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Simplify Exchange Traded Fun shares owned by Strategy Asset Managers

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

Historical chart of Strategy Asset Managers investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Strategy Asset Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $477k 9.5k 50.35
2025-06-30 $228k 4.6k 50.09
2025-03-31 $227k 4.5k 50.15

More positions owned by Strategy Asset Managers

Broadcom (AVGO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Cisco Systems (CSCO)
Lockheed Martin Corporation (LMT)
Constellation Energy (CEG)
Emerson Electric (EMR)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Kinder Morgan (KMI)
Arthur J. Gallagher & Co. (AJG)

View all positions for Strategy Asset Managers

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