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Simplify Exchange Traded Fun shares owned by Stephens

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

Historical chart of Stephens investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Stephens

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 6.9k 50.35
2025-06-30 $451k 9.0k 50.09
2024-06-30 $7.6M 150k 50.36
2024-03-31 $19M 365k 50.91

More positions owned by Stephens

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Stephens

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