SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E (AGGH)

CUSIP: 82889N723

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / AGGREGATE BOND E
Total 13F shares
8,900,357
Share change
+642,636
Total reported value
$183,629,004
Price per share
$20.63
Number of holders
37
Value change
+$11,182,939
Number of buys
25
Number of sells
14

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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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 8,900,357 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.