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Simplify Exchange Traded Fun shares owned by Assetmark

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

Historical chart of Assetmark investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Assetmark

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.7k 66 25.35

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Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
Bnp Paribas Arbitrage, Snc
Principal Securities
AE Wealth Management
Envestnet Asset Management
Change Path
Private Client Services
Brookstone Capital Management
Elevated Capital Advisors
Key Capital Management
Strategic Blueprint
Crusonia Wealth Advisors
Howard Bailey Securities
Janney Montgomery Scott
Brookwood Investment Group

View all funds holding Simplify Exchange Traded Fun