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 | 2.1M | $43M | 13% | Mar 2026 |
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| WCG Wealth Advisors | 1.9M | $38M | 100% | Mar 2026 |
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| Sowell Financial Services | 1.2M | $24M | 100% | Mar 2026 |
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| Envestnet Asset Management | 1.2M | $24M | 10% | Mar 2026 |
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| LPL Financial | 808k | $16M | 98% | Mar 2026 |
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| WealthPlan Investment Management | 719k | $15M | 178% | Mar 2026 |
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| AE Wealth Management | 704k | $14M | -8% | Mar 2026 |
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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 | 569k | $12M | 18% | Mar 2026 |
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| Brookwood Investment Group | 469k | $9.5M | 1180% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 423k | $8.6M | 224% | Mar 2026 |
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| Park Edge Advisors | 410k | $8.3M | 13% | Mar 2026 |
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| Principal Securities | 405k | $8.2M | 89% | Mar 2026 |
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| Elevated Capital Advisors | 352k | $7.2M | 51% | Mar 2026 |
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| Financial Enhancement | 285k | $5.9M | -6% | Mar 2026 |
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| Envestnet Portfolio Solutions | 191k | $3.9M | 8% | Mar 2026 |
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| Key Capital Management | 186k | $3.8M | 25% | Mar 2026 |
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| RiverTree Advisors | 157k | $3.2M | 100% | Mar 2026 |
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| IFS Group | 140k | $2.8M | 100% | Mar 2026 |
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| Howard Bailey Securities | 140k | $2.8M | 93% | Mar 2026 |
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| Evolution Wealth Management | 136k | $2.8M | 56% | Mar 2026 |
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| CLS Investments | 134k | $2.7M | 2% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 112k | $2.3M | 9% | Mar 2026 |
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| FSA Advisors | 97k | $2.0M | 7% | Mar 2026 |
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| Kestra Private Wealth Services | 89k | $1.8M | 33% | Mar 2026 |
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| Jane Street | 82k | $1.7M | 100% | Mar 2026 |
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| Beacon Capital Management | 75k | $1.5M | -32% | Mar 2026 |
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| Nwam | 70k | $1.4M | 0% | Mar 2026 |
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| Ieq Capital | 70k | $1.4M | 0% | Dec 2025 |
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| Authentikos Wealth Advisory | 67k | $1.4M | -6% | Mar 2026 |
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| Change Path | 67k | $1.4M | -10% | Mar 2026 |
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| GeoWealth Management | 64k | $1.3M | 100% | Mar 2026 |
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| Prosperity Wealth Management | 60k | $1.3M | 2% | Dec 2025 |
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| Commonwealth Equity Services | 59k | $1.2M | 67% | Mar 2026 |
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| Nbc Securities | 59k | $1.2M | 2778% | Mar 2026 |
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| Sanctuary Advisors | 56k | $1.1M | 63% | Mar 2026 |
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| Blackston Financial Advisory Group | 55k | $1.1M | 25% | Mar 2026 |
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| Financial Partners Group | 54k | $1.1M | 17% | Mar 2026 |
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| KG&L Capital Management | 54k | $1.1M | 6% | Mar 2026 |
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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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| Cetera Investment Advisers | 43k | $880k | -19% | Mar 2026 |
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| Networth Advisors | 42k | $855k | 29% | Mar 2026 |
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| Citadel Advisors | 40k | $822k | 100% | Mar 2026 |
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| Greykasell Wealth Strategies | 40k | $815k | 2% | Mar 2026 |
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| Bay Rivers Group | 36k | $731k | 29% | Mar 2026 |
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| Integrated Advisors Network | 34k | $688k | -37% | Mar 2026 |
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| J Hagan Capital | 31k | $626k | -61% | Mar 2026 |
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| Legacy Wealth Managment | 27k | $543k | 13% | Mar 2026 |
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| Feltz Wealth PLAN | 26k | $538k | 19% | Mar 2026 |
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| Winnow Wealth | 26k | $528k | 3% | Mar 2026 |
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| Worth Asset Management | 26k | $525k | 5% | Mar 2026 |
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| IHT Wealth Management | 25k | $510k | -42% | Dec 2025 |
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| Balance Wealth | 23k | $476k | -29% | Mar 2026 |
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| Mml Investors Services | 23k | $472k | 95% | Mar 2026 |
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| Mach-1 Financial Group | 22k | $449k | -2% | Mar 2026 |
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| Cooper Financial Group | 22k | $444k | 0% | Mar 2026 |
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| Aspen Wealth Strategies | 20k | $413k | 26% | Mar 2026 |
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| Revisor Wealth Management | 19k | $386k | 0% | Mar 2026 |
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| WealthCare Asset Management | 18k | $366k | 100% | Mar 2026 |
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| Mercer Global Advisors | 18k | $359k | -1% | Mar 2026 |
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| Prime Capital Investment Advisors | 17k | $350k | 0% | Mar 2026 |
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| Independent Financial Group | 16k | $330k | 100% | Mar 2026 |
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| Andina Capital Management | 16k | $323k | -54% | Mar 2026 |
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| Foundations Investment Advisors | 15k | $314k | -18% | 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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| Independent Advisor Alliance | 14k | $287k | 100% | Mar 2026 |
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| Goss Wealth Management | 14k | $286k | 0% | Mar 2026 |
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| Fifth Third Securities | 14k | $284k | 100% | Mar 2026 |
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| Royal Bank of Canada | 13k | $269k | 166% | Mar 2026 |
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| Decker Retirement Planning | 12k | $248k | -6% | Mar 2026 |
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| Centaurus Financial | 12k | $240k | 100% | Mar 2026 |
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| Retirement Planning Group | 12k | $237k | 100% | Mar 2026 |
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| Susquehanna International | 11k | $234k | -84% | Dec 2025 |
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| Arkadios Wealth Advisors | 10k | $213k | 8% | Mar 2026 |
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| Sigma Planning | 10k | $206k | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 10k | $204k | 100% | Mar 2026 |
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| POM Investment Strategies | 8.8k | $179k | -96% | Mar 2026 |
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| Stance Capital | 3.4k | $69k | 100% | Mar 2026 |
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| International Assets Investment Management | 2.6k | $52k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.5k | $31k | 1% | Mar 2026 |
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| Strive Financial Group | 1.5k | $30k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 953.00 | $19k | -93% | Mar 2026 |
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| Fifth Third Bancorp | 725.00 | $15k | 100% | Mar 2026 |
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| Morgan Stanley | 565.00 | $14k | 0% | Mar 2026 |
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| Sound Income Strategies | 435.00 | $8.8k | -76% | Mar 2026 |
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| Triumph Capital Management | 200.00 | $4.1k | 0% | Mar 2026 |
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| UBS Group | 110.00 | $2.2k | -88% | Mar 2026 |
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| Pin Oak Investment Advisors | 100.00 | $2.0k | 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 |
|---|---|---|---|
| Encompass More Asset Management | Dec 2025 | 137k | $2.8M |
| GK Wealth Management | Dec 2025 | 48k | $984k |
| Thrivent Financial for Lutherans | Dec 2025 | 25k | $517k |
| Magnolia Private Wealth | Dec 2025 | 17k | $360k |
| Lloyd Advisory Services | Dec 2025 | 16k | $336k |
| Hrt Financial | Dec 2025 | 13k | $257k |
| Brian McDonald | Sep 2025 | 1.7k | $34k |
| Hanson McClain Advisors | Sep 2025 | 769.00 | $16k |
| Pnc Financial Services | Dec 2025 | 689.00 | $14k |