Envestnet Asset Management »

Simplify shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Simplify

Tip: Access up to 7 years of quarterly data

All positions including Simplify held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 105k 26.41

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Simplify

CWM
Mather Group
Mml Investors Services
Tactive Advisors
Envestnet Asset Management
Simplify Asset Management
Kensington Asset Management
Professional Financial Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Kestra Advisory Services
Jpmorgan Chase & Co
Pekin, Singer Strauss Asset Management
Triton Wealth Management, P
Magnolia Private Wealth

View all funds holding Simplify