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Simplify Exchange Traded Fun shares owned by Stifel Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 129k 27.97
2025-06-30 $3.4M 129k 26.74
2025-03-31 $4.1M 139k 29.60

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Home Depot (HD)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cisco Systems (CSCO)
Johnson & Johnson (JNJ)

View all positions for Stifel Financial

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun