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Simplify Exchange Traded Fun shares owned by Mather Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Mather Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 7.1k 9.53

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding Simplify Exchange Traded Fun

Authentikos Wealth Advisory
Marshall Financial Group
Cambridge Advisors
Mid-American Wealth Advisory Group
Citadel Advisors
Mather Group
Advisor Group Holdings
Luminist Capital
MAI Wealth Advisors
Caitlin John
Parallel Advisors
CWM
Torno Capital
AE Wealth Management
Cape Investment Advisory

View all funds holding Simplify Exchange Traded Fun