Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AGGREGATE BOND E
-
Total 13F shares
-
5,641,908
-
Share change
-
+2,286,013
-
Total reported value
-
$124,573,349
-
Price per share
-
$22.08
-
Number of holders
-
8
-
Value change
-
+$50,487,939
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) as of Q4 2023
As of 31 Dec 2023,
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,641,908 shares.
The largest 8 holders included
Simplify Asset Management Inc., Stadion Money Management, LLC, AVANTAX ADVISORY SERVICES, INC., PRINCIPAL SECURITIES, INC., JANE STREET GROUP, LLC, LINCOLN NATIONAL CORP, Prosperity Wealth Management, Inc., and OLD MISSION CAPITAL LLC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.