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Simplify Exchange Traded Fun shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $158k 3.1k 50.35
2025-06-30 $58k 1.2k 50.09
2025-03-31 $37k 727 50.31
2024-12-31 $11k 211 49.69

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Dimensional International Value Etf Etf (DFIV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Oreilly Automotive Stock (ORLY)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Farther Finance Advisors

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