AGGH Institutional Ownership
Simplify Aggregate Bond ETF
1W: -0.8%
1M: -3.8%
3M: -6.1%
YTD: -7.4%
1Y: -7.4%
3Y: +7.5%
$18.94
+0.06 (+0.31%)
Weekly Expected Move ±1.1%
$19
$19
$19
$19
$19
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AGGH
111
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
400M
Total Invested
21
New Positions
47
Increased
39
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (118 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | 2,289,171 | $43M | +421,357 | +22.6% | 2Q | SEC ↗ |
| 2 | Simplify Asset Management Inc. | 2,109,127 | $40M | — | +0.0% | 16Q | SEC ↗ |
| 3 | Gradient Investments LLC NEW | 1,857,938 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,350,119 | $26M | +153,424 | +12.8% | 6Q | SEC ↗ |
| 5 | Sowell Financial Services LLC | 1,219,756 | $23M | +21,089 | +1.8% | 2Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,143,999 | $22M | +336,330 | +41.6% | 10Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 768,253 | $15M | +64,569 | +9.2% | 7Q | SEC ↗ |
| 8 | Stadion Money Management, LLC | 696,618 | $13M | +8,976 | +1.3% | 12Q | SEC ↗ |
| 9 | Private Advisor Group, LLC NEW | 683,238 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 10 | WealthPlan Investment Management, LLC | 677,311 | $13M | -41,302 | -5.7% | 3Q | SEC ↗ |
| 11 | Great Diamond Partners, LLC | 603,638 | $11M | +34,600 | +6.1% | 5Q | SEC ↗ |
| 12 | PRINCIPAL SECURITIES, INC. | 508,212 | $10M | +103,015 | +25.4% | 11Q | SEC ↗ |
| 13 | Brookwood Investment Group LLC | 475,325 | $9M | +6,529 | +1.4% | 5Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 471,438 | $9M | +52,087 | +12.4% | 10Q | SEC ↗ |
| 15 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 420,950 | $8M | -2,170 | -0.5% | 3Q | SEC ↗ |
| 16 | Park Edge Advisors, LLC | 418,122 | $8M | +8,103 | +2.0% | 10Q | SEC ↗ |
| 17 | Elevated Capital Advisors, LLC | 397,811 | $8M | +46,281 | +13.2% | 4Q | SEC ↗ |
| 18 | Financial Enhancement Group LLC | 297,216 | $6M | +12,542 | +4.4% | 6Q | SEC ↗ |
| 19 | Envestnet Portfolio Solutions, Inc. | 209,964 | $4M | +18,866 | +9.9% | 3Q | SEC ↗ |
| 20 | Key Capital Management, INC | 204,726 | $4M | +18,350 | +9.8% | 3Q | SEC ↗ |
| 21 | RiverTree Advisors, LLC | 188,474 | $4M | +31,615 | +20.2% | 2Q | SEC ↗ |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | 163,520 | $3M | +27,396 | +20.1% | 5Q | SEC ↗ |
| 23 | Orion Porfolio Solutions, LLC | 145,374 | $3M | +11,215 | +8.4% | 3Q | SEC ↗ |
| 24 | HOWARD BAILEY SECURITIES, LLC | 141,976 | $3M | +2,438 | +1.7% | 4Q | SEC ↗ |
| 25 | Copley Financial Group, Inc. NEW | 128,942 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | B.O.S.S. Retirement Advisors, LLC | 122,006 | $2M | +9,710 | +8.6% | 4Q | SEC ↗ |
| 27 | FSA Advisors, Inc. | 111,734 | $2M | +14,365 | +14.8% | 3Q | SEC ↗ |
| 28 | CreativeOne Wealth, LLC | 111,041 | $2M | +44,401 | +66.6% | 7Q | SEC ↗ |
| 29 | KESTRA PRIVATE WEALTH SERVICES, LLC | 99,982 | $2M | +10,653 | +11.9% | 8Q | SEC ↗ |
| 30 | LANARK FINANCIAL, INC. | 81,991 | $2M | +23,478 | +40.1% | 3Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC NEW | 75,427 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 74,432 | $1M | +15,323 | +25.9% | 3Q | SEC ↗ |
| 33 | GeoWealth Management, LLC | 69,076 | $1M | +5,073 | +7.9% | 2Q | SEC ↗ |
| 34 | SteelPeak Wealth, LLC NEW | 67,654 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Authentikos Wealth Advisory, LLC | 64,829 | $1M | -2,120 | -3.2% | 6Q | SEC ↗ |
| 36 | Sanctuary Advisors, LLC | 64,256 | $1M | +8,552 | +15.4% | 7Q | SEC ↗ |
| 37 | Financial Partners Group, Inc | 63,310 | $1M | +9,003 | +16.6% | 5Q | SEC ↗ |
| 38 | Blackston Financial Advisory Group, LL | 59,809 | $1M | +5,041 | +9.2% | 4Q | SEC ↗ |
| 39 | Beacon Capital Management, LLC | 57,285 | $1M | -17,572 | -23.5% | 4Q | SEC ↗ |
| 40 | KG Capital Management | 51,793 | $981K | -2,429 | -4.5% | 6Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 50,778 | $962K | -3,473 | -6.4% | 6Q | SEC ↗ |
| 42 | Networth Advisors, LLC | 49,280 | $933K | +7,288 | +17.4% | 3Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 46,522 | $881K | +36,497 | +364.1% | 2Q | SEC ↗ |
| 44 | WealthPLAN Partners, LLC | 46,301 | $877K | +19,876 | +75.2% | 3Q | SEC ↗ |
| 45 | GK Wealth Management LLC NEW | 44,862 | $850K | — | +0.0% | 1Q | SEC ↗ |
| 46 | WINNACLE WEALTH LLC | 44,805 | $849K | +18,883 | +72.8% | 3Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC NEW | 43,263 | $819K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Greykasell Wealth Strategies, Inc. | 40,759 | $772K | +716 | +1.8% | 6Q | SEC ↗ |
| 49 | Bay Rivers Group | 39,011 | $739K | +3,089 | +8.6% | 7Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 38,124 | $722K | -43,904 | -53.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Gradient Investments LLC | 1,857,938 | $35M |
| Private Advisor Group, LLC | 683,238 | $13M |
| Copley Financial Group, Inc. | 128,942 | $2M |
| Janney Montgomery Scott LLC | 75,427 | $1M |
| SteelPeak Wealth, LLC | 67,654 | $1M |
| GK Wealth Management LLC | 44,862 | $850K |
| RAYMOND JAMES FINANCIAL INC | 43,263 | $819K |
| BANK OF AMERICA CORP /DE | 30,933 | $586K |
| Brown Financial Advisors | 26,857 | $509K |
| Lloyd Advisory Services, LLC. | 23,078 | $437K |
| Mattson Financial Services, LLC | 19,896 | $377K |
| GOLDMAN SACHS GROUP INC | 19,075 | $361K |
| Paladin Wealth, LLC | 14,532 | $275K |
| MATHER GROUP, LLC. | 14,070 | $266K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 6,775 | $128K |
| PNC Financial Services Group, Inc. | 2,400 | $45K |
| Buck Wealth Strategies, LLC | 1,636 | $31K |
| Montgomery Financial Services LLC | 1,218 | $23K |
| US BANCORP \DE | 1,164 | $22K |
| GFS Advisors, LLC | 1,000 | $19K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IFS Group,LLC | 139,748 | $3M |
| Encompass More Asset Management | 137,130 | $3M |
| IEQ CAPITAL, LLC | 69,603 | $1M |
| OLD MISSION CAPITAL LLC | 51,130 | $968K |
| Cetera Investment Advisers | 43,255 | $819K |
| CITADEL ADVISORS LLC | 40,410 | $765K |
| FIG FINANCIAL ADVISORY SERVICES INC | 29,440 | $558K |
| Legacy Wealth Managment, LLC/ID | 26,692 | $506K |
| Thrivent Financial for Lutherans | 24,985 | $473K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 21,199 | $401K |
| Magnolia Private Wealth, LLC | 17,400 | $330K |
| Foundations Investment Advisors, LL | 15,405 | $292K |
| Independent Advisor Alliance | 14,081 | $267K |
| NewEdge Advisors, LLC | 14,035 | $266K |
| HRT FINANCIAL LP | 12,450 | $236K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,279 | $214K |
| Arkadios Wealth Advisors | 10,449 | $198K |
| STANCE CAPITAL LLC | 3,407 | $65K |
| Steward Partners Investment Advisor | 953 | $18K |
| Sound Income Strategies, LLC | 435 | $8K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NWAM LLC | -50,481 | -72.4% | 19,202 |
| JANE STREET GROUP, LLC | -43,904 | -53.5% | 38,124 |
| WealthPlan Investment Management, L | -41,302 | -5.7% | 677,311 |
| Integrated Advisors Network LLC | -18,881 | -55.9% | 14,909 |
| Beacon Capital Management, LLC | -17,572 | -23.5% | 57,285 |
| POM Investment Strategies, LLC | -4,997 | -56.7% | 3,814 |
| PARK AVENUE SECURITIES LLC | -4,269 | -27.9% | 11,013 |
| Advisory Services Network, LLC | -3,473 | -6.4% | 50,778 |
| Mach-1 Financial Group, LLC | -2,975 | -13.5% | 19,070 |
| KG Capital Management | -2,429 | -4.5% | 51,793 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | -2,170 | -0.5% | 420,950 |
| Authentikos Wealth Advisory, LLC | -2,120 | -3.2% | 64,829 |
| Revisor Wealth Management LLC | -1,266 | -6.7% | 17,702 |
| Cooper Financial Group | -944 | -4.3% | 20,861 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -878 | -34.2% | 1,686 |
| ROYAL BANK OF CANADA | -871 | -6.6% | 12,274 |
| Andina Capital Management, LLC | -663 | -4.2% | 15,190 |
| J HAGAN CAPITAL, INC. | -439 | -1.4% | 30,298 |
| IHT Wealth Management, LLC | -367 | -1.0% | 35,599 |
| Balance Wealth Partners LLC | -182 | -0.8% | 23,200 |