Mount Lucas Management Corporation »

Simplify Exchange Traded Fun shares owned by Mount Lucas Management Corporation

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Mount Lucas Management Corporation from 13F filings

Historical chart of Mount Lucas Management Corporation investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Mount Lucas Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Mount Lucas Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 62k 50.91
2023-12-31 $3.2M 62k 51.69

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Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Stephens
CI Investments
TMD Wealth Management
Peak Financial Advisors
Charter Trust
Aprio Wealth Management
Park Edge Advisors
Pekin, Singer Strauss Asset Management
Commonwealth Equity Services
First American Trust
Andina Capital Management
Almanack Investment Partners
Mount Lucas Management Corporation
First Manhattan

View all funds holding Simplify Exchange Traded Fun