Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / AGGREGATE BOND E
-
Total 13F shares
-
8,190,797
-
Share change
-
+1,168,416
-
Total reported value
-
$179,566,273
-
Price per share
-
$21.71
-
Number of holders
-
31
-
Value change
-
+$25,441,961
-
Number of buys
-
25
-
Number of sells
-
5
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) as of Q3 2024
As of 30 Sep 2024,
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,190,797 shares.
The largest 10 holders included
Simplify Asset Management Inc., OSAIC HOLDINGS, INC., LPL Financial LLC, Stadion Money Management, LLC, Andina Capital Management, LLC, Park Edge Advisors, LLC, PRINCIPAL SECURITIES, INC., NWAM LLC, AVANTAX ADVISORY SERVICES, INC., and INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC.
This page lists
31
institutional shareholders reporting positions in this security
for the Q3 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.