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Simplify Exchange Traded Fun shares owned by Assetmark

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) 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
2025-12-31 $352 9 39.22

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View all positions for Assetmark

Top funds holding Simplify Exchange Traded Fun

LPL Financial
Commonwealth Equity Services
Authentikos Wealth Advisory
AE Wealth Management
Evolution Wealth Management
Ironsides Asset Advisors
Austin Wealth Management
Lloyd Advisory Services
CWM
Steward Partners Investment Advisory
Atomi Financial Group
Park Edge Advisors
B.O.S.S. Retirement Advisors
Wealth Enhancement Advisory Services
Fiduciary Alliance

View all funds holding Simplify Exchange Traded Fun