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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$49.52 +0.05 (+0.10%)
As of 05/23/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$884.75M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$104.85M
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MTBA Institutional Buying and Selling by Quarter

Simplify MBS ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.27,330$1.37M0.0%+270.5%0.087%
5/20/2025 Anchor Investment Management LLC38,889$1.95M0.2%+13.4%0.124%
5/19/2025 Jane Street Group LLC10,765$540K0.0%-90.1%0.034%
5/16/2025 Goldman Sachs Group Inc.10,332$518K0.0%N/A0.033%
5/16/2025 Knightsbridge Asset Management LLC571,421$28.65M7.0%+2.5%1.823%
5/16/2025 NewEdge Advisors LLC21,834$1.10M0.0%+37.6%0.070%
5/16/2025 AlphaQ Advisors LLC17,719$888K2.1%N/A0.057%
5/16/2025 Aprio Wealth Management LLC296,048$14.84M1.9%+43.0%0.944%
5/15/2025 Royal Bank of Canada234,111$11.74M0.0%+29.3%0.747%
5/15/2025 Evergreen Capital Management LLC1,058,867$53.09M1.8%+42.7%3.378%
5/15/2025 WPG Advisers LLC1,780$89K0.1%N/A0.006%
5/15/2025 Tortoise Investment Management LLC332,501$16.67M1.7%+10.3%1.061%
5/14/2025 CreativeOne Wealth LLC29,796$1.49M0.0%+3.8%0.095%
5/14/2025 Comerica Bank6,352$318K0.0%+111.7%0.020%
5/14/2025 Andina Capital Management LLC97,249$4.88M3.5%-7.6%0.310%
5/13/2025 Mill Creek Capital Advisors LLC737,341$36.97M0.9%+3.5%2.352%
5/13/2025 Ethos Financial Group LLC154,952$7.77M0.7%-14.3%0.494%
5/13/2025 Watchman Group Inc.705,768$35.39M9.9%+21.5%2.251%
5/13/2025 Horizon Investments LLC93,543$4.67M0.1%+1.0%0.298%
5/13/2025 Heck Capital Advisors LLC223,760$11.22M1.3%-3.2%0.714%
5/13/2025 LHM Inc.151,300$7.59M2.5%-13.3%0.483%
5/13/2025 HighTower Advisors LLC21,729$1.09M0.0%+20.5%0.069%
5/12/2025 First American Trust FSB164,175$8.23M0.8%+7.9%0.524%
5/12/2025 Benjamin Edwards Inc.73,657$3.69M0.1%+74.1%0.235%
5/12/2025 Townsquare Capital LLC22,094$1.11M0.0%+23.3%0.070%
5/12/2025 AlphaCore Capital LLC1,000$50K0.0%N/A0.003%
5/9/2025 Strategy Asset Managers LLC4,516$226K0.0%N/A0.014%
5/8/2025 Endeavor Private Wealth Inc.13,160$660K0.4%+403.1%0.042%
5/7/2025 Ironsides Asset Advisors LLC6,296$316K0.1%-50.3%0.020%
5/7/2025 LPL Financial LLC97,403$4.88M0.0%+68.6%0.311%
5/7/2025 Municipal Employees Retirement System of Michigan2,378,493$119.26M1.5%-24.2%7.587%
5/7/2025 Knights of Columbus Asset Advisors LLC7,175$360K0.0%N/A0.023%
5/6/2025 Morling Financial Advisors LLC300,403$15.06M5.2%+6.7%0.958%
5/6/2025 AE Wealth Management LLC73,512$3.69M0.0%+133,558.2%0.234%
5/6/2025 Wedbush Securities Inc.22,934$1.15M0.0%+22.5%0.073%
5/6/2025 Venturi Wealth Management LLC16,333$819K0.0%-2.7%0.052%
5/6/2025 Proficio Capital Partners LLC261,882$13.13M1.0%+59.7%0.835%
5/6/2025 Advocacy Wealth Management Services LLC157,976$7.92M0.5%+2.0%0.504%
5/5/2025 Kestra Private Wealth Services LLC34,073$1.71M0.0%+273.0%0.109%
5/5/2025 Beckerman Institutional LLC33,633$1.69M1.2%+7.0%0.107%
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5/5/2025 Csenge Advisory Group10,950$546K0.0%+5.6%0.035%
5/5/2025 Private Advisor Group LLC88,763$4.45M0.0%+28.8%0.283%
5/5/2025 Nwam LLC173,162$8.68M0.7%+24.9%0.552%
5/1/2025 Marks Group Wealth Management Inc12,577$631K0.1%N/A0.040%
5/1/2025 Harmony Asset Management LLC33,650$1.69M0.7%+9.8%0.107%
4/30/2025 Pekin Hardy Strauss Inc.217,825$10.92M1.3%+37.4%0.692%
4/29/2025 Envestnet Asset Management Inc.1,929,742$96.76M0.0%+21.9%6.126%
4/29/2025 Sharp Financial Services LLC4,500$226K0.2%-13.5%0.014%
4/29/2025 Calamos Advisors LLC32,185$1.61M0.0%+186.5%0.102%
4/28/2025 Novem Group4,416$221K0.0%N/A0.014%
4/28/2025 Longview Financial Advisors Inc.38,131$1.91M1.6%+227.9%0.121%
4/25/2025 K2 Financial Inc.25,573$1.27M1.2%+5.5%0.081%
4/25/2025 Ameritas Advisory Services LLC19,575$973K0.0%-50.5%0.062%
4/25/2025 Citizens National Bank Trust Department15,727$789K0.2%+1,210.6%0.050%
4/25/2025 Convergence Financial LLC253,338$12.70M2.5%+7.1%0.804%
4/24/2025 Cambridge Advisors Inc.15,921$798K0.2%-7.6%0.051%
4/23/2025 Creative Financial Designs Inc. ADV1,750$88K0.0%+288.9%0.006%
4/23/2025 Perigon Wealth Management LLC7,188$360K0.0%-4.6%0.023%
4/23/2025 Alpine Bank Wealth Management28,675$1.44M0.2%N/A0.091%
4/23/2025 Narwhal Capital Management58,322$2.92M0.3%+15.5%0.185%
4/22/2025 Whalen Wealth Management Inc.79,548$3.99M2.7%N/A0.253%
4/22/2025 Cambridge Investment Research Advisors Inc.10,760$540K0.0%+3.3%0.034%
4/22/2025 PFG Investments LLC6,665$334K0.0%+3.9%0.021%
4/21/2025 GFS Advisors LLC23,590$1.18M0.2%+196.7%0.075%
4/21/2025 Compass Capital Corp MA ADV133,076$6.61M3.4%-28.3%0.422%
4/21/2025 Envestnet Portfolio Solutions Inc.36,459$1.83M0.0%+25.2%0.116%
4/17/2025 Janney Montgomery Scott LLC123,461$6.19M0.0%+101.9%0.392%
4/17/2025 Stewardship Advisors LLC4,473$224K0.1%N/A0.014%
4/16/2025 Wealth Enhancement Advisory Services LLC280,134$14.05M0.0%+167.8%0.889%
4/16/2025 Bar Harbor Wealth Management278,851$13.98M0.9%+63.5%0.885%
4/15/2025 Magnolia Private Wealth LLC6,201$311K0.2%-38.0%0.020%
4/15/2025 First National Bank Sioux Falls18,732$939K0.4%+212.7%0.059%
4/14/2025 Farther Finance Advisors LLC727$37K0.0%+244.5%0.002%
4/14/2025 Priebe Wealth Holdings LLC94,000$4.71M2.9%+803.8%0.298%
4/11/2025 Seneca House Advisors73,251$3.67M1.5%+5.5%0.233%
4/11/2025 Magnus Financial Group LLC4,259$214K0.0%-5.1%0.014%
4/11/2025 Edge Wealth Management LLC227,114$11.39M2.3%+88.8%0.721%
4/10/2025 Breakwater Capital Group33,489$1.68M0.3%N/A0.106%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.909$46K0.0%N/A0.003%
4/10/2025 Park Edge Advisors LLC76,636$3.84M1.1%-44.5%0.243%
4/10/2025 Peak Financial Advisors LLC369,233$18.51M9.4%+2.2%1.172%
4/10/2025 Whipplewood Advisors LLC10,487$526K0.2%+2,103.2%0.033%
4/9/2025 Merit Financial Group LLC16,035$804K0.0%N/A0.051%
4/8/2025 Atlas Brown Inc.4,200$211K0.1%N/A0.013%
3/17/2025 Wealth Enhancement Advisory Services LLC104,619$5.20M0.0%-2.7%0.342%
2/25/2025 Heck Capital Advisors LLC231,268$11.49M0.7%N/A1.779%
2/18/2025 Harmony Asset Management LLC30,650$1.52M0.6%+89.7%0.236%
2/17/2025 Family Management Corp209,053$10.39M1.7%+19.3%1.608%
2/17/2025 Cahill Financial Advisors Inc.13,649$678K0.1%-4.5%0.105%
2/17/2025 Bank of America Corp DE7,945$395K0.0%+156.6%0.061%
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2/17/2025 Benjamin Edwards Inc.42,301$2.10M0.0%+3.5%0.325%
2/17/2025 Ancora Advisors LLC17,000$845K0.0%+41.7%0.131%
2/17/2025 Advocacy Wealth Management Services LLC154,903$7.70M0.6%N/A1.192%
2/14/2025 Whitebox Advisors LLC11,306$562K0.0%N/A0.087%
2/14/2025 Comerica Bank3,000$149K0.0%+71.6%0.023%
2/14/2025 Lido Advisors LLC4,977$247K0.0%-5.3%0.038%
2/14/2025 Knightsbridge Asset Management LLC557,743$27.71M6.4%+13.6%4.290%
2/14/2025 Two Sigma Securities LLC4,151$206K0.0%N/A0.032%
2/14/2025 Kovitz Investment Group Partners LLC9,980$496K0.0%N/A0.077%
2/14/2025 Integrated Wealth Concepts LLC9,159$455K0.0%+6.2%0.070%
(Data available from 1/1/2016 forward)

MTBA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTBA shares?

During the previous two years, 140 institutional investors and hedge funds held shares of Simplify MBS ETF. The most heavily invested institutionals were Sei Investments Co. ($145.17M), Municipal Employees Retirement System of Michigan ($119.26M), Envestnet Asset Management Inc. ($96.76M), Wells Fargo & Company MN ($77.87M), MML Investors Services LLC ($65.37M), Simplify Asset Management Inc. ($55.35M), and Evergreen Capital Management LLC ($53.09M).Learn more on MTBA's institutional investors.

Which institutional investors have been buying Simplify MBS ETF stock?

Of the 133 institutional investors that purchased Simplify MBS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($8.21M), Simplify Asset Management Inc. ($1.08M), Hilton Capital Management LLC ($770.31K), Envestnet Asset Management Inc. ($619.39K), Evergreen Capital Management LLC ($575.75K), Bar Harbor Wealth Management ($493.83K), and Peak Financial Advisors LLC ($402.30K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 19,206,506 shares in the last 24 months. This purchase volume represents approximately $963.45M in transactions.

Which Simplify MBS ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold Simplify MBS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($760.76K), Bar Harbor Wealth Management ($214.98K), Mill Creek Capital Advisors LLC ($191.06K), Proficio Capital Partners LLC ($129.67K), Park Edge Advisors LLC ($120.16K), Hilton Capital Management LLC ($107.49K), and Jane Street Group LLC ($102.06K).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 2,092,202 shares in the last 24 months. This volume of shares sold represents approximately $104.85M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 5/24/2025 by MarketBeat.com Staff
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