Simplify Exchange Traded Funds - AGGH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | History | Reduced | 1,859,127 | 38,483 | 0.63% | 1.42% | 1 | -1,859,127 | -50.0% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,085,134 | 22,462 | 0.01% | 0.0% | 2 | +955,813 | 739.1% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 767,382 | 15,884 | 0.09% | 0.06% | 3 | +278,738 | 57.04% | Q4 2025 | Jan 26, 2026 |
| Stadion Money Management, LLC | History | Added to | 678,141 | 14,037 | 1.14% | 1.04% | 4 | +50,736 | 8.09% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 590,208 | 12,217 | 0.02% | 0.03% | 5 | -351,771 | -37.34% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Added to | 480,607 | 9,948 | 1.91% | 1.85% | 6 | +19,530 | 4.24% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 407,470 | 8,434 | 0.0% | 0.0% | 7 | +93,480 | 29.77% | Q4 2025 | Feb 11, 2026 |
| Park Edge Advisors, LLC | History | Added to | 364,262 | 7,540 | 1.71% | 1.73% | 8 | +1,616 | 0.45% | Q4 2025 | Jan 16, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 302,574 | 6,282 | 0.82% | 0.84% | 9 | -233 | -0.08% | Q4 2025 | Jan 23, 2026 |
| WealthPlan Investment Management, LLC | History | New | 258,407 | 5,349 | 0.34% | — | 10 | +258,407 | New | Q4 2025 | Feb 05, 2026 |
| POM Investment Strategies, LLC | History | Added to | 242,601 | 5,021 | 2.58% | 1.98% | 11 | +66,971 | 38.13% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 233,476 | 4,832 | 1.13% | 0.98% | 12 | +42,798 | 22.45% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 213,832 | 4,426 | 0.07% | 0.05% | 13 | +70,777 | 49.48% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 177,394 | 3,672 | 0.01% | — | 14 | +177,394 | New | Q4 2025 | Feb 06, 2026 |
| Key Capital Management, INC | History | New | 148,639 | 3,076 | 3.05% | — | 15 | +148,639 | New | Q4 2025 | Jan 26, 2026 |
| Encompass More Asset Management | History | Added to | 137,130 | 2,838 | 0.52% | 0.53% | 16 | +2,858 | 2.13% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 131,921 | 2,730 | 0.02% | — | 17 | +131,921 | New | Q4 2025 | Feb 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 130,719 | 2,705 | 0.48% | — | 18 | +130,719 | New | Q4 2025 | Feb 06, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 124,005 | 2,566 | 1.01% | 0.43% | 19 | +51,563 | 71.18% | Q4 2025 | Feb 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 110,435 | 2,285 | 0.35% | 0.92% | 20 | -203,744 | -64.85% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 103,124 | 2,134 | 0.67% | 0.14% | 21 | +74,732 | 263.21% | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | New | 91,353 | 1,891 | 1.31% | — | 22 | +91,353 | New | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 86,988 | 1,800 | 1.49% | 1.15% | 23 | +33,008 | 61.15% | Q4 2025 | Feb 10, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 79,590 | 1,647 | 0.91% | 3.37% | 24 | -189,457 | -70.42% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 74,229 | 1,536 | 0.04% | 0.05% | 25 | -25,897 | -25.86% | Q4 2025 | Feb 13, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 71,215 | 1,474 | 0.98% | 1.57% | 26 | -43,231 | -37.77% | Q4 2025 | Feb 06, 2026 |
| NWAM LLC | History | Added to | 69,702 | 1,452 | 0.08% | 0.08% | 27 | +450 | 0.65% | Q4 2025 | Feb 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 69,603 | 1,440 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 67,336 | 1,393 | 0.02% | 0.02% | 29 | +2,996 | 4.66% | Q4 2025 | Jan 29, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 60,397 | 1,250 | 0.42% | — | 30 | +60,397 | New | Q4 2025 | Mar 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 53,456 | 1,106 | 0.05% | 0.05% | 31 | -590 | -1.09% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 53,170 | 1,100 | 0.0% | 0.0% | 32 | -14,979 | -21.98% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,678 | 1,090 | 0.02% | 0.0% | 33 | +40,715 | 340.34% | Q4 2025 | Feb 17, 2026 |
| KG&L Capital Management,LLC | History | Added to | 51,129 | 1,058 | 0.26% | 0.25% | 35 | +5,523 | 12.11% | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 51,130 | 1,058 | 0.02% | 0.02% | 34 | +972 | 1.94% | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | Reduced | 47,551 | 984 | 0.65% | 0.76% | 36 | -2,702 | -5.38% | Q4 2025 | Jan 05, 2026 |
| Financial Partners Group, Inc | History | Added to | 46,566 | 964 | 0.11% | 0.1% | 37 | +8,136 | 21.17% | Q4 2025 | Feb 03, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 43,960 | 909 | 0.55% | 0.26% | 38 | +22,973 | 109.46% | Q4 2025 | Feb 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 39,332 | 814 | 0.32% | 0.34% | 39 | +728 | 1.89% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 36,636 | 758 | 0.09% | 0.07% | 40 | +8,780 | 31.52% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 35,498 | 734 | 0.0% | — | 41 | +35,498 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 34,269 | 709 | 0.0% | 0.0% | 42 | +8,037 | 30.64% | Q4 2025 | Jan 29, 2026 |
| Andina Capital Management, LLC | History | Reduced | 34,281 | 709 | 0.43% | 0.49% | 43 | -7,367 | -17.69% | Q4 2025 | Feb 12, 2026 |
| Balance Wealth, LLC | History | Added to | 32,855 | 680 | 0.22% | 0.17% | 44 | +452 | 1.39% | Q4 2025 | Jan 21, 2026 |
| Networth Advisors, LLC | History | New | 32,464 | 672 | 0.5% | — | 45 | +32,464 | New | Q4 2025 | Jan 22, 2026 |
| Bay Rivers Group | History | Added to | 27,802 | 575 | 0.23% | 0.17% | 46 | +8,829 | 46.53% | Q4 2025 | Jan 07, 2026 |
| WINNOW WEALTH LLC | History | New | 25,100 | 527 | 0.39% | — | 47 | +25,100 | New | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 24,985 | 517 | 0.0% | — | 48 | +24,985 | New | Q4 2025 | Feb 05, 2026 |
| Worth Asset Management, LLC | History | Reduced | 24,689 | 511 | 0.22% | 0.23% | 49 | -423 | -1.68% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,648 | 510 | 0.01% | 0.02% | 50 | -17,881 | -42.04% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 23,529 | 487 | 0.23% | 0.27% | 51 | -5,202 | -18.11% | Q4 2025 | Feb 03, 2026 |
| Mach-1 Financial Group, LLC | History | New | 22,529 | 466 | 0.1% | — | 52 | +22,529 | New | Q4 2025 | Feb 06, 2026 |
| WealthPLAN Partners, LLC | History | New | 22,296 | 461 | 0.07% | — | 53 | +22,296 | New | Q4 2025 | Feb 12, 2026 |
| Cooper Financial Group | History | New | 21,805 | 451 | 0.05% | — | 54 | +21,805 | New | Q4 2025 | Jan 08, 2026 |
| Revisor Wealth Management LLC | History | New | 18,902 | 391 | 0.1% | — | 55 | +18,902 | New | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,674 | 386 | 0.01% | 0.0% | 56 | +5,949 | 46.75% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,736 | 367 | 0.0% | 0.0% | 57 | +216 | 1.23% | Q4 2025 | Feb 18, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 17,400 | 360 | 0.25% | 0.26% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,200 | 356 | 0.0% | 0.0% | 59 | -7 | -0.04% | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 16,233 | 336 | 0.13% | — | 60 | +16,233 | New | Q4 2025 | Feb 06, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 16,077 | 332 | 0.18% | 0.18% | 61 | +426 | 2.72% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 15,473 | 320 | 0.0% | — | 62 | +15,473 | New | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,025 | 290 | 0.0% | 0.0% | 63 | +10 | 0.07% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 13,151 | 272 | 0.0% | 0.01% | 64 | -29,296 | -69.02% | Q4 2025 | Feb 12, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 12,992 | 268 | 0.13% | 0.18% | 65 | -2,784 | -17.65% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,450 | 257 | 0.0% | 0.0% | 66 | -19,091 | -60.53% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 11,880 | 245 | 0.0% | — | 67 | +11,880 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,279 | 233 | 0.0% | 0.0% | 68 | -61,062 | -84.41% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | New | 9,737 | 201 | 0.01% | — | 69 | +9,737 | New | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | New | 9,699 | 200 | 0.0% | — | 70 | +9,699 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,308 | 151 | 0.0% | — | 71 | +7,308 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,560 | 53 | 0.0% | — | 72 | +2,560 | New | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | New | 2,033 | 42 | 0.0% | — | 73 | +2,033 | New | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,832 | 38 | 0.0% | 0.0% | 74 | +1,566 | 588.72% | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 1,460 | 30 | 0.01% | — | 76 | +1,460 | New | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,490 | 30 | 0.0% | 0.0% | 75 | -906 | -37.81% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | New | 892 | 18 | 0.0% | — | 77 | +892 | New | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 689 | 14 | 0.0% | — | 78 | +689 | New | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 566 | 11 | 0.0% | 0.0% | 79 | +1 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 200 | 4 | 0.0% | — | 80 | +200 | New | Q4 2025 | Feb 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 100 | 2 | 0.0% | — | 81 | +100 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81,934 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,702 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,362 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,652 | -100.0% | Q3 2025 | Nov 14, 2025 |