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Simplify Exchange Traded Fun shares owned by Mml Investors Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $377k 17k 21.87
2025-06-30 $411k 19k 22.03
2025-03-31 $2.8M 127k 21.97

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Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mml Investors Services

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
AE Wealth Management
Ferguson Shapiro
Reuter James Wealth Management
Mid-American Wealth Advisory Group
Altfest L J & Co
Ancora Advisors
Lloyd Advisory Services
Park Edge Advisors
LPL Financial
Evergreen Capital Management
Magnolia Private Wealth
Authentikos Wealth Advisory
Aprio Wealth Management
Heck Capital Advisors

View all funds holding Simplify Exchange Traded Fun