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Simplify Exchange Traded Fun shares owned by Ameritas Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Ameritas Advisory Services from 13F filings

Historical chart of Ameritas Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Ameritas Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 32k 50.35
2025-06-30 $98k 2.0k 50.10
2025-03-31 $973k 20k 49.69
2024-12-31 $2.0M 40k 49.69
2024-09-30 $719k 14k 51.48
2024-06-30 $2.1M 43k 50.36
2024-03-31 $1.4M 28k 50.04

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Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Ameritas Advisory Services

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Evergreen Capital Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
CI Investments
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun