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Simplify Exchange Traded Fun shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 44k 50.35
2025-06-30 $1.8M 36k 50.08
2025-03-31 $1.7M 34k 50.13
2024-12-31 $1.6M 31k 49.69
2024-09-30 $940k 18k 51.47

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Co (DBND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Alphabet Cap Stk Cl A (GOOGL)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tcw Etf Trust Flexible Income (FLXR)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Beckerman Institutional

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