CUSIP: 82889N723
Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / AGGREGATE BOND E
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Total 13F shares
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5,641,910
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Share change
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+2,286,015
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Total reported value
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$124,573,406
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Price per share
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$22.08
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Number of holders
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9
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Value change
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+$50,487,995
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Number of buys
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8
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Number of sells
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1
Quarterly Holders Quick Answers
What is CUSIP 82889N723?
CUSIP 82889N723 identifies AGGH - SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E in SEC institutional holdings data.
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Newer quarter:
Q1 2024
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Previous quarter:
Q3 2023
Recent filing periods for CUSIP 82889N723:
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
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,641,910 shares.
The largest 9 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., OLD MISSION CAPITAL LLC, and MORGAN STANLEY.
This page lists
9
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.