | -1% | Jun 2026 |
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| Bank of America Corporation | 31k | $624k | 100% | Jun 2026 |
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| J Hagan Capital | 30k | $611k | -1% | Jun 2026 |
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| Retirement Planning Group | 30k | $595k | 153% | Jun 2026 |
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| Mml Investors Services | 28k | $559k | 19% | Jun 2026 |
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| Fifth Third Securities | 27k | $551k | 96% | Jun 2026 |
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| Brown Financial Advisors | 27k | $542k | 100% | Jun 2026 |
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| Worth Asset Management | 26k | $526k | 1% | Jun 2026 |
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| Independent Financial Group | 25k | $498k | 52% | Jun 2026 |
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| GFS Advisors | 1.0k | $416k | 100% | Jun 2026 |
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| Balance Wealth | 23k | $468k | -1% | Jun 2026 |
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| Lloyd Advisory Services | 23k | $466k | 100% | Jun 2026 |
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| Cooper Financial Group | 21k | $421k | -4% | Jun 2026 |
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| Aspen Wealth Strategies | 21k | $413k | 1% | Jun 2026 |
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| Mattson Financial Services | 20k | $400k | 100% | Jun 2026 |
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| Goldman Sachs Group | 19k | $385k | 100% | Jun 2026 |
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| Mach-1 Financial Group | 19k | $385k | -13% | Jun 2026 |
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| Revisor Wealth Management | 18k | $357k | -7% | Jun 2026 |
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| Mercer Global Advisors | 18k | $355k | 0% | Jun 2026 |
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| Prime Capital Investment Advisors | 17k | $347k | 0% | Jun 2026 |
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| Andina Capital Management | 15k | $306k | -4% | Jun 2026 |
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| Integrated Advisors Network | 15k | $301k | -56% | Jun 2026 |
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| Secure Asset Management | 15k | $296k | -1% | Jun 2026 |
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| Paladin Wealth | 15k | $293k | 100% | Jun 2026 |
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| Mather Group | 14k | $284k | 100% | Jun 2026 |
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| Centaurus Financial | 13k | $263k | 11% | Jun 2026 |
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| Decker Retirement Planning | 13k | $254k | 3% | Jun 2026 |
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| Sigma Planning | 13k | $251k | 23% | Jun 2026 |
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| Royal Bank of Canada | 12k | $267k | -7% | Jun 2026 |
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| Park Avenue Securities | 11k | $222k | -28% | Jun 2026 |
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| Jpmorgan Chase & Co | 8.6k | $174k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 6.8k | $137k | 100% | Jun 2026 |
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| POM Investment Strategies | 3.8k | $77k | -57% | Jun 2026 |
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| Pnc Financial Services | 2.4k | $48k | 100% | Jun 2026 |
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| International Assets Investment Management | 1.7k | $34k | -34% | Jun 2026 |
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| Buck Wealth Strategies | 1.6k | $33k | 100% | Jun 2026 |
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| Farther Finance Advisors | 1.5k | $31k | 1% | Jun 2026 |
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| Strive Financial Group | 1.4k | $28k | -4% | Jun 2026 |
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| Montgomery Financial Services | 1.2k | $25k | 100% | Jun 2026 |
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| Us Bancorp | 1.2k | $24k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 725.00 | $15k | 0% | Jun 2026 |
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| Morgan Stanley | 565.00 | $14k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 519.00 | $11k | 100% | Jun 2026 |
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| Triumph Capital Management | 200.00 | $4.1k | 0% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IFS Group | Mar 2026 | 140k | $2.8M |
| Cetera Investment Advisers | Mar 2026 | 43k | $880k |
| Citadel Advisors | Mar 2026 | 40k | $822k |
| Legacy Wealth Managment | Mar 2026 | 27k | $543k |
| Foundations Investment Advisors | Mar 2026 | 15k | $314k |
| Independent Advisor Alliance | Mar 2026 | 14k | $287k |
| Goss Wealth Management | Mar 2026 | 14k | $286k |
| Arkadios Wealth Advisors | Mar 2026 | 10k | $213k |
| Stance Capital | Mar 2026 | 3.4k | $69k |
| Steward Partners Investment Advisory | Mar 2026 | 953.00 | $19k |
| Sound Income Strategies | Mar 2026 | 435.00 | $8.8k |