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Simplify Exchange Traded Fun shares owned by Access Investment Management

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

Historical chart of Access Investment Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Access Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.2k 167 49.07

More positions owned by Access Investment Management

United Rentals (URI)
Wiley John & Sons Cl A (WLY)
Citigroup Com New (C)
Apollo Global Mgmt (APO)
Jabil Circuit (JBL)
Sonoco Products Company (SON)
East West Ban (EWBC)
Stifel Financial (SF)
Donnelley Finl Solutions (DFIN)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Customers Ban (CUBI)
LKQ Corporation (LKQ)
Fifth Third Ban (FITB)
Genpact SHS (G)

View all positions for Access Investment Management

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Mml Investors Services
Wells Fargo & Company
Edge Wealth Management
Evergreen Capital Management
Knightsbridge Asset Management
Watchman Group
Change Path
LPL Financial
Tortoise Investment Management
Aprio Wealth Management
Hutchinson Capital Management
Hilton Capital Management
Pekin, Singer Strauss Asset Management
Proficio Capital Partners

View all funds holding Simplify Exchange Traded Fun