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Simplify Exchange Traded Fun shares owned by L2 Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by L2 Asset Management from 13F filings

Historical chart of L2 Asset Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by L2 Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by L2 Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 265k 50.35
2025-06-30 $11M 215k 50.09
2025-03-31 $9.6M 192k 50.14
2024-12-31 $9.2M 186k 49.69

More positions owned by L2 Asset Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Meta Platforms Cl A (META)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
JPMorgan Chase & Co. (JPM)
NetApp (NTAP)
Logitech Intl S A SHS (LOGI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for L2 Asset Management

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