DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (AGGH)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
96
Reporting holders
$401.2M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 |
| FSA Advisors, Inc. | $2.3M | 111,734 | 1.03% | 3q | +14.8%+$289.7K |
| 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 |
| Janney Montgomery Scott LLC | $1.5M | 75,427 | 0.00% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $938.0K | 46,522 | 0.00% | 2q | +364.1%+$735.9K |
| 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 |
| 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 |
| Brown Financial Advisors | $541.7K | 26,857 | 0.19% | new | NEW |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $355.4K | 17,622 | 0.00% | 7q | HELD |
| 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 |
| CENTAURUS FINANCIAL, INC. | $263.0K | 13,053 | 0.01% | 2q | +10.6%+$25.2K |
| 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 |
| PARK AVENUE SECURITIES LLC | $222.0K | 11,013 | 0.00% | 3q | -27.9%-$86.1K |
| 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 |
| 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% |
| Strive Financial Group ,LLC | $28.2K | 1,400 | 0.01% | 2q | -4.1%-$1.2K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $162.7M | 8,595,074 | 7 | 14 | 21 | 0.0% |
| Q2 2026 | 96 | $401.2M | 19,894,943 | 20 | 47 | 22 | 0.0% |
| Q1 2026 | 90 | $319.3M | 15,685,616 | 20 | 41 | 20 | 0.0% |
| Q4 2025 | 80 | $213.9M | 10,329,937 | 23 | 29 | 19 | 0.0% |
| Q3 2025 | 65 | $215.6M | 10,407,350 | 23 | 21 | 15 | 0.0% |
| Q2 2025 | 57 | $232.2M | 11,263,720 | 11 | 24 | 16 | 0.0% |
| Q1 2025 | 50 | $211.3M | 10,005,786 | 18 | 11 | 14 | 0.0% |
| Q4 2024 | 37 | $183.6M | 8,900,357 | 9 | 14 | 9 | 0.0% |
| Q3 2024 | 31 | $179.6M | 8,190,797 | 10 | 14 | 3 | 0.0% |
| Q2 2024 | 21 | $142.5M | 6,863,611 | 5 | 7 | 7 | 0.0% |
| Q1 2024 | 19 | $143.2M | 6,686,413 | 11 | 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 | $5.3M | 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% |