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Simplify MBS ETF (MTBA) Institutional Ownership

Simplify MBS ETF logo
$49.83 -0.12 (-0.24%)
Closing price 05/2/2025 04:10 PM Eastern
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$49.82 0.00 (-0.01%)
As of 05/2/2025 06:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify MBS ETF (NYSEARCA:MTBA)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$834.45M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$58.21M
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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
5/1/2025 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%
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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%
2/25/2025Heck 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%
2/17/2025Family 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%
2/14/2025Knightsbridge Asset Management LLC557,743$27.71M6.4%+13.6%4.290%
2/14/2025Two Sigma Securities LLC4,151$206K0.0%N/A0.032%
2/14/2025Kovitz Investment Group Partners LLC9,980$496K0.0%N/A0.077%
2/14/2025Integrated Wealth Concepts LLC9,159$455K0.0%+6.2%0.070%
2/14/2025MML Investors Services LLC1,315,487$65.37M0.2%+10.6%10.119%
2/13/2025NewEdge Advisors LLC15,864$788K0.0%+13.0%0.122%
2/13/2025Evergreen Capital Management LLC741,880$36.86M1.2%-8.6%5.707%
2/13/2025Anchor Investment Management LLC34,289$1.70M0.2%+12.8%0.264%
2/13/2025CreativeOne Wealth LLC28,718$1.43M0.0%+1.3%0.221%
2/13/2025Townsquare Capital LLC17,915$890K0.0%+25.3%0.138%
2/13/2025Advisory Services Network LLC29,332$1.46M0.0%N/A0.226%
2/13/2025Wedbush Securities Inc.18,729$931K0.0%-10.9%0.144%
2/13/2025 Envestnet Asset Management Inc.1,582,933$78.66M0.0%+9.8%12.176%
2/13/2025Wells Fargo & Company MN1,567,191$77.87M0.0%-3.8%12.055%
2/12/2025Huntington National Bank886$44K0.0%+1,510.9%0.007%
2/12/2025OLD Mission Capital LLC18,538$921K0.0%-76.4%0.143%
2/12/2025Watchman Group Inc.580,926$28.87M7.6%+4.8%4.469%
2/12/2025Schroder Investment Management Group27,982$1.39M0.0%+9.3%0.215%
2/12/2025Orion Portfolio Solutions LLC57,604$2.86M0.0%-6.8%0.443%
2/12/2025JPMorgan Chase & Co.118,452$5.89M0.0%+6.9%0.911%
2/11/2025First American Trust FSB152,175$7.56M0.8%+13.7%1.171%
2/11/2025LPL Financial LLC57,757$2.87M0.0%+278.8%0.444%
2/11/2025Sei Investments Co.2,921,363$145.17M0.2%+4.0%22.472%
2/10/2025Horizon Investments LLC92,645$4.58M0.1%+2.5%0.713%
2/10/2025BlackDiamond Wealth Management LLC44,449$2.21M1.3%-11.6%0.342%
2/10/2025 Envestnet Portfolio Solutions Inc.29,114$1.45M0.0%-4.6%0.224%
2/10/2025Hutchinson Capital Management CA133,457$6.63M1.3%N/A1.027%
2/10/2025Hilton Capital Management LLC662,815$32.94M2.8%-14.0%5.099%
2/10/2025Commonwealth Equity Services LLC152,311$7.57M0.0%+11.6%1.172%
2/7/2025 Sequoia Financial Advisors LLC11,100$552K0.0%N/A0.085%
2/7/2025HighTower Advisors LLC18,034$896K0.0%+81.5%0.139%
2/7/2025Morling Financial Advisors LLC281,490$13.99M4.9%N/A2.165%
2/7/2025Tortoise Investment Management LLC301,475$14.98M1.6%+14.2%2.319%
2/7/2025Independent Advisor Alliance93,330$4.64M0.1%N/A0.718%
2/7/2025 K2 Financial Inc.24,229$1.19M1.2%N/A0.186%
2/6/2025Ethos Financial Group LLC180,717$8.98M1.2%N/A1.390%
2/6/2025LHM Inc.174,435$8.67M2.8%+28.8%1.342%
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2/6/2025 Straight Path Wealth Management6,760$336K0.1%+31.0%0.052%
2/6/2025Proficio Capital Partners LLC163,980$8.15M0.1%-44.2%1.261%
2/6/2025Exencial Wealth Advisors LLC10,868$540K0.0%+2.0%0.084%
2/6/2025Steward Partners Investment Advisory LLC4,118$205K0.0%+98.7%0.032%
2/5/2025Proficio Capital Partners LLC8,119,926$403.48M0.2%+2,665.2%62.461%
2/5/2025 Convergence Financial LLC236,472$11.75M2.3%N/A1.819%
2/5/2025Nwam LLC138,623$6.89M0.4%+82.3%1.066%
2/5/2025 Magnolia Private Wealth LLC10,000$497K0.3%N/A0.077%
2/4/2025 Bank of New York Mellon Corp83,159$4.13M0.0%+189.2%0.640%
2/4/2025 Pekin Hardy Strauss Inc.158,565$7.88M1.0%+12.3%1.220%
(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, 131 institutional investors and hedge funds held shares of Simplify MBS ETF. The most heavily invested institutionals were Sei Investments Co. ($145.17M), Envestnet Asset Management Inc. ($96.76M), Wells Fargo & Company MN ($77.87M), MML Investors Services LLC ($65.37M), Simplify Asset Management Inc. ($55.35M), Evergreen Capital Management LLC ($36.86M), and Mill Creek Capital Advisors LLC ($35.38M).Learn more on MTBA's institutional investors.

Which institutional investors have been buying Simplify MBS ETF stock?

Of the 125 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 ($8.11M), Simplify Asset Management Inc. ($1.08M), Hilton Capital Management LLC ($770.31K), Envestnet Asset Management Inc. ($619.39K), Bar Harbor Wealth Management ($493.83K), Peak Financial Advisors LLC ($402.30K), and MML Investors Services LLC ($333.36K).

How much institutional buying is happening at Simplify MBS ETF?

Institutional investors have bought a total of 18,093,319 shares in the last 24 months. This purchase volume represents approximately $907.63M in transactions.

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

Of the 31 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: 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), Evergreen Capital Management LLC ($69.80K), and Wells Fargo & Company MN ($61.45K).

How much institutional selling is happening at Simplify MBS ETF?

Institutional investors have sold a total of 1,162,084 shares in the last 24 months. This volume of shares sold represents approximately $58.21M in transactions.


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This page (NYSEARCA:MTBA) was last updated on 5/4/2025 by MarketBeat.com Staff
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