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 | Added to | 2,109,127 | 42,920 | 0.66% | 0.63% | 1 | +250,000 | 13.45% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | New | 1,867,814 | 38,010 | 1.06% | — | 2 | +1,867,814 | New | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | New | 1,198,667 | 24,392 | 0.9% | — | 3 | +1,198,667 | New | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,196,695 | 24,352 | 0.01% | 0.01% | 4 | +111,561 | 10.28% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 807,669 | 16,436 | 0.0% | 0.0% | 5 | +400,199 | 98.22% | Q1 2026 | May 06, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 718,613 | 14,623 | 0.81% | 0.34% | 6 | +460,206 | 178.09% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 703,684 | 14,319 | 0.08% | 0.09% | 7 | -63,698 | -8.3% | Q1 2026 | May 13, 2026 |
| Stadion Money Management, LLC | History | Added to | 687,642 | 13,994 | 1.41% | 1.14% | 8 | +9,501 | 1.4% | Q1 2026 | May 15, 2026 |
| Great Diamond Partners, LLC | History | Added to | 569,038 | 11,579 | 2.23% | 1.91% | 9 | +88,431 | 18.4% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 468,796 | 9,539 | 1.18% | 0.09% | 10 | +432,160 | 1179.6% | Q1 2026 | May 04, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 423,120 | 8,610 | 1.45% | 0.48% | 11 | +292,401 | 223.69% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 419,351 | 8,533 | 0.01% | 0.02% | 12 | -170,857 | -28.95% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Added to | 410,019 | 8,343 | 1.92% | 1.71% | 13 | +45,757 | 12.56% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 405,197 | 8,245 | 0.12% | 0.07% | 14 | +191,365 | 89.49% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 351,530 | 7,153 | 1.8% | 1.13% | 15 | +118,054 | 50.56% | Q1 2026 | Apr 30, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 284,674 | 5,860 | 0.73% | 0.82% | 16 | -17,900 | -5.92% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 191,098 | 3,888 | 0.02% | 0.01% | 17 | +13,704 | 7.73% | Q1 2026 | Apr 29, 2026 |
| Key Capital Management, INC | History | Added to | 186,376 | 3,792 | 2.5% | 3.05% | 18 | +37,737 | 25.39% | Q1 2026 | May 07, 2026 |
| RiverTree Advisors, LLC | History | New | 156,859 | 3,192 | 2.02% | — | 19 | +156,859 | New | Q1 2026 | Apr 20, 2026 |
| IFS Group,LLC | History | New | 139,748 | 2,843 | 2.53% | — | 20 | +139,748 | New | Q1 2026 | May 18, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 139,538 | 2,839 | 1.17% | 1.01% | 21 | +15,533 | 12.53% | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 136,124 | 2,770 | 2.02% | 1.49% | 22 | +49,136 | 56.49% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 134,159 | 2,730 | 0.02% | 0.02% | 23 | +2,238 | 1.7% | Q1 2026 | May 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 112,296 | 2,285 | 0.7% | 0.67% | 24 | +9,172 | 8.89% | Q1 2026 | Apr 28, 2026 |
| FSA Advisors, Inc. | History | Added to | 97,369 | 1,981 | 1.31% | 1.31% | 25 | +6,016 | 6.59% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 89,329 | 1,817 | 0.02% | 0.02% | 26 | +21,993 | 32.66% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 82,028 | 1,669 | 0.0% | — | 27 | +82,028 | New | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 74,857 | 1,523 | 0.27% | 0.35% | 28 | -35,578 | -32.22% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Reduced | 69,683 | 1,418 | 0.08% | 0.08% | 29 | -19 | -0.03% | Q1 2026 | May 04, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 66,949 | 1,362 | 0.92% | 0.98% | 30 | -4,266 | -5.99% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 66,640 | 1,356 | 0.03% | 0.04% | 31 | -7,589 | -10.22% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 64,003 | 1,302 | 0.05% | — | 32 | +64,003 | New | Q1 2026 | May 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 60,397 | 1,250 | 0.42% | 0.42% | 33 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 59,109 | 1,202 | 0.0% | 0.0% | 34 | +23,611 | 66.51% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 58,513 | 1,190 | 0.09% | 0.0% | 35 | +56,480 | 2778.16% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 55,704 | 1,133 | 0.01% | 0.0% | 36 | +21,435 | 62.55% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 54,768 | 1,114 | 0.7% | 0.55% | 37 | +10,808 | 24.59% | Q1 2026 | Apr 23, 2026 |
| Financial Partners Group, Inc | History | Added to | 54,307 | 1,105 | 0.13% | 0.11% | 38 | +7,741 | 16.62% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,251 | 1,104 | 0.01% | 0.02% | 39 | +1,573 | 2.99% | Q1 2026 | May 15, 2026 |
| KG Capital Management | History | Added to | 54,222 | 1,103 | 0.79% | 0.26% | 40 | +3,093 | 6.05% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 43,255 | 880 | 0.0% | 0.0% | 41 | -9,915 | -18.65% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | Added to | 41,992 | 854 | 0.6% | 0.5% | 42 | +9,528 | 29.35% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 40,410 | 822 | 0.0% | — | 43 | +40,410 | New | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 40,043 | 814 | 0.33% | 0.32% | 44 | +711 | 1.81% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 35,966 | 731 | 0.02% | 0.01% | 45 | +11,318 | 45.92% | Q1 2026 | May 15, 2026 |
| Bay Rivers Group | History | Added to | 35,922 | 731 | 0.3% | 0.23% | 46 | +8,120 | 29.21% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 33,790 | 687 | 0.04% | 0.05% | 47 | -19,666 | -36.79% | Q1 2026 | Apr 28, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 30,737 | 625 | 0.34% | 0.91% | 48 | -48,853 | -61.38% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 26,692 | 543 | 0.27% | 0.23% | 49 | +3,163 | 13.44% | Q1 2026 | May 07, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 26,425 | 537 | 0.1% | 0.07% | 50 | +4,129 | 18.52% | Q1 2026 | Apr 29, 2026 |
| WINNOW WEALTH LLC | History | Added to | 25,922 | 527 | 0.41% | 0.39% | 51 | +822 | 3.27% | Q1 2026 | May 19, 2026 |
| Worth Asset Management, LLC | History | Added to | 25,813 | 525 | 0.2% | 0.22% | 52 | +1,124 | 4.55% | Q1 2026 | Apr 17, 2026 |
| Balance Wealth, LLC | History | Reduced | 23,382 | 475 | 0.15% | 0.22% | 53 | -9,473 | -28.83% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,192 | 471 | 0.0% | 0.0% | 54 | +11,312 | 95.22% | Q1 2026 | May 04, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 22,045 | 448 | 0.16% | 0.1% | 55 | -484 | -2.15% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | No change | 21,805 | 443 | 0.04% | 0.05% | 56 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 21,199 | 432 | 0.0% | — | 57 | +21,199 | New | Q1 2026 | Apr 08, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 20,313 | 413 | 0.22% | 0.18% | 58 | +4,236 | 26.35% | Q1 2026 | May 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 18,968 | 385 | 0.11% | 0.1% | 59 | +66 | 0.35% | Q1 2026 | Apr 27, 2026 |
| WealthCare Asset Management, LLC | History | New | 18,004 | 366 | 0.39% | — | 60 | +18,004 | New | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,625 | 358 | 0.0% | 0.0% | 61 | -111 | -0.63% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,200 | 350 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 16,220 | 330 | 0.01% | — | 63 | +16,220 | New | Q1 2026 | May 15, 2026 |
| Andina Capital Management, LLC | History | Reduced | 15,853 | 322 | 0.28% | 0.43% | 64 | -18,428 | -53.76% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,405 | 313 | 0.0% | 0.01% | 65 | -3,269 | -17.51% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 15,282 | 311 | 0.0% | 0.0% | 66 | -191 | -1.23% | Q1 2026 | Apr 07, 2026 |
| Secure Asset Management, LLC | History | New | 14,770 | 300 | 0.05% | — | 67 | +14,770 | New | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 14,081 | 286 | 0.0% | — | 68 | +14,081 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 13,976 | 284 | 0.02% | — | 69 | +13,976 | New | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,145 | 268 | 0.0% | 0.0% | 70 | +5,837 | 79.87% | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 12,207 | 248 | 0.11% | 0.13% | 71 | -785 | -6.04% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 11,800 | 240 | 0.01% | — | 72 | +11,800 | New | Q1 2026 | May 18, 2026 |
| Retirement Planning Group, LLC | History | New | 11,634 | 236 | 0.01% | — | 73 | +11,634 | New | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,449 | 212 | 0.0% | 0.0% | 74 | +750 | 7.73% | Q1 2026 | May 18, 2026 |
| Sigma Planning Corp | History | Added to | 10,145 | 206 | 0.01% | 0.01% | 75 | +408 | 4.19% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,025 | 204 | 0.0% | — | 76 | +10,025 | New | Q1 2026 | Apr 30, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 8,811 | 179 | 0.22% | 2.58% | 77 | -233,790 | -96.37% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 6,044 | 122 | 0.0% | — | 78 | +6,044 | New | Q1 2026 | May 13, 2026 |
| STANCE CAPITAL LLC | History | New | 3,407 | 69 | 0.03% | — | 79 | +3,407 | New | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,564 | 52 | 0.0% | 0.0% | 80 | +4 | 0.16% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | New | 1,460 | 30 | 0.02% | — | 82 | +1,460 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,509 | 30 | 0.0% | 0.0% | 81 | +19 | 1.28% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 953 | 19 | 0.0% | 0.0% | 83 | -12,198 | -92.75% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 725 | 14 | 0.0% | — | 85 | +725 | New | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,035 | 14 | 0.0% | 0.0% | 84 | +10 | 0.07% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 565 | 11 | 0.0% | 0.0% | 86 | -1 | -0.18% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 435 | 8 | 0.0% | 0.0% | 87 | -1,397 | -76.26% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 200 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 110 | 2 | 0.0% | 0.0% | 90 | -782 | -87.67% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 100 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.52% | — | -137,130 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,603 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -51,130 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -47,551 | -100.0% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -24,985 | -100.0% | Q1 2026 | May 01, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -17,400 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -16,233 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,450 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,279 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -689 | -100.0% | Q1 2026 | May 08, 2026 |