O'shaughnessy Asset Management »

Simplify Exchange Traded Fun shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by O'shaughnessy Asset Management 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $515k 12k 41.48

More positions owned by O'shaughnessy Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Micron Technology (MU)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)

View all positions for O'shaughnessy Asset Management

Top funds holding Simplify Exchange Traded Fun

Commonwealth Equity Services
Authentikos Wealth Advisory
AE Wealth Management
Independent Wealth Advisors
Evolution Wealth Management
Ironsides Asset Advisors
LPL Financial
Austin Wealth Management
Steward Partners Investment Advisory
Lloyd Advisory Services
Susquehanna International
Park Edge Advisors
Entrewealth
Elevated Capital Advisors
B.O.S.S. Retirement Advisors

View all funds holding Simplify Exchange Traded Fun