Raymond James Financial »

Simplify Exchange Traded Fun shares owned by Raymond James Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Raymond James Financial from 13F filings

Historical chart of Raymond James Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Raymond James Financial 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 4.3k 49.45
2025-06-30 $111k 2.2k 50.09

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Edge Wealth Management
Evergreen Capital Management
Watchman Group
Knightsbridge Asset Management
Change Path
LPL Financial
L2 Asset Management
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Hilton Capital Management
Proficio Capital Partners

View all funds holding Simplify Exchange Traded Fun