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Simplify Exchange Traded Fun shares owned by Family Management Corporation

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

Historical chart of Family Management Corporation investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 252k 50.91
2023-12-31 $14M 278k 51.69

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Microsoft Corporation (MSFT)
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Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
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Pacer Fds Tr Pacer Us Small (CALF)
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Ishares Tr Blackrock Ultra (ICSH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Family Management Corporation

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun