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Simplify Exchange Traded Fun shares owned by Mercer Global Advisors

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

Historical chart of Mercer Global 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 Mercer Global 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 Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $19k 380 49.07
2025-06-30 $201k 4.0k 50.09
2025-03-31 $433k 8.6k 50.14

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Ishares Tr National Mun Etf (MUB)

View all positions for Mercer Global Advisors

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Mml Investors Services
Wells Fargo & Company
Edge Wealth Management
Evergreen Capital Management
Knightsbridge Asset Management
Watchman Group
Change Path
LPL Financial
Tortoise Investment Management
Aprio Wealth Management
Hutchinson Capital Management
Hilton Capital Management
Pekin, Singer Strauss Asset Management
Proficio Capital Partners

View all funds holding Simplify Exchange Traded Fun