As of 30 Sep 2025, 64 institutional investors reported holding 10,301,224 shares of SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 112,631 | $2,331,193 | +$898,191 | $20.70 | 4 |
| 2025 Q3 | 10,301,224 | $213,400,624 | -$18,811,397 | $20.71 | 64 |
| 2025 Q2 | 11,227,346 | $231,454,980 | +$24,553,740 | $20.64 | 56 |
| 2025 Q1 | 9,977,139 | $210,673,834 | +$16,983,422 | $21.15 | 49 |
| 2024 Q4 | 8,895,338 | $183,526,629 | +$11,079,835 | $20.63 | 37 |
| 2024 Q3 | 8,190,797 | $179,566,273 | +$25,441,961 | $21.71 | 31 |
| 2024 Q2 | 6,863,611 | $142,503,352 | +$3,358,085 | $20.76 | 21 |
| 2024 Q1 | 6,686,411 | $143,230,040 | +$22,312,343 | $21.43 | 19 |
| 2023 Q4 | 5,641,908 | $124,573,349 | +$50,487,939 | $22.08 | 8 |
| 2023 Q3 | 3,306,991 | $70,538,117 | +$62,268,049 | $21.33 | 7 |
| 2023 Q2 | 387,720 | $8,727,783 | +$3,461,848 | $22.51 | 4 |
| 2023 Q1 | 233,753 | $5,333,561 | +$4,676,955 | $22.81 | 3 |
| 2022 Q4 | 28,782 | $644,142 | -$1,448,970 | $22.38 | 3 |
| 2022 Q3 | 93,526 | $2,137,000 | +$1,137,000 | $22.84 | 2 |
| 2022 Q2 | 42,592 | $1,000,000 | -$89,500 | $23.48 | 1 |
| 2022 Q1 | 46,404 | $1,136,000 | +$1,135,998 | $24.48 | 1 |