Family Management Corporation »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

More positions owned by Family Management Corporation

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Amazon (AMZN)
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
Mml Investors Services
Envestnet Asset Management
Mill Creek Capital Advisors
Simplify Asset Management
Wells Fargo & Company
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Charter Trust
Family Management Corporation
Leuthold Weeden Capital Management
Park Edge Advisors
Evergreen Capital Management

View all funds holding Simplify Exchange Traded Fun