Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / AGGREGATE BOND E
-
Total 13F shares
-
8,895,338
-
Share change
-
+637,617
-
Total reported value
-
$183,526,629
-
Price per share
-
$20.63
-
Number of holders
-
37
-
Value change
-
+$11,079,835
-
Number of buys
-
25
-
Number of sells
-
14
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) as of Q4 2024
As of 31 Dec 2024,
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,895,338 shares.
The largest 10 holders included
Simplify Asset Management Inc., OSAIC HOLDINGS, INC., Stadion Money Management, LLC, LPL Financial LLC, Park Edge Advisors, LLC, AVANTAX ADVISORY SERVICES, INC., Sigma Planning Corp, CITADEL ADVISORS LLC, NWAM LLC, and GK Wealth Management LLC.
This page lists
37
institutional shareholders reporting positions in this security
for the Q4 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.