SIMPLIFY EXCHANGE TRADED FUN (AGGH)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
91
Reporting holders
$400.4M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | $46.2M | 2,289,171 | 1.09% | 2q | +22.6%+$8.5M |
| Simplify Asset Management Inc. | $42.5M | 2,109,127 | 0.59% | 16q | HELD |
| Gradient Investments LLC | $37.5M | 1,857,938 | 0.52% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $27.2M | 1,350,119 | 0.01% | 6q | +12.8%+$3.1M |
| Sowell Financial Services LLC | $24.6M | 1,219,756 | 0.80% | 2q | +1.8%+$425.4K |
| LPL Financial LLC | $23.1M | 1,143,999 | 0.01% | 10q | +41.6%+$6.8M |
| AE Wealth Management LLC | $15.5M | 768,253 | 0.07% | 7q | +9.2%+$1.3M |
| Stadion Money Management, LLC | $14.1M | 696,618 | 1.21% | 12q | +1.3%+$181.0K |
| Private Advisor Group, LLC | $13.8M | 683,238 | 0.06% | new | NEW |
| WealthPlan Investment Management, LLC | $13.7M | 677,311 | 0.68% | 3q | -5.7%-$833.1K |
| Great Diamond Partners, LLC | $12.2M | 603,638 | 2.09% | 5q | +6.1%+$697.9K |
| PRINCIPAL SECURITIES, INC. | $10.3M | 508,212 | 0.12% | 11q | +25.4%+$2.1M |
| Brookwood Investment Group LLC | $9.6M | 475,325 | 1.08% | 5q | +1.4%+$131.7K |
| OSAIC HOLDINGS, INC. | $9.5M | 471,438 | 0.01% | 10q | +12.4%+$1.1M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.5M | 420,950 | 1.26% | 3q | -0.5%-$43.8K |
| Park Edge Advisors, LLC | $8.4M | 418,122 | 1.78% | 10q | +2.0%+$163.4K |
| Elevated Capital Advisors, LLC | $8.0M | 397,811 | 2.21% | 4q | +13.2%+$933.5K |
| Financial Enhancement Group LLC | $6.0M | 297,216 | 0.71% | 6q | +4.4%+$253.0K |
| FSA Advisors, Inc. | $4.5M | 223,468 | 1.03% | 3q | +129.5%+$2.5M |
| Envestnet Portfolio Solutions, Inc. | $4.2M | 209,964 | 0.02% | 3q | +9.9%+$380.5K |
| Key Capital Management, INC | $4.1M | 204,726 | 2.13% | 3q | +9.8%+$370.1K |
| RiverTree Advisors, LLC | $3.8M | 188,474 | 2.24% | 2q | +20.2%+$637.7K |
| EVOLUTION WEALTH MANAGEMENT INC. | $3.3M | 163,520 | 1.94% | 5q | +20.1%+$552.6K |
| Orion Porfolio Solutions, LLC | $2.9M | 145,374 | 0.02% | 3q | +8.4%+$226.2K |
| HOWARD BAILEY SECURITIES, LLC | $2.9M | 141,976 | 1.07% | 4q | +1.7%+$49.2K |
| Copley Financial Group, Inc. | $2.6M | 128,942 | 1.57% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $2.5M | 122,006 | 0.66% | 4q | +8.6%+$195.8K |
| CreativeOne Wealth, LLC | $2.2M | 111,041 | 0.05% | 7q | +66.6%+$895.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 99,982 | 0.02% | 8q | +11.9%+$214.9K |
| LANARK FINANCIAL, INC. | $1.7M | 81,991 | 0.11% | 3q | +40.1%+$473.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 74,432 | 0.00% | 3q | +25.9%+$309.1K |
| GeoWealth Management, LLC | $1.4M | 69,076 | 0.04% | 2q | +7.9%+$102.3K |
| SteelPeak Wealth, LLC | $1.4M | 67,654 | 0.04% | new | NEW |
| Authentikos Wealth Advisory, LLC | $1.3M | 64,829 | 0.83% | 6q | -3.2%-$42.8K |
| Sanctuary Advisors, LLC | $1.3M | 64,256 | 0.01% | 7q | +15.4%+$172.5K |
| Financial Partners Group, Inc | $1.3M | 63,310 | 0.13% | 5q | +16.6%+$181.6K |
| Blackston Financial Advisory Group, LLC | $1.2M | 59,809 | 0.68% | 4q | +9.2%+$101.7K |
| Beacon Capital Management, LLC | $1.2M | 57,285 | 0.17% | 4q | -23.5%-$354.4K |
| KG Capital Management | $1.0M | 51,793 | 0.62% | 6q | -4.5%-$49.0K |
| Advisory Services Network, LLC | $1.0M | 50,778 | 0.01% | 6q | -6.4%-$70.0K |
| Networth Advisors, LLC | $994.0K | 49,280 | 0.58% | 3q | +17.4%+$147.0K |
| WealthPLAN Partners, LLC | $933.9K | 46,301 | 0.18% | 3q | +75.2%+$400.9K |
| GK Wealth Management LLC | $904.9K | 44,862 | 0.48% | new | NEW |
| WINNACLE WEALTH LLC | $903.7K | 44,805 | 0.61% | 3q | +72.8%+$380.9K |
| RAYMOND JAMES FINANCIAL INC | $872.6K | 43,263 | 0.00% | new | NEW |
| Greykasell Wealth Strategies, Inc. | $822.1K | 40,759 | 0.30% | 6q | +1.8%+$14.4K |
| Bay Rivers Group | $786.9K | 39,011 | 0.27% | 7q | +8.6%+$62.3K |
| JANE STREET GROUP, LLC | $769.0K | 38,124 | 0.00% | 2q | -53.5%-$885.5K |
| WealthCare Asset Management, LLC | $737.2K | 36,550 | 0.31% | 2q | +103.0%+$374.1K |
| IHT Wealth Management, LLC | $718.0K | 35,599 | 0.02% | 5q | -1.0%-$7.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $710.9K | 35,244 | 0.00% | 7q | +100.0%+$355.4K |
| BANK OF AMERICA CORP /DE/ | $623.9K | 30,933 | 0.00% | new | NEW |
| J HAGAN CAPITAL, INC. | $611.1K | 30,298 | 0.28% | 6q | -1.4%-$8.9K |
| Retirement Planning Group, LLC | $594.6K | 29,477 | 0.02% | 2q | +153.4%+$359.9K |
| MML INVESTORS SERVICES, LLC | $558.7K | 27,700 | 0.00% | 3q | +19.4%+$90.9K |
| Fifth Third Securities, Inc. | $551.4K | 27,339 | 0.03% | 2q | +95.6%+$269.5K |
| Worth Asset Management, LLC | $526.2K | 26,086 | 0.17% | 6q | +1.1%+$5.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $498.2K | 24,698 | 0.01% | 2q | +52.3%+$171.0K |
| Balance Wealth Partners LLC | $467.9K | 23,200 | 0.12% | 6q | -0.8%-$3.7K |
| Lloyd Advisory Services, LLC. | $465.5K | 23,078 | 0.18% | new | NEW |
| GFS Advisors, LLC | $435.9K | 25,432 | 0.02% | new | NEW |
| Cooper Financial Group | $420.8K | 20,861 | 0.03% | 3q | -4.3%-$19.0K |
| Aspen Wealth Strategies, LLC | $413.3K | 20,489 | 0.20% | 10q | +0.9%+$3.5K |
| Mattson Financial Services, LLC | $399.9K | 19,896 | 0.08% | new | NEW |
| NWAM LLC | $387.3K | 19,202 | 0.02% | 8q | -72.4%-$1.0M |
| GOLDMAN SACHS GROUP INC | $384.7K | 19,075 | 0.00% | new | NEW |
| Mach-1 Financial Group, LLC | $384.6K | 19,070 | 0.15% | 3q | -13.5%-$60.0K |
| Revisor Wealth Management LLC | $357.0K | 17,702 | 0.09% | 3q | -6.7%-$25.5K |
| Prime Capital Investment Advisors, LLC | $346.8K | 17,196 | 0.00% | 6q | HELD |
| Andina Capital Management, LLC | $306.4K | 15,190 | 0.49% | 9q | -4.2%-$13.4K |
| Integrated Advisors Network LLC | $300.7K | 14,909 | 0.01% | 8q | -55.9%-$380.8K |
| Secure Asset Management, LLC | $296.4K | 14,696 | 0.04% | 2q | -0.5%-$1.5K |
| Paladin Wealth, LLC | $293.1K | 14,532 | 0.17% | new | NEW |
| MATHER GROUP, LLC. | $283.8K | 14,070 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $254.1K | 12,598 | 0.09% | 4q | +3.2%+$7.9K |
| Sigma Planning Corp | $251.3K | 12,461 | 0.01% | 3q | +22.8%+$46.7K |
| ROYAL BANK OF CANADA | $248.0K | 12,274 | 0.00% | 6q | -6.6%-$17.6K |
| JPMORGAN CHASE & CO | $174.2K | 8,609 | 0.00% | 2q | +42.4%+$51.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $136.6K | 6,775 | 0.06% | new | NEW |
| POM Investment Strategies, LLC | $76.9K | 3,814 | 0.09% | 4q | -56.7%-$100.8K |
| Strive Financial Group ,LLC | $56.5K | 2,800 | 0.01% | 2q | +91.8%+$27.0K |
| PNC Financial Services Group, Inc. | $48.4K | 2,400 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $33.9K | 1,686 | 0.00% | 3q | -34.2%-$17.7K |
| Buck Wealth Strategies, LLC | $33.0K | 1,636 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $30.8K | 1,528 | 0.00% | 4q | +1.3% |
| Montgomery Financial Services LLC | $24.6K | 1,218 | 0.02% | new | FIRST |
| US BANCORP \DE\ | $23.5K | 1,164 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $14.6K | 725 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $11.4K | 565 | 0.00% | 11q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $10.5K | 519 | 0.00% | new | NEW |
| Triumph Capital Management | $4.0K | 200 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $1.5K | 75,427 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $938 | 46,522 | 0.00% | 2q | +364.1% |
| CENTAURUS FINANCIAL, INC. | $263 | 13,053 | 0.01% | 2q | +10.6% |
| PARK AVENUE SECURITIES LLC | $222 | 11,013 | 0.00% | 3q | -27.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 91 | $400.4M | 19,852,827 | 18 | 47 | 20 | 0.0% |
| Q1 2026 | 84 | $304.2M | 14,946,732 | 18 | 40 | 19 | 0.0% |
| Q4 2025 | 76 | $212.8M | 10,276,929 | 20 | 29 | 18 | 0.0% |
| Q3 2025 | 64 | $214.9M | 10,375,809 | 22 | 21 | 15 | 0.0% |
| Q2 2025 | 54 | $230.0M | 11,154,639 | 10 | 23 | 15 | 0.0% |
| Q1 2025 | 48 | $209.7M | 9,929,310 | 17 | 10 | 14 | 0.0% |
| Q4 2024 | 34 | $182.0M | 8,822,268 | 8 | 12 | 9 | 0.0% |
| Q3 2024 | 28 | $174.7M | 8,051,322 | 9 | 12 | 3 | 0.0% |
| Q2 2024 | 19 | $141.8M | 6,831,184 | 4 | 7 | 6 | 0.0% |
| Q1 2024 | 18 | $142.4M | 6,648,209 | 10 | 6 | 2 | 0.0% |
| Q4 2023 | 9 | $124.6M | 5,641,912 | 2 | 6 | 0 | 0.0% |
| Q3 2023 | 7 | $70.5M | 3,306,991 | 4 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $8.7M | 387,720 | 2 | 2 | 0 | 0.0% |
| Q1 2023 | 3 | $4.9M | 233,753 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $644.1K | 28,782 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 2 | $2.1M | 93,526 | 2 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $1.0M | 42,592 | 0 | 0 | 1 | 0.0% |
| Q1 2022 | 1 | $1.1M | 46,404 | 1 | 0 | 0 | 0.0% |