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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$49.94 -0.10 (-0.20%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$886.03M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$104.97M
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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
7/1/2025 First National Bank Sioux Falls29,273$1.47M0.5%+56.3%0.099%
7/1/2025 Private Client Services LLC46,846$2.35M0.9%-5.1%0.158%
6/27/2025Goldman Sachs Group Inc.10,332$518K0.0%N/A0.035%
5/28/2025GK Wealth Management LLC25,054$1.26M1.5%+23.2%0.079%
5/21/2025Geneos Wealth Management Inc.27,330$1.37M0.0%+270.5%0.087%
5/20/2025Anchor Investment Management LLC38,889$1.95M0.2%+13.4%0.124%
5/19/2025Jane Street Group LLC10,765$540K0.0%-90.1%0.034%
5/16/2025Goldman Sachs Group Inc.10,332$518K0.0%N/A0.033%
5/16/2025Knightsbridge Asset Management LLC571,421$28.65M7.0%+2.5%1.823%
5/16/2025NewEdge Advisors LLC21,834$1.10M0.0%+37.6%0.070%
5/16/2025AlphaQ Advisors LLC17,719$888K2.1%N/A0.057%
5/16/2025Aprio Wealth Management LLC296,048$14.84M1.9%+43.0%0.944%
5/15/2025Royal Bank of Canada234,111$11.74M0.0%+29.3%0.747%
5/15/2025Evergreen Capital Management LLC1,058,867$53.09M1.8%+42.7%3.378%
5/15/2025WPG Advisers LLC1,780$89K0.1%N/A0.006%
5/15/2025Tortoise Investment Management LLC332,501$16.67M1.7%+10.3%1.061%
5/14/2025CreativeOne Wealth LLC29,796$1.49M0.0%+3.8%0.095%
5/14/2025Comerica Bank6,352$318K0.0%+111.7%0.020%
5/14/2025Andina Capital Management LLC97,249$4.88M3.5%-7.6%0.310%
5/13/2025Mill Creek Capital Advisors LLC737,341$36.97M0.9%+3.5%2.352%
5/13/2025Ethos Financial Group LLC154,952$7.77M0.7%-14.3%0.494%
5/13/2025Watchman Group Inc.705,768$35.39M9.9%+21.5%2.251%
5/13/2025Horizon Investments LLC93,543$4.67M0.1%+1.0%0.298%
5/13/2025Heck Capital Advisors LLC223,760$11.22M1.3%-3.2%0.714%
5/13/2025LHM Inc.151,300$7.59M2.5%-13.3%0.483%
5/13/2025HighTower Advisors LLC21,729$1.09M0.0%+20.5%0.069%
5/12/2025First American Trust FSB164,175$8.23M0.8%+7.9%0.524%
5/12/2025Benjamin Edwards Inc.73,657$3.69M0.1%+74.1%0.235%
5/12/2025Townsquare Capital LLC22,094$1.11M0.0%+23.3%0.070%
5/12/2025AlphaCore Capital LLC1,000$50K0.0%N/A0.003%
5/9/2025Strategy Asset Managers LLC4,516$226K0.0%N/A0.014%
5/8/2025Endeavor Private Wealth Inc.13,160$660K0.4%+403.1%0.042%
5/7/2025Ironsides Asset Advisors LLC6,296$316K0.1%-50.3%0.020%
5/7/2025LPL Financial LLC97,403$4.88M0.0%+68.6%0.311%
5/7/2025Municipal Employees Retirement System of Michigan2,378,493$119.26M1.5%-24.2%7.587%
5/7/2025Knights of Columbus Asset Advisors LLC7,175$360K0.0%N/A0.023%
5/6/2025Morling Financial Advisors LLC300,403$15.06M5.2%+6.7%0.958%
5/6/2025AE Wealth Management LLC73,512$3.69M0.0%+133,558.2%0.234%
5/6/2025Wedbush Securities Inc.22,934$1.15M0.0%+22.5%0.073%
5/6/2025Venturi Wealth Management LLC16,333$819K0.0%-2.7%0.052%
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5/6/2025Proficio Capital Partners LLC261,882$13.13M1.0%+59.7%0.835%
5/6/2025Advocacy Wealth Management Services LLC157,976$7.92M0.5%+2.0%0.504%
5/5/2025Kestra Private Wealth Services LLC34,073$1.71M0.0%+273.0%0.109%
5/5/2025Beckerman Institutional LLC33,633$1.69M1.2%+7.0%0.107%
5/5/2025Csenge Advisory Group10,950$546K0.0%+5.6%0.035%
5/5/2025Private Advisor Group LLC88,763$4.45M0.0%+28.8%0.283%
5/5/2025Nwam LLC173,162$8.68M0.7%+24.9%0.552%
5/1/2025Marks Group Wealth Management Inc12,577$631K0.1%N/A0.040%
5/1/2025Harmony Asset Management LLC33,650$1.69M0.7%+9.8%0.107%
4/30/2025Pekin Hardy Strauss Inc.217,825$10.92M1.3%+37.4%0.692%
4/29/2025Envestnet Asset Management Inc.1,929,742$96.76M0.0%+21.9%6.126%
4/29/2025Sharp Financial Services LLC4,500$226K0.2%-13.5%0.014%
4/29/2025Calamos Advisors LLC32,185$1.61M0.0%+186.5%0.102%
4/28/2025Novem Group4,416$221K0.0%N/A0.014%
4/28/2025Longview Financial Advisors Inc.38,131$1.91M1.6%+227.9%0.121%
4/25/2025K2 Financial Inc.25,573$1.27M1.2%+5.5%0.081%
4/25/2025Ameritas Advisory Services LLC19,575$973K0.0%-50.5%0.062%
4/25/2025Citizens National Bank Trust Department15,727$789K0.2%+1,210.6%0.050%
4/25/2025Convergence Financial LLC253,338$12.70M2.5%+7.1%0.804%
4/24/2025Cambridge Advisors Inc.15,921$798K0.2%-7.6%0.051%
4/23/2025Creative Financial Designs Inc. ADV1,750$88K0.0%+288.9%0.006%
4/23/2025Perigon Wealth Management LLC7,188$360K0.0%-4.6%0.023%
4/23/2025Alpine Bank Wealth Management28,675$1.44M0.2%N/A0.091%
4/23/2025Narwhal Capital Management58,322$2.92M0.3%+15.5%0.185%
4/22/2025Whalen Wealth Management Inc.79,548$3.99M2.7%N/A0.253%
4/22/2025Cambridge Investment Research Advisors Inc.10,760$540K0.0%+3.3%0.034%
4/22/2025PFG Investments LLC6,665$334K0.0%+3.9%0.021%
4/21/2025GFS Advisors LLC23,590$1.18M0.2%+196.7%0.075%
4/21/2025Compass Capital Corp MA ADV133,076$6.61M3.4%-28.3%0.422%
4/21/2025Envestnet Portfolio Solutions Inc.36,459$1.83M0.0%+25.2%0.116%
4/17/2025Janney Montgomery Scott LLC123,461$6.19M0.0%+101.9%0.392%
4/17/2025Stewardship Advisors LLC4,473$224K0.1%N/A0.014%
4/16/2025Wealth Enhancement Advisory Services LLC280,134$14.05M0.0%+167.8%0.889%
4/16/2025Bar Harbor Wealth Management278,851$13.98M0.9%+63.5%0.885%
4/15/2025Magnolia 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%
4/14/2025Farther Finance Advisors LLC727$37K0.0%+244.5%0.002%
4/14/2025Priebe Wealth Holdings LLC94,000$4.71M2.9%+803.8%0.298%
4/11/2025Seneca House Advisors73,251$3.67M1.5%+5.5%0.233%
4/11/2025Magnus Financial Group LLC4,259$214K0.0%-5.1%0.014%
4/11/2025Edge Wealth Management LLC227,114$11.39M2.3%+88.8%0.721%
4/10/2025Breakwater Capital Group33,489$1.68M0.3%N/A0.106%
4/10/2025Thurston Springer Miller Herd & Titak Inc.909$46K0.0%N/A0.003%
4/10/2025Park Edge Advisors LLC76,636$3.84M1.1%-44.5%0.243%
4/10/2025Peak Financial Advisors LLC369,233$18.51M9.4%+2.2%1.172%
4/10/2025Whipplewood Advisors LLC10,487$526K0.2%+2,103.2%0.033%
4/9/2025Merit Financial Group LLC16,035$804K0.0%N/A0.051%
4/8/2025Atlas Brown Inc.4,200$211K0.1%N/A0.013%
3/17/2025Wealth Enhancement Advisory Services LLC104,619$5.20M0.0%-2.7%0.342%
2/25/2025Heck Capital Advisors LLC231,268$11.49M0.7%N/A1.779%
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If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/18/2025Harmony Asset Management LLC30,650$1.52M0.6%+89.7%0.236%
2/17/2025Family Management Corp209,053$10.39M1.7%+19.3%1.608%
2/17/2025Cahill Financial Advisors Inc.13,649$678K0.1%-4.5%0.105%
2/17/2025Bank of America Corp DE7,945$395K0.0%+156.6%0.061%
2/17/2025Benjamin Edwards Inc.42,301$2.10M0.0%+3.5%0.325%
2/17/2025Ancora Advisors LLC17,000$845K0.0%+41.7%0.131%
2/17/2025Advocacy Wealth Management Services LLC154,903$7.70M0.6%N/A1.192%
2/14/2025Whitebox Advisors LLC11,306$562K0.0%N/A0.087%
2/14/2025Comerica Bank3,000$149K0.0%+71.6%0.023%
2/14/2025Lido Advisors LLC4,977$247K0.0%-5.3%0.038%
(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, 141 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 Simplify MBS ETF's institutional investors.

Which institutional investors have been buying Simplify MBS ETF's stock?

Of the 134 institutional investors that purchased Simplify MBS ETF's 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 17,694,964 shares in the last 24 months. This purchase volume represents approximately $886.03M in transactions.

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

Of the 37 institutional investors that sold Simplify MBS ETF's 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 2,094,742 shares in the last 24 months. This volume of shares sold represents approximately $104.97M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 7/5/2025 by MarketBeat.com Staff
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