Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AGGREGATE BOND E
-
Total 13F shares
-
6,686,411
-
Share change
-
+1,044,502
-
Total reported value
-
$143,230,040
-
Price per share
-
$21.43
-
Number of holders
-
19
-
Value change
-
+$22,312,343
-
Number of buys
-
17
-
Number of sells
-
2
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,686,411 shares.
The largest 10 holders included
Simplify Asset Management Inc., Stadion Money Management, LLC, LINCOLN NATIONAL CORP, LPL Financial LLC, Park Edge Advisors, LLC, JANE STREET GROUP, LLC, NWAM LLC, PRINCIPAL SECURITIES, INC., AVANTAX ADVISORY SERVICES, INC., and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q1 2024 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.