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 | 1.9M | $39M | -50% | Dec 2025 |
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| Envestnet Asset Management | 1.1M | $23M | 739% | Dec 2025 |
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| AE Wealth Management | 767k | $16M | 57% | Dec 2025 |
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| Stadion Money Management | 678k | $14M | 8% | Dec 2025 |
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| Advisor Group Holdings | 590k | $12M | -37% | Dec 2025 |
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| Great Diamond Partners | 481k | $9.9M | 4% | Dec 2025 |
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| LPL Financial | 408k | $8.4M | 30% | Dec 2025 |
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| Park Edge Advisors | 364k | $7.5M | 0% | Dec 2025 |
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| Financial Enhancement | 303k | $6.3M | 0% | Dec 2025 |
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| WealthPlan Investment Management | 258k | $5.3M | 100% | Dec 2025 |
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| POM Investment Strategies | 243k | $5.0M | 38% | Dec 2025 |
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| Elevated Capital Advisors | 234k | $4.8M | 22% | Dec 2025 |
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| Principal Securities | 214k | $4.4M | 49% | Dec 2025 |
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| Envestnet Portfolio Solutions | 177k | $3.7M | 100% | Dec 2025 |
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| Key Capital Management | 149k | $3.1M | 100% | Dec 2025 |
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| Encompass More Asset Management | 137k | $2.8M | 2% | Dec 2025 |
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| CLS Investments | 132k | $2.7M | 100% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 131k | $2.7M | 100% | Dec 2025 |
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| Beacon Capital Management | 110k | $2.3M | -65% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 103k | $2.1M | 263% | Dec 2025 |
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| FSA Advisors | 91k | $1.9M | 100% | Dec 2025 |
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| Evolution Wealth Management | 87k | $1.8M | 61% | Dec 2025 |
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| J Hagan Capital | 80k | $1.6M | -70% | Dec 2025 |
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| Change Path | 74k | $1.5M | -26% | Dec 2025 |
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| Authentikos Wealth Advisory | 71k | $1.5M | -38% | Dec 2025 |
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| Nwam | 70k | $1.5M | 1% | Dec 2025 |
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| Ieq Capital | 70k | $1.4M | 0% | Dec 2025 |
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| Kestra Private Wealth Services | 67k | $1.4M | 5% | Dec 2025 |
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| Prosperity Wealth Management | 60k | $1.3M | 2% | Dec 2025 |
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| Nbc Securities | 59k | $1.2M | 2778% | Mar 2026 |
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| Financial Partners Group | 54k | $1.1M | 17% | Mar 2026 |
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| Integrated Advisors Network | 54k | $1.1M | -1% | Dec 2025 |
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| Cetera Investment Advisers | 53k | $1.1M | -22% | Dec 2025 |
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| Advisory Services Network | 53k | $1.1M | 340% | Dec 2025 |
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| Old Mission Capital | 51k | $1.1M | 2% | Dec 2025 |
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| KG&L Capital Management | 51k | $1.1M | 12% | Dec 2025 |
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| Blackston Financial Advisory Group | 44k | $910k | 109% | Dec 2025 |
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| Greykasell Wealth Strategies | 39k | $814k | 2% | Dec 2025 |
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| Brookwood Investment Group | 37k | $758k | 32% | Dec 2025 |
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| Bay Rivers Group | 36k | $731k | 29% | Mar 2026 |
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| Commonwealth Equity Services | 36k | $735k | 100% | Dec 2025 |
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| Sanctuary Advisors | 34k | $709k | 31% | Dec 2025 |
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| Balance Wealth | 33k | $680k | 1% | Dec 2025 |
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| Networth Advisors | 33k | $672k | 100% | Dec 2025 |
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| Worth Asset Management | 26k | $525k | 5% | Mar 2026 |
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| Winnow Wealth | 25k | $527k | 100% | Dec 2025 |
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| Thrivent Financial for Lutherans | 25k | $517k | 100% | Dec 2025 |
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| IHT Wealth Management | 25k | $510k | -42% | Dec 2025 |
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| Legacy Wealth Managment | 24k | $487k | -18% | Dec 2025 |
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| Mach-1 Financial Group | 23k | $466k | 100% | Dec 2025 |
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| Feltz Wealth PLAN | 22k | $462k | 100% | Dec 2025 |
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| Cooper Financial Group | 22k | $444k | 0% | Mar 2026 |
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| Revisor Wealth Management | 19k | $392k | 100% | Dec 2025 |
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| Foundations Investment Advisors | 19k | $387k | 47% | Dec 2025 |
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| Mercer Global Advisors | 18k | $367k | 1% | Dec 2025 |
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| Magnolia Private Wealth | 17k | $360k | 0% | Dec 2025 |
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| Prime Capital Investment Advisors | 17k | $356k | 0% | Dec 2025 |
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| Lloyd Advisory Services | 16k | $336k | 100% | Dec 2025 |
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| Aspen Wealth Strategies | 16k | $333k | 3% | Dec 2025 |
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| Andina Capital Management | 16k | $323k | -54% | Mar 2026 |
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| Park Avenue Securities | 15k | $311k | -1% | Mar 2026 |
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| Secure Asset Management | 15k | $301k | 100% | Mar 2026 |
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| Goss Wealth Management | 14k | $290k | 0% | Dec 2025 |
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| Fifth Third Securities | 14k | $284k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 13k | $272k | -69% | Dec 2025 |
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| Decker Retirement Planning | 13k | $269k | -18% | Dec 2025 |
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| Hrt Financial | 13k | $257k | -61% | Dec 2025 |
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| Mml Investors Services | 12k | $246k | 100% | Dec 2025 |
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| Susquehanna International | 11k | $234k | -84% | Dec 2025 |
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| Sigma Planning | 9.7k | $202k | 100% | Dec 2025 |
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| Arkadios Wealth Advisors | 9.7k | $201k | 100% | Dec 2025 |
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| International Assets Investment Management | 2.6k | $53k | 100% | Dec 2025 |
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| Sound Income Strategies | 1.8k | $38k | 589% | Dec 2025 |
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| Farther Finance Advisors | 1.5k | $31k | 1% | Mar 2026 |
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| UBS Group | 892.00 | $19k | 100% | Dec 2025 |
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| Pnc Financial Services | 689.00 | $14k | 100% | Dec 2025 |
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| Triumph Capital Management | 200.00 | $4.1k | 100% | Dec 2025 |
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| Pin Oak Investment Advisors | 100.00 | $2.0k | 100% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 82k | $1.7M |
| GK Wealth Management | Dec 2025 | 48k | $984k |
| Citadel Advisors | Sep 2025 | 24k | $498k |
| Two Sigma Securities | Sep 2025 | 13k | $263k |
| Goldman Sachs Group | Sep 2025 | 12k | $253k |
| Aptus Capital Advisors | Sep 2025 | 5.4k | $111k |
| Stance Capital | Sep 2025 | 3.2k | $66k |
| Brian McDonald | Sep 2025 | 1.7k | $34k |
| Hanson McClain Advisors | Sep 2025 | 769.00 | $16k |